Guggenheim 首次覆盖 Kazia Therapeutics 予买入、目标价 35 美元，为本周第二家看多券商

Kazia Therapeutics ( KZIA ) traded higher on Wednesday after Guggenheim became the latest brokerage to launch its coverage with a Buy rating based on its lead candidate paxalisib following a similar rating from Leerink Partners earlier this week. Analyst Paul Jeng noted that paxalisib, a dual PI3K/mTOR inhibitor undergoing studies for advanced breast cancer and other solid tumors, is distinct from competitor drugs whose mechanism of action is well documented in oncology. “Those properties not only deliver class-leading BBB penetration to address brain metastases but also unlock a novel mechanism for overcoming metastasis and immunotherapy resistance,” Jeng wrote with a Buy rating and a $35 target on the stock. Noting its current valuation, the analyst cites an “asymmetric risk-reward” setup for Kazia ( KZIA ) over the next 12 months amid upcoming catalysts, including clinical updates on triple-negative breast cancer expected from H2 2026 through 2027. On Tuesday, Leerink issued an Outperform rating and a $30 target on the stock, calling the company “an attractive option to invest in the previously validated PI3K/AKT/mTOR pathway" given its modest enterprise value of about $40M.