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🇺🇸 SECKAZIA THERAPEUTICS LTDQwen · 实盘不做把握 2/10不做原因:无法执行
北京时间·🕒 发布 04:55:05·⟳ 抓取 04:55:45 +40s·⚡ 决策 09-02 05:07:19 +11m34s·55.6 天前

Kazia Therapeutics发布paxalisib在MSS/pMMR结直肠癌和HR+/HER2-乳腺癌的临床前数据,计划启动新临床试验

1) 标的无法获取实时行情(Futu返回no_price),无法确认可交易性、设定入场/止损价位;2) 催化仅为临床前动物模型数据,距离商业化需数年,预测价值极低;3) 案例库显示今日同一事件已被处理为不做,且我们从未在KZIA上ENTER过(13条相关决策全部为不做);4) 无有意义的跨市场映射标的

📄 原文KAZIA THERAPEUTICS LTD↗ 原文
----- ea0304307-6k_kazia.htm ----- 6-K 1 ea0304307-6k_kazia.htm REPORT OF FOREIGN PRIVATE ISSUER UNITED STATES SECURITI…
不做 Kazia Therapeutics(KZIA.US)
1) 无法获取实时报价(Futu返回no_price),不可执行;2) 催化仅为临床前动物模型数据,距商业化数年,预测价值极低;3) 公司存在NASDAQ退市合规风险;4) 案例库显示同一事件今日已被处理为不做
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

结论摘要

Kazia Therapeutics发布paxalisib在MSS/pMMR结直肠癌和HR+/HER2-乳腺癌的临床前数据(动物模型),并计划启动新临床试验(2027年Q1和2026年底)。临床前数据对临床成功的预测价值极低,从当前阶段到任何潜在收入需数年。更关键的是,数据源无法获取KZIA的实时报价,无法确认股票流动性和可交易性。公司风险因素中提及NASDAQ上市合规问题,暗示可能存在退市风险。无跨市场映射机会。结论:不可执行且催化强度不足。

🔎 新鲜度:最早出现 2026-09-01 · 扩散 low · price-in 风险 low ↗

主要风险

  • 临床前数据转化为临床成功的概率极低(历史上<10%),且公司尚未开始入组
  • 公司风险因素明确提及NASDAQ上市合规问题,存在退市风险

反向证据

  • 做多前查反向 · 来源 filing · 日期 2026-09-01 · 影响 invalidates
    公司6-K风险因素明确提及'ability to maintain compliance with NASDAQ listing requirements',暗示股价可能低于$1或面临退市风险;Futu数据源无法获取任何报价
    检索:KZIA stock price liquidity NASDAQ delisting risk 2026 原文 ↗

先例如何影响了这次决策

对本次决策的影响:先例缺失不改变AVOID结论,因为标的本身不可执行且催化强度不足

方向:无可用先例

涨幅量级:无法校准幅度

形态:无

工具执行结果 · 成功 3 · 降级 2 · 失败 0 · 取消 0
  1. search_processed_events 成功 stock_tools HTTP · 504 ms
    {"result": "search_processed_events:agent query=`kazia paxalisib hr+ breast cancer trial expansion | kazia therapeutics paxalisib preclinical colorectal cancer | kzia 6-k september 2026`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 71.5/72 小时、3879 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选,不能据此证明消息首发或不是重复;按当前事件继
  2. stock_quote 降级 stock_tools HTTP · 1,320 ms
    取价失败: Futu returned no quote
  3. stock_quote 降级 stock_tools HTTP · 1,965 ms
    取价失败: Futu returned no quote
  4. fetch_decision_experience 成功 stock_tools HTTP · 116 ms
    {
  5. search_case_library 成功 stock_tools HTTP · 252 ms
    {"result": "search_case_library「KZIA.US」—— 与这些标的相关的自家决策案例(本页 12 条,该标的全历史相关记录共 13 条;ENTER 只按该标的自己的腿统计):\n◆ KZIA.US:相关历史决策 13 条 · 其中该标的 ENTER 0 条(0.0%) · 我们从没在这只票上 ENTER 过\n【对所查标的真 ENTER 过的:0 条 —— 相关案例里没有该标的自己的 ENTER 腿】\n【最近 12 条其它决策(多为「不做」,用来看这票最近在被什么消息刷屏)】\n• 2026-09-01 UTC 不做 · 事件:Kazia Therapeutic

原文全文

展开原文 · 22,198 字
----- ea0304307-6k_kazia.htm -----
6-K
1
ea0304307-6k_kazia.htm
REPORT OF FOREIGN PRIVATE ISSUER
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the Month of September 2026
Commission File Number: 000-29962
Kazia Therapeutics Limited.
(Exact Name of Registrant as Specified in Its Charter)
Three International Towers Level 24 300 Barangaroo
Avenue Sydney NSW 2000
(Address of principal executive offices)
Indicate by check mark whether the registrant files or will file annual
reports under cover of Form 20-F or Form 40-F.
Form 20-F
☒
Form
40-F
☐
INFORMATION CONTAINED IN THIS FORM 6-K REPORT
Press Release
On September 1, 2026, Kazia Therapeutics Limited (the “Company”)
issued a press release titled “Kazia Therapeutics Reports Preclinical Data Showing Paxalisib Reprograms Immunotherapy-Resistant
MSS/pMMR Colorectal Cancer and Enhances Response to Immunotherapy”. A copy of this press release is attached hereto as Exhibit 99.1
and is incorporated herein by reference.
Additionally, on September 1, 2026, Kazia Therapeutics Limited (the
“Company”) issued a press release titled “Kazia Therapeutics Expands Paxalisib Clinical Trial to HR+/HER2- Breast Cancer,
Supported by Preclinical Data Showing Strong Clinical Activity and Safety in HR+ Breast Cancer”. A copy of this press release is
attached hereto as Exhibit 99.2 and is incorporated herein by reference.
Incorporation by Reference
The Company hereby incorporates by reference the information contained
herein, including Exhibit 99.1 and Exhibit 99.2, except for the quotes of Dr. John Friend, Chief Executive Officer of the Company, and
Dr. Sudha Rao, Chief Scientific Officer of the Company, contained in Exhibit 99.1 and Exhibit 99.2, into the Company’s registration
statements on Form F-3 (File Nos.
333-276091
,
333-281937
and
333-294392
).
EXHIBIT INDEX
The following exhibits are furnished as part of this Form 6-K:
Exhibit
Description
99.1
Press Release dated September 1, 2026
99.2
Press Release dated September 1, 2026
1
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934,
the Registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Kazia Therapeutics Limited.
By:
/s/ John Friend
Name:
John Friend
Title:
Chief Executive Officer
Date: September 1, 2026
2

----- ea030430701ex99-1.htm -----
EX-99.1
2
ea030430701ex99-1.htm
PRESS RELEASE DATED SEPTEMBER 1, 2026
Exhibit 99.1
Kazia Therapeutics Reports Preclinical Data
Showing Paxalisib Reprograms Immunotherapy-Resistant MSS/pMMR Colorectal Cancer and Enhances Response to Immunotherapy
Paxalisib Monotherapy Significantly Reduced
Tumor Burden in Pre-Clinical Model of MSS/pMMR Colorectal Cancer, With the Addition of Pembrolizumab Driving a Further Reduction
Paxalisib Was Well Tolerated as Monotherapy
and in Combination with Checkpoint Inhibition
Kazia is Preparing to Advance Paxalisib Into
a Phase 2 Clinical Study to Evaluate Paxalisib in Immunotherapy-Resistant MSS/pMMR Colorectal Cancer
SYDNEY, Sept. 1, 2026
--
Kazia Therapeutics
Limited
(NASDAQ: KZIA), an oncology-focused biotechnology company developing therapies that selectively reprogram cancer biology,
restore anti-tumor immunity and overcome treatment resistance, today announced new preclinical and translational data showing that its
lead asset, paxalisib, reduced tumor burden, the total amount of cancer in the body, by 52% (p=0.035) in microsatellite stable (MSS)
/ proficient mismatch repair (pMMR) colorectal cancer. In a separate study, adding paxalisib to an existing immunotherapy drug reduced
tumor volume by an additional 50%, compared with the immunotherapy alone (p=0.022). Across both studies, treatment was well tolerated,
with no evidence of treatment-related toxicity.
Kazia is also advancing a next-generation translational
biomarker program designed to characterize the molecular, immune and epigenetic signatures associated with paxalisib response. The program
is intended to identify patients most likely to benefit, provide early measures of biological response, and support biomarker-driven clinical
development of paxalisib in pMMR colorectal cancer. These emerging biomarker insights, together with the compelling preclinical findings
and a differentiated mechanism of action, have been incorporated into a new patent filing covering aspects of paxalisib’s potential use
in colorectal cancer, further strengthening the intellectual property foundation for the program as it advances toward clinical development.
“Colorectal cancer is one of the leading
causes of cancer-related death, and its rising incidence among younger adults underscores the urgent need for new treatment approaches.
Using a novel preclinical pMMR model, patient-derived tissue biopsies and single-cell spatial epigenetic profiling, we uncovered a potentially
novel mechanism through which paxalisib reprograms the tumor microenvironment to enhance cancer immune visibility, identifying cancer-specific
molecular and immune signatures that may explain this shift from immunotherapy-resistant to responsive. Paxalisib showed meaningful anti-tumor
activity on its own, and in combination with immunotherapy produced substantially greater tumor reduction in a setting where checkpoint
inhibitors have historically provided little benefit. These findings support advancing paxalisib into a Phase 2 study in this patient
population, part of our broader strategy to reprogram tumor and immune biology and overcome resistance,” said Dr. Sudha Rao, Chief
Scientific Officer, Kazia Therapeutics.
Patients with MSS/pMMR colorectal cancer account
for approximately 85–90% of metastatic colorectal cancer cases. Unlike the smaller subset of colorectal cancers with microsatellite
instability (MSI-H), which has shown meaningful response to immune checkpoint inhibitors, published
clinical data show that checkpoint inhibitor monotherapy has provided little to no clinical benefit in patients with MSS/pMMR metastatic
colorectal cancer. Paxalisib’s approach in this setting represents a potential first-in-class strategy, as, to the Company’s knowledge,
no other PI3K/mTOR inhibitor has previously demonstrated meaningful activity in pMMR colorectal cancer.
The Company plans to launch a five-arm Phase 2
clinical trial evaluating paxalisib as a monotherapy in combination with pembrolizumab (Keytruda
®
) versus standard of care
in pre-treated MSS/pMMR metastatic colorectal cancer. Patients will be randomized to one of five arms: paxalisib at 15mg; paxalisib at
15mg plus pembrolizumab, with or without biologic; paxalisib at 30mg; paxalisib at 30mg plus pembrolizumab, with or without biologic;
or a standard-of-care comparator arm. The primary endpoint is safety and tolerability, with progression-free survival, overall response
rate and overall survival as secondary endpoints. Enrollment is expected to begin in the first quarter of 2027, with full enrollment of
all five arms anticipated by the end of 2027.
About Kazia Therapeutics
Kazia Therapeutics (NASDAQ: KZIA) is an oncology-focused drug development
company, based in Sydney, Australia. The Company’s lead asset, paxalisib, is an investigational brain-penetrant inhibitor of the PI3K/Akt/mTOR
pathway, which is being developed to treat multiple forms of cancer. Licensed from Genentech in late 2016, paxalisib is or has been the
subject of over 15 clinical trials. A completed Phase 2/3 study in glioblastoma (GBM AGILE) was reported in 2024, and discussions are
ongoing for designing and executing a pivotal registrational study in pursuit of a standard approval. Other clinical trials involving
paxalisib are ongoing in advanced breast cancer, brain metastases, diffuse midline gliomas, and primary central nervous system lymphoma,
with several of these trials having reported encouraging interim data. Paxalisib was granted Orphan Drug Designation for glioblastoma
by the U.S. Food and Drug Administration (FDA) in February 2018, and Fast Track Designation (FTD) for glioblastoma in August 2020. Paxalisib
was also granted FTD in July 2023 for the treatment of solid tumor brain metastases harboring PI3K pathway mutations in combination with
radiation therapy. Additionally, paxalisib was granted Rare Pediatric Disease Designation and Orphan Drug Designation by the FDA for diffuse
intrinsic pontine glioma in August 2020 and for atypical teratoid/rhabdoid tumors in June 2022 and July 2022, respectively. Kazia is also
developing EVT801, a small molecule inhibitor of VEGFR3, which was licensed from Evotec SE in April 2021. In addition to its clinical-stage
programs, Kazia is advancing NDL2, a potentially first-in-class intracellular PD-L1 protein degrader program targeting a newly identified
mechanism of immunotherapy resistance and metastatic progression, as well as MSETC, a potentially first-in-class SETDB1 inhibitor program
intended to restore immune signaling in tumors that have become resistant to immunotherapy, including checkpoint inhibitors. Both programs
are currently in preclinical development. For more information, please visit www.kaziatx.com or follow
us on X @KaziaTx.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning
of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking
statements include, but are not limited to, statements regarding: the potential therapeutic benefit of paxalisib in pMMR metastatic colorectal
cancer; the significance of preclinical and translational findings, including the orthotopic and subcutaneous CRC models and CTC cluster
data; the Company’s biomarker program and anticipated future disclosures; and the planned initiation and design of a Phase 2 clinical
trial in pMMR metastatic CRC. Forward-looking statements are generally identified by words such as “anticipates,” “believes,”
“expects,” “intends,” “plans,” “may,” “will,” “could,” “should,”
“estimates,” “projects,” “potential,” and similar expressions. These forward-looking statements are
based on management’s current expectations and assumptions as of the date of this press release and are subject to significant risks,
uncertainties, and other factors that could cause actual results to differ materially from those expressed or implied. Such risks and
uncertainties include, but are not limited to: the preliminary and preclinical nature of the data described, which may not predict clinical
outcomes in humans; risks associated with the conduct, timing and enrollment of clinical trials; regulatory review and approval processes;
reliance on third-party collaborators and trial sites; the Company’s ability to obtain, maintain and protect its intellectual property;
general economic and market conditions; and the Company’s ability to maintain compliance with NASDAQ listing requirements.
For a more complete discussion of risks and uncertainties, please refer
to the Company’s filings with the SEC, including the “Risk Factors” section of the Company’s most recent Annual
Report on Form 20-F. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new
information, future events, or otherwise, except as required by law. All forward-looking statements are qualified in their entirety by
this cautionary statement.
(Keytruda is a registered trademark of Merck Sharp & Dohme LLC,
a subsidiary of Merck & Co., Inc., Rahway, NJ, USA.)
Media Contacts
Michaela Fawcett / Molly Crawford
KCSA Strategic Communications
mfawcett@kcsa.com / mcrawford@kcsa.com

----- ea030430701ex99-2.htm -----
EX-99.2
3
ea030430701ex99-2.htm
PRESS RELEASE DATED SEPTEMBER 1, 2026
Exhibit 99.2
Kazia Therapeutics Expands Paxalisib Clinical
Trial into HR+/HER2- Breast Cancer, Supported by Preclinical Data Showing Strong Clinical Activity and Safety in HR+ Breast Cancer
Preclinical Data Show Paxalisib Combined With
Standard-of-Care Therapy Is Well Tolerated and Produces Statistically Significant Antitumor Activity
Three-Arm Expansion of the Ongoing TNBC Trial
Will Evaluate Paxalisib Plus Fulvestrant, With Palbociclib, Versus Standard-of-Care
First Patient Expected By Year-End 2026 and
Full Enrollment by End of 2027
SYDNEY, Sept. 1,
2026 –
Kazia Therapeutics Limited
(NASDAQ: KZIA) (“Kazia” or the “Company”), an oncology-focused
biotechnology company developing therapies that selectively reprogram cancer biology, restore anti-tumor immunity and overcome treatment
resistance, today announced new preclinical data demonstrating the safety and anti-tumor activity of paxalisib in HR+/HER2- breast cancer,
including evidence that paxalisib resensitized CDK4/6 inhibitor-resistant tumors to standard-of-care therapy. Based on these findings,
the Company is moving rapidly to expand its ongoing TNBC clinical trial into hormone receptor-positive (“HR+”), HER2-negative
(“HER2-”) advanced breast cancer to evaluate this effect directly and filed a related provisional patent application.
“HR+/HER2- breast cancer accounts for approximately
60–70% of all breast cancer diagnoses, and we expect nearly
322,000 new cases in the U.S. alone this year,”
said Dr. John Friend, Chief Executive Officer of Kazia Therapeutics. “That scale, combined with the persistent need for better options
once patients progress on standard therapy, represents a significant area of unmet medical need where paxalisib may play a role. Our preclinical
data showing statistically significant, additive antitumor activity when paxalisib is combined with standard-of-care therapy gives us
strong confidence in this approach, and we are moving quickly to bring this combination into the clinic for these patients. With the completion
of our recent financing, based on our current plans and projections, we now have the capital in place to fund this program through completion.”
In addition to these findings, paxalisib in combination
with fulvestrant, and paxalisib in combination with fulvestrant and palbociclib, showed consistent safety and resulted in statistically
significant reductions in tumor volume across preclinical models. Kazia has filed a patent that is supported by the Company’s preclinical
findings and has identified a high-risk subset of metastatic HR+/HER2- breast cancer defined by a novel PI3K/mTOR biomarker, with tissue-
and blood-based tests associated with poor survival. Extensive benchmarking studies show that paxalisib can resensitize treatment-resistant
tumors to combination therapy through a distinct epigenetic mechanism, an effect not observed with gedatolisib, an FDA-approved intravenous
PI3K/mTOR inhibitor, indicating a paxalisib-specific effect rather than a class effect. In a HR+ xenograft model, paxalisib in combination
with fulvestrant and palbociclib reduced tumor burden without added toxicity and showed primary tumor growth inhibition comparable to
gedatolisib in combination with the same regimen.
“Our extensive benchmarking shows that paxalisib
is differentiated in targeting the PI3K/mTOR–epigenetic resistance axis and importantly, this is not a class effect,” said
Dr. Sudha Rao, Chief Scientific Officer, Kazia Therapeutics. “Paxalisib’s unique attributes are uncovering a broader role
for PI3K/mTOR beyond conventional cytoplasmic signalling, with alternative pathways that may drive metastatic disease and resistance.
In HR+ breast cancer, we have identified a novel epigenetic PI3K/mTOR biomarker, with both liquid and tissue tests, that is enriched in
patients with poor prognosis. This gives us the opportunity to enrich for the patients where this biology matters most and brings precision
medicine to HR+ breast cancer.”
This benchmarking work is ongoing, and Kazia expects
to present additional data later this year, including further cellular, molecular and epigenetic characterization of paxalisib relative
to other PI3K/mTOR inhibitors.
Current development strategies in this setting
have primarily focused on sequencing additional lines of endocrine therapy, targeted agents or antibody-drug conjugates after resistance
emerges. Kazia’s preclinical findings suggest that paxalisib may address resistance mechanisms at an earlier biological level through
epigenetic and transcriptional effects that extend beyond conventional PI3K/mTOR pathway inhibition.
Alongside its IP filing, Kazia is amending the
protocol of its ongoing TNBC clinical trial to add a three-arm expansion evaluating paxalisib in patients with pre-treated HR+/HER2- metastatic
breast cancer. Patients will be randomized to one of three arms: paxalisib at 15mg plus fulvestrant (hormone therapy), with CDK4/6 inhibitor
palbociclib; paxalisib at 30mg plus fulvestrant, with palbociclib; or a standard-of-care comparator arm of fulvestrant. The primary endpoint
is safety and tolerability, with progression-free survival, overall response rate and overall survival as secondary endpoints.
The Company expects sites for this expansion to
be activated and the first patient enrolled before the end of 2026, with full enrollment anticipated by the end of 2027. Clinical updates
are anticipated throughout 2027, with a full readout anticipated in 2028.
About Kazia Therapeutics
Kazia Therapeutics (NASDAQ: KZIA) is an oncology-focused drug development
company, based in Sydney, Australia. The Company’s lead asset, paxalisib, is an investigational brain-penetrant inhibitor of the PI3K/Akt/mTOR
pathway, which is being developed to treat multiple forms of cancer. Licensed from Genentech in late 2016, paxalisib is or has been the
subject of over 15 clinical trials. A completed Phase 2/3 study in glioblastoma (GBM AGILE) was reported in 2024, and discussions are
ongoing for designing and executing a pivotal registrational study in pursuit of a standard approval. Other clinical trials involving
paxalisib are ongoing in advanced breast cancer, brain metastases, diffuse midline gliomas, and primary central nervous system lymphoma,
with several of these trials having reported encouraging interim data. Paxalisib was granted Orphan Drug Designation for glioblastoma
by the U.S. Food and Drug Administration (FDA) in February 2018, and Fast Track Designation (FTD) for glioblastoma in August 2020. Paxalisib
was also granted FTD in July 2023 for the treatment of solid tumor brain metastases harboring PI3K pathway mutations in combination with
radiation therapy. Additionally, paxalisib was granted Rare Pediatric Disease Designation and Orphan Drug Designation by the FDA for diffuse
intrinsic pontine glioma in August 2020 and for atypical teratoid/rhabdoid tumors in June 2022 and July 2022, respectively. Kazia is also
developing EVT801, a small molecule inhibitor of VEGFR3, which was licensed from Evotec SE in April 2021. In addition to its clinical-stage
programs, Kazia is advancing NDL2, a potentially first-in-class intracellular PD-L1 protein degrader program targeting a newly identified
mechanism of immunotherapy resistance and metastatic progression, as well as MSETC, a potentially first-in-class SETDB1 inhibitor program
intended to restore immune signaling in tumors that have become resistant to immunotherapy, including checkpoint inhibitors. Both programs
are currently in preclinical development. For more information, please visit www.kaziatx.com or follow
us on X @KaziaTx.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning
of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking
statements include, but are not limited to, statements regarding: the potential therapeutic benefit of paxalisib in HR+/HER2- breast cancer;
the significance of preclinical findings, including benchmarking studies relative to other PI3K/mTOR inhibitors; the Company’s plan
to expand the ongoing TNBC clinical trial into HR+/HER2- advanced breast cancer; the expected timing of site activation, first patient
enrollment and full enrollment; anticipated clinical updates and full data readout timelines; the Company’s biomarker program and
anticipated future disclosures; and the sufficiency of the Company’s capital to fund the program. Forward-looking statements are
generally identified by words such as “anticipates,” “believes,” “expects,” “intends,”
“plans,” “may,” “will,” “could,” “should,” “estimates,” “projects,”
“potential,” and similar expressions. These forward-looking statements are based on management’s current expectations
and assumptions as of the date of this press release and are subject to significant risks, uncertainties, and other factors that could
cause actual results to differ materially from those expressed or implied. Such risks and uncertainties include, but are not limited to:
the preliminary and preclinical nature of the data described, which may not predict clinical outcomes in humans; the ability to successfully
amend the existing trial protocol and activate new sites; risks associated with the conduct, timing and enrollment of clinical trials;
regulatory review and approval processes; reliance on third-party collaborators and trial sites; the Company’s ability to obtain,
maintain and protect its intellectual property; the Company’s future capital needs and ability to fund planned operations; general
economic and market conditions; and the Company’s ability to maintain compliance with NASDAQ listing requirements.
For a more complete discussion of risks and uncertainties, please refer
to the Company’s filings with the SEC, including the “Risk Factors” section of the Company’s most recent Annual
Report on Form 20-F. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new
information, future events, or otherwise, except as required by law. All forward-looking statements are qualified in their entirety by
this cautionary statement.
Media Contacts
Michaela Fawcett / Molly Crawford
KCSA Strategic Communications
mfawcett@kcsa.com / mcrawford@kcsa.com

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