BIOTECH MARKET RESEARCH $KZIA | Ep. 1075

KZIA (overview): Kazia’s near-term thesis now centers on 2026 paxalisib breast-cancer updates, not glioblastoma. The first 2/2 evaluable TNBC patients had confirmed partial responses, but the uncontrolled 12-patient cohort combines paxalisib with active pembrolizumab and chemotherapy, preventing attribution. The key test is whether responses, durability and CTC findings reproduce while 30 mg remains tolerable. More than $80M of pro forma liquidity reduces immediate financing risk but raises capital-allocation questions if the signal disappoints.

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