Kazia Therapeutics Ltd · NASDAQ:KZIA
Kazia Therapeutics — Investor Presentation (August 2026)
39 slides from Kazia Therapeutics's investor presentation, Aug 27, 2026
Slide 1: Beyond Inhibition. Reprogramming Cancer Control.
NASDAQ: KZIA | X: @KaziaTx Beyond Inhibition. Reprogramming Cancer Control. Confidential Investor Presentation August 2026
Slide 2: Forward-Looking Statements
CONFIDENTIAL 1 This presentation contains forward-looking statements, which can generally be identified as such by the use of words such as "may," "will," "estimate," "future," "forward," "anticipate," "plan," "expect," "explore," "potential" or other similar words. Any statement describing Kazia's
Slide 3: Investment Framework
Investment Framework 2 Key elements underpinning our potential for value creation 6/6 Stage IV TNBC Patients Immune Restoration Reduced and reprogrammed terminally exhausted CD8+ T cells 6/6 Stage IV TNBC Patients Metastatic Biology Disrupted Reduced circulating tumor cell (CTC) clusters associated
Slide 4: Kazia Therapeutics Limited
3 Kazia Therapeutics Limited o Clinical-stage oncology company focused on developing therapies for aggressive solid tumors o Our technology leverages: • Precision pathway inhibition to reprogram cancer biology, restore anti-tumor immunity, and overcome treatment resistance • Next-generation therapeu
Slide 5: Company Highlights
Company Highlights Clinical-stage oncology company advancing next-generation differentiated therapies designed to overcome resistance in aggressive and immunotherapy-refractory cancers Lead asset paxalisib is an oral, brain-penetrant dual PI3K/mTOR inhibitor for solid tumor indications, including br
Slide 6: A Differentiated, Multi-Layered Approach
A Differentiated, Multi-Layered Approach 5 Paxalisib Transcriptional Reprogramming o Alters gene expression programs that drive tumor growth and immune suppression o Exerts downstream effects on tumor transcriptional programs and immune microenvironment modulation o Activity extends beyond pathway i
Slide 7: Pipeline Overview
Pipeline Overview 6 High-value indications with strong partnering potential *Product candidates (not approved); IDH: Isocitrate dehydrogenase, DIPG: Diffuse Intrinsic Pontine Glioma, AT / RT: Atypical Teratoid Rhabdoid Tumor, CNS: central nervous system, TNBC: triple negative breast cancer, VEGFR3:
Slide 8: Paxalisib Overview
Paxalisib CONFIDENTIAL Overview 7 Asset Overview Brain-penetrant, oral, once daily small molecule dual PI3K/mTOR inhibitor with epigenetic and immunomodulatory activity Origin Discovered by Genentech (GDC-0084); In-licensed by Kazia Therapeutics Development Stage Clinical Lead Indications Advanced B
Slide 9: Expansion Opportunity
Paxalisib CONFIDENTIAL Expansion Opportunity 8 • PI3K/mTOR signaling pathway is a central regulator of cell growth and is hyperactivated in approximately ~65% to 70% of pediatric high-grade brain tumors, including DMGs and atypical teratoid / rhabdoid tumors (AT/RT).. • Given the frequent dysregulat
Slide 10: Reprogramming Cancer, Not Only Treating It
Paxalisib CONFIDENTIAL Reprogramming Cancer, Not Only Treating It 9 Targeting the biology of metastasis, resistance, and relapse o >90% of cancer deaths are driven by metastatic disease o HR+ / HER2- Breast Cancer • TNBC • pMMR CRC Three major global cancers with limited effective treatment options
Slide 11: Why Current Treatments Fail
Paxalisib CONFIDENTIAL Why Current Treatments Fail 10 CHEMOTHERAPY IMMUNOTHERAPY RADIOTHERAPY CTC Clusters Persist post-treatment Checkpoint-resistant (Szczerba, Nature 2019) Paradoxically mobilized (Luo, Cancer Letters 2021) Immune Exhaustion Deepens post-chemo (Valpione, Nat Cancer 2020) Epigeneti
Slide 12: Consistent & Statistically Significant Signals
Paxalisib CONFIDENTIAL Consistent & Statistically Significant Signals 11 Data on file, * αPD1: pembrolizumab or "pembro" Checkpoint Inhibitor PARP Inhibitor o Reduced tumor volume o ↓ Lung metastases o ↓ Lymph node metastases o ↓ Liver inflammation o ↓ Lung inflammation o ↓ Liver and spleen EMH o No
Slide 13: New Data: Preclinical Efficacy in TNBC
Paxalisib CONFIDENTIAL New Data: Preclinical Efficacy in TNBC 12 Paxalisib + Immunotherapy targets primary metastatic driver above & beyond direct tumor targeting Paxalisib targets the biology of relapse and recurrence Paxalisib + αPD1 Vehicle control Reduced CTC Clusters Vehicle Paxalisib + αPD1 Do
Slide 14: Kazia-Sponsored Clinical Phase 1b Study Overview
Paxalisib CONFIDENTIAL Kazia-Sponsored Clinical Phase 1b Study Overview 13 Arm B • Recurrent, unresectable or metastatic TNBC • Confirmed that tumors express PD-L1 with a combined positive score (CPS) ≥ 1 • Meet all current prescribing criteria for commencing pembrolizumab therapy Total enrollment:
Slide 15: Early Clinical Trial Results
Paxalisib CONFIDENTIAL Early Clinical Trial Results 14 Trial ID: ACTRN12624001340527 Kazia Press Release 10 July 2025 Kazia Press Release 27 January 2026 SABCS 2025 poster presentation First-in-human data reflects mechanistic synergy consistent with the preclinical data. Combination regimen results
Slide 16: New Data: Stage IV TNBC Highlights
Paxalisib CONFIDENTIAL New Data: Stage IV TNBC Highlights 15 Translational evidence in 6/6 evaluable patients: paxalisib targeting CTC clusters and terminally exhausted T cells Early disruption of CTC clusters by paxalisib combination treatment in Stage IV TNBC Baseline Paxalisib ↓77% 151→35 Patient
Slide 17: New Data: Stage IV TNBC Highlights (Cont.)
Paxalisib CONFIDENTIAL New Data: Stage IV TNBC Highlights (Cont.) 16 Translational evidence: paxalisib combination reinvigorating the immune landscape Nanostring RNA profiling of PBMCs isolated from longitudinal patient bloods pre- and post-paxalisib treatment Group 1: Pre-treatment Group 2: Post-tr
Slide 18: Early efficacy readout predicts complete metabolic response
Paxalisib CONFIDENTIAL New Data: Stage IV TNBC Highlights (Cont.) Early efficacy readout predicts complete metabolic response Multiple bilateral pulmonary nodules New FDG avid skeletal metastatic disease PET Scan ↓Immune Function BLOOD Pre 0 10 20 30 Large clusters (≥ 5 CTCs) 28/3 ml Pre 0.0 0.5 1.0
Slide 19: New Data: Stage IV TNBC Individual Patient Responses
Paxalisib CONFIDENTIAL New Data: Stage IV TNBC Individual Patient Responses 18 Patient Age Dose Disease Sites Response Time to Response 1 61 30mg 1 target lesion, left upper lobe of lung Partial ~5 months 2 47 30mg Lung, liver, bone, lymph node lesions Partial ~3 months 3 45 15mg 5 target lesions Pa
Slide 20: Stage IV TNBC Safety Profile
Paxalisib CONFIDENTIAL New Data: Stage IV TNBC Safety Profile Supports Continued Clinical Development 19 13 Total SAEs Reported • 1 patient had 1 SAE • 1 patient had 3 SAEs • 1 patient had 9 SAEs • 3 patients had 0 SAEs 0 Paxalisib-Related Serious Adverse Events (SAEs) No SAEs were considered treatm
Slide 21: Stage IV TNBC Highlights: Clinical evidence
Paxalisib CONFIDENTIAL New Data: Stage IV TNBC Highlights (Cont.) 20 Clinical evidence: first-in-human signals from six evaluable patients Selective immune reinvigoration o Terminally exhausted CD8⁺ T cells reduced in 100% of evaluable patients (6/6) o Median 51% reduction (range 18–97%) within ~3 w
Slide 22: Advancing Paxalisib Programs
Paxalisib CONFIDENTIAL Advancing Paxalisib Programs 21 One biological opportunity, multiple high-value markets HR+ / HER2- BREAST CANCER Large population • Relapse • CNS disease pMMR CRC Large population • Limited I/O response • Resistance • Major unmet need TNBC Metastasis • Brain metastases • Immu
Slide 23: HR+ / HER2- Innovation & Highlights
Paxalisib CONFIDENTIAL New Data: HR+ / HER2- Innovation & Highlights 22 • Patent protected • Extensive preclinical safety and efficacy evidence supporting paxalisib in combination with standard of care (SOC) in HR+ / HER2- breast cancer patients (both wild-type and mutant) • Subpopulation with eleva
Slide 24: HR+ / HER2- Innovation & Highlights (Cont.)
Paxalisib CONFIDENTIAL New Data: HR+ / HER2- Innovation & Highlights (Cont.) 23 Scientific Evidence Gedatolisib Paxalisib 0 50 100 150 % Tumour Growth Inhibition Fulvestrant+Palbociclib Triple combination ↑23% ↑23% Comparison of tumor growth inhibition following treatment with Gedatolisib and Paxali
Slide 25: Stage IIb/III TNBC Innovation & Highlights
Paxalisib CONFIDENTIAL New Data: Stage IIb/III TNBC Innovation & Highlights 24 • Patent protected • Significant residual disease and local recurrence suppressed by paxalisib combination therapy in the 4T1 neoadjuvant / adjuvant surgical metastasis model • Significant reduction in distant metastatic
Slide 26: Ex-vivo Disruption of CTC Clusters in Early-Stage TNBC
Paxalisib CONFIDENTIAL Ex-vivo Disruption of Circulating Tumor Cell (CTC) Clusters and Attenuation of Aggressive Phenotype Following Paxalisib Treatment in Early-Stage TNBC New Data: Stage IIb/III TNBC Innovation & Highlights (Cont.) 25 Scientific Evidence Control Paxalisib Paxalisib disrupts patien
Slide 27: pMMR CRC Innovation & Highlights
Paxalisib CONFIDENTIAL New Data: pMMR CRC Innovation & Highlights 26 • Patent protected • 52% reduction in tumor burden with paxalisib as a single agent (p = 0.035), well tolerated throughout • A further 50% reduction in tumor volume when added to anti-PD-1, versus anti-PD-1 alone (p = 0.022) • Nove
Slide 28: Clinical Trial Ready
Paxalisib CONFIDENTIAL Clinical Trial Ready 27 Paxalisib + Pembrolizumab + Capecitabine for high-risk Stage IIb / III TNBC in the adjuvant setting (First line setting) Stage IIb / III TNBC (in adjuvant, followed by neoadjuvant setting) Paxalisib + Fulvestrant + Palbociclib for pre-treated HR+ / HER2
Slide 29: Summary & Next Steps
Paxalisib CONFIDENTIAL Summary & Next Steps 28 Summary o Brain-penetrant dual pan-PI3K/mTOR inhibitor in development (Only 2% of small-molecule drugs are brain-penetrant) o Designed to be best-in-class pan-PI3K pathway inhibitor with modest mTOR activity (dual targeting required to inhibit cancer ce
Slide 30: PD-L1 Protein Degrader Platform
PD-L1 Protein Degrader Platform Platform Overview 29 Asset Overview Lead candidate, NDL2, is an optimized bicyclic peptide PD-L1 degrader designed to target nuclear PD-L1, thereby restoring anti-tumor immune responses even in cases of immune evasion or checkpoint inhibitor resistance Origin Develope
Slide 31: PD-L1 Protein Degrader Platform Summary & Next Steps
PD-L1 Protein Degrader Platform Summary & Next Steps 30 Innovation Breakthrough o Selectively targets cancer nuclear enriched PD-L1 protein o Amongst the first therapeutics to address metastasis-seeding cancer cells resistant to traditional immunotherapy o Precisely degrades the resistance-associate
Slide 32: SETDB1 Inhibitor Platform
CONFIDENTIAL SETDB1 Inhibitor Platform Platform Overview 31 Asset Overview Lead candidate, MSETC is an optimized, bicyclic peptide designed to target SETDB1, a key epigenetic regulator of immune evasion. By inhibiting SETDB1, MSETC could restore anti-tumor immune responses, including in tumors resis
Slide 33: SETDB1 Inhibitor Platform Summary & Next Steps
CONFIDENTIAL SETDB1 Inhibitor Platform Summary & Next Steps 32 Innovation Breakthrough o Targets SETDB1, a chromatin-level regulator that suppresses tumor immune recognition o Addresses immune evasion at its earliest control layer o Represents a novel approach to restoring immune signaling in tumors
Slide 34: Corporate Highlights
33 Corporate Highlights CONFIDENTIAL
Slide 35: Near-Term Milestones & Anticipated Catalysts
Near-Term Milestones & Anticipated Catalysts 34 Anticipated update from FDA discussion regarding paxalisib commercial and development path forward Readouts from neuro-oncology focused clinical trials in patients with GBM and brain metastases Clinical efficacy and biomarker data from ongoing Phase 1b
Slide 36: Financial Overview
CONFIDENTIAL Financial Overview 35 Cash & Cash Equivalents o Approximately US$46 million at 12/31/25 (Runway expected to fund planned operations into 2029, excluding additional or expanded trials) No outstanding debt American Depository Shares Outstanding (Fully Diluted) o Approximately 14.1 million
Slide 37: Investment Framework Recap
CONFIDENTIAL Investment Framework Recap 36 Key elements underpinning our potential for value creation 6/6 Stage IV TNBC Patients Immune Restoration Reduced and reprogrammed terminally exhausted CD8+ T cells 6/6 Stage IV TNBC Patients Metastatic Biology Disrupted Reduced circulating tumor cell (CTC)
Slide 38: Leadership
Leadership 37 Management Robert Apple Chairman Dr. John Friend Chief Executive Officer Board of Directors Steven Coffey Non-Executive Director Jeffrey J. Kraws Head of Corporate Strategy & Development Elissa Hansen Corporate Secretary Ebru Davidson Non-Executive Director Dr. Sudha Rao Chief Scientif
Slide 39: www.kaziatherapeutics.com ir@kaziatherapeutics.com
www.kaziatherapeutics.com ir@kaziatherapeutics.com
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