Kazia Therapeutics Ltd · NASDAQ:KZIA
Kazia Therapeutics — Shareholder Meeting (November 2022)
15 slides from Kazia Therapeutics's shareholder meeting presentation, Nov 16, 2022
Slide 1: Annual General Meeting of Shareholders CEO Presentation
Exhibit 99.3 Annual General Meeting of Shareholders CEO Presentation Sydney, NSW 16 November 2022 ASX: KZA | NASDAQ: KZIA | Twitter: @KaziaTx
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995. Such statements involve substantial risks and uncertainties, not all of which may be known at the time. All state
Slide 3: Kazia has made excellent progress in advancing its pipeline over the past year
Kazia has made excellent progress in advancing its pipeline over the past year >350 10 2 8 Patients treated to Data read-outs at FDA special Countries involved date with paxalisib international designations in paxalisib clinical conferences granted to paxalisib development 2 9 85 25 Paxalisib clinic
Slide 4: Paxalisib news flow during 2022 has been almost completely positive
Paxalisib news flow during 2022 has been almost completely positive, with several promising new indications arising Disease Study Sponsor Key Developments Next Milestone Brain Radiotherapy Combination Positive data presented at SNO / ASCO conference Final data: ✓ Metastases Phase I in August 2022 –
Slide 5: Newly-constituted Scientific Advisory Board provides ongoing validation and guidance
Newly-constituted Scientific Advisory Board provides ongoing validation and guidance to the development of paxalisib Priscilla K Brastianos, MD John de Groot, MD Alan Olivero, PhD Patrick Y Wen, MD Associate Professor of Medicine Division Chief, Neuro-Oncology Drug Development Consultant Professor o
Slide 6: Paxalisib has evolved into a 'pipeline in a molecule'
Paxalisib has evolved into a ‘pipeline in a molecule’ with the potential to provide benefit in many potential indications Brain Metastases Glioblastoma Diffuse Midline Gliomas Cancer that has spread to the brain Most common and most aggressive Most lethal cancer of childhood with from elsewhere in t
Slide 7: Our lead indications each provide clear paths to commercialisation
Our lead indications of childhood brain cancer, glioblastoma, and brain mets each provide clear paths to commercialisation Diffuse Midline Gliomas Initial data from • Potential path to accelerated approval via phase II study Fully-funded to ongoing phase II study with ONC201 completion • Existing Ra
Slide 8: Kazia's share price has not captured the positive progress in advancing the pipeline
Kazia’s share price has not captured the positive progress in advancing the pipeline, but does reflect a challenging market Change in Share Price / Index (31 Oct 21 to 31 Oct 22) KZIA (US$) 16 Indices Biotech ETFs PI3K Companies Brain Cancer Co’s 14 ^GSPC ^IXIC ^NBI XBI BIB CNCR TGTX VSTM MEIP CMRX
Slide 9: GBM AGILE was designed as a two-stage study; paxalisib has not graduated
GBM AGILE was designed as a two-stage study; paxalisib has not graduated to second stage OVERALL STUDY DESIGN up to 150 patients 50 patients Stage 1 (‘Exploratory’) Stage 2 (‘Confirmatory’) Full FDA Approval Blinded Graduation Analysis POTENTIAL CONTRIBUTORY FACTORS TO GRADUATION RESULT Graduation t
Slide 10: There remain multiple paths to potential registration for paxalisib
There remain multiple paths to potential registration for paxalisib with data from Stage 1 OVERALL STUDY DESIGN up to 150 patients 50 patients Stage 1 (‘Exploratory’) Stage 2 (‘Confirmatory’) Full FDA Approval Blinded Graduation Analysis POTENTIAL OUTCOMES FOR PAXALISIB, GIVEN DECISION IN AUGUST 202
Slide 11: The company has been funded dynamically via capital markets
The company has been funded dynamically via capital markets Cashflows (AU$ ,000) 30,000 Cash Position Forex Cash AU$ 7.4M 25,000 Financing (at 30 Jun 22) ~US$ 5M Licensing 20,000 G&A Burn Rate and Runway R&D 15,000 Average Monthly (AU$ 1.9M) Expenditure (FY22) ~US$ 1.2M 10,000 Runway 1Q CY2023 5,000
Slide 12: Access to capital remains challenging for listed biotech companies
Access to capital remains challenging for listed biotech companies Fewer companies are successfully …and deal terms are generally …leading to poor market raising capital… onerous… performance post-transaction Number of secondary market Average file-to-offer discount in Share price performance 30 day
Slide 13: ATM facility has raised ~US$7.2 million at an average 9.4% premium
ATM facility has raised ~US$ 7.2 million at an average 9.4% premium with no measurable suppression of KZIA share price May 22 Jun 22 Jul 22 Aug 22 Sep 22 Oct 22 TOTAL Number of days on which ATM used 1 7 1 5 2 2 18 ATM as % of total monthly KZIA volume 0.1% 3.1% 0.8% 5.7% 5.0% 7.2% 4.8% KZIA change
Slide 14: Kazia Board has deployed a broad-ranging plan to drive recovery in share price
Kazia Board has deployed a broad-ranging plan to drive recovery in share price Reduce overall costs by 50% in CY2023 1 Reduce reliance on ATM facility by exploring other opportunities to access capital 2 Pursue non-dilutive sources of funding, including grant funding 3 Further diversify paxalisib pr
Slide 15: www.kaziatherapeutics.com info@kaziatherapeutics.com
www.kaziatherapeutics.com info@kaziatherapeutics.com
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