Advertisement
Advertisement
U.S. markets closed
Advertisement
Advertisement
Advertisement
Advertisement

Kazia Therapeutics Limited (KZIA)

NasdaqCM - NasdaqCM Delayed Price. Currency in USD
Add to watchlist
10.03+0.03 (+0.30%)
At close: 03:47PM EST
Advertisement
Sign in to post a message.
  • d
    dana
    Market research for Pax vs. types of GBM indicates positioning for leverage in partnership negotiations.
    https://hotcopper.com.au/threads/ann-chairmans-address-to-shareholders.6412268/
  • d
    dana
    Rene: "..my base case assumption is that an approval would be due to positive results in the combo trial with ONC-201".
    Dana: "Precisely, it'll be in combo. Neither one of them any where near as effective individually as they are simultaneously.
    Just because there will be another drug besides Pax for DIPG does not mean that PRV wouldn't still be available. That'll depend on whether Pax has already gained approval for another indication, like GBM.
    We're back to the paradox of hoping for a fast series of trials while at the same time hoping for longer PFS and OS."
    The Talking Heads: "Say something once, why say it again?" (Does not apply here.)
  • d
    dana
    How's about a post? Even from a bot-site like Simply Wall St. or Zacks?There you go, won't happen because bots can't read. Can't read yet have influence when algos are employed. Time to terminate all algo programs and the "instant trading (HFT)" they employ.Luddite? No, I'm for fairness for the masses (retail traders). This will all be academic after news comes out. As someone else usually says, #$%$ 'em", referencing shorts and price suppressors.
  • d
    dana
    Having voluntarily abstained from HC posting for a couple weeks and having declared a 3 month hiatus from stocktwits, readers of this will possibly benefit from my prediction of $20 plus for Kazia by the end of the year. Caveat, I've been wrong in the past (for years in some cases) and this is not investment advice.
    Someone said it would fluctuate until the first week in November and then rise from the 11th to the 20th of that month. Don't sue me, it's Onesurfed's opinion.
    What happens to the share price after that is dependent on the data released in late November.
    You realize there are only the equivalent of 13.25 million shares outstanding between US and Australia, right? Check the end market for GBM drugs and check the market cap for Kazia. I've led you to water, what you do now is up to you.
  • d
    dana
    Meanwhile, back at the ranch... An ex-baseball teammate of my brother's grilled me about Kazia last night. I had told him about it early in 2021, maybe it was last year. He's got a bunch of money burning a hole in his pocket, last I heard he was on his way to a meeting with a CEO of a San DIego company. I did some DD on that company and told him why I didn't like it. 9 months later, out of the blue, he's got a bunch of test questions (and some trick questions) about Kazia. Result was...he said he'd be investing in Kazia. I told him to edge-in, otherwise he'd skew the price to the upside. You can thank me later, if you're not already in.
    P.S. I know grilling.
  • d
    dana
    Dear Colleagues,

    The Society for Neuro-Oncology is looking forward to holding the 26th Annual Meeting in the great city of Boston!

    The theme of this year’s meeting is “Bridge to the Future: Reimagining Bench to Bedside”, and the program will feature an outstanding group of plenary speakers, didactic lectures and panels, workshops, and abstract presentations of cutting edge research on topics ranging from basic science to clinical care.

    We continue to work with the Massachusetts Convention Center Authority on measures to ensure optimal health and sanitary conditions in all environments where in-person interactions take place. Verification of vaccination against COVID-19 will be required of all registrants, and SNO's current safety measures can be found here.

    We are mindful that travel to Boston may not be possible for all of our members at this time. To make sure that the exciting content is available for everyone, we are providing the option of remote participation in the Annual Meeting this year for the first time, which includes live-stream broadcast of select sessions, including the Plenary, Keynote and Town Hall sessions, as well as live Q&A during the live-stream, and access to over 76 hours of content recorded during the conference and viewable on-demand.

    We want to thank the session organizers, academic leaders and staff for the work they have put into the conference during these challenging times. So whether you are in-person in Boston or participating remotely, we look forward to a lively, interactive, and academically robust SNO Annual Meeting in November!

    Sincerely,

    Priscilla Brastianos
    Scientific Meeting Co-Chair
  • G
    Grahame
    Sometimes overlooked, leading clinicians have selected Paxalisib for cancer trial studies in lung, melanoma and colon, in addition to breast cancer. So often data is presented for sub groups within a particular cancer. The high frequency of phosphoinositide (Pi3k) alterations in solid tumors however, distinguishes this drug from other cancer studies. Kazia collaboration with NCI Alliance in genetic signature cancer drug match up, has seen the second stage of this phase 2 study commence. A strong indicator of Paxalisib clinical response so far, in these most common types of human cancers.
    Bullish
  • B
    Ben
    November is going to be fun. Back to my nap.
  • G
    Grahame
    The drug is safe and potential in the all 4 isoforms. New research from the Imperial College London, strongly suggests the need for PI3K Inhibitor studies in Covid virus. The data presented in the article by Sun. et al. may help to accelerate the repurposing of kinase inhibitors such as capivasertib for SARS-CoV-2 therapy. In view of this, it will be extremely informative to investigate the susceptibility to SARS-CoV-2 infection by non-vaccinated cancer patients subjected to treatment with pan AKT inhibitors. However, many questions still need an answer at the preclinical level. If capivasertib and, more generally, PI3K/AKT kinase inhibitors may prevent SARS-CoV-2 infection, at which stage they should be administered? Will PI3K/AKT kinase inhibitors be effective at low or high viral load or when a cytokine storm is already occurring? If PI3K/AKT kinase inhibitors are effective only when virus titre is low, then it may not be feasible to administer them to a large asymptomatic SARS-CoV-2-infected population, since in the non-randomised NCI-MATCH study (clinical trial ID: NCT00700882), administration of capivasertib was discontinued in 31% of patients due to toxicity issues [10]. Whatever story the future preclinical studies will tell, the administration of PI3K/AKT kinase inhibitors for COVID-19 management should be finely tuned to balance therapeutic benefits.
  • d
    defunctmail
    Edison Research boosts price targets (and "financing requirements"). From the TdAmer website:Kazia Therapeutics Shares See Volume; Edison Investment Research Publishes PR Titled 'New asset to target tumor lymphangiogenesis'11:38 am ET April 20, 2021 (Benzinga) PrintKazia Therapeutics (KZIA): New asset to target tumor lymphangiogenesisLONDON, UK / ACCESSWIRE / April 20, 2021 / Kazia announced that it is expanding its pipeline to include EVT801, a novel small molecule inhibitor of VEGFR3. The drug is being licensed from Evotec for #$%$1m upfront, #$%$308m in milestones and tiered single-digit royalties. EVT801 was developed as part of a collaboration between Evotec and Sanofi. Kazia will be responsible for development, but will collaborate with and have access to Evotec resources to support development. The product is currently in preclinical development, but Kazia believes it can launch a Phase I study before the end of CY21.We have increased our valuation to US$247m or US$19.14 per basic ADR from US$215m or US$16.60 per basic ADR due to the new drug (initial valuation of US$33.7m). This has also increased expected R&D spending significantly and our financing requirement for the company to US$36m (including US$21m in FY23) from US$7m, previously.
  • d
    dana
    If anyone still looks at this site, here's something from someone who's willing to spend more time trying to educate than I am...

    vonHelsing
    10:00 AM
    $KZIA
    For the past year, the profitable strategy in Kazia has been to sell all good news and then reload after the subsequent decline. It has worked beautifully because there are informed investors eager to buy on pullbacks, so the strategy will continue to work until the news is so good that chasers drive the stock much higher. At that point, the current sawtooth pattern of sequential higher highs and lows will morph into a parabolic advance,

    That time is fast approaching, and then those who sell the news must chase it or miss it. I stopped trading Kazia in February because I am anticipating fireworks in the near future and now believe the most profitable strategy is to become a more passive investor. It can be frustrating to witness price declines on good news, but keep your eyes on the prize. So far, everything is going right. Until that changes, Kazia appears to be the most undervalued stock in the market.
  • B
    Ben
    I bought my first shares of KZIA back in February 2015, when it was Novogen (NVGN). Had a couple massive runs, a couple massive drops, and long periods where there was little (sometimes zero) volume or news. The last few years the company has rebuilt around what could be life-changing (and life extending) drugs. I added to my position several times over the years, and am now sitting on what, for me, is a sizable position.

    As tempting as it is for me to trade KZIA when it pops like yesterday (as it almost always pulls back) I am just sitting on my shares and riding this out. It is going to be a rollercoaster ride. But if the data continues to play out as it has in the past, we could be sitting on a multi-multi-bagger. 5x? 10x? 20x? All within the range of possibility. It goes without saying that there is always downside risk, and it can be considerable with small biotechs. But the risk-reward on KZIA is attractive, and unless something fundamentally changes, I am in for the long haul.

    Days like yesterday bring in a lot of traders, but hopefully the data and news flow from the company will start bringing in more investors and fewer traders. Regardless, hold on tight. This is going to be a wild ride.
  • B
    Ben
    A couple of us long timers are still hanging around the board, like dana and me. I bought my first shares back when it was NVGN in Feb 2015. Traded in and out over the next few years. Bought back in 2018 and have added several times in the $3 to $5 range. Now I'm just sitting and watching, trying to be patient. It is super tempting to trade the spikes, as they often sell off. But it would be just my luck that I would trade out, then big news would hit and I would miss what I have been waiting years for. So I'll keep being patient, if mildly frustrated. If this plays out like all indicators are pointing towards, we have a $50 - $100 stock here in the next couple years, maybe sooner.
  • d
    dana
    Here's some free advice, don't dismiss it out of hand and also don't sue me if you make the mistake of trading on margin.
    See the pattern of the chart from start of Sept to now? Called a cup and handle, and it's bullish. I expect another such pattern coming from today's or later this week's highs, with the cup bottoming around 8.50. Highs of 30-50 would be in store after the next pattern. News will likely be the catalyst.

    I could be wrong, but think within 6 months KZIA will be in the 30-50 range. 30 could come very soon, depending on GBM data. I think it would retrace after reaching 30 though.

    U.S. institutions are still not up to speed on Kazia. With such a low market capitalization and such a big market, the share price will only be going one way, should data prove out.

    Think ARWR from 1.70 to 73.00. Kazia does not have the tech or pipeline that ARWR has, but has a much smaller market capitalization relative to value of its "end user" market potential.

    Anyhow, this is malarkey from "a sage". Don't want to say "oracle", as it's too presumptuous.

    Old-timers know who I am.
  • B
    Ben
    As a long time long, I’m holding my core position and actually buying some trading shares today. But I can’t deny the fact that this has been brutal. Up $50k and back down $50k in a couple days. Being patient, but it is painful sometimes.
  • d
    dana
    I pirated and parroted this earlier today and it did a disappearing act. "Insider selling the last twelve months? Zero. The stock has quadrupled and the insiders are not selling. Not a share. Kazia has successfully tested the upper boundary of the major support zone. There are catalysts looming. So far. So good."
    - vonHelsing
  • S
    Slider
    Would be nice to get some analyst coverage in the US so we get some more institutional interest and the market can then do a proper evaluation. Considering all the good data and the fast track designation plus the
  • G
    Grahame
    The therapeutic benefit of temozolomide depends on its ability to alkylate/methylate DNA. No longer are doctors generally prescribing this drug, where the presence AGT protein in brain tumors predicts poor response to temozolomide. This unmethylated MGMT gene promoter has poor temozolomide response, and FDA will aggressively fast track new novel agents. New best practice options for MGMT non response in GBM alkylating agents, already has this drug under FDA expedited review. Marketing approval is expected in 12 months.
Advertisement
Advertisement