KZA 0.00% 8.0¢ kazia therapeutics limited

Thank you boundary rider - nice to see some actual facts rather...

  1. 2,795 Posts.
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    Thank you boundary rider - nice to see some actual facts rather than opinions from dis gruntled holder who are known to have sold at at .40 cents and then warned everyone to sell as well.

    our GBM Agile study is just that an agile study!

    it reports data along the way and not sequentially - as you point out it’s between 50-200 meaning as James has stated it will enrol patients up until the point it requires to prove its case and as we have seen the results are outstanding and verified now having maintained earlier reported figures of efficacy.

    all of this means if the study enrolls the full 200 patients we will get reports of efficacy along the way and it may run to 30-36 months but if the first 50 patients conform the data we expect and have now verified it could be a lot shorter such as around 2 years and we will also not be using the budget we have raised for this activity... GBM agile is the cheapest and quickest study of its kind - it too is using new practices and Structural design

    by all reports our 65% life extension over the current standard of care temolozomide and the fact we work in twice the number of patients as temozolomide places us well to become the next standard of care in GBM

    all this is what has driven our share price to 350%+ and new highs and also excited scientist and investor alike has been the recent results in combination and as a single treatment in DiPG which has no current treatment

    it’s great to see so many good results driven by science and the FDA award such achievements with special designations as well as so many world class oncology organisations - continue to start new studies as Paxalisib is clearly such a game changer in the treatment of brain cancers across the board.

    what an outstanding year we have had since SNO 2019 when the first results confirmed a level of efficacy and what a year we have ahead with our 6 studies all reading out data.

    it’s going to be a very exciting for holders of the next standard of care in GBM as it enters the GBM Agile study and our phase 3 pivotal study specifically approved by the FDA as an appropriate vehicle for them to accept data for marketing approval

    and the RPDD rare paediatric disease designation we hold for DiPG and a potential 100-350 million USD from its sale could underwrite activity here at Kazia for years to come whilst these studies offer value and broaden the areas of treatment and application for Paxalisib as a single therapy treatment and in combination - it seems we will benefit many other treatments and enhance their ability to benefit patients two - expect new studies to open in this area

    we will in normal course go through a compression phase after such a huge 350% rise but that’s expected and we still have a couple of readouts this year so it will be a buy the dip opportunity for the astute investor

    2020 has been a great but modest year for Kazia but 2021 will be massive - it’s great we have such a remarkable management team and there’s been no movement in this team which is unheard of particularly in small companies - it’s been a rock solid management team for years - but of course they too are riding the shining light of asx biotech firms recognised as a ‘new breed’ of biotech one of the top 6 according to recent articles and NABs - ’shinning light’

    what a great xmas we are headed for!

 
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