Edison Investment Research - Novogen Limited (NRT) Kazia Therapeutics - Paxalisib trial still on track for H220 start

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Edison Investment Research

Sean Conroy

Kazia Therapeutics - Paxalisib trial still on track for H220 start

In the current viral pandemic, it is worth recalling that brain cancers will arise during and after the epidemic. The core business case for Kazia remains strong as it is developing the only brain penetrating PI3K inhibitor agent in trials to treat glioblastoma. In the current Phase II, the 21-patient expansion cohort was fully recruited in February. No hospitalisation is needed to continue with this study; it is oral dosing. The potentially pivotal Phase III using the AGILE trial network is on track for an H220 start. H120 results showed cash of A$6.4m. Our indicative value remains A$137m.

31/03/2020 3 EN

Underlying

Novogen Limited

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AU000000NRT0 Australia

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Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts

Sean Conroy

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Kazia Therapeutics - Paxalisib trial still on track for H220 start

Kazia Therapeutics - Multiple paxalisib data points expected in Q4

Kazia Therapeutics - Multiple paxalisib data points expected in Q4

Kazia Therapeutics - Multiple paxalisib data points expected in Q4

Information Services Corporation - Strong underlying growth, guidance reiterated

PVA TePla - Material matters

Zalaris - Continuing contract momentum in FY24

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