Kairos Pharma (KAPA) investor relations material

Key clinical programs and pipeline developments

• Three clinical programs in progress: ENV-105 (phase II for prostate cancer, phase I for EGFR-driven lung cancer), KROS 201 (IND for glioblastoma), and KROS-741 (c-Met antagonist for EGFR therapy resistance in lung and gastric cancers).

• ENV-105 targets CD105 to reverse drug resistance in prostate and lung cancers, with promising preclinical and early clinical results showing extended progression-free survival.

• KROS-741, acquired from Celyn Therapeutics, is a pan c-Met inhibitor with broader mutation coverage and lower toxicity than current market options, with a phase I trial planned.

• KROS-101 targets immune suppression via the GITR ligand, aiming to enhance T-cell response in cancer and autoimmune diseases, with a research collaboration planned.

• Strategic academic consortium with Cedars-Sinai, Mayo Clinic, and others enables rapid, cost-effective clinical trial execution.

Financial position and funding

• Over $25 million in non-dilutive NIH funding to date, with recent $3.2 million NIH and $2 million Department of Defense grants supporting biomarker studies.

• Additional donor support for lung cancer trials and a clean capital structure with no debt, 22 million shares outstanding, and 13 million float.

• ATM facility and ELOC available for future low-cost capital raises; recent renegotiation with Helena Partners improved financing terms.

• OrbiMed and Celyn Therapeutics partnerships strengthen cap table and development pipeline.

Upcoming catalysts and strategic outlook

• Key catalysts in 2026: research collaboration with major pharma (Q2), phase I lung cancer safety/interim efficacy data (Q2), phase II prostate cancer efficacy data (Q3), IND for KROS-741 (Q3), and KROS-101 research collaboration (Q3).

• Ongoing collaborations with pharma expected to yield further non-dilutive funding and partnering opportunities.

• Focus on leveraging academic partnerships to accelerate clinical development and regulatory acceptance in the US.

• Intellectual property protection extends to 2040, covering composition and methods of use.

• Leadership team leverages deep pharma connections to drive partnerships and clinical progress.