KAPA Kairos Pharma, LTD.

NEUTRAL Impact: 4/10 8-K
Horizon months Filed Jun 4, 2026 Processed 10d 20h ago SEC 0001493152-26-027200
8-K context-dependent: Items 8.01
Latest settled — T+1d
KAPA ▼ -5.58% at T+1d
NEUTRAL call ✗ call lost -5.58% · α vs SPY -2.98% · entry $0.4660 → $0.4400
Next anchor: T+5d due 4d ago
Last close $0.4400 (close Jun 12) · -5.58% from $0.4660 entry
Entry anchored
Jun 3, 03:59 PM ET
via Databento tick
T+1d
-5.58%
call -5.58% · α -2.98%
$0.4400
settled 10d ago
T+5d
call — · α —
due 4d ago
T+20d
call — · α —
in 18d
T+60d
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in 2mo

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Executive Summary

Kairos Pharma issued a mid-year shareholder letter announcing a term sheet to acquire worldwide rights to CL-741, a Phase 1-ready c-MET inhibitor for EGFR-mutated lung cancer, from Celyn Therapeutics. The company also outlined upcoming milestones including Phase 1 initiation for CL-741 and Phase 1/2 data readouts for ENV-105 in lung and prostate cancers, while noting it has over $8 million in non-dilutive funding and a low monthly burn rate. This is a pipeline-expansion update with no financial results or hard catalysts — the CL-741 deal is not yet closed and all milestones are forward-looking.

Actionable Insight

This is a pipeline update with no hard catalysts — the CL-741 acquisition is not closed and all milestones are forward-looking. Monitor for definitive agreement on CL-741 and actual Phase 1 initiation. The $8M non-dilutive funding provides some runway visibility but no cash burn rate was quantified. No trading action warranted until a definitive agreement or clinical data is released.

Key Facts

  • Signed term sheet to acquire worldwide rights to CL-741, a Phase 1-ready oral type IIb c-MET kinase inhibitor for EGFR-mutated NSCLC and esophageal/gastric cancer, from Celyn Therapeutics (backed by OrbiMed and Torrey Pines Investment).
  • CL-741 targets a treatment landscape valued at an estimated $16.2B in 2026 (per Future Market Insights).
  • Company has over $8 million in non-dilutive funding for preclinical and clinical assets and describes itself as a 'lean operation with a low monthly burn rate'.
  • Anticipated H2 2026 milestones: initiate Phase 1 for CL-741; continue Phase 2 ENV-105 prostate cancer trial with more sites; announce Phase 1 ENV-105 NSCLC safety/efficacy results by Q3 2026; develop pharma collaborations for ENV-105 synergy testing by end of Q2/beginning of Q3 2026.
  • Strategic relationship partner Cedars-Sinai Medical Center announced a CRO consortium with Mayo Clinic, Stanford, Cleveland Clinic, Rutgers and others.
  • No financial terms of the CL-741 acquisition were disclosed; the deal is at the term sheet stage and not yet closed.

Financial Impact

No financial figures disclosed. CL-741 acquisition terms undisclosed. Company has >$8M in non-dilutive funding; no revenue or cash position reported.

Risk Factors

  • CL-741 acquisition is at term sheet stage only — may not close or terms may change materially.
  • All pipeline milestones are forward-looking with no guaranteed timelines; clinical trial risks (enrollment, safety, efficacy) apply.
  • No financial results or cash position disclosed beyond the $8M non-dilutive funding figure; burn rate not quantified.
  • Micro-cap ($10M market cap) with no approved products — binary clinical risk.

Market Snapshot

Exchange
NYSE
Sector
Pharmaceutical Preparations
Analyst Consensus
88% bullish (8 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001493152-26-027200
Exhibit: ex99-1.htm0001493152-26-027200
Document: 0001493152-26-027200-index-headers.html0001493152-26-027200
Document: 0001493152-26-027200-index.html0001493152-26-027200
Document: 0001493152-26-027200.txt0001493152-26-027200
3 reports for KAPA
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Jun 4, 2026
10d ago
8-K
NEUTRAL ★ 4/10
$0.4660 $0.4400▼ −5.58%▼ −2.98%$0.4400 (−5.58%)
May 26, 2026
19d ago
DEFA14A
NEUTRAL ★ 2/10
$0.5170 $0.5270▲ +1.93%▲ +1.38%$0.4400 (−14.89%)
Feb 26, 2026
15w ago
8-K
BULLISH ★ 7/10
$0.5520 $0.6060▲ +9.78%▲ +10.24%$0.4400 (−20.29%)
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