kazia therapeutics ltd adr美股招股说明书(2025-10-07版)

Kazia Therapeutics Limited This prospectus supplement is being filed to update and supplement the information contained in the prospectus dated December2, 2024 (the“Prospectus”), which forms a part of our Registration Statement on FormF-1(RegistrationNo.333-279773),with the information contained in ourcurrent report on Form6-K,furnished to the Securities and Exchange Commission on October 7, 2025 (the “October 7, 2025 Form6-K”).Accordingly,we have attached the October 7, 2025 Form6-Kto this prospectus supplement. This prospectus supplement updates and supplements the information in the Prospectus and is not complete without, and may not be delivered orutilized except in combination with, the Prospectus, including any amendments or supplements thereto. This prospectus supplement should be read inconjunction with the Prospectus and if there is any inconsistency between the information in the Prospectus and this prospectus supplement, you shouldrely on the information in this prospectus supplement. The ADSs are listed on The Nasdaq Capital Market (“Nasdaq”) under the symbol “KZIA.” On October 7, 2025, the last reported sale price of the ADSs Investing in our securities involves a high degree of risk. See “Risk Factors” beginning on page 9 of the Prospectus andthe “Risk Factors” in “Item 3. KeyInformation-D.Risk Factors” of our most recent Annual Report on Form20-F,which is incorporated by reference in the Prospectus, as well as in any other recently filed reports and, if any, in anyapplicable prospectus supplement. Neither the Securities and Exchange Commission nor any state securities commission has approved or disapproved of these securities or passedupon the adequacy or accuracy of the Prospectus or this prospectus supplement. Any representation to the contrary is a criminal offense. UNITED STATESSECURITIES AND EXCHANGE COMMISSIONWashington, D.C. 20549 Form6-K REPORT OF FOREIGN PRIVATE ISSUERPURSUANT TO RULE13a-16OR15d-16UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of October, 2025 Commission File Number000-29962 Kazia Therapeutics Limited (Translation of registrant’s name into English) Three International Towers Level24 300 Barangaroo Avenue Sydney NSW 2000(Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports under cover of Form20-For Form40-F. Form20-F☒Form40-F☐ Indicate by check mark if the registrant is submitting the Form6-Kin paper as permitted by RegulationS-TRule 101(b)(1):☐ INFORMATION CONTAINED IN THIS FORM6-KREPORT On October 7, 2025, Kazia Therapeutics Limited (the “Company” or “Kazia”) announced an exclusive collaboration andin-licensingagreement(the “Agreement”) with QIMR Berghofer for afirst-in-classPD-L1degrader program. The lead optimized compound, NDL2, is an advancedPD-L1protein degrader currently in development and represents a new and innovative frontier of cancer immunotherapy. The program will initially target advanced breast cancer andnon-smallcell lung cancer (NSCLC), wherePD-1/PD-L1immunotherapies arewidely used but resistance remains common.IND-enablingstudies are expected to commence within six months, with a goal of initiatingfirst-in-humanstudies within approximately 15 months. Kazia also intends to explore synergistic opportunities to combine NDL2 with its existing pipeline assets,including paxalisib (apan-PI3K/mTORinhibitor) and EVT801 (a selective VEGFR3 inhibitor), given their complementary mechanisms of action inmodulating the tumor microenvironment. Under the terms of the Agreement, Kazia will make aone-timepayment of approximately $1.39million 15 business days after signing, isresponsible for all development costs.Kazia will receive a percentage of commercialization revenue ranging frommid-to-highdouble digits dependingon the stage of development, which includes anyout-licensingpayments received from third parties. On October 7, 2025, Kazia issued a press release titled “Kazia Therapeutics Announces Collaboration andIn-LicensingAgreement forFirst-in-ClassPD-L1Protein Degrader Program.” A copy of this release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The Company hereby incorporates by reference the information contained herein, including Exhibit 99.1, except for the quote of Dr.John Friend,Chief Executive Officer of the Company, and the quote of Professor Sudha Rao, Principal Investigator at QIMR Berghofer, contained in Exhibit 99.1,into the Company’s registration statement on FormF-3(FileNo.333-281937). Forward-Looking Statements This announcement may contain forward-looking statements, which can generally be identified as such by the use of words such as “may,” “will,”“estimate,” “future,” “forward,” “anticipate,” or other similar words. Any statement describing Kazia’s future plans, strategies, intentions, expectations,objectives, goals or prospects, and other statements that are not historical facts, are also forward looking statements