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.
Price Chart
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.
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
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001493152-26-027200 |
| Exhibit: ex99-1.htm | 0001493152-26-027200 |
| Document: 0001493152-26-027200-index-headers.html | 0001493152-26-027200 |
| Document: 0001493152-26-027200-index.html | 0001493152-26-027200 |
| Document: 0001493152-26-027200.txt | 0001493152-26-027200 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 6, 2026 21d ago | 8-K | $1.15 $0.8287 | ▼ −27.94% | ▼ −27.80% | $0.5367 (−53.33%) |
Jul 22, 2026 13w ago | 8-K | $0.3127 $0.2990 | ▼ −4.38% | ▼ −1.98% | $0.5367 (+71.63%) |
Jul 15, 2026 14w ago | 8-K | $0.3180 $0.3127 | ▼ −1.67% | ▼ −0.69% | $0.5367 (+68.77%) |
Jun 4, 2026 20w ago | 8-K | $0.4660 $0.4580 | ▼ −1.72% | ▲ +0.84% | $0.5367 (+15.17%) |
May 26, 2026 21w ago | DEFA14A | $0.5170 $0.4620 | ▼ −10.64% | ▼ −11.11% | $0.5367 (+3.81%) |
Feb 26, 2026 34w ago | 8-K | $0.5520 $0.6560 | ▲ +18.84% | ▲ +19.97% | $0.5367 (−2.77%) |
US Market Status
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