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Kairos Pharma (NYSE American: KAPA) teams with Bayer on XOFIGO combo study

(Moderate)
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Kairos Pharma, Ltd. entered into an Agreement for the Support of Investigator / Institution Initiated Research with Bayer HealthCare Pharmaceuticals Inc. on July 16, 2026. Bayer will provide radium-223 (XOFIGO) for a study evaluating XOFIGO in combination with Kairos’ antibody ENV-105 (carotuximab) in models of prostate cancer bone metastasis.

Kairos is responsible for initiating, managing and financing the study, must obtain Bayer’s prior written approval before making material protocol changes, and will deliver final analysis, interpretation and conclusions to Bayer within 6 months after study completion. A related press release highlights ENV-105 Phase 2 data in resistant metastatic castration-resistant prostate cancer, including an 86% clinical benefit rate and median progression-free survival of more than 13 months, and describes the ENV-105 plus XOFIGO combination as targeting a $570M–$1.3B addressable global market.

Positive

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Negative

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Item 1.01 Entry into a Material Definitive Agreement Business
The company signed a significant contract such as a merger agreement, credit facility, or major partnership.
Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Addressable Market $570M–$1.3B Addressable global market for ENV-105 plus XOFIGO combination in metastatic prostate cancer
Clinical Benefit Rate 86% Clinical benefit rate in resistant metastatic castration-resistant prostate cancer Phase 2 trial of ENV-105
Median Progression-Free Survival more than 13 months Median progression-free survival reported from ENV-105 Phase 2 trial in resistant mCRPC
Mortality Risk Reduction 24% Reduction in mortality risk in Phase III PEACE-3 trial of XOFIGO plus enzalutamide
Hazard Ratio 0.76 Hazard ratio for mortality risk reduction in XOFIGO plus enzalutamide PEACE-3 trial
p-value 0.009 p-value associated with mortality risk reduction in the PEACE-3 trial
Analysis Delivery Timeline 6 months Time after study completion for Kairos to deliver final analysis and conclusions to Bayer
Investigator / Institution Initiated Research regulatory
"entered into an Agreement for the Support of Investigator / Institution Initiated Research"
metastatic castration-resistant prostate cancer (mCRPC) medical
"in metastatic castration-resistant prostate cancer (mCRPC) involving bone"
An advanced form of prostate cancer that has spread beyond the prostate and keeps growing even after standard hormone-lowering treatments no longer work. Investors pay attention because it creates a clear need for new therapies and diagnostic tools: successful clinical trial results, regulatory approvals, or safe effective drugs can drive substantial revenue and stock moves, while failed trials or safety problems can sharply reduce a company’s value—like pests that survive a common pesticide and demand a new solution.
progression-free survival medical
"Phase 2 trial showcasing median progression-free survival was more than 13 months"
Progression-free survival is the length of time during and after a treatment that a patient's disease does not get worse, measured from the start of treatment until the disease shows measurable signs of progression or the patient dies. Investors care because longer progression-free survival in clinical trials often signals that a drug is effective, improving chances of regulatory approval, market adoption, and revenue potential—think of it as a stopwatch showing how long a therapy can keep the illness at bay.
alpha-emitting radiopharmaceutical medical
"XOFIGO is the first and only FDA-approved alpha-emitting radiopharmaceutical for mCRPC"
hazard ratio medical
"demonstrated a 24% reduction in mortality risk when combined with enzalutamide (HR 0.76; p=0.009)"
A hazard ratio is a way scientists compare the chance of something happening over time between two groups, like patients taking different medicines. If the ratio is high, it means one group is more likely to experience the event sooner or more often, which helps determine how effective a treatment is or how risky a situation might be.

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FAQ

What agreement did Kairos Pharma (KAPA) enter into with Bayer?

Kairos Pharma entered into an Agreement for the Support of Investigator / Institution Initiated Research with Bayer on July 16, 2026. Bayer will provide radium-223 (XOFIGO) for a study combining XOFIGO with Kairos’ antibody ENV-105 in prostate cancer bone metastasis models.

What responsibilities does Kairos Pharma (KAPA) have under the Bayer collaboration?

Kairos is responsible for initiating, managing and financing the study and must obtain Bayer’s prior written approval before any material protocol changes. Kairos also agrees to deliver final analysis, interpretation and conclusions to Bayer within 6 months after the study’s completion.

What clinical data has Kairos Pharma (KAPA) reported for ENV-105 in prostate cancer?

Kairos reported Phase 2 data in resistant metastatic castration-resistant prostate cancer showing an 86% clinical benefit rate and median progression-free survival of more than 13 months. These results were previously presented at the 2025 ESMO Congress in Berlin.

What market opportunity does Kairos Pharma (KAPA) see for the ENV-105 and XOFIGO combination?

Kairos describes the ENV-105 plus XOFIGO combination in metastatic prostate cancer as targeting a $570M–$1.3B addressable global market. This range reflects the company’s estimate of the commercial opportunity for this potential treatment approach.

How is XOFIGO characterized in the Kairos Pharma (KAPA) announcement?

XOFIGO (radium-223 dichloride) is described as the first and only FDA-approved alpha-emitting radiopharmaceutical for metastatic castration-resistant prostate cancer with symptomatic bone metastases, with Phase III PEACE-3 trial data showing a 24% reduction in mortality risk when combined with enzalutamide.

What is ENV-105, Kairos Pharma’s (KAPA) lead candidate?

ENV-105 (carotuximab) is described as a first-in-class CD105/BMP signaling inhibitor antibody. It targets CD105, which Kairos identifies as a key driver of therapy resistance, aiming to reverse drug resistance and restore effectiveness of standard treatments across multiple cancer types.
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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

FORM 8-K

 

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

 

Date of report (date of earliest event reported): July 16, 2026

 

Kairos Pharma, Ltd.

(Exact name of registrant as specified in its charter)

 

Delaware   001-42275   46-2993314
(State or other jurisdiction   (Commission   (IRS Employer
of incorporation)   File Number)   Identification No.)

 

2355 Westwood Blvd, #139

Los Angeles, CA 90064

(Address of Principal Executive Offices) (Zip Code)

 

(310) 948-2356

(Registrant’s Telephone Number, Including Area Code)

 

 

 

(Former name or former address, if changed since last report.)

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
   
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
   
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
   
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class   Trading Symbol(s)   Name of each exchange on which registered
Common Stock, par value $0.001 per share   KAPA   NYSE American

 

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

 

Emerging growth company

 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

 

 

 

 

 

 

Item 1.01 Entry into a Material Definitive Agreement.

 

On July 16, 2026, Kairos Pharma, Ltd. (the “Company”) entered into an Agreement for the Support of Investigator / Institution Initiated Research (the “IIR Agreement”) co-developed with Bayer HealthCare Pharmaceuticals Inc. (“Bayer”), pursuant to which Bayer will provide the Company with radium for use in the Company’s study into the therapeutic activity in models of prostate cancer bone metastasis of radium with ENV-105 (carotuximab) (the “Study”).

 

In exchange, the Company has agreed to provide final analysis, interpretation and conclusions from the Study to Bayer within 6 months of the completion date of the Study. Additionally, while the Company is solely responsible for initiating, managing, and financing the Study, the Company must obtain prior written approval from Bayer prior to making any material changes to Study protocols.

 

The IIR Agreement contains customary affirmative and negative covenants with respect to the Company, including, among other things, compliance with laws, insurance, and indemnification covenants. Additionally, the IIR Agreement contains customary confidentiality, publication, liability and remedies provisions.

 

The description of the IIR Agreement contained in this Item 1.01 is qualified in its entirety by reference to the text of the IIR Agreement, a copy of which is filed herewith as Exhibit 10.1 to this Current Report on Form 8-K.

 

Item 8.01. Other Events.

 

On July 22, 2026, the Company published a press release announcing its entry into the IIR Agreement. The Company’s press release is furnished herewith as Exhibit 99.1.

 

The information provided in this Item 8.01 (including Exhibit 99.1 hereto), is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing under the Exchange Act or the Securities Act, except as expressly set forth by specific reference in such a filing.

 

Item 9.01. Financial Statement and Exhibits.

 

(d) Exhibits.

 

Exhibit No.   Description
10.1*   Agreement for the Support of Investigator / Institution Initiated Research, dated July 16, 2026, between Bayer HealthCare Pharmaceuticals Inc. and Kairos Pharma Ltd.
99.1   Press Release, dated July 22, 2026
104   Cover Page Interactive Data File (embedded within the Inline XBRL document).

 

* Certain identified information has been excluded from this Exhibit because it is both (i) not material and (ii) the type of information that the Company treats as private or confidential.

 

 

 

 

SIGNATURES

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

  KAIROS PHARMA, LTD.
Dated: July 22, 2026    
  By: /s/ John S. Yu
  Name: John S. Yu
  Title: Chief Executive Officer

 

 

 

 

Exhibit 99.1

 

 

Kairos Pharma Announces Strategic Collaboration with Bayer to Enhance XOFIGO Activity in Metastatic Prostate Cancer

 

Combination Targets a $570M–$1.3B Addressable Global Market; ENV-105 Phase 2 Data Show 86% Clinical Benefit Rate in Resistant mCRPC

 

LOS ANGELES – July 22, 2026 – Kairos Pharma, Ltd. (NYSE American: KAPA), a clinical-stage biopharmaceutical company focused on overcoming cancer drug resistance, today announced a strategic collaboration with Bayer to evaluate Kairos Pharma’s lead antibody ENV-105 (carotuximab), a first-in-class CD105/BMP signaling inhibitor, in combination with Bayer’s XOFIGO (radium-223 dichloride) in metastatic castration-resistant prostate cancer (mCRPC) involving bone.

 

Kairos Pharma’s current programs with ENV-105 include a Phase 1 trial in EGFR-driven non-small cell lung cancer and a Phase 2 trial for castrate resistant prostate cancer. Last year, Kairos announced positive interim efficacy data from the Phase 2 trial showcasing median progression-free survival was more than 13 months, a significant improvement from standard of care. These data were presented at the 2025 ESMO Congress in Berlin. XOFIGO is the first and only FDA-approved alpha-emitting radiopharmaceutical for mCRPC with symptomatic bone metastases and is currently advancing through additional combination studies, including the Phase III PEACE-3 trial, which demonstrated a 24% reduction in mortality risk when combined with enzalutamide (HR 0.76; p=0.009).

 

“Drug resistance remains one of the greatest challenges in advanced prostate cancer, and XOFIGO, like many standard-of-care therapies, can lose efficacy over time,” said John Yu, M.D., Chief Executive Officer of Kairos Pharma. “ENV-105 has already demonstrated the ability to re-sensitize tumors to existing treatments with a strong safety profile, and this collaboration with Bayer represents a major milestone in our mission to deliver more durable and more effective treatment regimens for patients with metastatic prostate cancer.”

 

Previous published work has demonstrated the efficacy of ENV-105 in radiation sensitization in prostate cancer preclinical models. CD105 is upregulated in response to standard androgen receptor inhibition and in responses to ionizing radiation, driving pro-survival BMP-SMAD signaling pathways underlying therapy resistance. Targeting CD105 with ENV-105 re-sensitizes resistant tumors and may extend the duration and depth of response to XOFIGO’s targeted alpha therapy.

 

 
 

 

Neil Bhowmick, Ph.D., Chief Scientific Officer and Principal Investigator stated, “CD105’s role as a central resistance mechanism validated now across multiple drug classes makes this collaboration scientifically compelling and clinically timely, given XOFIGO’s recent Phase III momentum.”

 

About Kairos Pharma Ltd.

 

Based in Los Angeles, California, Kairos Pharma Ltd. (NYSE American: KAPA) is at the forefront of oncology therapeutics, utilizing structural biology to overcome drug resistance and immune suppression in cancer. Kairos Pharma’s lead candidate, ENV-105, is an antibody that targets CD105—a protein identified as a key driver of resistance and disease relapse in response to standard therapy. ENV-105 aims to reverse drug resistance by targeting CD105 and restore the effectiveness of standard therapies across multiple cancer types. For more information, visit kairospharma.com.

 

CAUTIONARY STATEMENT CONCERNING FORWARD-LOOKING STATEMENTS

 

This press release contains “forward-looking statements” as defined in the Private Securities Litigation Reform Act of 1995. You can identify forward-looking statements as those that are not historical in nature, particularly those that use terminology such as “may,” “should,” “expects,” “anticipates,” “contemplates,” “estimates,” “believes,” “plans,” “projected,” “predicts,” “potential” or “hopes” or the negative of these or similar terms. The reader is cautioned not to rely on these forward-looking statements. If underlying assumptions prove inaccurate, or known or unknown risks or uncertainties materialize, actual results could vary materially from the expectations and projections of Kairos Pharma. We base these forward-looking statements on our expectations and projections about future events, which we derive from the information currently available to us. Such forward-looking statements relate to future events or our future performance. In evaluating these forward-looking statements, you should consider various factors, including: our expectations regarding the success and/or completion of our Phase 1 and Phase 2 clinical trials; our success in completing newly initiated clinical trials, commence new trials, and obtain regulatory approval following the conclusion of such trials; challenges and uncertainties inherent in product research and development; and the uncertainty regarding future commercial success. These and other factors may cause our actual results to differ materially from any forward-looking statement. Forward-looking statements are only predictions. The forward-looking statements discussed in this press release and other statements made from time to time by us or our representatives, may not occur, and actual events and results may differ materially and are subject to risks, uncertainties and assumptions about us, including those described in Kairos Pharma’s prospectus and our other filings made with the SEC. We are not obligated to publicly update or revise any forward-looking statement, and Kairos Pharma is not required to update any forward-looking statement as a result of new information or future events or developments, except as required by U.S. federal securities laws.

 

Contact:

 

investors@kairospharma.com

 

 

 

Filing Exhibits & Attachments

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