Kairos Pharma, Ltd.

KAPA

$1.70

+1.92%

2026-09-04 10:42:05 EDT+$0.03

Healthcare

Biotechnology

AMEX

Active Trading

Kairos Pharma, Ltd. operates as a clinical-stage biopharmaceutical company focused on developing innovative treatments for individuals battling cancer. Its therapeutic portfolio includes ...

Supply Chain of KAPA

Upstream

Foundry, packaging, memory, wafers, components, and input vendors.

Upstream

Lonza Group AG

Cedars-Sinai Medical Center

PreCheck Health Services, Inc.

Enviro Therapeutics, Inc.

TRACON Pharmaceuticals, Inc.

Celyn Therapeutics, Inc.

OrbiMed Advisors LLC

Torrey Pines Investment

Lonza Group AG

SWX:LONN

Contract Development & Manufacturing Organization (CDMO) — antibody manufacturing. Produced TRC105/carotuximab for TRACON Pharmaceuticals at its Singapore facility; assumed to continue manufacturing ENV105 for Kairos following license transfer.

Cedars-Sinai Medical Center

Strategic research partner and technology licensor. Kairos spun out from Cedars-Sinai in 2013. Holds exclusive license agreements for foundational IP covering ENV105, ENV205, KROS platforms. CEO Dr. John Yu is Professor of Neurosurgery at Cedars-Sinai. Provides clinical trial infrastructure.

PreCheck Health Services, Inc.

Biomarker and companion diagnostic (CDx) development partner. Agreement signed September 2024 to develop companion response biomarkers for ENV105 in prostate and lung cancer trials. Provides bioassay and biomarker screening services.

Enviro Therapeutics, Inc.

Wholly-owned subsidiary of Kairos Pharma. Holds the key license and supply agreements with TRACON Pharmaceuticals and Cedars-Sinai for ENV105 and other pipeline assets. Neil Bhowmick, Kairos CSO, serves as President of Enviro.

TRACON Pharmaceuticals, Inc.

OTCPK:TCON

Original developer of TRC105 (carotuximab/ENV105). Licensed inactive IND and drug supply to Enviro Therapeutics (Kairos sub) via May 2021 agreement. Company subsequently dissolved/ceased operations.

Downstream

Customers, distributors, OEMs, and channels that absorb output.

Downstream

CRO Consortium (Mayo Clinic, Stanford Medicine, Cleveland Clinic, Rutgers University)

Cancer Patients (Prostate, Lung, Glioblastoma)

U.S. Department of Defense (DoD)

Potential Big Pharma Partners (unidentified)

CRO Consortium (Mayo Clinic, Stanford Medicine, Cleveland Clinic, Rutgers University)

Clinical trial sites and research collaborators. Cedars-Sinai CRO consortium leverages partner institutions for efficient patient enrollment across Kairos clinical trials for ENV105 and other pipeline assets.

Cancer Patients (Prostate, Lung, Glioblastoma)

Ultimate end-users. No commercial product sales yet. ENV105 targeting mCRPC (Phase 2) and EGFR-mutant NSCLC (Phase 1). Future commercial patients would be downstream recipients through oncology centers.

U.S. Department of Defense (DoD)

Research grant funding for ENV205 development (chemotherapy resistance and cachexia). Non-dilutive funding source supporting preclinical research.

Potential Big Pharma Partners (unidentified)

Analyst reports suggest ENV105 could be leveraged by large pharmaceutical companies (e.g., AstraZeneca, Johnson & Johnson) to enhance existing oncology pipelines. No partnerships formally announced as of June 2026.

Proxies

Public comparables and monitoring names used as representatives for the analysis.

Proxies

TRACON Pharmaceuticals, Inc.

Lonza Group AG

CryoPort, Inc.

Catalent, Inc.

TRACON Pharmaceuticals, Inc.

OTCPK:TCON

Original developer of carotuximab (TRC105/ENV105). Now dissolved, but its historical operations, cost structure, and clinical path provide the closest proxy for how ENV105 would be developed and commercialized.

Lonza Group AG

SWX:LONN

Historical CDMO manufacturer of carotuximab. Exposure to Kairos via biologics contract manufacturing. Represents the upstream manufacturing proxy in the supply chain.

CryoPort, Inc.

NASDAQ:CYRX

Life sciences supply chain logistics company serving cold chain needs for clinical-stage biopharma companies. Proxies the logistics and distribution infrastructure required for Kairos' clinical trial material movement.

Catalent, Inc.

NYSE:CTLT

Leading CDMO providing biologic drug product manufacturing and packaging services. Proxies the type of manufacturing partner a clinical-stage biopharma like Kairos would engage for drug product fill-finish.

Geographic

Region-level exposures that can distort the supply network.

Geographic

United States (California)

Singapore / Switzerland

United States (Multi-state clinical sites)

Kairos Pharma, Ltd. Headquarters (Los Angeles, CA)

Lonza Group AG (Singapore facility / Swiss HQ)

Cedars-Sinai Medical Center (Los Angeles, CA)

Mayo Clinic (Rochester, MN)

Stanford Medicine (Stanford, CA)

Cleveland Clinic (Cleveland, OH)

United States (California)

Corporate and R&D headquarters concentration

Kairos Pharma, Ltd. Headquarters (Los Angeles, CA)NYSEAM:KAPACorporate HQ and management located in Los Angeles, CA. CEO, CSO, and key management are California-based via Cedars-Sinai.

Singapore / Switzerland

Manufacturing supply chain concentration

Lonza Group AG (Singapore facility / Swiss HQ)SWX:LONNHistorical manufacturing of carotuximab occurred at Lonza's Singapore facility. Lonza headquartered in Switzerland. Single-source CDMO risk for antibody supply.

United States (Multi-state clinical sites)

Clinical trial operational exposure

Cedars-Sinai Medical Center (Los Angeles, CA)Primary strategic research partner and clinical trial site. CEO is Professor of Neurosurgery at Cedars-Sinai. Non-profit.

Mayo Clinic (Rochester, MN)CRO consortium member and clinical trial site. Non-profit.

Stanford Medicine (Stanford, CA)CRO consortium member and clinical trial site. Non-profit.

United States (Florida)

Diagnostics partner concentration

PreCheck Health Services, Inc. (Miami, FL)Biomarker and companion diagnostic development partner. Private CLIA/CAP lab.

Concentration

Customer, supplier, or partner concentration exposures that can distort the supply network.

Other

Critical

Single asset concentration — ENV105 (carotuximab) represents the vast majority of pipeline value and clinical progress. Failure in Phase 2 would materially impair the company.

Other

High

CDMO reliance — Kairos relies exclusively on third-party contract manufacturing organizations (CMOs/CDMOs) for drug substance and drug product manufacturing with no internal manufacturing capability. Any disruption at the CDMO (Lonza or alternative) would halt clinical supply.

Other

Critical

Going concern risk — Cash and cash equivalents of only ~$3.68M as of Q1 2026. Company has disclosed substantial doubt about ability to continue as a going concern. Reliant on equity or debt financing to fund operations.

Other

High

License dependency — Core IP for ENV105 and pipeline is licensed from Cedars-Sinai Medical Center. Novation agreements with Enviro Therapeutics govern key license terms. Any breach could jeopardize asset rights.

Revenue mix

How the target's revenue mix translates into supply-chain leverage and dependency.

Product Revenue

0.0%

Pre-revenue clinical-stage company; no approved or commercialized products. All pipeline assets are in preclinical through Phase 2 development. No downstream commercial distribution channel exists yet.

Grant & Collaboration Revenue

0.0%

Company has received Department of Defense funding for ENV205 research. R&D operations funded primarily through equity offerings (IPO raised ~$6.2M), PIPE financings, and ATM offerings. Q1 2026 cash position approximately $3.68M; going concern doubt noted.

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Kairos Pharma, Ltd.

Supply Chain of KAPA

Upstream

Lonza Group AG

Cedars-Sinai Medical Center

PreCheck Health Services, Inc.

Enviro Therapeutics, Inc.

TRACON Pharmaceuticals, Inc.

Celyn Therapeutics, Inc.

OrbiMed Advisors LLC

Torrey Pines Investment

Downstream

CRO Consortium (Mayo Clinic, Stanford Medicine, Cleveland Clinic, Rutgers University)

Cancer Patients (Prostate, Lung, Glioblastoma)

U.S. Department of Defense (DoD)

Potential Big Pharma Partners (unidentified)

Proxies

TRACON Pharmaceuticals, Inc.

Lonza Group AG

CryoPort, Inc.

Catalent, Inc.

Geographic

United States (California)

Singapore / Switzerland

United States (Multi-state clinical sites)

View More

Supply Chain of KAPA

Upstream

Lonza Group AG

Cedars-Sinai Medical Center

PreCheck Health Services, Inc.

Enviro Therapeutics, Inc.

TRACON Pharmaceuticals, Inc.

Celyn Therapeutics, Inc.

OrbiMed Advisors LLC

Torrey Pines Investment

Downstream

CRO Consortium (Mayo Clinic, Stanford Medicine, Cleveland Clinic, Rutgers University)

Cancer Patients (Prostate, Lung, Glioblastoma)

U.S. Department of Defense (DoD)

Potential Big Pharma Partners (unidentified)

Proxies

TRACON Pharmaceuticals, Inc.

Lonza Group AG

CryoPort, Inc.

Catalent, Inc.

Geographic

United States (California)

Singapore / Switzerland

United States (Multi-state clinical sites)

View More