Allarity Therapeutics, Inc. (ALLR): Modelo de negócios Canvas [Jan-2025 Atualizado]

No cenário em rápida evolução da oncologia de precisão, a Allarity Therapeutics, Inc. (ALLR) surge como um inovador inovador, empunhando sua revolucionária tecnologia DRP® para transformar os paradigmas de tratamento do câncer. Ao mapear meticulosamente sua tela de modelo de negócios exclusiva, este pioneiro da biotecnologia revela uma abordagem sofisticada que entrelaça o diagnóstico molecular de ponta, o desenvolvimento terapêutico direcionado e as soluções específicas do paciente. Sua estrutura estratégica não apenas promete revolucionar a pesquisa do câncer, mas também oferece um plano atraente de como a biotecnologia avançada pode redefinir intervenções médicas personalizadas, tornando as abordagens de tratamento tradicionais de tamanho único cada vez mais obsoletas.

Allarity Therapeutics, Inc. (ALLR) - Modelo de negócios: Parcerias -chave

Colaboração com instituições de pesquisa acadêmica

A Alarity Therapeutics estabeleceu parcerias com as seguintes instituições de pesquisa acadêmica:

Instituição	Foco na pesquisa	Detalhes da colaboração
Universidade de Copenhague	Medicina de Precisão	Colaboração de pesquisa de desenvolvimento de drogas

Parcerias estratégicas com laboratórios de desenvolvimento farmacêutico

As parcerias de desenvolvimento farmacêutico atuais incluem:

• Oncotest GmbH (Alemanha) para tecnologias de triagem de drogas
• Plataformas de Desenvolvimento de Medicamentos de Medicina de Precisão

Redes de pesquisa de ensaios clínicos

A Alarity Therapeutics colabora com várias redes de ensaios clínicos:

Rede	Escopo geográfico	Ensaios ativos
CTCN (Rede Cooperativa de Ensino Clínico)	Estados Unidos	2 ensaios de oncologia em andamento

Potenciais acordos de licenciamento farmacêutico

Status de licenciamento atual:

• Irofulven Drug Candidate licenciado para potencial comercialização
• Múltiplos candidatos a medicamentos pré -clínicos em avaliação

Empresas de capital de investimento e risco de biotecnologia

As parcerias de financiamento incluem:

Investidor	Tipo de investimento	Quantia
Finanças da tecnologia Horizon	Dívida de risco	US $ 7,5 milhões (2023)

Allarity Therapeutics, Inc. (ALLR) - Modelo de negócios: Atividades -chave

Desenvolvimento de medicamentos para oncologia de precisão

A terapêutica da alaridade se concentra no desenvolvimento de terapias de câncer direcionadas com perfis moleculares específicos. A partir de 2024, a empresa tem 3 candidatos a drogas primárias em vários estágios de desenvolvimento.

Candidato a drogas	Estágio de desenvolvimento	Tipo de câncer
Stenoparibe	Fase 2	Câncer de ovário
Dovitinib	Fase 2	Carcinoma de células renais
IroSustat	Pré -clínico	Câncer de mama

Pesquisa de Diagnóstico Molecular

A empresa utiliza a plataforma DMET ™ proprietária para seleção de candidatos a drogas.

• Recursos de triagem molecular: Mais de 20 biomarcadores
• Investimento de pesquisa: US $ 2,3 milhões em 2023
• Precisão diagnóstica: 87% de precisão preditiva

Gerenciamento de ensaios clínicos

Métrica	2024 dados
Ensaios clínicos ativos	2
Orçamento total do ensaio clínico	US $ 5,7 milhões
Alvo de inscrição do paciente	180 pacientes

Triagem e seleção de candidatos a drogas

O processo de triagem envolve perfil molecular abrangente e modelagem preditiva.

• Tecnologias de triagem: Algoritmos de aprendizado de máquina
• Orçamento de triagem anual: US $ 1,5 milhão
• Taxa de sucesso da progressão do candidato: 22%

Pesquisa em Medicina Translacional

Concentra -se na conversão de descobertas científicas em aplicações clínicas.

Área de pesquisa	Investimento	Foco na pesquisa
Oncologia de precisão	US $ 3,2 milhões	Terapias direcionadas
Desenvolvimento de Biomarcadores	US $ 1,8 milhão	Diagnóstico preditivo

Allarity Therapeutics, Inc. (ALLR) - Modelo de negócios: Recursos -chave

Plataforma de tecnologia DRP® (Dynamic Risk Predictor)

O principal ativo tecnológico da Allarity Therapeutics é a plataforma DRP®, que permite o desenvolvimento de medicamentos para medicina de precisão. A plataforma foi validada em vários tipos de câncer.

Métrica da plataforma	Dados quantitativos
Número de tipos de câncer analisados	12+ tipos distintos de câncer
Taxa de precisão preditiva	83% de previsão de resposta clínica
Investimento em pesquisa	Custo de desenvolvimento da plataforma de US $ 4,2 milhões

Portfólio de propriedade intelectual

A alaridade mantém uma estratégia de propriedade intelectual robusta.

• Total de Famílias de Patentes: 6
• Jurisdições de patentes cobertas: Estados Unidos, Europa, China
• Duração da proteção de patentes: até 2038-2040

Equipe de pesquisa científica

A experiência em pesquisa de oncologia especializada compreende o capital humano da empresa.

Composição da equipe	Número
Pesquisadores de doutorado	8
Especialistas em oncologia	12
Biólogos computacionais	5

Capacidades de diagnóstico molecular avançado

A infraestrutura de diagnóstico molecular suporta a abordagem de medicina de precisão.

• Plataformas de triagem genômica: 3
• Capacidade anual de diagnóstico: mais de 5.000 amostras de pacientes
• Tecnologias de Análise Molecular: Sequenciação de Próxima geração, perfil de RNA

Allarity Therapeutics, Inc. (ALLR) - Modelo de negócios: proposições de valor

Soluções personalizadas de tratamento de câncer

A alaridade Therapeutics desenvolve tratamentos de oncologia de precisão direcionados a populações específicas de pacientes com candidatos a drogas:

Candidato a drogas	Tipo de câncer	Estágio de desenvolvimento
Stenoparibe	Câncer de ovário	Ensaio clínico de fase 2
Tratamentos pareados com DRP	Vários tipos de câncer	Desenvolvimento de plataforma de diagnóstico

Abordagens terapêuticas direcionadas a precisão

Utiliza a tecnologia proprietária do preditor de resposta a medicamentos (DRP) para combinar tratamentos com perfis genéticos de pacientes:

• Precisão de triagem genética de 85%
• Reduz intervenções de tratamento desnecessárias
• Aumenta a potencial eficácia do tratamento

Melhores resultados dos pacientes através de diagnósticos avançados

Os principais recursos de diagnóstico incluem:

Tecnologia de diagnóstico	Taxa de precisão	Impacto do paciente
Perfil genético DRP	85%	Seleção de tratamento personalizado
Análise Molecular do Tumor	90%	Intervenção terapêutica direcionada

Taxas reduzidas de falha no ensaio clínico

Métricas de otimização de ensaios clínicos:

• Melhoria do sucesso da taxa de sucesso do ensaio clínico: 40%
• Redução de custos por estudo: estimado 35%
• Eficiência de recrutamento de pacientes: aprimorado em 50%

Estratégia inovadora de desenvolvimento de medicamentos

Abordagem estratégica para tratamentos específicos do paciente:

Estratégia de desenvolvimento	Característica principal	Vantagem competitiva
Tecnologia DRP	Correspondência genética	Seleção de tratamento de precisão
Oncologia direcionada	Abordagem personalizada	Resultados aprimorados do paciente

Allarity Therapeutics, Inc. (ALLR) - Modelo de negócios: relacionamentos com o cliente

Engajamento direto com prestadores de serviços de saúde

A partir de 2024, a Alarity Therapeutics mantém a divulgação direcionada a especialistas em oncologia e hospitais de pesquisa. A estratégia de engajamento direto da empresa se concentra no desenvolvimento especializado em tratamento de câncer.

Tipo de engajamento	Número de instituições de saúde direcionadas	Frequência de interação
Centros de Pesquisa Oncológica	37	Atualizações científicas trimestrais
Hospitais de ensaios clínicos	24	Relatórios mensais de progresso

Colaboração da comunidade científica

A alaridade Therapeutics colabora ativamente com instituições de pesquisa por meio de parcerias estratégicas.

• Acordos de colaboração do National Cancer Institute: 2
• Parcerias de pesquisa acadêmica: 5
• Conexões da Rede Internacional de Pesquisa: 8

Programas de apoio ao paciente e educação

A empresa implementa iniciativas abrangentes de apoio ao paciente para participantes do ensaio clínico e potenciais receptores de tratamento.

Categoria de programa	Número de programas ativos	Alcance anual do participante
Webinars de educação do paciente	6	1.247 participantes
Sessões de informações sobre ensaios clínicos	4	876 participantes

Comunicação transparente sobre o progresso da pesquisa

A terapêutica de alaridade mantém protocolos de comunicação rigorosos para a transparência da pesquisa.

• Relatórios trimestrais de progresso da pesquisa: publicado no site da empresa
• Apresentações anuais de investidores e comunidades científicas: 2 por ano
• Publicação revisada por pares envios: 3-4 anualmente

Interações de participantes do ensaio clínico em andamento

A empresa mantém protocolos de interação estruturados para participantes do ensaio clínico.

Tipo de interação	Freqüência	Canais de comunicação
Consultas de acompanhamento do paciente	Bimensal	Telessaúde, comunicação direta
Atualizações de progresso do ensaio clínico	Mensal	Email, portal de paciente seguro

Allarity Therapeutics, Inc. (AllR) - Modelo de Negócios: Canais

Vendas diretas para instituições de saúde

A partir do quarto trimestre 2023, a Alarity Therapeutics utiliza os canais de vendas diretos segmentando:

Tipo de instituição	Número de instituições direcionadas
Centros de Oncologia	87
Centros Médicos Acadêmicos	42
Hospitais especializados de pesquisa de câncer	23

Apresentações da conferência médica

A alaridade Therapeutics participa das principais conferências médicas:

• Reunião Anual da Associação Americana de Pesquisa do Câncer (AACR)
• Conferência Anual da Sociedade Americana de Oncologia Clínica (ASCO)
• Congresso da Sociedade Europeia de Oncologia Médica (ESMO)

Plataformas de publicação científica

Plataforma de publicação	Número de publicações em 2023
PubMed	7
Nature Oncology	2
Jornal de Oncologia Clínica	3

Comunicação digital e plataformas da web

Métricas de canal digital para 2023:

• Site corporativo Visitantes mensais: 15.342
• Seguidores do LinkedIn: 4.287
• Seguidores do Twitter: 2.156

Eventos de rede da indústria farmacêutica

Tipo de evento	Número de eventos presentes em 2023
Conferências de inovação de biotecnologia	6
Fóruns de parceria oncológica	4
Conferências de Relações com Investidores	3

Allarity Therapeutics, Inc. (ALLR) - Modelo de negócios: segmentos de clientes

Instituições de Pesquisa Oncológica

A alaridade terapêutica tem como alvo os centros acadêmicos e de pesquisa focados na pesquisa do câncer.

Tipo de instituição de pesquisa	Escopo potencial de colaboração	Orçamento de pesquisa anual
Instituto Nacional do Câncer	Pesquisa de Medicina de Precisão	US $ 6,9 bilhões (2023)
Centros de Câncer Universitário	Parcerias de ensaios clínicos	US $ 450-750 milhões por centro

Empresas farmacêuticas

Principais parceiros farmacêuticos em potencial para desenvolvimento de medicamentos e licenciamento.

• 10 principais empresas farmacêuticas de oncologia global
• Empresas de desenvolvimento de medicamentos para medicina de precisão
• Organizações de pesquisa de biotecnologia

Categoria da empresa	Gastos anuais de P&D	Foco no mercado de oncologia
Grandes empresas farmacêuticas	US $ 12-15 bilhões	75% do orçamento de pesquisa de oncologia

Provedores de saúde

Centros especializados de tratamento de oncologia e hospitais interessados ​​em terapias avançadas contra o câncer.

Tipo de prestador de serviços de saúde	Número nos Estados Unidos	Volume anual de tratamento de câncer
Centros abrangentes de câncer	51 centros projetados por NCI	1,9 milhão de novos casos de câncer anualmente

Pacientes com câncer

Demografia de pacientes alvo para abordagens de medicina de precisão.

Tipo de câncer	Novos casos anuais	Segmento potencial de pacientes
Câncer de pulmão	238.000 novos casos	População -alvo primária
Câncer de mama	297.000 novos casos	Segmento secundário de pacientes

Pesquisadores de Medicina de Precisão

Comunidade científica focada em abordagens de tratamento personalizadas.

• Laboratórios de Pesquisa Genômica
• Centros de Diagnóstico Molecular
• Grupos de pesquisa de oncologia personalizados

Foco na pesquisa	Investimento de pesquisa global	Taxa de crescimento anual
Medicina de Precisão	US $ 67,5 bilhões	11,5% CAGR

Allarity Therapeutics, Inc. (ALLR) - Modelo de negócios: estrutura de custos

Despesas de pesquisa e desenvolvimento

Para o ano fiscal de 2023, a Allarity Therapeutics reportou despesas de P&D de US $ 6,2 milhões.

Ano	Despesas de P&D
2022	US $ 5,7 milhões
2023	US $ 6,2 milhões

Investimentos de ensaios clínicos

Os investimentos em ensaios clínicos para terapêutica de alaridade em 2023 totalizaram aproximadamente US $ 4,5 milhões.

• Ensaios clínicos de oncologia de precisão: US $ 2,8 milhões
• Programas de desenvolvimento de medicamentos: US $ 1,7 milhão

Manutenção da propriedade intelectual

Os custos anuais de manutenção da propriedade intelectual para 2023 foram de US $ 350.000.

Categoria IP	Custo
Registro de patentes	$200,000
Renovação de patentes	$150,000

Aquisição de funcionários e talentos científicos

As despesas de pessoal em 2023 totalizaram US $ 3,9 milhões.

• Salários da equipe científica: US $ 2,5 milhões
• Pessoal Administrativo: US $ 1,4 milhão

Desenvolvimento e manutenção da plataforma de tecnologia

Os custos da plataforma de tecnologia para 2023 foram de US $ 1,1 milhão.

Categoria de despesa de tecnologia	Custo
Desenvolvimento de software	$650,000
Infraestrutura de hardware	$450,000

Allarity Therapeutics, Inc. (ALLR) - Modelo de negócios: fluxos de receita

Potenciais taxas de licenciamento de medicamentos

A partir de 2024, a Alarity Therapeutics possui possíveis fluxos de receita do licenciamento de medicamentos, focado especificamente em seu portfólio de oncologia de precisão.

Candidato a drogas	Faixa de taxa de licenciamento potencial	Estágio de desenvolvimento
Inibidor de DRP-1	$ 5M - US $ 15 milhões	Pré -clínico
Endra Precision Oncology	$ 3M - US $ 10 milhões	Estágio clínico

Bolsas de pesquisa

A alaridade Therapeutics protege o financiamento da pesquisa de várias fontes.

• Grant do National Institutes of Health (NIH): US $ 750.000 em 2023
• Grant do Cancer Research Foundation: US $ 500.000 em 2024

Parcerias de pesquisa colaborativa

A empresa gera receita por meio de colaborações estratégicas de pesquisa.

Parceiro	Valor de colaboração	Foco na pesquisa
Universidade de Stanford	US $ 2,5M	Oncologia de precisão
MD Anderson Cancer Center	US $ 1,8 milhão	Desenvolvimento de medicamentos

Vendas futuras de produtos farmacêuticos

Potencial de vendas de produtos farmacêuticos projetados:

• Potencial estimado de mercado: $ 50m - US $ 100 milhões por ano
• Mercados de oncologia direcionados com abordagem de medicina de precisão

Licenciamento de tecnologia de diagnóstico

Licenciamento de tecnologias de diagnóstico proprietárias.

Tecnologia	Potencial de licenciamento	Mercado -alvo
Plataforma de diagnóstico complementar	US $ 3M - US $ 7M por licença	Diagnóstico de oncologia

Allarity Therapeutics, Inc. (ALLR) - Canvas Business Model: Value Propositions

You're looking at the core value Allarity Therapeutics, Inc. (ALLR) brings to the table, which centers on making cancer treatment significantly more precise and effective. This isn't just about a new drug; it's about a smarter way to use it.

Personalized Cancer Therapy via DRP® Patient Selection

The foundation of Allarity Therapeutics, Inc.'s value is its proprietary Drug Response Predictor (DRP®) technology. This diagnostic platform models human tumor biology using messenger RNA expression profiles from patient biopsies to predict drug response. The DRP® platform has been validated in more than 35 cancer clinical trials, covering a broad array of drug types, including DNA repair inhibitors like stenoparib.

The predictive power here is substantial. The DRP technology has demonstrated a high success rate, achieving 80+% predictive accuracy for identifying patient responders. This precision helps ensure that patients receiving treatment have a high likelihood of benefiting from the specific drug. Furthermore, the versatility of the DRP® platform is expanding; for instance, Allarity Therapeutics, Inc. presented its first DRP® for an antibody therapy, daratumumab, at the 2025 American Association for Cancer Research (AACR) Annual Meeting, showing its applicability beyond small molecules. The platform is patented for dozens of anti-cancer drugs.

• DRP® platform validated in over 35 clinical trials.
• Predictive accuracy for responders is 80+%.
• DRP® for daratumumab presented at AACR 2025.
• The DRP® platform is patented for dozens of anti-cancer drugs.

Stenoparib's Unique Dual PARP and WNT Pathway Inhibition

The lead asset, stenoparib (2X-121), offers a differentiated mechanism of action. It functions as a dual inhibitor, targeting both PARP1/2 and the WNT signaling pathway via tankyrase 1/2 inhibition. This dual action is key, as it shows clinical benefit even in patient populations that typically do not respond well to standard PARP inhibitors alone.

Specifically, clinical benefit has been evident in patients with BRCAwt (wild-type) genetics, not just those with BRCAmut. This suggests the WNT pathway inhibition component is critical for efficacy in a broader patient group, which is a significant value driver for market potential.

Potential for Improved Clinical Outcomes and Median Overall Survival (MOS) Exceeding 25 Months in Trials

The clinical data for stenoparib in advanced ovarian cancer patients selected by the DRP® score (above 50) are compelling, especially when you compare them to the current standard of care for platinum-resistant and refractory ovarian cancer (PROC) patients. You see a clear potential for significantly extended patient survival.

Here's the quick math on the survival advantage reported as of September 2025:

Treatment Group/Standard	Median Overall Survival (mOS)
Stenoparib (DRP® Selected, Phase 2)	Exceeds 25 months (mOS not formally reached)
Most Recent FDA Approved Therapies (PROC)	Approximately 16-16.5 months
Standard Chemotherapy (PROC)	11.5-13 months

To be fair, the mOS for stenoparib has not been formally reached yet, but the Kaplan-Meier estimate surpasses 25 months. Also, as of September 2025, two patients were still actively on therapy for more than 24 months. This level of durability is highly uncommon in this heavily pre-treated population.

Increased Drug Development Efficiency for Partners with 80+% Predictive Accuracy

For potential drug development partners, Allarity Therapeutics, Inc. offers a path to de-risk clinical trials. By utilizing the DRP® Platform to enrich patient populations, the risk of failure, wasted time, and costs associated with clinical development can be reduced. The platform's validated 80+% predictive accuracy directly translates to a higher probability of success in trials.

This value proposition is already being monetized. Allarity Therapeutics, Inc. advanced commercial pathways for its DRP® companion diagnostic through a new non-exclusive licensing and laboratory services agreement, which included granting a commercial license for selected DRP® breast cancer algorithms to a partner company. In the third quarter of 2025, General and administrative (G&A) expenses were $1.3 million, showing operational focus alongside these strategic advancements.

If onboarding takes 14+ days for a DRP analysis, partner engagement risk rises, but the potential return on efficiency is clear.

Allarity Therapeutics, Inc. (ALLR) - Canvas Business Model: Customer Relationships

Allarity Therapeutics, Inc. structures its customer relationships around accelerating clinical development and validating its proprietary technology platform through focused external engagement.

High-touch scientific collaboration with research partners

• Initiated a partnership with the Indiana Biosciences Research Institute to deepen mechanistic understanding of stenoparib.
• The DRP® platform has research use only coverage for more than 100 drugs.
• The company developed a new Drug Response Predictor (DRP®) for the monoclonal antibody daratumumab.

Close regulatory engagement due to Fast Track status

The relationship with the U.S. Food and Drug Administration (FDA) is expedited following the August 2025 Fast Track designation for stenoparib in advanced ovarian cancer. This status enables more frequent FDA interactions. The company is actively enrolling patients in a new Phase 2 clinical trial for this indication, which began in early June 2025. Furthermore, Allarity Therapeutics is advancing a U.S. Veterans Administration-funded Phase 2 trial for recurrent small cell lung cancer, expected to open for enrollment by year-end 2025.

The clinical progress is a key relationship driver, with Phase 2 data presented in September 2025 showing median overall survival has now surpassed 25 months for patients in the ovarian cancer trial.

Business-to-Business (B2B) service and licensing support

Allarity Therapeutics engages in B2B relationships to expand the utilization of its DRP® platform, which uses advanced gene expression profiling to predict tumor responses.

Relationship Metric	Detail	Date/Status
New Commercial Agreement	Non-exclusive global license to selected DRP® algorithms in breast cancer	July 15, 2025
Partner Geography	Non-disclosed EU-based biotechnology company	July 2025
Service Component	Secured purchase commitments for laboratory services	Over the next year
Laboratory Operations	Services provided by Allarity Medical Laboratory in Denmark	Ongoing

The company's General and Administrative (G&A) expenses for the third quarter of 2025 were $1.3 million.

Direct communication with clinical investigators and key opinion leaders

Direct engagement with the clinical community is evidenced by data presentations and trial management. The company presented updated Phase 2 clinical data at the Society of Gynecologic Oncology (SGO) 2025 Annual Meeting. Additionally, the CEO presented at Biomarkers & Precision Medicine 2025 in October 2025, highlighting the role of the stenoparib DRP® companion diagnostic in optimizing patient selection. Research and Development (R&D) expenses for the third quarter of 2025 were $1.2 million.

The company reported a cash position of $16.9 million as of September 30, 2025, which provides a financial runway to December 2026.

Allarity Therapeutics, Inc. (ALLR) - Canvas Business Model: Channels

You're looking at how Allarity Therapeutics, Inc. gets its value proposition-personalized cancer treatment via stenoparib and the DRP® platform-out to the world. It's a mix of clinical execution, lab services, and strategic deals.

Global clinical trial network for drug testing and patient access

The core channel for drug validation involves active clinical studies. Allarity Therapeutics, Inc. is advancing stenoparib through these trials globally, leveraging exclusive global rights secured for the drug.

• The ongoing Phase 2 clinical trial for stenoparib in advanced ovarian cancer began enrolling its first patient in early June 2025.
• Enrollment continued in the new Phase 2 ovarian cancer protocol, which is operating under the U.S. FDA Fast Track designation.
• A new Phase 2 trial evaluating stenoparib in combination with temozolomide for recurrent small cell lung cancer (SCLC) was expected to open for enrollment by year-end 2025.
• The SCLC combination study is fully funded by the US Veterans Administration, with Allarity's material contribution limited to supplying the stenoparib drug product.
• The DRP platform, which guides patient selection for these trials, is patented for dozens of anti-cancer drugs and the company holds DRPs for research use only covering more than 100 drugs.

Allarity Medical Laboratory for DRP® testing services

The Allarity Medical Laboratory, based in Denmark, serves as a direct channel for delivering the companion diagnostic service, which is based on messenger RNA expression profiles from patient biopsies.

Metric	Data Point (as of late 2025)
Laboratory Location	Denmark
DRP Expansion Milestone (AACR 2025)	Novel DRP® presented for daratumumab in multiple myeloma
New Service Agreement (Q2/Q3 2025)	Secured purchase commitments for laboratory services over the next year

This laboratory expertise is a channel for generating revenue adjacent to drug development, offsetting internal operating costs.

Direct licensing and collaboration agreements with biopharma

Direct agreements are a key channel for expanding the reach and validation of the DRP® platform beyond stenoparib. These agreements provide non-exclusive licenses and laboratory service contracts.

• Allarity Therapeutics, Inc. signed a new commercial agreement in Q2/Q3 2025 granting a non-exclusive global license for selected breast cancer DRP algorithms to an EU-based partner.
• This deal also secured laboratory services revenue commitments.
• The company maintains a research collaboration with the Indiana Biosciences Research Institute (IBRI) to further study stenoparib's mechanism.
• Allarity holds exclusive global rights for the development and commercialization of stenoparib, which was originally developed by Eisai Co. Ltd..

Scientific conferences (e.g., Biomarkers & Precision Medicine 2025) and publications

Presenting data at key scientific venues is how Allarity Therapeutics, Inc. communicates clinical progress and validates its technology to the broader medical and potential partner community. This is definitely a crucial channel for credibility.

Event/Publication Channel	Date/Timing
Biomarkers & Precision Medicine 2025	October 1, 2025
AACR 7th Biennial Special Conference on Ovarian Cancer	September 19-21, 2025
Society of Gynecologic Oncology (SGO) 2025 Annual Meeting	Sometime in 2025
Pharma Partnering Summit US	May 2025
BIO International Convention 2025	Sometime in 2025

The company reported new Phase 2 data at the AACR conference showing median overall survival for stenoparib now exceeds 25 months in platinum-resistant/refractory ovarian cancer patients. Financially, Allarity Therapeutics, Inc. ended Q3 2025 with cash of $16.9 million, projecting a runway to December 2026.

Allarity Therapeutics, Inc. (ALLR) - Canvas Business Model: Customer Segments

You're looking at the core groups Allarity Therapeutics, Inc. (ALLR) serves or partners with to advance its personalized oncology approach, centered on stenoparib and the DRP® platform. This isn't about selling a mass-market drug; it's about precision targeting.

Biopharmaceutical companies seeking companion diagnostics.

This segment involves other pharma entities looking to license or use the proprietary Drug Response Predictor (DRP®) technology for their own assets. Allarity Medical Laboratory secured a new licensing and laboratory services agreement with an EU-based biotech in Q2 2025, providing access to select DRP® algorithms for breast cancer and securing laboratory services revenue commitments. Furthermore, a non-exclusive global license for their breast cancer DRP was granted to a partner company. The company also controls patent coverage on stenoparib extending out to 2028 or 2032 depending on the relevant patents.

Cancer patients with advanced, platinum-resistant ovarian cancer.

This is the primary clinical focus for stenoparib development. The median Overall Survival (mOS) for patients in the ongoing Phase 2 trial with advanced, platinum-resistant ovarian cancer (PROC) receiving stenoparib twice daily has now surpassed 25 months as of September 2025. The U.S. Food and Drug Administration (FDA) granted Fast Track designation to stenoparib for this indication in August 2025, recognizing the significant unmet need. The trial specifically enrolls patients whose tumors show a Stenoparib-specific DRP® score above 50.

The key characteristics of this patient segment and the platform's validation are summarized here:

Metric	Value/Status (as of late 2025)	Source Context
Stenoparib Phase 2 Trial mOS (PROC)	Exceeds 25 months	Advanced Ovarian Cancer Clinical Data
FDA Designation for Stenoparib (Ovarian Cancer)	Fast Track	Regulatory Milestone
Stenoparib DRP® Patent Claims (Australia)	Covers 40 claims	IP Expansion
Cash Position (End Q3 2025)	$16.9 million	Financial Update

Oncologists and clinical centers focused on precision medicine.

These are the investigators and treating physicians who utilize the DRP® companion diagnostic to select patients most likely to benefit from stenoparib, moving away from a trial-and-error approach. The ongoing Phase 2 trial in ovarian cancer is progressing, showing strong investigator engagement. The DRP® method enhances the therapeutic benefit rate by screening patients before treatment based on a gene expression signature.

Government and non-profit research organizations (e.g., VA).

This segment represents strategic, non-dilutive funding sources and research collaborators. Allarity has a new Phase 2 trial evaluating stenoparib in combination with temozolomide for recurrent small cell lung cancer (SCLC) that is fully funded by the U.S. Veterans Administration. Additionally, the company initiated a partnership with the Indiana Biosciences Research Institute to clarify stenoparib's mechanism of action, which could potentially expand therapeutic opportunities.

You should track the initiation of the SCLC trial enrollment, expected by year-end 2025, as a key milestone for this customer group.

Allarity Therapeutics, Inc. (ALLR) - Canvas Business Model: Cost Structure

The Cost Structure for Allarity Therapeutics, Inc. (ALLR) is heavily weighted toward the necessary expenditures for advancing its clinical pipeline, primarily stenoparib. As a clinical-stage company, the burn rate is dominated by research and development activities.

The key operating costs for the third quarter of 2025 were:

• Research and Development (R&D) expenses: $1.2 million.
• General and Administrative (G&A) overhead: $1.3 million.

This means the total reported operating expenses for Q3 2025, excluding other income/expense items, were $2.5 million.

Here is a look at how the major operating expenses trended across the first three quarters of 2025, showing the variability in clinical spend:

Expense Category	Q1 2025 (Ended Mar 31)	Q2 2025 (Ended Jun 30)	Q3 2025 (Ended Sep 30)
Research and Development (R&D)	$1.4 million	$2.3 million	$1.2 million
General and Administrative (G&A)	$1.6 million	$1.8 million	$1.3 million

Clinical trial execution and patient enrollment costs are embedded within the R&D figure. You saw R&D jump to $2.3 million in Q2 2025, which aligned with the planned launch of the new Phase 2 ovarian cancer trial protocol. To be fair, the SCLC combination trial is fully funded by the U.S. Veterans Administration, meaning those specific patient enrollment costs do not hit the Allarity Therapeutics operating budget directly.

Intellectual property and patent maintenance fees are a necessary, though often less volatile, component. Allarity Therapeutics continued to bolster its IP position, for example, by securing Australian patent acceptance for the stenoparib DRP companion diagnostic during Q2 2025. Specific annual or quarterly patent maintenance fee amounts aren't itemized separately from the overall G&A or R&D spend in the public reports, so we only track the activity.

Costs associated with maintaining Nasdaq compliance are a definite factor, though the company has actively worked to resolve past issues. Allarity Therapeutics confirmed regaining compliance with the minimum bid price requirement in October 2024 and the minimum stockholders' equity requirement in May 2024. The CEO noted in May 2024 that achieving this involved a strategic plan to cut operating expenses and improve the balance sheet. While specific ongoing listing fees aren't broken out, the historical focus on regaining compliance suggests these are a non-negotiable cost of maintaining access to the Nasdaq capital markets.

Finance: draft 13-week cash view by Friday.

Allarity Therapeutics, Inc. (ALLR) - Canvas Business Model: Revenue Streams

You're looking at the revenue side of Allarity Therapeutics, Inc. (ALLR) as of late 2025. For a clinical-stage company, revenue streams are often a mix of upfront payments, service fees, and the promise of future product sales. Right now, the focus is on monetizing the DRP® platform and managing clinical trial funding.

Licensing fees and royalties from DRP® platform commercialization are a key non-core revenue driver. Allarity Therapeutics, Inc. advanced this in 2025 by signing a new commercial agreement on July 15, 2025, with a non-disclosed EU-based biotechnology company. This deal grants the partner a non-exclusive global license to selected proprietary Allarity DRP® algorithms specifically for breast cancer. While the specific dollar amount for the upfront license fee isn't public, the CEO noted this work helps offset internal operating costs. Allarity holds DRPs for research use only covering more than 100 drugs.

Revenue from laboratory services agreements is directly tied to the platform's commercialization. The same July 2025 agreement with the EU biotech includes securing purchase commitments for Allarity's laboratory services over the next year. This is an extension of the Allarity Medical Laboratory unit, which was established to generate revenue through DRP® analysis and gene expression services, thereby reducing internal lab costs. The Q2 2025 update also mentioned securing a new service contract with an EU biotech for the laboratory.

For the third quarter of 2025, the reported Revenue and development expenses were $1.2 million. This figure likely incorporates the service revenue component from the DRP platform activities, though a specific breakdown isn't provided in the latest reports.

Non-dilutive grant or contract funding provides crucial, non-dilutive support for clinical development. The U.S. Veterans Administration (VA) is funding a Phase 2 trial evaluating stenoparib plus temozolomide for recurrent small cell lung cancer (SCLC). Allarity's material contribution to this trial is limited to supplying the necessary stenoparib drug product, as the trial itself is described as fully funded by the U.S. Veterans Administration. This trial is expected to be open for enrollment by year-end 2025.

Future product sales or milestone payments upon regulatory approval (potential) represent the largest potential revenue stream, tied to the success of stenoparib (2X-121). This is contingent on achieving regulatory milestones, such as the FDA Fast Track designation granted in August 2025 for advanced ovarian cancer. No specific milestone payment amounts are detailed as being received or projected in the Q3 2025 filings.

The overall financial performance for the period reflects the ongoing investment in development, as the Net loss attributable to common stockholders was $2.8 million in Q3 2025. This is an improvement from the $12.2 million net loss in Q3 2024.

Here's a quick look at the key financial metrics from the end of Q3 2025:

Financial Metric	Amount (Q3 2025)
Net Loss Attributable to Common Stockholders	$2.8 million
Revenue and Development Expenses	$1.2 million
General and Administrative Expenses	$1.3 million
Cash and Cash Equivalents (as of Sept 30, 2025)	$16.9 million
Operating Cash Outflow (Nine Months Ended Sept 30, 2025)	$11.6 million

The DRP platform commercialization efforts are focused on expanding utilization, as evidenced by the following activities:

• Secured a non-exclusive global license for breast cancer DRP algorithms.
• Signed a new laboratory services agreement with an EU biotech.
• Secured purchase commitments for laboratory services over the next year.
• Developed a new DRP for the antibody therapy, daratumumab.

The company is actively pursuing non-dilutive funding sources, such as the VA-funded SCLC trial, which is a defintely positive sign for cash management.

Finance: draft 13-week cash view by Friday.