Kura Oncology, Inc. (KURA)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
$6.80-10.64%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
QuarterlyIQ Insights · KURA
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Recent Developments KOMZIFTI Commercial Launch Commercial highlights for the quarter included: · $9.1 million in net product revenue, a 57% increase from 1Q 2026 · Approximately 115 new patient start…
Stated in 2 of 2 supplied quarters. Management reported: “Recent Developments KOMZIFTI Commercial Launch Commercial highlights for the quarter included: · $9.1 million in net product revenue, a 57% increase from 1Q 2026 · Approximately 115 new patient starts (NPS) , a 35% increase from 1Q 2026 · More than 250 total prescriptions (TRx) in 2Q 2026 , including repeat prescriptions, a 59% increase from 1Q 2026 · In its second full quarter on the market, KOMZIFTI achieved a majority share of new patient starts in the R/R NPM1 -m AML menin inhibitor class New patient starts are a key indicator of physician preference, future prescription growth, and overall market leadership.” Revenue was $20.874 million in 2026-Q2.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated neutral grew net income 51% of the time over the next year (vs 41% for the rest of the cohort, n=13498).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Recent Developments KOMZIFTI Commercial Launch Commercial highlights for the quarter included: · $9.1 million in net product revenue, a 57% increase from 1Q 2026 · Approximately 115 new patient start…”
“Recent Developments KOMZIFTI Launch Performance (First Quarter 2026) KOMZIFTI delivered a strong first full quarter of commercial performance, with early indicators supporting adoption and continued…”
Together, these results support the potential of ziftomenib in combination with standard-of-care regimens, increasing confidence in the ongoing KOMET-017 frontline program.
Stated in 2 of 2 supplied quarters. Management reported: “Together, these results support the potential of ziftomenib in combination with standard-of-care regimens, increasing confidence in the ongoing KOMET-017 frontline program.” “Together, these results support the potential of ziftomenib in combination with standard-of-care regimens, increasing confidence in the ongoing KOMET-017 frontline program.”
“Together, these results support the potential of ziftomenib in combination with standard-of-care regimens, increasing confidence in the ongoing KOMET-017 frontline program.”
“Advancing Ziftomenib Across the Acute Myeloid Leukemia (AML) Treatment Continuum Kura continues to execute on its strategy to establish ziftomenib as a broadly combinable backbone therapy across AML:…”
Despite prior cabozantinib exposure, patients on the combination of darlifarnib plus cabozantinib, across multiple dose levels of each, achieved a: o 44% ORR o 94% disease control rate (DCR) o Tumor…
Stated in 2 of 2 supplied quarters. Management reported: “Despite prior cabozantinib exposure, patients on the combination of darlifarnib plus cabozantinib, across multiple dose levels of each, achieved a: o 44% ORR o 94% disease control rate (DCR) o Tumor shrinkage in 75% of patients Collectively, these data continue to support darlifarnib’s potential as a precision combination platform capable of enhancing multiple targeted therapy classes while creating opportunities for future development opportunities, potential strategic collaborations and multiple registrational paths.”
“Despite prior cabozantinib exposure, patients on the combination of darlifarnib plus cabozantinib, across multiple dose levels of each, achieved a: o 44% ORR o 94% disease control rate (DCR) o Tumor…”
“Solid Tumor Pipeline Progress Kura continues to advance darlifarnib as a novel approach to overcoming resistance in targeted therapy: • Proof-of-mechanism data for darlifarnib in combination with cab…”
Combined with $180 million in anticipated collaboration payments from Kyowa Kirin, the Company believes its current cash resources will be sufficient to fund the ziftomenib AML program through the to…
Stated in 2 of 2 supplied quarters. Management reported: “Combined with $180 million in anticipated collaboration payments from Kyowa Kirin, the Company believes its current cash resources will be sufficient to fund the ziftomenib AML program through the topline results from the first pivotal Phase 3 KOMET-017 trial, anticipated in 2028.” “As of June 30, 2026, Kura had $519.0 million in cash, cash equivalents and short-term investments, compared to $667.2 million as of December 31, 2025.”
“Combined with $180 million in anticipated collaboration payments from Kyowa Kirin, the Company believes its current cash resources will be sufficient to fund the ziftomenib AML program through the to…”
“The Company believes its cash, cash equivalents and short-term investments as of March 31, 2026, when combined with $180 million in anticipated payments under the collaboration agreement with Kyowa K…”
Drive KOMZIFTI adoption and revenue growth as the leading therapy in relapsed/refractory NPM1-mutant AML.
Over the trailing year it converted 1.08x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
15 material management or governance events in the past 24 months, led by M&A activity. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-05.