Kura Oncology, Inc. (KURA)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$13.25+0.76%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
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.
Drive KOMZIFTI adoption, increase new patient starts and repeat prescribing, and establish leadership in relapsed/refractory NPM1-mutant AML menin inhibitor class.
Stated as a priority in 2 of last 2 quarters. KOMZIFTI net product revenue grew from $5.8 million in 2026-Q1 to $9.1 million in 2026-Q2, with new patient starts rising from 85 to 115. Management has reiterated focus on sustained growth and market leadership in R/R NPM1-m AML menin inhibitor class, delivering clear commercial momentum.
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=13363).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“KOMZIFTI generated $9.1 million net product revenue, up 57% over 1Q, and 115 new patient starts, up 35%.”
“KOMZIFTI generated $5.8 million net product revenue in first full quarter with 85 new patient starts.”
Advance clinical programs to expand ziftomenib use in frontline and relapsed/refractory AML, including combination regimens and registrational studies.
Stated as a priority in 2 of last 2 quarters. Management reports ongoing enrollment in multiple registrational and combination trials (KOMET-017, KOMET-008, KOMET-007) with expected data readouts in 2026 to support ziftomenib's broader use across AML. The trajectory shows active clinical development consistent with stated growth strategy.
“Site activation and patient enrollment ongoing in KOMET-017 frontline registrational studies and KOMET-008 and KOMET-007 combination trials.”
“Ongoing enrollment in KOMET-017, KOMET-008, and KOMET-007 studies to establish ziftomenib as broadly combinable backbone across AML.”
Develop darlifarnib in combination therapies for KRAS-mutated tumors and renal cell carcinoma, with ongoing trials and data presentations planned.
Stated as a priority in 2 of last 2 quarters. Management highlights clinical proof-of-mechanism data with darlifarnib combinations showing response rates up to 67% in pancreatic cancer and 50% in RCC, with ongoing enrollment in Phase 1b study. The development trajectory aligns with the stated goal of advancing darlifarnib as a precision combination platform.
“Updated Phase 1 FIT-001 results show encouraging clinical activity of darlifarnib plus cabozantinib in RCC; enrollment ongoing.”
“Proof-of-mechanism data for darlifarnib plus adagrasib in KRAS G12C-mutated tumors presented; FIT-001 Phase 1b dose expansion enrollment ongoing.”
Manage cash resources and anticipated collaboration payments to support ziftomenib development through topline results of Phase 3 KOMET-017 trial in 2028.
Stated as a priority in 2 of last 2 quarters. Cash and equivalents declined from $580.8 million in 2026-Q1 to $519.0 million in 2026-Q2, supplemented by $180 million in anticipated collaboration payments. Management maintains that current resources are sufficient to fund the ziftomenib AML program through topline Phase 3 KOMET-017 results in 2028, indicating delivery on cash runway management.
“Cash of $519 million plus $180 million anticipated collaboration payments expected to fund ziftomenib AML program through 2028 topline results.”
“Cash of $580.8 million plus $180 million anticipated collaboration payments expected to fund ziftomenib AML program through topline Phase 3 KOMET-017 results.”
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, Fed net liquidity, real (inflation-adjusted) rates (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 stable grew net income 46% of the time over the next year (vs 53% for the rest of the cohort, n=3872).
Not investment advice. As of 2026-09-04.