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
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -26.8% |
| Our one-year growth estimate | diamond | Not available |
Growth built into the price is above our model estimate.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A comparable growth gap is not available.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name operates in a high-miss-rate industry and has erratic recent earnings surprises. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 398 industry peers · Company calendar date is not available
KURA — officer change
Dated 2026-07-29
The company amended and restated employment agreements for key executives, modifying severance provisions.
Why it matters: Good results could make ziftomenib a top treatment for AML.
Supportive ifKura shares good data for ziftomenib with 7+3 at the EHA Congress in June 2026.
Worry ifKura shares bad data or no new data from KOMET-007 at the EHA Congress.
Why it matters: Updates on cash runway will show if Kura can pay for trials and operations.
Worry ifCash and equivalents remain above $500 million through mid-2026.
Less concerning ifCash and equivalents fall below $500 million by mid-2026.
Why it matters: Collaboration revenue can help Kura grow and be more stable.
Supportive ifKura shares news of a new deal or revenue above $1 million.
Worry ifNo updates on collaboration revenue for two quarters in a row.
Why it matters: This study's data may prove ziftomenib works well with other treatments.
Watch forInitial data from the KOMET-008 study shows positive activity in R/R NPM1-m/FLT3-m AML.
Also watch forEarly data from the KOMET-008 study shows weak results or no change.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$212 on $10,000 · ±2.1% | How much price usually moves either way. |
| Bad day | $520 loss on $10,000 · 5.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,904 loss on $10,000 · 39.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Higher adoption rates show market trust. This can lead to more revenue growth.
Supportive ifNew patient starts exceed 150 in Q3 2026.
Worry ifNew patient starts fall below 100 in Q3 2026.
Why it matters: Trends in collaboration revenue show how strong partnerships are. This affects Kura's future funding.
Watch forCollaboration revenue goes up to over $12.5 million in Q2 2026.
Also watch forCollaboration revenue is less than $12.5 million in Q2 2026.
Why it matters: Good results may help darlifarnib treat solid tumors better.
Supportive ifInitial clinical data from the FIT-001 Phase 1b study shows strong response rates.
Worry ifData from the FIT-001 study shows low response rates or safety issues.
Why it matters: KOMZIFTI sales are important for Kura's growth. It can increase revenue and investor trust.
Supportive ifManagement shares news about a deal or sales goal for KOMZIFTI.
Worry ifNo news or delays in KOMZIFTI sales plans.
Why it matters: New data supports ziftomenib as a top therapy for AML.
Supportive ifUpdated long-term KOMET-007 data shows high CRc rates.
Worry ifData shows lower CRc rates than expected or safety issues.
Why it matters: Good data could help ziftomenib be used more in AML. This boosts its market position.
Watch forEarly data from KOMET-007 and KOMET-008 trials show better patient outcomes.
Also watch forData from KOMET-007 and KOMET-008 trials show no big change in patient outcomes.
Why it matters: Good data results could help ziftomenib be used more in AML. This affects its market.
Supportive ifPositive results came from the KOMET-017 Phase 3 trial and other ziftomenib studies.
Worry ifBad results or delays in data from ziftomenib trials are concerning.
Why it matters: Keeping cash reserves is key for funding clinical trials.
Worry ifCash and equivalents remain above $500 million in Q3 2026.
Less concerning ifCash and equivalents drop below $480 million in Q3 2026.
Why it matters: Collaboration revenue shows progress in growing the ziftomenib chance. This is important for growth.
Supportive ifLook for news about new collaboration deals or revenue from current partnerships.
Worry ifNo new collaboration deals or revenue updates will come in the next earnings report.
Why it matters: Steady revenue growth shows that doctors and patients like KOMZIFTI.
Supportive ifIn Q3, KOMZIFTI made over $9.1 million. This shows it is still growing.
Worry ifIn Q3, KOMZIFTI made less than $9.1 million. This may mean market problems.
Why it matters: New data might show ziftomenib works well in first-line treatment. This could change its market.
Watch forThe latest long-term data from KOMET-007 shows strong clinical results.
Also watch forNo big updates or bad results came from the KOMET-007 study.