KURA
Kura Oncology, Inc.10.63
+0.07+0.66%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Payer step edits boost Comzifty
Q&A added color to Comzifty's payer edge, with a handful of Blue plans now requiring it before rivals per an IPD Analytics report highlighting ~$600k annual WAC versus ~$1M for the competitor, plus superior safety and combinability. Blinded physician surveys prefer its profile; new prescribers praise simplicity over QT risks. No major hurdles beyond incident patients, though combos could pull use into second line. Duration data too early to call. Management confident in class leadership. Q&A reaffirms launch momentum. Watch new patient starts and H2 combo readouts.
Key Stats
Market Cap
925.00MP/E (TTM)
-Basic EPS (TTM)
-2.48Dividend Yield
0%Recent Filings
10-K
FY2025 results
Kura Oncology launched KOMZIFTI in late November 2025 post-FDA approval for relapsed/refractory NPM1-mutated AML, booking $2.1M net product revenue in FY2025's final six weeks while sharing U.S. profits 50/50 with Kyowa Kirin under their November 2024 license deal. Amid $592.6M in upfront/milestone receipts from Kyowa (more expected 2027-2028), R&D surged 48% y/y to $251M, fueling frontline Phase 3 combo trials KOMET-017 (initiated September) showing ASH data with 86% CRc rates in newly diagnosed NPM1 AML. Darlifarnib Phase 1 combos advanced with 33-50% ORR in RCC. Cash hit $667M, funding ops into Q4 2027. KOMET-017 accelerates. Yet Kyowa dependency risks ex-U.S. rollout.
8-K
KOMZIFTI posts early revenue
Kura Oncology reported Q4 2025 results, with KOMZIFTI generating $2.1M net product revenue from five weeks of sales post-November 13 FDA approval for R/R NPM1-m AML. Cash stands at $667.2M, plus $180M expected Kyowa Kirin payments, funding to 2028 Phase 3 topline. Early payer coverage hit 80%; multiple 2026 data readouts loom. Differentiation syndrome risks persist.
8-K
Bylaws tightened stockholder rules
Kura Oncology adopted amended and restated bylaws on January 28, 2026, tightening stockholder nomination procedures, extending notice windows to 70 days post-anniversary, and incorporating universal proxy rules. Quorum shifted to majority voting power; approvals now follow majority of votes cast. Board gains flexibility. Governance locks in.
8-K
KOMZIFTI revenue kicks off
Kura Oncology reported $2.1 million in preliminary KOMZIFTI net product revenue from its November 21, 2025 commercial launch through year-end, plus $195 million in Q4 milestone payments from Kyowa Kirin. Cash stands at $667.3 million, funding ziftomenib's frontline AML trials. Differentiation syndrome risks loom large.
8-K
First KOMZIFTI sale triggers $135M
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