Want to see KURA full AI Analyst Report?
Top Page
Kura Oncology
(NASDAQ:KURA)
Select Model
Select Model
Rating:56Neutral
Price Target:
$10.00
▼(-3.75% Downside)
Action:Reiterated
Date:07/08/26
Overall score reflects a mix of meaningful execution momentum and elevated financial risk. The largest drag is weak financial performance driven by sizable losses and cash burn despite improving revenue. Technicals are supportive with a clear uptrend, but overbought indicators temper the outlook. Earnings call commentary adds support via early commercial traction, strong payer access, and reiterated multi-year collaboration revenue guidance, while valuation remains constrained by ongoing unprofitability.
Positive Factors
Commercial Launch Momentum
Sustained early commercial uptake and repeat prescribing indicate product-market fit and a functioning commercial model. Durable adoption metrics (new starts, repeat scripts, physician switching) lessen go-to-market execution risk and create a foundation for scalable, recurring oncology revenues if maintained.
Negative Factors
Negative Operating and Free Cash Flow
Persistent negative operating and free cash flow forces reliance on external financing or partner payments to sustain operations. Over the medium term this increases dilution risk and constrains strategic flexibility, particularly if clinical setbacks or slower-than-expected commercial uptake lengthen the path to profitability.
Read all positive and negative factors
Positive Factors
Negative Factors
Commercial Launch Momentum
Sustained early commercial uptake and repeat prescribing indicate product-market fit and a functioning commercial model. Durable adoption metrics (new starts, repeat scripts, physician switching) lessen go-to-market execution risk and create a foundation for scalable, recurring oncology revenues if maintained.
Read all positive factors
Kura Oncology (KURA) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$966.11M
Dividend YieldN/A
Average Volume (3M)1.51M
Price to Earnings (P/E)―
Beta (1Y)1.40
Revenue Growth-7.27%
EPS Growth-48.89%
CountryUS
Employees260
SectorHealthcare
Sector Strength45
IndustryBiotechnology
Share Statistics
EPS (TTM)-3.37
Shares Outstanding88,960,620
10 Day Avg. Volume1,083,218
30 Day Avg. Volume1,513,902
Financial Highlights & Ratios
PEG Ratio-0.06
Price to Book (P/B)5.23
Price to Sales (P/S)13.50
P/FCF Ratio-12.89
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda>-0.01
Forecast
1Y Price Target
$28.22Price Target Upside171.63% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering10
EPS Forecast (FY)-3.49
Revenue Forecast (FY)$95.04M
Kura Oncology Business Overview & Revenue Model
Company Description
Kura Oncology, Inc. (KURA) is a clinical-stage biopharmaceutical company focused on the discovery and development of precision oncology therapeutics for the treatment of cancer. The company’s activities center on advancing a pipeline of small-mole...
How the Company Makes Money
Kura Oncology is a clinical-stage company and does not have a widely disclosed, consistent commercial product revenue base; as a result, material recurring revenue from product sales is generally not available. When the company does generate reven...
Kura Oncology Earnings Call Summary
Earnings Call Date:Aug 12, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Oct 29, 2026
Earnings Call Sentiment Positive
The call conveyed strong early commercial traction for COMZIFTI (notable revenue, majority share of new patient starts, high Q/Q growth in starts and prescriptions), robust clinical data across Ziftomenib and promising darlifarnib combination signals in multiple solid tumor settings. Financials show solid funding runway with Kyowa Kirin support but also reflect increased commercial spend, a declining cash balance since year‑end, and a YoY decline in collaboration revenue. Competitive noise around market share and the multi‑year timelines to pivotal readouts add uncertainty. Overall, positive operational and clinical momentum is balanced against near‑term financial and competitive considerations.Positive Updates
Strong Commercial Launch and Product Revenue
COMZIFTI (ziftomenib) generated $9.1M in net product revenue in Q2 2026 (first meaningful commercial quarter vs $0 in Q2 2025), demonstrating an early commercial foothold.
Negative Updates
Decline in Collaboration Revenue Year‑over‑Year
Collaboration revenue from Kyowa Kirin was $11.8M in Q2 2026 vs $15.3M in Q2 2025, a decrease of $3.5M (≈‑22.9% YoY), reflecting lumpiness of non‑cash performance obligation recognition under the agreement.
Read all updates
Q2-2026 Updates
Positive
Negative
Strong Commercial Launch and Product Revenue
COMZIFTI (ziftomenib) generated $9.1M in net product revenue in Q2 2026 (first meaningful commercial quarter vs $0 in Q2 2025), demonstrating an early commercial foothold.
Read all positive updates
Company Guidance
Kura reiterated financial and development guidance and timelines: collaboration revenue of $45–$55M in 2026 and $90–$110M in both 2027 and 2028; cash, cash equivalents and short‑term investments of $519M as of June 30, 2026 (vs. $667.2M at 12/31/25) plus anticipated $180M in Kyowa Kirin payments, which management expects will fund the ziftomenib AML program through the first topline Phase 3 KOMET‑017 results anticipated in 2028. Operational and commercial metrics cited included Q2 COMZIFTI net product revenue of $9.1M, ~115 new patient starts, >250 total prescriptions, majority share of new patient starts, ~35% QoQ growth in new patient starts and ~60% QoQ TRx growth, >95% covered lives and ~16M preferred lives; Q2 P&L figures were R&D $61.9M, SG&A $31.8M, and net loss $68.3M. Management also reiterated clinical timelines — multiple updates in H2 2026, FIT001 randomized Phase 1b enrollment completing in H1 2027 with initial data in H2 2027 — and the KOMET‑017 topline readout in 2028.Kura Oncology Financial Statement Overview
Summary
Income Statement
28
Negative
Balance Sheet
62
Positive
Cash Flow
35
Negative
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 77.22M | 67.48M | 53.88M | 0.00 | 0.00 | 0.00 |
| Gross Profit | 73.15M | 67.42M | 53.88M | -849.00K | 0.00 | 0.00 |
| EBITDA | -292.38M | -275.82M | -169.50M | -150.23M | -134.85M | -129.49M |
| Net Income | -296.77M | -278.67M | -173.98M | -152.63M | -135.84M | -130.47M |
Balance Sheet | ||||||
| Total Assets | 587.79M | 738.36M | 760.16M | 448.94M | 456.31M | 534.05M |
| Cash, Cash Equivalents and Short-Term Investments | 519.02M | 667.24M | 727.39M | 423.96M | 437.99M | 517.96M |
| Total Debt | 24.45M | 20.46M | 16.59M | 17.20M | 14.02M | 6.88M |
| Total Liabilities | 539.36M | 564.23M | 346.52M | 51.66M | 36.03M | 27.44M |
| Stockholders Equity | 48.43M | 174.13M | 413.64M | 397.27M | 420.28M | 506.61M |
Cash Flow | ||||||
| Free Cash Flow | -117.43M | -70.70M | 133.84M | -124.99M | -110.69M | -105.70M |
| Operating Cash Flow | -111.76M | -64.06M | 134.32M | -124.82M | -110.06M | -104.55M |
| Investing Cash Flow | 97.35M | -13.10M | -101.59M | 15.56M | 32.63M | -126.83M |
| Financing Cash Flow | 2.70M | 1.79M | 154.42M | 94.78M | 38.56M | -3.44M |
Kura Oncology Technical Analysis
Positive
10.39
Price Trends
10.15
Positive
9.66
Positive
9.64
Positive
Market Momentum
-0.08
Negative
61.55
Neutral
73.62
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For KURA, the sentiment is Positive. The current price of 10.39 is above the 20-day moving average (MA) of 9.85, above the 50-day MA of 10.15, and above the 200-day MA of 9.64, indicating a bullish trend. The MACD of -0.08 indicates Negative momentum. The RSI at 61.55 is Neutral, neither overbought nor oversold. The STOCH value of 73.62 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for KURA.
Kura Oncology Risk Analysis
Kura Oncology disclosed 75 risk factors in its most recent earnings report. Kura Oncology reported the most risks in the "Tech & Innovation" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Kura Oncology Peers Comparison
UnderperformOutperform
Sector (51)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
56 Neutral | $966.11M | -3.22 | -207.18% | ― | -7.27% | -48.89% | |
56 Neutral | $944.44M | -14.74 | -30.31% | ― | 24.39% | 21.06% | |
54 Neutral | $255.15M | -1.45 | -87.95% | ― | -100.00% | 14.08% | |
51 Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% | |
51 Neutral | $732.14M | -7.47 | -38.46% | ― | -87.03% | -179.91% | |
51 Neutral | $1.44B | -10.27 | -35.35% | ― | ― | 28.64% | |
51 Neutral | $524.65M | -7.03 | -75.35% | ― | 220.34% | 55.73% |
* Healthcare Sector Average
KURA
Kura Oncology
10.86
3.38
45.19%
GERN
Geron
1.47
0.03
2.08%
CTMX
CytomX Therapeutics
3.36
1.24
58.49%
ZNTL
Zentalis Pharmaceuticals
3.56
1.92
117.07%
ORIC
Oric Pharmaceuticals
13.87
3.97
40.10%
PRLD
Prelude Therapeutics
5.55
4.61
490.43%
Kura Oncology Corporate Events
Business Operations and StrategyExecutive/Board ChangesRegulatory Filings and Compliance
Kura Oncology Enhances Executive Severance, Change-in-Control Terms
Neutral
Jul 29, 2026
On July 24 and July 27, 2026, Kura Oncology, Inc. executed a series of amended and restated executive employment agreements for Chairman and CEO Troy E. Wilson, Chief Commercial Officer Brian Powl, and Chief Operating Officer Kathleen Ford. The re...
Business Operations and StrategyExecutive/Board ChangesShareholder Meetings
Kura Oncology Shareholders Approve Expanded Equity Incentive Plans
Positive
Jun 4, 2026
On April 9, 2026, Kura Oncology’s board approved amendments to its 2014 Equity Incentive Plan and 2015 Employee Stock Purchase Plan, contingent on shareholder approval, to increase the shares reserved under the equity plan by 6.5 million and...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.