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Kura Oncology
(NASDAQ:KURA)
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Rating:58Neutral
Price Target:
$13.00
▼(-4.34% Downside)
Action:Reiterated
Date:09/09/26
The score is held back most by weak financial performance (large losses and renewed cash burn despite improving revenue) and limited earnings-based valuation support (negative P/E). These are partially offset by strong technical momentum (price above key moving averages with positive MACD) and a positive earnings call narrative highlighting early commercial traction, reiterated guidance, and a stated funding plan through key Phase 3 milestones.
Positive Factors
Early commercial adoption and market access
Rapid prescription and patient-start growth, combined with broad insurance coverage, indicates that COMZIFTI is gaining practical access in its target AML population. Sustained adoption can support recurring product revenue and strengthen Kura’s commercial position as launch execution continues.
Negative Factors
Large recurring operating and net losses
Kura’s emerging revenue base remains insufficient to offset substantial research, development, and commercial expenses. Persistent operating losses reduce earnings quality and require continued reliance on funding sources, making profitability dependent on successful product expansion and future clinical outcomes.
Read all positive and negative factors
Positive Factors
Negative Factors
Early commercial adoption and market access
Rapid prescription and patient-start growth, combined with broad insurance coverage, indicates that COMZIFTI is gaining practical access in its target AML population. Sustained adoption can support recurring product revenue and strengthen Kura’s commercial position as launch execution continues.
Read all positive factors
Kura Oncology (KURA) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$1.01B
Dividend YieldN/A
Average Volume (3M)2.05M
Price to Earnings (P/E)―
Beta (1Y)1.35
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. Volume1,560,760
30 Day Avg. Volume2,046,268
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
$26.46Price Target Upside94.71% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering10
EPS Forecast (FY)-3.22
Revenue Forecast (FY)$96.57M
Kura Oncology Business Overview & Revenue Model
Company Description
Kura Oncology, Inc., a clinical-stage biopharmaceutical company, develops medicines for the treatment of cancer. The company’s first commercial product, KOMZIFTI (ziftomenib), a potent, selective, reversible and oral small molecule menin inhibitor...
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
45
Neutral
Cash Flow
34
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
Neutral
13.59
Price Trends
11.18
Positive
10.45
Positive
9.82
Positive
Market Momentum
0.11
Positive
43.23
Neutral
11.20
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For KURA, the sentiment is Neutral. The current price of 13.59 is above the 20-day moving average (MA) of 12.39, above the 50-day MA of 11.18, and above the 200-day MA of 9.82, indicating a neutral trend. The MACD of 0.11 indicates Positive momentum. The RSI at 43.23 is Neutral, neither overbought nor oversold. The STOCH value of 11.20 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral 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 |
|---|---|---|---|---|---|---|---|
58 Neutral | $1.01B | -3.32 | -207.18% | ― | -7.27% | -48.89% | |
56 Neutral | $841.64M | -12.94 | -30.31% | ― | 24.39% | 21.06% | |
51 Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% | |
51 Neutral | $1.28B | -9.29 | -35.35% | ― | ― | 28.64% | |
49 Neutral | $586.15M | -6.14 | -38.46% | ― | -87.03% | -179.91% | |
47 Neutral | $360.71M | -5.66 | -75.35% | ― | 220.34% | 55.73% | |
45 Neutral | $296.32M | -1.26 | -87.95% | ― | -100.00% | 14.08% |
* Healthcare Sector Average
KURA
Kura Oncology
11.20
2.76
32.70%
GERN
Geron
1.29
-0.03
-2.27%
CTMX
CytomX Therapeutics
2.77
0.73
35.54%
ZNTL
Zentalis Pharmaceuticals
3.10
1.61
108.05%
ORIC
Oric Pharmaceuticals
12.54
1.54
14.00%
PRLD
Prelude Therapeutics
4.47
3.46
342.57%
Kura Oncology Corporate Events
Business Operations and StrategyPrivate Placements and Financing
Kura Oncology Establishes Caspian Partnership for Cardiometabolic Focus
Positive
Sep 9, 2026
On September 8, 2026, Caspian Therapeutics completed a $50.0 million Series A preferred stock financing, in which Kura Oncology invested $4.3 million, leaving Kura with approximately 49.2% of Caspian’s outstanding capital stock. The transact...
Business Operations and StrategyExecutive/Board Changes
Kura Oncology Appoints Jennifer Fulk as New CFO
Positive
Sep 8, 2026
Effective September 8, 2026, Kura Oncology appointed industry veteran Jennifer Fulk as Chief Financial Officer, principal financial officer and principal accounting officer, replacing Troy E. Wilson and Thomas Doyle in those specific roles. Fulk b...
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...
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.