Kura Oncology: Compelling Darlifarnib–Cabozantinib Data in Post-IO RCC Support Continued Buy Rating

LifeSci Capital analyst Charles Zhu maintained a Buy rating on Kura Oncology today and set a price target of $28.00.

Charles Zhu has given his Buy rating due to a combination of factors tied to Kura’s emerging clinical data and strategic positioning in renal cell carcinoma. He views the updated results from the FIT-001 study, where darlifarnib is combined with cabozantinib in post-cabo clear cell RCC, as particularly compelling because the response rates materially exceed what would be expected from cabozantinib retreatment alone.

Zhu also highlights that several responses occurred in patients who had previously derived only stable disease or who had recently progressed on cabozantinib, suggesting meaningful resensitization to VEGF TKI therapy. In his view, the manageable safety profile at full-dose cabozantinib, early signals of durability, and evidence of investigator enthusiasm in a high-unmet-need, post-IO setting together support a favorable risk‑reward and justify a continued Buy recommendation on KURA.

Based on the recent corporate insider activity of 45 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of KURA in relation to earlier this year.