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Kura Oncology (DE:KUR)
FRANKFURT:KUR
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.7Last Year’s EPS
-0.57Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive commercial and clinical story: FDA approval, immediate product shipments, rapid payer coverage (~84% of private payers within 90 days), beneficial payer step edits, patent protection to 2044, robust sales force deployment, and multiple near‑term clinical catalysts across AML and the FTI program. Financially, the company is investing heavily in commercialization and development, which widened operating losses and reduced collaboration revenue year-over-year; cash remains substantial (~$667M) with anticipated milestone support through top-line Phase 3 readout in 2028. Overall, strengths in launch execution, access, patent protection, and a data-rich development plan outweigh near‑term financial pressures and uncertainties around duration of therapy and reliance on milestone timing.Company Guidance
FDA Approval and Commercial Launch of Comzifty
Comzifty received FDA approval and generated $2.1 million in net product revenue in the final weeks of 2025. The product was shipped within days of approval and the experienced sales force was fully deployed targeting >4,000 hematology professionals.
Strong Early Payer and Access Traction
Kura engaged payers covering ~90% of insured lives prior to approval; within 90 days ~84% of private payers established coverage aligned with the label without additional restrictions. Certain Blue plans have implemented step edits requiring Comzifty before the competitor.
Rapid Institutional Endorsement and Distribution Efficiency
Comzifty was added to the NCCN Guidelines as a Category 2A recommendation within a week of submission. Distribution through specialty networks and KuraRx Connect yields an average 2-day time from prescription to payer decision.
Long-Term Patent Protection
Comzifty was listed in the FDA Orange Book with patent protection through July 2044, strengthening long-term franchise value.
Clear Market and Pricing Differentiation Signals
Management estimates the initial U.S. relapsed/refractory NPM1 market at $350M–$400M and the broader AML opportunity at ~ $7B. Independent payer analysis cited Comzifty's predictable cost (annual WAC just under ~$600k) versus competitor pricing near ~$1M/year (≈40% lower price), plus a simpler safety and dosing profile—key drivers for early payer treatment-path decisions.
Multiple Near-Term Clinical Catalysts and Pipeline Progress
Enrollment underway in pivotal COMET-017 frontline trials (~200 global sites). Planned 2026 readouts include updated COMET-007 intensive chemotherapy data, relapsed/refractory ziftomenib+venetoclax manuscript, gilteritinib combination data in H2 2026, and multiple updates for the FTI program (darlafarnib) including Phase 1b initiation with cabozantinib and planned 2026 presentations for darlafarnib+adagrasib.
Commercial Validation via Milestones and Recent Receipts
First commercial sale triggered a $135M milestone under the Kyowa Kirin collaboration; Q4 receipts included $195M tied to the first commercial sale and COMET-017 enrollment milestones, materially contributing to year-end cash.
Substantial Year-End Cash Position and Funding Visibility
Cash, cash equivalents and short-term investments were $667.2M as of 12/31/2025. Management expects anticipated milestones of $180M under the Kyowa Kirin collaboration, together with current cash, to fund the ziftomenib AML program through first top-line Phase 3 results from COMET-017 (anticipated 2028). Collaboration revenue guidance (non-cash recognition) is $45M–$55M in 2026 and $90M–$110M in both 2027 and 2028.
DE:KUR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:KUR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | €7.18 | €7.27 | +1.37% |
Nov 04, 2025 | €8.76 | €8.36 | -4.48% |
Aug 07, 2025 | €5.10 | €5.02 | -1.53% |
May 01, 2025 | €5.64 | €5.62 | -0.46% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Kura Oncology (DE:KUR) report earnings?
Kura Oncology (DE:KUR) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Kura Oncology (DE:KUR) earnings time?
Kura Oncology (DE:KUR) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Kura Oncology stock?
The P/E ratio of Kura Oncology is N/A.
What is DE:KUR EPS forecast?
DE:KUR EPS forecast for the fiscal quarter 2026 (Q1) is -0.7.