Commercial PerformanceThe Kyowa Kirin profit split may prevent investors from fully valuing Kura's commercial performance, even if the launch is more successful than anticipated.
Investor SkepticismInvestors are rightfully skeptical given the early stage nature of KURA's renewed FTI efforts, limited clinical data available to date for KO-2806, and past disappointments in the FTI space overall.
Market CompetitionKura Oncology may struggle to drive value in the short term due to existing competition in the market for a smaller patient population.