Kura Oncology (KURA)
NASDAQ:KURA
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Kura Oncology
(NASDAQ:KURA)
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Rating:52Neutral
Price Target:
$8.00
▼(-17.36% Downside)
Action:ReiteratedDate:03/06/26
The score is held back primarily by weak financial performance (widening losses, equity erosion, and renewed cash burn). The latest earnings call was a meaningful positive due to FDA approval, early launch/access traction, patent durability, and stated funding visibility, but technical signals are mixed and valuation is constrained by ongoing losses.
Positive Factors
FDA approval and commercial launch
Receiving FDA approval and immediate product shipments converts Kura from pure R&D to a commercial-stage company, enabling recurring product revenue, real-world evidence generation, and direct feedback loops that support label expansions and payer negotiations over multiple years.
Negative Factors
Negative operating and free cash flow
The return to materially negative operating and free cash flow signals the company is burning cash to fund commercialization and trials. If sustained, this pattern will pressure runway, force financing or partnership choices, and could dilute shareholders or delay programs absent milestone receipts.
Read all positive and negative factors
Positive Factors
Negative Factors
FDA approval and commercial launch
Receiving FDA approval and immediate product shipments converts Kura from pure R&D to a commercial-stage company, enabling recurring product revenue, real-world evidence generation, and direct feedback loops that support label expansions and payer negotiations over multiple years.
Read all positive factors
Kura Oncology (KURA) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$848.57M
Dividend YieldN/A
Average Volume (3M)1.42M
Price to Earnings (P/E)―
Beta (1Y)1.39
Revenue Growth25.24%
EPS Growth-57.05%
CountryUS
Employees192
SectorHealthcare
Sector Strength45
IndustryBiotechnology
Share Statistics
EPS (TTM)-3.18
Shares Outstanding88,762,700
10 Day Avg. Volume1,299,244
30 Day Avg. Volume1,420,687
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 Cap0.85
Enterprise Value/Revenue10.67
Enterprise Value/Gross Profit11.28
Enterprise Value/Ebitda-2.48
Forecast
1Y Price Target
$28.13Price Target Upside190.55% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering10
EPS Forecast (FY)-3.57
Revenue Forecast (FY)$110.18M
Kura Oncology Business Overview & Revenue Model
Company Description
Kura Oncology, Inc., a clinical-stage biopharmaceutical company, develops medicines for the treatment of cancer in the United States. The company's pipeline consists of small molecule product candidates that target cancer. Its lead product candida...
How the Company Makes Money
Kura Oncology is a clinical-stage biotechnology company and does not have sustained product sales from commercialized drugs (null for material product-revenue streams). Its funding and reported revenue have historically been derived primarily from...
Kura Oncology Earnings Call Summary
Earnings Call Date:Mar 05, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:May 12, 2026
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.Positive Updates
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.
Negative Updates
Sharp Decline in Collaboration Revenue
Collaboration revenue from the Kyowa Kirin partnership fell to $15.2M in 2025 from $53.9M in 2024, a decrease of $38.7M or ~71.8%, reflecting timing and non-cash accounting recognition dynamics.
Read all updates
Q4-2025 Updates
Positive
Negative
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.
Read all positive updates
Company Guidance
Kura’s explicit financial guidance centered on collaboration revenue of $45–55M in 2026, $90–110M in 2027, and $90–110M in 2028, and the company said its cash, cash equivalents, and short-term investments were $667.2M as of 12/31/2025 (down from $727.4M a year earlier) and that current cash plus anticipated Kyowa Kirin milestones of $180M are expected to fund the ziftomenib AML program through the first top-line Phase 3 results from COMET‑017 (anticipated in 2028); Q4 2025 receipts included $195M tied to the first commercial sale and COMET‑017 enrollment milestones. Additional relevant metrics discussed on the call included Comzifty net product revenue of $2.1M in the final weeks of 2025, a $135M milestone triggered by the first commercial sale, estimated U.S. TAM of ~$7B across relapsed/refractory and frontline AML with an initial NPM1 relapsed/refractory market of ~$350–400M, payer access engagement covering ~90% of insured lives pre-approval and ~84% of private payers establishing label-aligned coverage within 90 days, a two‑day average from prescription to payer decision via KuraRx Connect, and patent protection through July 2044.Kura Oncology Financial Statement Overview
Summary
Income Statement
22
Negative
Balance Sheet
58
Neutral
Cash Flow
33
Negative
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 67.48M | 53.88M | 0.00 | 0.00 | 0.00 |
| Gross Profit | 67.42M | 53.88M | -849.00K | 0.00 | 0.00 |
| EBITDA | -303.63M | -169.50M | -150.23M | -134.85M | -129.49M |
| Net Income | -278.67M | -173.98M | -152.63M | -135.84M | -130.47M |
Balance Sheet | |||||
| Total Assets | 738.36M | 760.16M | 448.94M | 456.31M | 534.05M |
| Cash, Cash Equivalents and Short-Term Investments | 667.24M | 727.39M | 423.96M | 437.99M | 517.96M |
| Total Debt | 20.46M | 16.59M | 17.20M | 14.02M | 6.88M |
| Total Liabilities | 564.23M | 346.52M | 51.66M | 36.03M | 27.44M |
| Stockholders Equity | 174.13M | 413.64M | 397.27M | 420.28M | 506.61M |
Cash Flow | |||||
| Free Cash Flow | -70.70M | 133.84M | -124.99M | -110.69M | -105.70M |
| Operating Cash Flow | -64.06M | 134.32M | -124.82M | -110.06M | -104.55M |
| Investing Cash Flow | -13.10M | -101.59M | 15.56M | 32.63M | -126.83M |
| Financing Cash Flow | 1.79M | 154.42M | 94.78M | 38.56M | -3.44M |
Kura Oncology Technical Analysis
Positive
9.68
Price Trends
8.51
Positive
9.27
Positive
8.76
Positive
Market Momentum
0.18
Negative
66.30
Neutral
75.93
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 9.68 is above the 20-day moving average (MA) of 8.56, above the 50-day MA of 8.51, and above the 200-day MA of 8.76, indicating a bullish trend. The MACD of 0.18 indicates Negative momentum. The RSI at 66.30 is Neutral, neither overbought nor oversold. The STOCH value of 75.93 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 |
|---|---|---|---|---|---|---|---|
58 Neutral | $4.18B | -13.94 | -25.30% | ― | ― | 63.93% | |
57 Neutral | $233.10M | -8.08 | 14.25% | ― | 6774.96% | ― | |
54 Neutral | $1.01B | -7.50 | 55.14% | ― | 150.30% | 59.74% | |
54 Neutral | $1.11B | -28.73 | -12.63% | ― | 4174.51% | 38.11% | |
52 Neutral | $848.57M | -2.82 | -102.59% | ― | 25.24% | -57.05% | |
52 Neutral | $2.01B | -11.58 | -41.17% | ― | ― | -33.44% | |
51 Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% |
* Healthcare Sector Average
KURA
Kura Oncology
9.56
3.56
59.33%
ORKA
Oruka Therapeutics
69.79
60.04
615.79%
PHAT
Phathom Pharmaceuticals
12.67
10.38
453.28%
KROS
Keros Therapeutics
11.78
-2.24
-15.98%
TYRA
Tyra Bioscience
33.80
23.73
235.65%
SEPN
Septerna, Inc.
24.71
17.76
255.54%
Kura Oncology Corporate Events
Business Operations and StrategyRegulatory Filings and Compliance
Kura Oncology Tightens Governance with Amended Bylaws
Neutral
Jan 29, 2026
On January 28, 2026, Kura Oncology’s board adopted amended and restated bylaws that significantly revise the company’s corporate governance framework, particularly around shareholder meetings, director nominations, and stockholder prop...
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.