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Kura Oncology (KURA)
NASDAQ:KURA

Kura Oncology (KURA) AI Stock Analysis

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KURA

Kura Oncology

(NASDAQ:KURA)

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Neutral 63 (OpenAI - 5.2)
Rating:63Neutral
Price Target:
$11.00
▲(15.30% Upside)
The score is led by strong recent clinical/regulatory execution and commercialization milestones (FDA approval and first U.S. sale with a $135M payment), supported by reported cash runway through 2027. Offsetting this are still-large operating losses, shrinking equity, and only mixed near-term technical momentum, while valuation metrics are not very informative due to negative earnings.
Positive Factors
NDA Submission
The NDA submission for ziftomenib marks a critical milestone in Kura's clinical development, potentially accelerating market entry and revenue generation if approved.
Strong Financial Position
A robust cash position provides Kura with the financial flexibility to fund ongoing R&D and clinical trials, supporting long-term strategic initiatives and growth.
Clinical Trial Progress
Progress in clinical trials, including data presentations, enhances Kura's pipeline credibility and potential for successful drug development, driving future growth.
Negative Factors
Increased R&D Expenses
Rising R&D expenses reflect higher costs in advancing the pipeline, which could pressure margins and extend the timeline to profitability if not managed effectively.
Net Loss
Ongoing net losses highlight profitability challenges, common in biotech, which may impact long-term financial health and necessitate further financing.
Trial Response Challenges
Challenges in achieving high response rates in trials may affect the perceived efficacy of drug candidates, impacting regulatory approval prospects and market potential.

Kura Oncology (KURA) vs. SPDR S&P 500 ETF (SPY)

Kura Oncology Business Overview & Revenue Model

Company DescriptionKura 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 candidates are ziftomenib, a small molecule inhibitor of the menin-Lysine K-specific Methyltransferase 2A protein-protein interaction for the treatment of genetically defined subsets of acute leukemias, including acute myeloid leukemia and acute lymphoblastic leukemia; and tipifarnib, an orally bioavailable inhibitor of farnesyl transferase that is in Phase II clinical trials for the treatment of solid tumors and hematologic indications. The company has a clinical collaboration with Novartis to evaluate the combination of tipifarnib and alpelisib in patients with head and neck squamous cell carcinoma whose tumors have HRAS overexpression or PIK3CA mutation and/or amplification. Kura Oncology, Inc. was founded in 2014 and is headquartered in San Diego, California.
How the Company Makes MoneyKura Oncology generates revenue primarily through the development and commercialization of its proprietary drug candidates. The company finances its operations through public offerings, partnerships, and collaborations with other pharmaceutical companies. Kura's earnings are significantly influenced by milestone payments and potential royalties from licensing agreements as its drug candidates progress through clinical trials and, if successful, receive regulatory approval. Additionally, the company may engage in strategic partnerships to co-develop or out-license its therapies, which can provide upfront payments and shared revenue streams from eventual product sales.

Kura Oncology Earnings Call Summary

Earnings Call Date:Nov 04, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Mar 03, 2026
Earnings Call Sentiment Positive
The earnings call reflects a strong focus on advancing clinical development, particularly for ziftomenib, with significant progress in trials and preparations for a potential FDA approval. Despite financial challenges, the company's strategic partnerships and clinical advancements position it well for future growth. The sentiment is positive, driven by strong clinical and commercial progress.
Q3-2025 Updates
Positive Updates
Progress in Ziftomenib Development
Ziftomenib's FDA review for relapsed and refractory NPM1-mutated AML is on track with a PDUFA target action date of November 30, 2025. The drug has shown promising clinical data with a differentiated and favorable benefit-risk profile.
Advancements in Clinical Trials
Kura has advanced its KOMET-017 Phase III trials for ziftomenib in frontline settings with over 150 global sites targeted for enrollment. The trials aim to establish ziftomenib as a cornerstone therapy in AML treatment.
Strong Financial Position
Kura reported pro forma cash of $609.7 million, including recent milestone payments, sufficient to fund operations through 2027.
Farnesyl Transferase Inhibitor Potential
Positive clinical data for FTIs, including darlafarnib, show potential for combinations with major targeted therapies, representing a substantial commercial opportunity.
Negative Updates
Increased Net Loss
Net loss for Q3 2025 was $74.1 million, up from $54.4 million in Q3 2024, driven by increased R&D and general administrative expenses.
Cash Decrease
Cash, cash equivalents, and short-term investments decreased to $549.7 million as of September 30, 2025, from $727.4 million as of December 31, 2024.
Company Guidance
During the Kura Oncology Third Quarter 2025 Conference Call, the company provided guidance on several key metrics and milestones. The FDA review of ziftomenib, a menin inhibitor for relapsed and refractory NPM1-mutated acute myeloid leukemia (AML), is on track with a PDUFA target action date of November 30, 2025. The company reported high rates of complete remission and MRD negativity in over 70 patients in combination cohorts with 7+3 chemotherapy. Kura announced acceptance of two oral presentations at the ASH meeting featuring ziftomenib in combination with venetoclax and azacitidine, reporting high response rates. The KOMET-017 Phase III trials are progressing with site activation and patient enrollment, targeting over 150 global sites. Financially, Kura reported collaboration revenue of $20.8 million for Q3 2025 and a net loss of $74.1 million. As of September 30, 2025, the company had a pro forma cash position of $609.7 million, including milestone payments from Kyowa Kirin, supporting operations through 2027.

Kura Oncology Financial Statement Overview

Summary
Kura Oncology is experiencing revenue growth, yet profitability remains a challenge with negative margins. Strong liquidity is offset by historical financial distress and high leverage. Cash flow management shows improvement, but overall financial health is impacted by ongoing losses.
Income Statement
Kura Oncology showed positive revenue growth in TTM, moving from no revenues to generating income. However, margins remain negative with a net profit margin of -267.57% and an EBIT margin of -299.21%, reflecting ongoing profitability challenges common in early-stage biotech companies.
Balance Sheet
The company maintains strong liquidity with significant cash reserves but faces high leverage with a debt-to-equity ratio of 0.03. The equity ratio at 48.98% indicates moderate financial stability, yet the negative equity in prior years signals historical financial distress.
Cash Flow
Kura Oncology shows a slight improvement in cash flow management with positive operating cash flow in the TTM. The free cash flow to net income ratio is strong despite negative net income, indicating efficient cash management amidst ongoing losses.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue104.03M53.88M0.000.000.000.00
Gross Profit100.82M53.88M-849.00K0.000.00-194.00K
EBITDA-220.75M-169.50M-150.23M-134.85M-129.49M-88.85M
Net Income-216.88M-173.98M-152.63M-135.84M-130.47M-89.63M
Balance Sheet
Total Assets649.38M760.16M448.94M456.31M534.05M647.21M
Cash, Cash Equivalents and Short-Term Investments549.66M727.39M423.96M437.99M517.96M633.32M
Total Debt19.47M16.59M17.20M14.02M6.88M14.98M
Total Liabilities406.84M346.52M51.66M36.03M27.44M36.31M
Stockholders Equity242.54M413.64M397.27M420.28M506.61M610.90M
Cash Flow
Free Cash Flow83.11M133.84M-124.99M-110.69M-105.70M-72.00M
Operating Cash Flow87.80M134.32M-124.82M-110.06M-104.55M-69.83M
Investing Cash Flow-43.46M-101.59M15.56M32.63M-126.83M-99.94M
Financing Cash Flow1.46M154.42M94.78M38.56M-3.44M469.33M

Kura Oncology Technical Analysis

Technical Analysis Sentiment
Negative
Last Price9.54
Price Trends
50DMA
10.72
Negative
100DMA
9.66
Negative
200DMA
7.94
Positive
Market Momentum
MACD
-0.25
Positive
RSI
38.82
Neutral
STOCH
19.21
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For KURA, the sentiment is Negative. The current price of 9.54 is below the 20-day moving average (MA) of 10.45, below the 50-day MA of 10.72, and above the 200-day MA of 7.94, indicating a neutral trend. The MACD of -0.25 indicates Positive momentum. The RSI at 38.82 is Neutral, neither overbought nor oversold. The STOCH value of 19.21 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for KURA.

Kura Oncology Risk Analysis

Kura Oncology disclosed 73 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

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
72
Outperform
$545.95M11.5310.43%37798.31%
67
Neutral
$1.13B-4.29460.30%33.03%
63
Neutral
$830.15M-3.85-65.10%-5.18%
61
Neutral
$1.20B-16.85-22.38%2147.20%-269.99%
57
Neutral
$1.40B-14.04-34.75%-17.01%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
41
Neutral
$1.30B-11.01-23.05%63.85%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
KURA
Kura Oncology
9.54
1.76
22.62%
ORKA
Oruka Therapeutics
26.62
7.61
40.03%
PHAT
Phathom Pharmaceuticals
16.37
9.42
135.54%
KROS
Keros Therapeutics
17.79
2.90
19.48%
TYRA
Tyra Bioscience
26.40
10.43
65.31%
SEPN
Septerna, Inc.
25.45
4.60
22.06%

Kura Oncology Corporate Events

Business Operations and StrategyProduct-Related Announcements
Kura Oncology Announces First U.S. Sale of KOMZIFTI
Positive
Dec 2, 2025

On December 2, 2025, Kura Oncology announced the first U.S. commercial sale of KOMZIFTI™ (ziftomenib), following its FDA approval on November 13, 2025. This milestone sale triggers a $135 million payment from their partner, Kyowa Kirin, which Kura Oncology expects to receive before the end of the year, marking a significant financial boost and strategic advancement in their market positioning.

The most recent analyst rating on (KURA) stock is a Buy with a $40.00 price target. To see the full list of analyst forecasts on Kura Oncology stock, see the KURA Stock Forecast page.

Business Operations and StrategyProduct-Related Announcements
Kura Oncology Gains FDA Approval for KOMZIFTITM
Positive
Nov 13, 2025

On November 13, 2025, Kura Oncology and Kyowa Kirin announced the FDA’s full approval of KOMZIFTITM (ziftomenib) for adult patients with relapsed or refractory acute myeloid leukemia with an NPM1 mutation. This approval marks a significant advancement as KOMZIFTI is the first oral menin inhibitor for this type of AML, addressing a critical need for effective treatments. The approval is based on the KOMET-001 trial, which demonstrated a complete remission rate of 21.4% in patients. The strategic collaboration between Kura Oncology and Kyowa Kirin, established in November 2024, positions the companies to leverage their combined expertise in hematologic malignancies for the development and commercialization of KOMZIFTI, with Kura leading efforts in the U.S. and Kyowa Kirin outside the U.S.

The most recent analyst rating on (KURA) stock is a Buy with a $29.00 price target. To see the full list of analyst forecasts on Kura Oncology stock, see the KURA Stock Forecast page.

Business Operations and StrategyProduct-Related Announcements
Kura Oncology Receives $30M Milestone Payment
Positive
Oct 24, 2025

On October 24, 2025, Kura Oncology announced a $30 million milestone payment from Kyowa Kirin following the dosing of the first patient in the KOMET-017 Phase 3 trials for ziftomenib, an investigational oral menin inhibitor. This development marks a significant step in evaluating ziftomenib’s efficacy in treating acute myeloid leukemia, potentially enhancing Kura Oncology’s market position and offering new hope for patients with NPM1-mutated or KMT2A-rearranged conditions.

The most recent analyst rating on (KURA) stock is a Buy with a $27.00 price target. To see the full list of analyst forecasts on Kura Oncology stock, see the KURA Stock Forecast page.

Business Operations and Strategy
Kura Oncology Expands Inducement Option Plan Shares
Positive
Oct 16, 2025

On October 15, 2025, Kura Oncology‘s Board of Directors approved an amendment to the company’s 2023 Inducement Option Plan, increasing the reserved shares to 3,250,000. This amendment aims to attract new talent by offering nonstatutory stock options as an inducement for employment, enhancing the company’s ability to recruit skilled individuals and potentially strengthening its market position.

The most recent analyst rating on (KURA) stock is a Buy with a $27.00 price target. To see the full list of analyst forecasts on Kura Oncology stock, see the KURA Stock Forecast page.

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.Date of analysis: Dec 30, 2025