Kura Oncology (KURA)
NASDAQ:KURA
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.9Last Year’s EPS
-0.75Same Quarter Last Year
Strong Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a largely positive commercial and clinical outlook: Comzifty's first full quarter produced $5.8M in revenue with strong early adoption signals (85 new patient starts, repeat prescriptions, switching, broad payer coverage >93%, rapid access times). The pipeline is active with multiple near‑term clinical catalysts (EHA, ASCO, multiple combination readouts) and COMMODORE‑17 enrollment is ahead of plan. Offsetting these positives are rising R&D and SG&A spending that widened the net loss (~27.7%), a quarter‑over‑quarter dip in collaboration revenue (~11.4%), and a roughly 13% decrease in cash vs. year‑end 2025. Management expects collaboration payments to extend runway and maintained multi‑year collaboration revenue guidance. Overall, the operational and clinical momentum appears to outweigh the near‑term financial headwinds, though continued execution and monitoring of burn and clinical readouts will be critical.Company Guidance
Commercial Launch Momentum
Comzifty generated $5.8M in net product revenue in Q1 2026 (first full quarter of launch) vs. $0 in Q1 2025; 85 new patient starts and ~160 total prescriptions (reported as 157 in the call). Repeat prescriptions, early physician switching from other menin inhibitors, and expanding use across ~60 activated accounts indicate early adoption and real‑world uptake. Scripts are typically 1 month in duration and time from prescription to patient receipt is ~3 days.
High Payer Access and Favorable Formulary Placement
Coverage secured at parity or better for >93% of covered lives with no label restrictions; more than 10 plans covering >12 million lives have placed Comzifty in a favorable policy position — early evidence of payer recognition of product value.
Early Combination Use and Combinability Signal
Physician‑initiated combination use observed in ~40% of early patients (combinations reported with venetoclax/azacitidine and with gilteritinib in FLT3 co‑mutated patients). Physician feedback highlights convenient once‑daily dosing, manageable safety profile, and perceived combinability which support Comzifty as a potential backbone therapy.
Robust Clinical Catalyst Calendar and Encouraging Data
Multiple near‑term clinical readouts expected (EHA, ASCO, H2 combo updates). Updated 7+3 combination data at EHA will include ~16 months median follow‑up. Prior ASH data for ziftomenib + venetoclax/azacitidine showed a 70% composite CR in venetoclax‑naive patients. COMMODORE‑17 frontline Phase 3 enrollment is ahead of plan across US, Europe and Asia.
Pipeline Breadth Beyond AML
Darlafarnib showed proof‑of‑mechanism activity (cabozantinib‑pretreated clear cell RCC) and is progressing into Phase 1b combos; planned ASCO presentation on darlafarnib + adagrasib in KRAS G12C cancers. Company pursuing menin inhibition in other solid tumors (e.g., ziftomenib + imatinib in GIST).
Cash Position and Collaboration Funding
Cash, cash equivalents and short‑term investments of $580.8M as of 3/31/2026 plus anticipated payments of $180M under the Kyowa Kirin collaboration. Management expects current cash plus those payments to fund the ziftomenib AML program through the first top‑line Phase 3 results from COMMODORE‑17 (per the call).
Financial Guidance for Collaboration Revenue
Maintained guidance for collaboration revenue (non‑cash accounting recognition) of $45–$55M in 2026 and $90–$110M in both 2027 and 2028, providing a multi‑year revenue line tied to the Kyowa Kirin partnership.
KURA 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
KURA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $9.51 | $9.68 | +1.79% |
Mar 05, 2026 | $8.55 | $8.51 | -0.47% |
Nov 04, 2025 | $9.77 | $9.96 | +1.94% |
Aug 07, 2025 | $5.96 | $5.54 | -7.05% |
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 (KURA) report earnings?
Kura Oncology (KURA) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Kura Oncology (KURA) earnings time?
Kura Oncology (KURA) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is KURA EPS forecast?
KURA EPS forecast for the fiscal quarter 2026 (Q2) is -0.9.