Kura Oncology (KURA)
NASDAQ:KURA
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Kura Oncology
(NASDAQ:KURA)
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Rating:56Neutral
Price Target:
$10.00
▲(3.31% Upside)
Action:Reiterated
Date:05/14/26
The score is held back primarily by weak financial performance (deep losses and cash burn) and limited valuation support (negative P/E). These are partially offset by a positive earnings-call outlook with early launch traction and reiterated multi-year collaboration revenue guidance, plus moderately constructive technical momentum.
Positive Factors
Early commercial traction
Sustained early adoption metrics (monthly prescriptions, repeat use, physician switching and rapid 3‑day access) indicate durable commercial demand and payer acceptance. That combination supports a long‑term revenue ramp as the launch scales across more accounts and indications.
Negative Factors
Negative operating cash flow
A switch from positive free cash flow in 2024 to sizable TTM cash burn increases the company’s reliance on external funding and partner payments. Persistent negative operating cash flow pressures financial flexibility, raises dilution risk, and makes execution on multi‑year trials dependent on timely financing.
Read all positive and negative factors
Positive Factors
Negative Factors
Early commercial traction
Sustained early adoption metrics (monthly prescriptions, repeat use, physician switching and rapid 3‑day access) indicate durable commercial demand and payer acceptance. That combination supports a long‑term revenue ramp as the launch scales across more accounts and indications.
Read all positive factors
Kura Oncology (KURA) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$818.50M
Dividend YieldN/A
Average Volume (3M)1.42M
Price to Earnings (P/E)―
Beta (1Y)1.41
Revenue Growth5.37%
EPS Growth-60.20%
CountryUS
Employees192
SectorHealthcare
Sector Strength45
IndustryBiotechnology
Share Statistics
EPS (TTM)-3.35
Shares Outstanding88,774,370
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 Cap0.98
Enterprise Value/Revenue11.22
Enterprise Value/Gross Profit11.85
Enterprise Value/Ebitda-2.70
Forecast
1Y Price Target
$28.13Price Target Upside190.55% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering10
EPS Forecast (FY)-3.6
Revenue Forecast (FY)$111.39M
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 does not consistently generate revenue from product sales because, as a clinical-stage biotechnology company, it generally does not have approved commercial drugs. Its cash inflows have historically been primarily supported by financ...
Kura Oncology Earnings Call Summary
Earnings Call Date:May 12, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Aug 06, 2026
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.Positive Updates
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.
Negative Updates
Rising R&D and SG&A Expenses
R&D expenses increased to $65.3M in Q1 2026 from $56.0M in Q1 2025 (increase of $9.3M, +16.6%) driven by ziftomenib combination trials and COMMODORE‑17 enrollment. SG&A rose to $31.6M from $22.8M (increase of $8.8M, +38.6%) driven by commercial launch costs.
Read all updates
Q1-2026 Updates
Positive
Negative
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.
Read all positive updates
Company Guidance
Kura reiterated collaboration revenue guidance of $45–$55M for 2026 and $90–$110M for both 2027 and 2028, and said current cash, cash equivalents and short‑term investments of $580.8M (down from $667.2M at 12/31/25), together with anticipated Kyowa Kirin payments of $180M, are expected to fund the ziftomenib AML program through the first topline COMMODORE‑17 phase 3 readout (management referenced 2028 timing); operational launch metrics supporting the outlook included Q1 net product revenue of $5.8M, 85 new patient starts, ~160 total prescriptions across ~60 activated accounts, payer coverage at parity or better for >93% of covered lives (with >10 plans covering >12M lives), ~3‑day script‑to‑patient turnaround and gross‑to‑net in the ~20–30% range; Q1 P&L items reported were collaboration revenue $12.5M, R&D $65.3M, SG&A $31.6M, net loss $73.3M (including $8.4M of non‑cash stock‑based comp), and management reiterated a $350–$400M relapsed/refractory NPM1 market opportunity.Kura Oncology Financial Statement Overview
Summary
Income Statement
28
Negative
Balance Sheet
62
Positive
Cash Flow
35
Negative
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 71.64M | 67.48M | 53.88M | 0.00 | 0.00 | 0.00 |
| Gross Profit | 67.81M | 67.42M | 53.88M | -849.00K | 0.00 | 0.00 |
| EBITDA | -298.10M | -275.82M | -169.50M | -150.23M | -134.85M | -129.49M |
| Net Income | -294.57M | -278.67M | -173.98M | -152.63M | -135.84M | -130.47M |
Balance Sheet | ||||||
| Total Assets | 652.55M | 738.36M | 760.16M | 448.94M | 456.31M | 534.05M |
| Cash, Cash Equivalents and Short-Term Investments | 580.82M | 667.24M | 727.39M | 423.96M | 437.99M | 517.96M |
| Total Debt | 24.27M | 20.46M | 16.59M | 17.20M | 14.02M | 6.88M |
| Total Liabilities | 544.67M | 564.23M | 346.52M | 51.66M | 36.03M | 27.44M |
| Stockholders Equity | 107.88M | 174.13M | 413.64M | 397.27M | 420.28M | 506.61M |
Cash Flow | ||||||
| Free Cash Flow | -84.46M | -70.70M | 133.84M | -124.99M | -110.69M | -105.70M |
| Operating Cash Flow | -77.98M | -64.06M | 134.32M | -124.82M | -110.06M | -104.55M |
| Investing Cash Flow | 64.08M | -13.10M | -101.59M | 15.56M | 32.63M | -126.83M |
| Financing Cash Flow | 1.72M | 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 | $3.74B | -21.26 | -25.99% | ― | ― | 54.61% | |
57 Neutral | $1.21B | -31.13 | -9.44% | ― | 7295.60% | 58.57% | |
56 Neutral | $818.50M | -2.46 | -102.59% | ― | 5.37% | -60.20% | |
54 Neutral | $946.70M | -7.50 | 39.24% | ― | 150.30% | 59.74% | |
54 Neutral | $207.81M | ― | -17.04% | ― | -84.55% | -1998.74% | |
51 Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% | |
51 Neutral | $2.20B | -15.04 | -42.66% | ― | ― | -33.07% |
* Healthcare Sector Average
KURA
Kura Oncology
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2.98
47.76%
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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.