Kura Oncology, Inc.
KURA evidence brief
What we can confirm
- BioSniper Score:
- 5.7 / 10
- Market Cap:
- $1.02B
- Lead Asset:
- darlifarnib (Phase 1)
What it means
What to watch
Prepared research question
What matters most for KURA—catalysts, financial risk and supporting evidence?
Traceable citations · Unknowns marked
BioSniper AI · KURA
Kura Oncology is a biopharmaceutical company focused on precision medicines for cancer, with a marketed menin inhibitor (ziftomenib/KOMZIFTI) for AML and a pipeline of farnesyl transferase inhibitors and a menin inhibitor for diabetes.
Key risk: Operating losses and cash burn
BioSniper Score
Based on 5 of 6 signals
Market Cap
$1.02B
Cash Runway
—
Lead Asset
darlifarnib (Phase 1)Next Catalyst
Patent_Expiry · Jul 16, 2044Financial data as of Jun 30, 2026.
Tracking 5 pipeline candidates · 13 clinical trials · 1 catalyst · 1 FDA decision for Kura Oncology, Inc..
Kura Oncology is a biopharmaceutical company focused on precision medicines for cancer, with a marketed menin inhibitor (ziftomenib/KOMZIFTI) for AML and a pipeline of farnesyl transferase inhibitors and a menin inhibitor for diabetes.
- KOMZIFTI (ziftomenib) is the first and only once-daily, oral menin inhibitor approved for adults with relapsed/refractory NPM1-mutated AML; net product revenue was $9.1M in Q2 2026, up 57% over Q1 [news · published 2026-08-12].
- Cash & equivalents were $70.2M as of 2026-06-30, with total revenue of $20.9M and net income of -$68.3M for the same period [sec].
- Preclinical data for KO-7246, a menin inhibitor for diabetes, show selective expansion of pancreatic β cells and improved glycemic control; a $50M financing round was announced in September 2026 [news · published 2026-09-09].
- The company is advancing darlifarnib (KO-2806), a farnesyl transferase inhibitor, in combination with cabozantinib for advanced renal cell carcinoma (FIT-001 Phase 1b dose expansion initiated) [news · published 2026-03-05].
- Orange Book listing of patents for ziftomenib extends up to 2044, reinforcing long-term intellectual property protection [news · published 2026-03-05].
What works
- KOMZIFTI achieved majority share of new patient starts in the R/R NPM1-m AML menin inhibitor class after just two full quarters of launch, indicating strong commercial uptake [news · published 2026-08-12].
- The company has a deep pipeline with multiple programs (ziftomenib, darlifarnib, KO-7246) targeting different indications, providing diversification beyond the initial AML launch [news · published 2026-09-09] [news · published 2026-03-05].
- Long-term, frontline AML data presented at EHA 2026 support potential for ziftomenib to transform standard of care and address a $7 billion total addressable market [news · published 2026-08-12].
What to weigh
- Net income was -$68.3M for the six months ended 2026-06-30, reflecting ongoing operating losses as the company invests in R&D and commercial infrastructure [sec].
- Cash & equivalents of $70.2M as of 2026-06-30 may provide limited runway given the current burn rate, though the company has access to milestone payments and financing [sec] [news · published 2025-10-24].
- Ziftomenib faces competition from other menin inhibitors in development, and its long-term market share will depend on continued differentiation in safety and combinability [news · published 2026-08-12].
From the filings
Quoted directly from source documents.
KOMZIFTI generated $9.1 million in net product revenue in Q2 2026, up 57% over Q1.
“KOMZIFTI® (ziftomenib) generated $9.1 million in net product revenue, up 57% over 1Q”
News · August 12, 2026
KO-7246 preclinical data show selective expansion of pancreatic β cells and improved glycemic control.
“Preclinical studies with KO-7246 demonstrate selective expansion of pancreatic β cells, increased endogenous insulin production, and improved glycemic control across multiple models of Type 1 and Type 2 diabetes”
News · September 9, 2026
Orange Book listing of patents extending up to 2044 reinforces long-term value for KOMZIFTI.
“Orange Book listing of patents extending up to 2044 reinforces long-term value for KOMZIFTI”
News · March 5, 2026
Catalyst timeline
- 2044-07-16 · Patent_Expiry · ZIFTOMENIB — Patent expiry for ziftomenib (NDA220305) is scheduled for July 16, 2044, which may affect long-term exclusivity.
Risks & what to watch (3)›
Key risks
- Operating losses and cash burn — Net loss of $68.3M in H1 2026 with $70.2M cash; runway may be limited without additional financing or revenue growth [sec].
- Competition in menin inhibitor class — Ziftomenib faces competition from other menin inhibitors; maintaining market share depends on continued differentiation [news · published 2026-08-12].
- Clinical and regulatory risk for pipeline — Darlifarnib and KO-7246 are in early stages; clinical failure or regulatory delays could impact pipeline value [news · published 2026-09-09] [news · published 2026-03-05].
What to watch
- Ziftomenib frontline AML Phase 3 trials (KOMET 017) and potential label expansion [news · published 2025-11-04].
- Darlifarnib (KO-2806) clinical data and development plans, including the FIT-001 Phase 1b combination with cabozantinib [news · published 2026-03-05].
- KO-7246 preclinical advancement and potential entry into clinical trials for diabetes [news · published 2026-09-09].
- Revenue growth trajectory for KOMZIFTI and ability to achieve profitability [news · published 2026-08-12].
Sources: Catalysts · News · Generated October 11, 2026 · How we verify sources →
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Evidence & data
Score breakdownBased on 5 of 6 signals · derived from public data
Cash runway data unavailable
D/E 11.14 · 0% dilution
Lead: Approved
5 candidates
1 upcoming, next in ~6485d
2 buys · 7 sells (180d)
Catalysts
Pipeline
Regulatory
Financials
Institutional Holdings
Source: SEC Form 13F · as of Mar 2026Institutional holders
218
Total value held
$675.1M
| Holder | Shares | Value |
|---|---|---|
| blackrock, inc. | 9,637,531 | $78.4M |
| suvretta capital management, llc | 8,575,422 | $69.7M |
| bvf inc/il | 8,445,769 | $68.7M |
| state street corp | 4,511,891 | $36.7M |
| vanguard capital management llc | 3,785,685 | $30.8M |
| armistice capital, llc | 3,736,000 | $30.4M |
| prosight management, lp | 3,356,700 | $27.3M |
| deep track capital, lp | 2,643,542 | $21.5M |
| aqr capital management llc | 2,124,480 | $17.3M |
| geode capital management, llc | 2,034,276 | $16.5M |
Showing top 10 of 218 institutional holders of Kura Oncology, Inc.. Open the full 13F history after sign-in.
Short Interest
as of May 21, 2026- % of float
- 17.8%
- Days to cover
- 11.3
- Shares short
- 15,431,271
- Daily short volume
- -
Short percent of float and days-to-cover reflect reported short positioning. Daily short volume is the exchange-reported short share of a single day's trading volume and is noisier. See the most-shorted biotech ranking →
KURA short interestGovernance
Frequently asked questions
What is the AI investment thesis for Kura Oncology, Inc.?
Kura Oncology is a biopharmaceutical company focused on precision medicines for cancer, with a marketed menin inhibitor (ziftomenib/KOMZIFTI) for AML and a pipeline of farnesyl transferase inhibitors and a menin inhibitor for diabetes.
What is Kura Oncology, Inc.'s lead drug candidate?
Kura Oncology, Inc.'s most advanced tracked candidate is darlifarnib (Phase 1) for Solid Tumors With HRAS Alterations.
What is Kura Oncology, Inc.'s next catalyst?
Kura Oncology, Inc.'s next tracked catalyst is a Patent_Expiry event — "Patent_Expiry: NDA220305" — expected July 16, 2044.
Who is the CEO of Kura Oncology, Inc.?
Dr. Troy Edward Wilson J.D., Ph.D. is the chief executive officer of Kura Oncology, Inc. (KURA).
Where is Kura Oncology, Inc. headquartered?
Kura Oncology, Inc. (KURA) is headquartered in San Diego, CA, United States.
The AI overview and BioSniper Score are neutral, data-derived signals built from public SEC filings, ClinicalTrials.gov and FDA records — not investment advice.