Kura Oncology, Inc.
KURA · Pharmaceutical Preparations · 88.8M shares · +11%/yr ↑ dilution · EDGAR filings ↗
Reference price $9.82 · est. market cap ~$872M — last insider sale, 2026-06-18 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C60Newly commercial oncology biopharma de-risked by the Nov 2025 FDA approval of KOMZIFTI, with exceptional cash but still deeply pre-profit.
Strengths
- Top-decile balance sheet: $667M cash (88th pct) and ~38-quarter runway (94th pct), minimal leverage
- Major de-risking event — first-and-only once-daily menin inhibitor approved, NCCN-listed, broad payor coverage, plus two registrational frontline-AML Phase 3s ongoing
- Revenue +25% (68th pct) and Kyowa Kirin partnership sharing US economics
Risks
- Deeply negative margins (operating -450%) and ROE in 16th pct; profitability years away and dependent on a single early commercial launch
- Provided trial_results are older tipifarnib reads (CMML/MDS negative, HNSCC/PTCL only biomarker-narrow) — limited support for the broader pipeline
- Reliance on commercial execution and additional capital for the diversified pipeline
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Net lossNet loss (net margin -412.9%)
- Cash burnNegative free cash flow (-70.7M)
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Chronic dilutionShare count +11%/yr over 3y (dilution, book value/share -70%)
- Strong balance sheetStrong balance sheet — $667M cash & investments, ~38 quarters of runway
- Trial resultTrial topline data reported — see 8-K for outcome 8-K ↗
- Insider sellingInsider selling — 21 open-market sale(s) by 6 insider(s) (cluster of 6 insiders, ~$1M, last 6mo) Form 4 ↗
- Notable holderHeld by 5 notable fund(s): STATE STREET CORP, RENAISSANCE TECHNOLOGIES LLC, GOLDMAN SACHS GROUP INC +2 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
-449.9%
Net margin
-412.9%
Return on equity
-160.0%
Return on assets
-37.7%
ROIC
-130.5%
Revenue growth (QoQ)
5.4%
Debt / equity
0.1×
Current ratio
6.1×
Free cash flow
-$71M
Tangible book value
$174M
Cash & investments
$667M
Cash runway
38q
Stock comp / revenue
55.0%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-18 | Leoni Mollie | Sell | 85K | $9.82 |
| 2026-05-21 | Powl Brian T. | Sell | 10K | $11.00 |
| 2026-05-19 | FORD KATHLEEN | Sell | 2.3K | $9.08 |
| 2026-05-19 | Powl Brian T. | Sell | 339 | $9.21 |
| 2026-05-18 | Bair Teresa Brophy | Sell | 2.3K | $9.38 |
| 2026-03-23 | WILSON TROY EDWARD | Option exercise | 6.1K | $6.15 |
| 2026-03-18 | Malley Thomas | Option exercise | 10K | $3.12 |
| 2026-01-27 | Burrows Francis | Sell | 1.3K | $8.46 |
| 2026-01-27 | Powl Brian T. | Sell | 4.8K | $8.46 |
| 2026-01-27 | Powl Brian T. | Sell | 1.6K | $8.46 |
| 2026-01-27 | FORD KATHLEEN | Sell | 1.8K | $8.46 |
| 2026-01-27 | Leoni Mollie | Sell | 3.7K | $8.46 |
| 2026-01-27 | Leoni Mollie | Sell | 2.2K | $8.46 |
| 2026-01-27 | Leoni Mollie | Sell | 951 | $8.46 |
| 2026-01-27 | Leoni Mollie | Sell | 1.3K | $8.46 |
| 2026-01-27 | DOYLE THOMAS JAMES | Sell | 2.2K | $8.46 |
| 2026-01-27 | DOYLE THOMAS JAMES | Sell | 1.1K | $8.46 |
| 2026-01-27 | DOYLE THOMAS JAMES | Sell | 695 | $8.46 |
| 2026-01-27 | DOYLE THOMAS JAMES | Sell | 2.2K | $8.46 |
| 2026-01-27 | DOYLE THOMAS JAMES | Sell | 881 | $8.46 |
| 2026-01-27 | Bair Teresa Brophy | Sell | 4.1K | $8.46 |
| 2026-01-27 | Bair Teresa Brophy | Sell | 2.3K | $8.46 |
| 2026-01-27 | Bair Teresa Brophy | Sell | 4.8K | $8.46 |
| 2026-01-02 | Leoni Mollie | Grant | 50K | — |
| 2026-01-02 | DOYLE THOMAS JAMES | Grant | 21K | — |
| 2026-01-02 | FORD KATHLEEN | Grant | 50K | — |
| 2026-01-02 | Powl Brian T. | Grant | 50K | — |
| 2026-01-02 | Bair Teresa Brophy | Grant | 50K | — |
| 2025-12-18 | Burrows Francis | Option exercise | 35K | $4.80 |
| 2025-12-18 | Burrows Francis | Sell | 24K | $9.78 |
| 2025-12-09 | Hasnain Faheem | Option exercise | 10K | $3.12 |
| 2025-12-09 | Hasnain Faheem | Sell | 10K | $10.98 |
| 2025-11-14 | DOYLE THOMAS JAMES | Sell | 4.5K | $11.18 |
| 2025-11-14 | Bair Teresa Brophy | Sell | 8.8K | $11.18 |
| 2025-11-14 | Powl Brian T. | Sell | 8.9K | $11.18 |
| 2025-11-14 | Leoni Mollie | Sell | 15K | $11.18 |
| 2025-11-14 | FORD KATHLEEN | Sell | 6.9K | $11.18 |
| 2025-11-13 | Bair Teresa Brophy | Grant | 49K | — |
| 2025-11-13 | FORD KATHLEEN | Grant | 49K | — |
| 2025-11-13 | WILSON TROY EDWARD | Grant | 182K | — |
| 2025-11-13 | Leoni Mollie | Grant | 82K | — |
| 2025-11-13 | DOYLE THOMAS JAMES | Grant | 25K | — |
| 2025-11-13 | Powl Brian T. | Grant | 49K | — |
| 2025-09-29 | Bair Teresa Brophy | Sell | 8.8K | $8.94 |
| 2025-09-29 | Leoni Mollie | Sell | 12K | $8.94 |
| 2025-09-29 | Powl Brian T. | Sell | 8.9K | $8.94 |
| 2025-09-29 | WILSON TROY EDWARD | Sell | 37K | $8.94 |
| 2025-09-29 | FORD KATHLEEN | Sell | 6.9K | $8.94 |
| 2025-09-29 | DOYLE THOMAS JAMES | Sell | 4.5K | $8.94 |
| 2025-09-27 | FORD KATHLEEN | Grant | 49K | — |
| 2025-09-27 | Powl Brian T. | Grant | 49K | — |
| 2025-09-27 | Bair Teresa Brophy | Grant | 49K | — |
| 2025-09-27 | Leoni Mollie | Grant | 82K | — |
| 2025-09-27 | WILSON TROY EDWARD | Grant | 182K | — |
| 2025-09-27 | DOYLE THOMAS JAMES | Grant | 25K | — |
| 2025-09-08 | WILSON TROY EDWARD | Buy | 50K | $8.20 |
| 2025-08-13 | WILSON TROY EDWARD | Buy | 13K | $6.64 |
| 2025-08-12 | WILSON TROY EDWARD | Buy | 37K | $5.85 |
| 2025-05-19 | FORD KATHLEEN | Sell | 1.6K | $6.28 |
| 2025-05-19 | Bair Teresa Brophy | Sell | 1.6K | $5.96 |
| 2025-03-21 | Hasnain Faheem | Option exercise | 23K | $6.32 |
| 2025-03-21 | Hasnain Faheem | Sell | 23K | $8.00 |
| 2025-01-28 | DOYLE THOMAS JAMES | Sell | 2.2K | $7.87 |
| 2025-01-28 | DOYLE THOMAS JAMES | Sell | 887 | $7.87 |
| 2025-01-28 | DOYLE THOMAS JAMES | Sell | 699 | $7.87 |
| 2025-01-28 | DOYLE THOMAS JAMES | Sell | 1.1K | $7.87 |
| 2025-01-28 | Leoni Mollie | Sell | 2.3K | $7.87 |
| 2025-01-28 | Leoni Mollie | Sell | 1.4K | $7.87 |
| 2025-01-28 | Leoni Mollie | Sell | 816 | $7.87 |
| 2025-01-28 | Leoni Mollie | Sell | 541 | $7.87 |
| 2025-01-28 | Bair Teresa Brophy | Sell | 2.4K | $7.87 |
| 2025-01-28 | Bair Teresa Brophy | Sell | 4.8K | $7.87 |
| 2025-01-28 | FORD KATHLEEN | Sell | 1.8K | $7.87 |
| 2025-01-28 | Burrows Francis | Sell | 846 | $7.87 |
| 2025-01-28 | Burrows Francis | Sell | 1.3K | $7.87 |
| 2025-01-28 | Powl Brian T. | Sell | 1.6K | $7.87 |
| 2025-01-02 | Leoni Mollie | Grant | 46K | — |
| 2025-01-02 | DOYLE THOMAS JAMES | Grant | 21K | — |
| 2025-01-02 | Powl Brian T. | Grant | 46K | — |
| 2025-01-02 | Bair Teresa Brophy | Grant | 46K | — |
| 2025-01-02 | DOYLE THOMAS JAMES | Grant | 21K | — |
All non-derivative Form 4 activity (SEC), newest first.
Clinical trials
| Trial | Title | Phase | Status | Primary completion |
|---|---|---|---|---|
| NCT07007312 ↗ | Studies to Assess Ziftomenib in Combination With Ven+Aza or 7+3 in Patients With Untreated NPM1-m or KMT2A-r AML Acute Myeloid Leukemia (AML) | PHASE3 | Recruiting | 2031-11-01 |
| NCT05735184 ↗ | A Study to Investigate the Safety and Tolerability of Ziftomenib in Combination With Venetoclax/Azacitidine, Venetoclax, 7+3, or 7+3+Quizartinib in Patients With AML Acute Myeloid Leukemia, Mixed Lineage Leukemia Gene Mutation | PHASE1 | Recruiting | 2030-04-01 |
| NCT04067336 ↗ | First in Human Study of Ziftomenib in Relapsed or Refractory Acute Myeloid Leukemia Advanced Malignant Neoplasm, Acute Myeloid Leukemia | PHASE1/PHASE2 | Active Not Recruiting | 2028-10-16 |
| NCT06655246 ↗ | A Study of Ziftomenib in Combination With Imatinib in Patients With Advanced Gastrointestinal Stromal Tumors (GIST) Gastrointestinal Stromal Tumor (GIST), Gastrointestinal Stromal Cancer | PHASE1 | Recruiting | 2027-12-01 |
| NCT06026410 ↗ | KO-2806 Monotherapy and Combination Therapies in Advanced Solid Tumors Solid Tumors With HRAS Alterations, Non Small Cell Lung Cancer (NSCLC) | PHASE1 | Recruiting | 2027-01-01 |
| NCT06001788 ↗ | Safety and Tolerability of Ziftomenib Combinations in Patients With Relapsed/Refractory Acute Myeloid Leukemia AML, AML With Mutated NPM1 | PHASE1 | Recruiting | 2026-08-01 |
| NCT05693090 ↗ | Tipifarnib and Osimertinib in EGFR-mutated Non-Small Cell Lung Cancer NSCLC | PHASE1 | Withdrawn | 2027-07-27 |
| NCT04997902 ↗ | Combination Trial of Tipifarnib and Alpelisib in Adult Recurrent/ Metastatic Head and Neck Squamous Cell Carcinoma (R/M HNSCC) HNSCC | PHASE1/PHASE2 | Completed | 2025-08-29 |
| NCT03719690 ↗ | Safety and Efficacy of Tipifarnib in Head and Neck Cancer With HRAS Mutations and Impact of HRAS on Response to Therapy HRAS Gene Mutation, HNSCC | PHASE2 | Completed | 2023-05-02 |
| NCT04865159 ↗ | Cardiovascular Safety Study of Tipifarnib in Patients With Advanced Solid Malignancies Advanced Solid Tumor | PHASE1 | Terminated | 2023-05-02 |
| NCT02464228 ↗ | Investigation of Tipifarnib in Treatment of Subjects With Peripheral T-Cell Lymphoma (PTCL) That Have Not Responded to Standard Therapy Relapsed or Refractory Peripheral T-Cell Lymphoma | PHASE2 | Completed | 2021-03-31 |
| NCT02383927 ↗ | Phase II Study of Tipifarnib in Squamous Head and Neck Cancer With HRAS Mutations Thyroid Cancer, Squamous Cell Carcinoma Head and Neck Cancer (HNSCC) | PHASE2 | Completed | 2020-12-14 |
| NCT02807272 ↗ | Tipifarnib in Subjects With Chronic Myelomonocytic Leukemia, Other MDS/MPN, and Acute Myeloid Leukemia Leukemia, Myelomonocytic, Chronic | PHASE2 | Completed | 2020-11-30 |
| NCT03051035 ↗ | First-in-Human Study of KO-947 in Non-Hematological Malignancies Advanced Malignant Neoplasm | PHASE1 | Terminated | 2020-06-02 |
| NCT02779777 ↗ | Tipifarnib in Subjects With Myelodysplastic Syndromes Myelodysplastic Syndromes | PHASE2 | Terminated | 2018-08-28 |
| NCT05738538 ↗ | Expanded Access to Ziftomenib Acute Lymphoblastic Leukemia, With Appropriate Mutations, Acute Myeloid Leukemia, With NPM1 Mutations | — | Available | |
| NCT04809233 ↗ | Expanded Access to Tipifarnib HRAS Mutations or Peripheral T Cell Lymphoma (PTCL) | — | Available |
Source: ClinicalTrials.gov (U.S. NIH) · active studies first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-04 | 2026-06-04 | 0001193125-26-257368 ↗ |
| 10-Q | 2026-05-12 | 2026-03-31 | 0001193125-26-219481 ↗ |
| 8-K | 2026-05-12 | 2026-05-12 | 0001193125-26-219422 ↗ |
| 10-K | 2026-03-05 | 2025-12-31 | 0001193125-26-092567 ↗ |
| 8-K | 2026-03-05 | 2026-03-05 | 0001193125-26-092465 ↗ |
| 8-K | 2026-01-29 | 2026-01-28 | 0001193125-26-029705 ↗ |
| 8-K | 2026-01-12 | 2026-01-11 | 0001193125-26-009649 ↗ |
| 8-K | 2025-12-02 | 2025-12-02 | 0001193125-25-304559 ↗ |
| 8-K | 2025-11-13 | 2025-11-13 | 0001193125-25-280255 ↗ |
| 10-Q | 2025-11-04 | 2025-09-30 | 0001193125-25-263589 ↗ |
| 8-K | 2025-11-04 | 2025-11-04 | 0001193125-25-263491 ↗ |
| 8-K | 2025-10-24 | 2025-10-24 | 0001193125-25-249348 ↗ |