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Kura Oncology

KURA Lead: Approved 7 Biotech Distilled articles ↓ 30 filings & releases ↓ Cash $70.2M (Jun 30, 2026) ↓ 7 verdicts ↓ 2 timing quotes ↓
MetabolicOncology Small Molecule

Market cap $647M 89.0M shares (10-Q, Aug 7, 2026) × $7.27 close Nov 6, 2026

Most recent annual filing: 2026-03-05

Catalyst timeline

2 trackedQuarter catalyst calendar →
  1. ziftomenib (KOMET-008) / darlifarnib +2H 2026ziftomenib (KOMET-008) / darlifarnib +, 2H 2026, notable
  2. ziftomenib Ph3 topline2028ziftomenib Ph3 topline, 2028, thesis-defining

Bar width shows how precise the guidance is — a pin is a stated date, a wide band a six-month window. Deeper blue means more of the thesis rides on the event; it is not a view on the stock.

Pipeline (12 active programs)

Discontinued (1)

Capital (as filed)

Cash
$70.2M cash and cash equivalents · Jun 30, 2026 (10-Q)
Short-term investments
$449M Jun 30, 2026
Operating cash flow
−$62.5M quarter Mar 31, 2026 → Jun 30, 2026, year-to-date difference (10-Q)
As stated in coverage
$519M cash, runway Q4 2027 per the update of Sep 9, 2026 — the company's own words as read there, not the filed figure

Cash, investments and operating cash flow are the company's own XBRL facts as filed with the SEC, each shown with its period end and tag. As-stated figures come from the company's own words as read in Biotech Distilled coverage, dated, and routinely count securities and planned financing that a balance sheet does not. Offering rows are the SEC cover pages as filed. Not investment advice. Figures as of Nov 7, 2026.

Biotech Distilled coverage (7)

Articles open on Substack. Some are subscriber-only; those marked ★ Distilled Pro are for Distilled Pro members.

Verdict history (7 calls)

Every verdict Biotech Distilled has published on Kura Oncology, oldest first — the full history, never a selection. How calls are scored: the track record.

  1. 2026-05-15 Buy core Kura Oncology (KURA) - Scientific Deep Dive for Ziftomenib and Pipeline Products Kura is a fundamentally de-risked biotech with a commercially approved, differentiated NCE, cash runway past major Phase 3 readouts, and a massive embedded call option in frontline AML combination trials targeting a ~$7B TAM.
  2. 2026-05-30 Buy core UPDATE: Kura Oncology (KURA) — Subscriber Update Darlifarnib Phase 1a data printed green as proof-of-mechanism but does not change the primary stance; the stock-moving binary remains the June 14 EHA KOMET-007 readout.
  3. 2026-06-02 Buy core UPDATE: Kura Oncology (KURA) — The Ven/Aza Arm Gets Its Receipt Peer-reviewed Blood publication confirms 75% central MRD-negativity and clean safety in the ven/aza arm, clearing the HOLD tripwire and further de-risking the frontline thesis ahead of the June 14 EHA binary.
  4. 2026-06-11 Buy core UPDATE: Kura Oncology (KURA) — The Binary Prints, Three Days Early KOMET-007 printed 94% 12-month OS in NPM1-m and 71% in KMT2A-r with no combination-toxicity disaster, clearing the highest-stakes catalyst between now and the 2028 KOMET-017 topline.
  5. 2026-07-28 Buy core UPDATE: Kura Oncology (KURA) - The Call Option Grows Teeth Darlifarnib posted 33-50% ORR and 13-month median PFS in pre-treated ccRCC with a randomized Phase 1b now running for Phase 3 dose selection, thickening the call option without changing the AML-driven core thesis.
  6. 2026-08-13 Buy core UPDATE: Kura Oncology (KURA) - The Launch Wins the Head-to-Head Q2 KOMZIFTI revenue of $9.1M (+57% QoQ) and majority share of new patient starts in the R/R NPM1-m menin inhibitor class validates the differentiated-safety commercial thesis, firming the floor under the frontline call option.
  7. 2026-09-09 Buy core UPDATE: Kura Oncology (KURA) - The Diabetes Option Gets Its Own Balance Sheet Kura spun KO-7246 into Caspian Therapeutics with $50M of external capital at zero dilution to KURA holders, creating optionality in diabetes without touching the AML-driven core thesis or cash runway.

Every verdict Biotech Distilled has published on this company, in order, with the post it came from — the full history, never a selection. Position figures are the same ones shown on /track-record, computed by the same method. Editorial opinion, not investment advice.

Timing, in the company's words (2 quotes from 2 filings)

Sentences quoted verbatim from the company's SEC filings, newest filing first. Each sits under the filing it appeared in; the "matched to" tag names the calendar row it was read for.

Timing sentences quoted from the company's own SEC filings, each under the filing it appeared in. The 'matched to' tag is the calendar row the sentence was read for; the filing is the source. Not investment advice.

Filings & releases (30)

SEC filings from EDGAR and press releases captured from the company's investor-relations site, newest first. Releases captured from May 26, 2026; filings from March 2026. Summaries come from the BD update that read the document; "BD extracted" counts point at the pipeline table above. All companies →

7 more filings (13G holder notices, S-8, proxy material, SEC correspondence …)