Kura Oncology Inc
🔔 Watch stock
Assessment
Our Rating
A journalistic assessment by our editorial team at the time of the deep dive — it rates the company, not the entry point. Not investment advice and not a solicitation to buy or sell.
The business works in principle, but one material question is open. As long as it stays open, our findings do not carry a quality verdict.
Why this colour
Yellow, because a material operating question is open while no substance risk is evidenced. For yellow: commercial success is only two full quarters old, $9.122 million of quarterly revenue faces $93.884 million of quarterly costs, and the decisive expansion into frontline therapy hinges on a trial readout expected in 2028. Explicitly against red: the Form 10-Q for June 30, 2026 contains no going-concern warning, shareholders’ equity is positive at $48.4 million, runway “into the fourth quarter of 2027” is well beyond four quarters, and debt is only $10.0 million. The thin equity line is the consequence of a prepayment, not of over-indebtedness. The stock is still expensive at about 15 times sales — but that is a price argument, not a quality verdict. Before buying we would wait for two numbers in the next report: new patient starts and the equity line. The decision is yours.
What the thesis turns on
Assessment: Opportunities & Risks
Kura Oncology has cleared the hardest hurdle in biotech: a proprietary, approved drug that sells better every quarter ($9.122 million in the second quarter of 2026, up 57 percent). The price sits in the same balance sheet: shareholders’ equity fell from $364.4 million to $48.4 million in five quarters, and $454.1 million of the $519.0 million cash pile is committed as a contract liability to Kyowa Kirin. The funding plan reaches the fourth quarter of 2027 on its own; everything after that depends on a partner that may walk away on twelve months’ notice, and on a trial readout in 2028. Not investment advice.
Product and launch
KOMZIFTI has been approved in the United States since November 13, 2025 and selling since November 21, 2025. Product revenue rose from $2.132 million (2025) to $5.766 million (Q1 2026) and $9.122 million (Q2 2026); the earnings release of August 12, 2026 adds roughly 115 new patient starts and more than 250 prescriptions in the quarter.
Balance sheet substance
Shareholders’ equity fell from $413.6 million (December 31, 2024) via $364.4 million (March 31, 2025) to $48.4 million (June 30, 2026) — six consecutive declines, with a net loss of $68.3 million in the second quarter of 2026 alone. Of $587.8 million in total assets, $454.1 million is a contract liability owed to Kyowa Kirin. The accumulated deficit stands at $1,315.7 million.
Funding and runway
The $519.0 million of cash funds operations “into the fourth quarter of 2027” per the Form 10-Q for June 30, 2026; reaching the first KOMET-017 results in 2028 requires a further $180.0 million anticipated from Kyowa Kirin. On the positive side: only $10.0 million of drawn debt, a $150.0 million at-the-market facility untouched since November 2023, and no going-concern warning.
Partner dependence
Kyowa Kirin may terminate the license agreement for convenience on twelve months’ notice (Form 10-Q for June 30, 2026, Note 7). Kura lists dependence on this partner in its own risk factors, in the chapter on dependence on third parties. At the same time, $11.752 million of $20.874 million in quarterly revenue comes from releasing the Kyowa prepayment — a position that shrinks by design.
Market size and competition
NPM1 mutations account for roughly 30 percent of AML cases (10-K 2025), yet the annual report itself warns that initial sales may deplete the patient pool faster than expected. Revumenib (REVUFORJ) is another approved menin inhibitor in the same indication, and the far larger frontline market depends on the KOMET-017 registrational trial with first results expected in 2028.
Dilution
Very restrained since early 2024: the last equity raise was a private placement in January 2024 (net proceeds about $145.8 million); share count rose only 1.3 percent in the first half of 2026 to 88.954 million, and the $150.0 million at-the-market facility has been unused since November 2023. Pressure is building, though: roughly 32.8 million potential shares (37 percent) sit in options, awards and plan reserves, 6.5 million of them approved only on June 4, 2026.
Worth Noting
Kura Oncology reached the research list through the SEC filing feed: on August 12, 2026 the Form 10-Q for June 30, 2026 and the earnings release (Form 8-K, Item 2.02) were filed on the same day — with rising product revenue and equity down by more than half. All filings through September 8, 2026 were reviewed in addition — including the SC 13G/A of August 14, 2026 (Montanova Capital/Averill Master Fund, 8,575,422 shares), the insider filings (Form 4) of August 17, 19, 21 and 24, 2026, and the Form 8-K of September 8, 2026 (Item 5.02), with which Kura appointed a dedicated Chief Financial Officer for the first time since February 2022.
Possible confusion: the listed shell was named Zeta Acquisition Corp III until March 10, 2015; trading under the ticker KURA began on November 5, 2015. Price and revenue series before that date do not describe today’s business. The brand name is KOMZIFTI, the active ingredient ziftomenib — older releases use only the ingredient name.
Valuation data are dated and evergreen: closing price $13.25 on September 4, 2026, market capitalization roughly $1.18 billion, other market data (short interest, 52-week range, headcount) as of September 6, 2026. The balance sheet date for all balance and income figures is June 30, 2026. Analyses are evergreen; a daily price is not a reason to buy.
Stock Watch
This analysis is as of September 8, 2026. Stock Watch will tell you what's changed at KURA since then.
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Price history
Chart
Interactive price chart (TradingView).
52-week range: 7.40 $ to 13.60 $ · Last price: 11.70 $ (As of: September 17, 2026)
Key figures
Key figures at a glance
Every figure we hold for this stock, grouped by topic. The question mark next to a label explains what the number means.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 09/18/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
This stock currently pays no dividend.
Quality & Screener
Highlighted are things our editorial team noticed: green = stands out as strong, red = deserves a closer look. No single metric is a verdict on its own — always read it in context.
Comparison
Industry comparison
The stock alongside the largest companies in the same group. The median row is the middle value of the companies shown above — not of the whole industry.
Industry: Biotechnology
| Company | Market cap ($B) | P/E | EV/EBITDA | Gross Margin % | EBIT Margin % | Sales Growth (Year) % | Perf. 1Y % |
|---|---|---|---|---|---|---|---|
| Kura Oncology Inc KURA | 1.0 | – | -2.5 | -236.7 | – | 25.2 | 44.9 |
| Vertex Pharmaceuticals Inc VRTX | 130.6 | 31.3 | 24.5 | 55.0 | 38.1 | 9.6 | 33.4 |
| Regeneron Pharmaceuticals Inc REGN | 82.0 | 19.9 | 13.1 | 44.5 | 20.7 | 1.0 | 35.5 |
| Moderna Inc MRNA | 62.7 | – | 4.6 | -66.0 | -131.1 | -39.2 | 532.3 |
| argenx NV ARGX | 61.9 | 38.1 | 34.2 | 59.1 | 32.0 | 89.6 | 30.9 |
| Revolution Medicines Inc RVMD | 40.9 | – | -9.7 | -174,708.6 | 0.0 | -100.0 | 338.3 |
| BeiGene, Ltd. ONC | 40.0 | 63.1 | 34.1 | 88.9 | 19.1 | 40.2 | 6.4 |
| Alnylam Pharmaceuticals Inc ALNY | 32.6 | 61.8 | 28.4 | 79.7 | 23.0 | 65.2 | -48.1 |
| Royalty Pharma Plc RPRX | 32.5 | 31.8 | 19.6 | 95.8 | 100.3 | 5.1 | 68.6 |
| Median of companies shown | 40.9 | 34.9 | 19.6 | 55.0 | 21.8 | 9.6 | 35.5 |
Based on the most recently reported figures. Only stocks from the same trading venue are lined up, so the market caps are counted in one currency. Compare in a chart →
Fiscal years
Annual Figures
Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.
Revenue, operating income and net income per fiscal year $M
Revenue Operating income Net income
| Fiscal Year | Revenue ($M) | EBIT ($M) | Net Income ($M) | EPS ($) | Operating Cash Flow ($M) | Equity ($M) | Total Assets ($M) |
|---|---|---|---|---|---|---|---|
| 2016 | 0 | -28 | -28 | -1.47 | -25 | 57 | 70 |
| 2017 | 0 | -36 | -35 | -1.52 | -28 | 80 | 96 |
| 2018 | 0 | -63 | -60 | -1.72 | -49 | 161 | 182 |
| 2019 | 0 | -67 | -63 | -1.51 | -55 | 219 | 242 |
| 2020 | 0 | -92 | -90 | -1.69 | -70 | 611 | 647 |
| 2021 | 0 | -131 | -130 | -1.97 | -105 | 507 | 534 |
| 2022 | 0 | -140 | -136 | -2.03 | -110 | 420 | 456 |
| 2023 | 0 | -166 | -153 | -2.08 | -125 | 397 | 449 |
| 2024 | 54 | -193 | -174 | -2.02 | 134 | 414 | 760 |
| 2025 | 67 | -304 | -279 | -3.18 | -64 | 174 | 738 |
Quarters
Quarterly Figures
Each bar is one quarter, the last one is the most recent. Use the switch to step through the individual figures.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
Click the chart or tab into it, then use ← and → to step through the periods.
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· Total · per year
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The figures could not be loaded right now.
Source: fundamental data
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q4 | -0.22 | – | 54 | 4,142.80 | -35.70 | 269 | 269 |
| 2025: Q1 | -0.66 | – | 14 | – | -407.10 | -72 | -72 |
| 2025: Q2 | -0.75 | – | 15 | – | -432.50 | -29 | -30 |
| 2025: Q3 | -0.85 | – | 21 | – | -357.20 | -81 | -83 |
| 2025: Q4 | -0.92 | – | 17 | -67.80 | -467.20 | 117 | 115 |
| 2026: Q1 | -0.83 | – | 18 | 29.50 | -401.50 | -86 | -86 |
| 2026: Q2 | -0.77 | -2.70 | 21 | 36.60 | -326.80 | -63 | -63 |
What Do These Terms Mean?
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Screening
Appears in These Scanners
This stock currently matches 12 of our scanner strategies — each hit links to the scanner.
Growth
Quality & Balance Sheet
Breakout & Setup
Momentum & Trend
- Above the 50- & 200-SMA
- Gary Antonacci: Dual Momentum (Stock Adaptation)
- High ADR (≥5%)
- Power Trend
- Stan Weinstein: Stage 3
Research
Risk & Weakness
Only genuine hits from verified scanners count; pure ranking metrics (P/E, P/S, and similar, which just sort the whole universe) don't count as a hit. Scanners marked in red are red-flag signals (risk/short scanners) — appearing there is not a seal of approval. View all scanners
Outlook
Analysts & Price Target
Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.
Distribution of Recommendations
Estimates by Fiscal Year
| Fiscal Year | EPS Estimate ($) | EPS Range ($) | Revenue Estimate ($M) | Expected Growth | Analysts |
|---|---|---|---|---|---|
| 12/31/2026 | -3.16 | -3.48 – -2.98 | 97 | 0.5% | 9 |
| 12/31/2027 | -2.30 | -3.26 – -1.58 | 212 | 27.4% | 9 |
Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.
Valuation
What is priced in?
Free cash flow over the past twelve months is negative, which rules out a serious reverse calculation. Any growth rate only makes a negative cash flow more negative; no present value comes out of it. What the price reflects here is therefore not a stream of cash flows, but the expectation that there will be one at all.
A simplified model calculation — not a forecast and not a recommendation.
AI classification
AI Rating
Kura Oncology beschreibt in sechs ausgewerteten SEC-Berichten kein KI-Produkt, keine KI-Umsatzquelle und keinen operativen KI-Einsatz. Künstliche Intelligenz kommt ausschließlich in der Cybersicherheits-Risikobeschreibung vor: einmal als Angriffsvektor (im Quartalsbericht ausgeschrieben „attacks enhanced or facilitated by artificial intelligence, or AI“, im Geschäftsbericht für 2025 verkürzt „facilitated by AI“) und einmal als Abflussrisiko für eigene Daten durch den Einsatz generativer KI durch Beschäftigte und Lieferanten. Weder die Wirkstoffforschung (ziftomenib, darlifarnib, KO-7246) noch Vertrieb noch die Zusammenarbeit mit Kyowa Kirin werden mit KI-Verfahren begründet; „machine learning“ kommt in keinem der sechs Berichte vor.
View the full file — quotes, sources, reviewed filings
„We and the third parties with whom we work are subject to a variety of evolving threats, including but not limited to social-engineering attacks (including through deep fakes, which may be increasingly more difficult to identify as fake, and phishing attacks), malicious code (such as viruses and worms), malware (including as a result of advanced persistent threat intrusions), denial-of-service attacks, credential stuffing, credential harvesting, personnel misconduct or error, ransomware attacks, supply-chain attacks, software bugs, server malfunctions, software or hardware failures, loss of data or other information technology assets, adware, attacks enhanced or facilitated by artificial intelligence, or AI, telecommunications failures, earthquakes, fires, floods, and other similar threats."
Wir und die Dritten, mit denen wir zusammenarbeiten, sind einer Vielzahl sich wandelnder Bedrohungen ausgesetzt, darunter unter anderem Social-Engineering-Angriffe (auch über Deepfakes, die zunehmend schwerer als Fälschung zu erkennen sind, sowie Phishing-Angriffe), Schadcode (etwa Viren und Würmer), Schadsoftware (auch infolge fortgeschrittener, dauerhafter Eindringversuche), Überlastungsangriffe, Credential Stuffing, Credential Harvesting, Fehlverhalten oder Fehler von Personal, Ransomware-Angriffe, Angriffe über die Lieferkette, Softwarefehler, Serverstörungen, Software- oder Hardwareausfälle, Verlust von Daten oder anderen IT-Werten, Adware, durch künstliche Intelligenz (KI) verstärkte oder ermöglichte Angriffe, Ausfälle der Telekommunikation, Erdbeben, Brände, Überschwemmungen und andere vergleichbare Bedrohungen.
10-Q · 2026-08-12 · View SEC filing
„Additionally, our sensitive data could be leaked, disclosed, or revealed as a result of or in connection with our employees’, personnel’s, or vendors’ use of generative AI technologies."
Darüber hinaus könnten unsere sensiblen Daten im Zusammenhang mit der Nutzung generativer KI-Technologien durch unsere Beschäftigten, unser Personal oder unsere Lieferanten abfließen, offengelegt oder preisgegeben werden.
10-Q · 2026-08-12 · View SEC filing
Filings Reviewed: 10-Q 2026-08-12 · 10-Q 2026-05-12 · 10-K 2026-03-05 · 10-Q 2025-11-04 · 10-Q 2025-08-07 · 10-K 2025-02-28
Rated on September 8, 2026 · How the Rating Is Built
Growth
Growth Score
Ten checks against the annual reports — each one passed counts a point.
- Revenue grows by more than 15% a year over three years no data
- More than 10% revenue growth is expected for the coming year 125.8%
- Share count grows by less than 3% a year 9.4%
- Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") -79.5%
- Gross margin at 40% or higher and without meaningful erosion no data
- Goodwill from acquisitions does not grow faster than revenue 0.0%
- Net debt below twice EBITDA 647 m net cash
- Operating cash flow covers the profits of the last three years 551 m
- Return on capital at 15% or higher, or up versus two years ago -48.9%
- Insiders hold at least 10% or are net buyers 1.4%
A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail
Quality check
AAQS
4/10The AAQS (AlleAktien Quality Score) checks 10 quality criteria on growth, profitability, and balance-sheet strength — per the methodology developed and published by AlleAktien, calculated by us from our own fundamental data. A stock counts as a quality stock from 9 out of 10 points. Where a company has a shorter listing history, we calculate over the fiscal years available (at least five).
- Sales growth 10Y > 5% –
- Exp. sales growth 3Y > 5% 77.3%
- EBIT growth 10Y > 5% –
- Exp. EBIT growth 3Y > 5% 77.3%
- Net debt < 4x EBIT –
- EBIT positive, 10Y straight 0
- Max. EBIT decline < 50% –
- Return on equity > 15% -160.0%
- ROCE > 15% -48.9%
- Expected return > 10% 65.4%
View stocks with the full AAQS score · Read the methodology at AlleAktien
Source: fundamental data
Insiders
Insider Transactions
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character.
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | Wilson Troy Edward | President and CEO | Buy | 100,000 | 12.39 | 1,239,000 |
| Aug 21, 2026 | Powl Brian T. | Chief Commercial Officer | Sell | 4,345 | 11.89 | 51,663 |
| Aug 19, 2026 | Bair Teresa Brophy | Chief Legal Officer | Sell | 31,487 | 12.63 | 397,681 |
| Aug 17, 2026 | Wilson Troy Edward | President and CEO | Buy | 100,000 | 11.12 | 1,112,000 |
The company
About the Company
Kura Oncology, Inc., ein biopharmazeutisches Unternehmen in der klinischen Phase, entwickelt Medikamente zur Krebsbehandlung.
- CEO Insider Trades (12 Mo.)
- buying own stock
- Employees
- 260
- Headquarters
- San Diego, CA
- Address
- 4930 Directors Place, 92121 San Diego, United States
- Phone
- 858 500 8800
- Website
- kuraoncology.com
- IPO Date
- 09/22/2015
- ISIN
- US50127T1097
Management
| Name | Title | Birth Year |
|---|---|---|
| Troy Edward Wilson J.D., Ph.D. | Chairman, CEO & President | 1969 |
| Kathleen Ford | Chief Operating Officer | 1947 |
| Brian T. Powl M.B.A., M.S. | Chief Commercial Officer | 1974 |
| Thomas Doyle | Senior Vice President of Finance & Accounting | 1971 |
| Francis J. Burrows Ph.D. | Chief Scientific Officer | 1962 |
| Greg Mann | Senior Vice President of Investor Relations & Corporate Affairs | – |
| Teresa Brophy Bair Esq., J.D. | Chief Legal Officer & Corporate Secretary | 1971 |
| Roger Bakale Ph.D. | Senior Vice President of Manufacturing & Supply Chain | – |
| Mollie Leoni M.D. | Chief Medical Officer | 1978 |
| Samir Vattompadam M.S. | Senior Vice President of Global Program Leadership | – |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Filings
Company Filings (8-K)
An 8-K is the filing a US company must use to disclose material events immediately — takeovers, changes at the top, major contracts or payment troubles, for instance. The links open the original document at the US Securities and Exchange Commission (SEC).
- 09/09/2026 Kura Oncology, Inc. (KURA): Other Events SEC ↗
- 09/08/2026 Kura Oncology, Inc. (KURA): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers SEC ↗
- 08/12/2026 Kura Oncology, Inc. (KURA): Results of Operations and Financial Condition; Financial Statements and Exhibits SEC ↗
- 07/29/2026 Kura Oncology, Inc. (KURA): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers SEC ↗
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.