earnings
confidence high
sentiment positive
materiality 0.70
Kura Oncology reports $2.1M KOMZIFTI net revenue in first 5 weeks post-launch; cash at $667M
Kura Oncology, Inc.
2025-FY EPS
reported -$3.18
vs consensus -$0.49
▼ miss
(-542.9%)
- $2.1M KOMZIFTI net product revenue from Nov 21 to Dec 31, 2025 (first commercial sales).
- $195M milestone payment from Kyowa Kirin in Q4 2025; non-cash collaboration revenue $15-17M.
- Cash, cash equivalents & short-term investments $667.3M as of Dec 31, 2025.
- KOMZIFTI granted full FDA approval in Nov 2025 for R/R NPM1-mutated AML; NCCN Category 2A.
- 2026 guidance: non-cash collaboration revenue $45-55M; pipeline milestones include Phase 3 trial enrollment.