earnings
confidence high
sentiment neutral
materiality 0.65
Kura Oncology Q4 2025 net loss $81M; KOMZIFTI launch revenue $2.1M in first 5 weeks
Kura Oncology, Inc.
- Net loss of $81.0M in Q4 2025 vs $19.2M a year ago; full-year net loss $219.4M.
- Net product revenue $2.1M from KOMZIFTI in first five weeks of commercial sales post Nov 13 FDA approval.
- Collaboration revenue $15.2M (Kyowa Kirin milestones); R&D $64.4M, SG&A $39.1M.
- Cash and investments $667.2M; plus $180M in anticipated Kyowa Kirin payments expected to fund through KOMET-017 Phase 3 topline (2028).
- 2026 milestones include updated KOMET-007 data, KOMET-015 enrollment in GIST, and darlifarnib data in KRAS G12C tumors.