earnings
confidence high
sentiment positive
materiality 0.75
Kura Oncology Q1 2026: $5.8M KOMZIFTI net revenue in first full commercial quarter; cash $580.8M
Kura Oncology, Inc.
2026-Q1 EPS
reported -$0.83
vs consensus -$0.65
▼ miss
(-28.6%)
- Net product revenue $5.8M from KOMZIFTI in first full commercial quarter; 85 new patient starts, 157 total prescriptions.
- Net loss $73.3M (Q1 2025: $57.4M); R&D expense $65.3M, SG&A $31.6M on commercialization investments.
- Cash $580.8M plus $180M anticipated Kyowa Kirin payments expected to fund ziftomenib program through 2028.
- Payer coverage >93% across >12M lives; early adoption includes repeat use, switching from other menin inhibitors.
- Multiple 2026 catalysts: EHA updated KOMET-007 data, ASCO darlifarnib/adagrasib data, KOMET-008 preliminary data.