earnings
confidence high
sentiment positive
materiality 0.80
Kura Q2: KOMZIFTI revenue $9.1M, majority share in NPM1-m AML menin class
Kura Oncology, Inc.
- KOMZIFTI net product revenue $9.1M, up 57% QoQ; ~115 new patient starts, up 35% QoQ.
- Achieved majority share of new patient starts in R/R NPM1-m AML menin inhibitor class.
- EHA 2026 KOMET-007: CRc 96% (NPM1-m) and 90% (KMT2A-r) with 600mg ziftomenib+7+3; 12-mo OS 94%/71%.
- Net loss $68.3M; cash $519.0M plus $180M anticipated Kyowa Kirin payments fund through 2028 pivotal readout.
- Darlifarnib combo data: 67% ORR pancreatic, 50% NSCLC in KRAS G12C; ccRCC ORR up to 50%.