# Kura Oncology, Inc. (KURA)

> Source: Nexqual · https://nexqual.com/KURA · data as of 2026-10-28 20:00 UTC · cite as "Nexqual, Kura Oncology, Inc. (KURA), nexqual.com/KURA" · informational, not investment advice.

**Price:** USD 10.72 (+8.28% on the day) · last close of Oct 28, 2026; US market closed, not a live price. Prev close 9.9 · day 9.67–10.74 · 52w 7.36–13.9 · market cap $954M · NMS

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $77.2M, net income -$297M (-384.3% margin), free cash flow -$117M (SEC filings).
- Analysts: Buy (mean 1.88 on a 1–5 scale) (16 analysts), mean target USD 31.85 (range 15–76).
- Total return with dividends: 1Y +4.5% vs S&P 500 +13.6%; 5Y -34.7% vs S&P 500 +79.8%.
- Next earnings: 2026-11-03, EPS estimate USD -0.81, revenue estimate $23.8M.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | — | — | $0K | $53.9M | $67.5M | $77.2M |
| Operating income | — | -$140M | -$166M | -$193M | -$304M | -$318M |
| Net income | -$130M | -$136M | -$153M | -$174M | -$279M | -$297M |
| EPS (diluted) | -$1.97 | -$2.03 | -$2.08 | -$2.02 | -$3.18 | — |
| Free cash flow | -$106M | -$111M | -$125M | $134M | -$70.7M | -$117M |
| Operating margin | — | — | — | -358.5% | -449.9% | -411.9% |
| Net margin | — | — | — | -322.9% | -412.9% | -384.3% |
| Revenue growth | — | — | — | — | +25.2% | — |
| Cash + short-term investments | $518M | $438M | $424M | $727M | $667M | — |
| Total debt | — | $9.2M | $9.3M | $9.5M | $9.7M | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/S 12.3x · EV/Sales 5.8x · P/B 19.7x · FCF yield -12.31% · Earnings yield -31.12% · Net cash $509M · EV $444M

## Analysts
Consensus Buy (mean 1.88 on a 1–5 scale), 16 analysts; mean target USD 31.85 (low 15, high 76).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-01 | JP Morgan | Initiated | Overweight | $30 |
| 2026-08-24 | Citizens | Reiterated | Market Outperform | $24 |
| 2026-08-13 | Wedbush | Target raised | Outperform | $36 → $38 |
| 2026-07-28 | Wedbush | Reiterated | Outperform | $36 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-29) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +4.5% | -34.7% |
| S&P 500 (SPY) | +13.6% | +79.8% |
| Per year | +4.5% | -8.2% |
| Volatility (annualized) | 56.9% | 60.4% |
| Max drawdown | -39.0% (Nov 2025→Feb 2026) | -76.5% (Mar 2024→Aug 2025) |

## Peers (Biotechnology)
RYTM (Rhythm Pharmaceuticals, Inc.) USD 91.97 -0.23% · ORKA (Oruka Therapeutics, Inc.) USD 95.97 +0.17% · IOVA (Iovance Biotherapeutics, Inc.) USD 14.81 +1.58% · IONS (Ionis Pharmaceuticals, Inc.) USD 44.9 +2.14% · AXSM (Axsome Therapeutics, Inc.) USD 143.51 +0.92% · PRAX (Praxis Precision Medicines, Inc) USD 285.48 +6.69%

## More
Full page: https://nexqual.com/KURA · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in KURA's own 10-K filed 2026-03-05 (https://www.sec.gov/Archives/edgar/data/1422143/000119312526092567/kura-20251231.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Mirati Therapeutics | "For example, we depend on Mirati to supply adagrasib for the NSCLC, CRC and PDAC combination cohort of our FIT-001 trial." |
| Partner | Kyowa Kirin | "the performance of our collaboration partners and the success of our collaborations, including our collaboration with Kyowa Kirin Co., Ltd. and Kyowa Kirin, Inc., or together Kyowa Kirin;" |
| Partner | Hercules Capital, Inc. (HTGC) | "In November 2022, we entered into a loan and security agreement with several banks and other financial institutions or entities party thereto, or collectively the Lenders, and Hercules Capital, Inc., or Hercules, in its …" |
| Partner | Leerink Partners | "In November 2023, we entered into a Sales Agreement with Leerink Partners LLC and Cantor Fitzgerald & Co., or the ATM Facility, under which we may offer and sell, from time to time, at our sole discretion, shares of our …" |
| Partner | Novartis Pharma | "In 2021, we entered into a clinical collaboration with Novartis Pharma AG, or Novartis, to evaluate the combination of tipifarnib and alpelisib, a PI3K alpha inhibitor, in patients with HNSCC whose tumors have HRAS overe…" |
| Partner | Oxford Finance | "In connection with a loan and security agreement with Oxford Finance LLC and Silicon Valley Bank in 2016, we issued a warrant to Oxford Finance LLC to purchase up to 33,988 shares of our common stock at an exercise price…" |
| Competitor | Johnson & Johnson (JNJ) | "We are aware of other companies with competing commercial or clinical-stage menin inhibitor programs, including Syndax, Janssen (Johnson & Johnson), Dainippon Sumitomo, Servier, Biomea Fusion and CHARM Therapeutics." |

## Company outlook (8-K filed 2026-08-12)

- "Combined with $180 million in anticipated collaboration payments from Kyowa Kirin, the Company believes its current cash resources will be sufficient to fund the ziftomenib AML program through the topline results from the first pivotal Phase 3 KOMET-017 trial, anticipated in 2028."
- "Such forward-looking statements are current only 6 as of the date they are made, and Kura assumes no obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise."

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $-0.81 | $-0.90 | +$0.10 | $23.8M | 10 |
| Next quarter (ends 2026-12-31) | $-0.79 | $-0.85 | +$0.06 | $33.3M | 10 |
| Current fiscal year (ends 2026-12-31) | $-3.17 | $-3.46 | +$0.28 | $96.3M | 10 |
| Next fiscal year (ends 2027-12-31) | $-2.35 | $-2.60 | +$0.25 | $209.3M | 10 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-20 (includes earnings 2026-11-03): ±17.0%; last 8 reports averaged ±2.9%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 23 | 90.5% | ±17.0% |
| 2026-12-18 | 51 | 69.5% | ±24.1% |
| 2027-01-15 | 79 | 70.7% | ±19.4% |
| 2027-04-16 | 170 | 68.3% | ±36.6% |

## Earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| Aug 12, 2026 | Quarter ended Jun 30, 2026 | −$0.77 | −$0.88 | Beat +12.5% | +1.6% |
| May 12, 2026 | Quarter ended Mar 31, 2026 | — | — | — | -0.3% |
| Mar 5, 2026 | Quarter ended Dec 31, 2025 | −$0.92 | −$0.49 | Miss −87.8% | +4.8% |
| Jan 12, 2026 | Quarter ended Dec 31, 2025 | −$0.92 | −$0.49 | Miss −87.8% | -2.1% |
| Nov 4, 2025 | Quarter ended Sep 30, 2025 | −$0.85 | −$0.68 | Miss −25.0% | +1.7% |
| Aug 7, 2025 | — | — | — | — | -8.1% |
| May 1, 2025 | — | — | — | — | -1.4% |
| Feb 26, 2025 | — | — | — | — | -2.9% |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).

## Recent SEC filings (last 120 days)
| Filed | Form | What it says | Filing |
|---|---|---|---|
| 2026-10-27 | Schedule 13G/A | BlackRock, Inc.: 8.9% of shares, passive 5%+ holder (amended) | https://www.sec.gov/Archives/edgar/data/1422143/000201238326003813/0002012383-26-003813-index.htm |
| 2026-09-09 | 8-K | Other material event — “Subsidiary Financing Kura Oncology, Inc. (the "Company") formed a wholly owned subsidiary, Caspian Therapeutics, Inc. ("Caspian"), to focus on the development of next-generation menin inhibitors for the treatment of diabetes and other cardiometabolic diseases. On September 8, 2026, Caspian completed the sale and issuance of $50.0 million of shares of its Series A preferred stock in a private financing (the "Series A Financing"). The Company invested $4.3 million in the Series A Financing. As of immediately…” | https://www.sec.gov/Archives/edgar/data/1422143/000119312526385881/0001193125-26-385881-index.htm |
| 2026-09-08 | 8-K | Director or executive officer change, or pay arrangement — “(c) Effective as of September 8, 2026, the Board of Directors (the "Board") of Kura Oncology, Inc. (the "Company") appointed Jennifer Fulk as the Company's Chief Financial Officer, principal financial officer (replacing Troy E. Wilson, Ph.D., J.D. solely with respect to such role) and principal accounting officer (replacing Thomas Doyle solely with respect to such role). Ms. Fulk, age 49, served as Chief Financial Officer of Soleno Therapeutics, Inc., from March 2026 to May 2026. Previously, she served as Chief…” | https://www.sec.gov/Archives/edgar/data/1422143/000119312526384363/0001193125-26-384363-index.htm |
| 2026-08-14 | Schedule 13G/A | Montanova Capital, LLC, Averill Master Fund, Ltd.: 9.7% of shares, passive 5%+ holder (amended) | https://www.sec.gov/Archives/edgar/data/1422143/000091957426005536/0000919574-26-005536-index.htm |
| 2026-08-12 | 10-Q | Quarterly report · period ended Jun 30, 2026 | https://www.sec.gov/Archives/edgar/data/1422143/000119312526346884/0001193125-26-346884-index.htm |
| 2026-08-12 | 8-K | Quarterly results | https://www.sec.gov/Archives/edgar/data/1422143/000119312526346856/0001193125-26-346856-index.htm |
| 2026-07-29 | 8-K | Director or executive officer change, or pay arrangement — “(e) On July 24, 2026, Kura Oncology, Inc. (the " Company ") entered into a Second Amended and Restated Executive Employment Agreement with Troy E. Wilson, Ph.D., J.D., the Company's Chairman, President and Chief Executive Officer (the " Wilson Agreement ") to, among other things, modify certain severance provisions. On July 27, 2026, the Company entered into (i) an Amended and Restated Executive Employment Agreement with Brian Powl, the Company's Chief Commercial Officer (the " Powl Agreement ") and (ii) an…” | https://www.sec.gov/Archives/edgar/data/1422143/000119312526324202/0001193125-26-324202-index.htm |
Source: SEC EDGAR. Quotes are the opening words of each item as filed.