Kura
Develops targeted cancer medicines led by KOMZIFTI for genetically defined AML.
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Profile
Develops precision oncology medicines, with KOMZIFTI/ziftomenib as the commercial anchor and darlifarnib and tipifarnib in development. The business is concentrated around a U.S. AML launch and a Kyowa Kirin collaboration that shapes development and commercialization outside the United States.
Develops small-molecule cancer medicines for molecularly defined patient groups. KOMZIFTI, the ziftomenib brand, is the commercial product for relapsed or refractory AML with a susceptible NPM1 mutation, while ziftomenib remains in broader AML development.
The operating pattern is to license or develop targeted oncology assets, select molecularly defined patients, and fund pivotal work through public-market capital and collaborations. Darlifarnib and tipifarnib extend the farnesyl transferase inhibitor line.
Commercial activity is centered in the United States, while Kyowa Kirin leads development and commercialization outside the United States under the ziftomenib collaboration. Execution depends on the approved KOMZIFTI label, U.S. launch uptake, clinical studies that could broaden ziftomenib use, and collaboration governance with Kyowa Kirin.
Company facts
Key statistics
Year to date +22.2% · Average volume (30d) 1.9M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 24, 2026 | Raymond James | Target | $24 | ||
| Aug 24, 2026 | Morgan Stanley | Target | $24 | ||
| Jun 15, 2026 | Bernstein | Target | $24 | ||
| Jun 4, 2026 | CLSA | Target | $24 | ||
| Jun 4, 2026 | Wells Fargo | Target | $24 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026Q2 FY26 | −$0.88 | −$0.77 | +12.2% | $20.2M | $20.9M | +3.5% | +1.51% |
| May 12, 2026Q1 FY26 | −$0.88 | −$0.83 | +5.7% | $26.0M | $18.3M | −29.7% | −2.07% |
| Mar 5, 2026Q4 FY25 | −$0.72 | −$0.92 | −27.8% | $35.4M | $17.3M | −51.1% | +5.29% |
| Nov 4, 2025Q3 FY25 | −$0.57 | −$0.85 | −49.1% | $51.4M | $20.8M | −59.7% | −0.20% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $14.1M | $15.3M | $20.8M | $17.3M | $18.3M | $20.9M | |
| Gross profit | $14.1M | $15.3M | $17.5M | $17.3M | $17.6M | $20.6M | |
| Operating income | −$64.7M | −$72.7M | −$80.0M | −$86.3M | −$78.8M | −$73.0M | |
| Net income | −$57.4M | −$66.1M | −$74.1M | −$81.0M | −$73.3M | −$68.3M | |
| Diluted EPS | −$0.66 | −$0.75 | −$0.85 | −$0.92 | −$0.83 | −$0.77 | |
| Gross margin | 100.0% | 100.0% | 84.5% | 100.0% | 96.6% | 98.8% | |
| Operating margin | -458.6% | -475.3% | -385.5% | -497.6% | -431.5% | -349.8% |
Fiscal years (4-quarter sums)FY21 $0 · FY22 $0 · FY23 $0 · FY24 $53.9M · FY25 $67.5M
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $519.0M · Total debt $24.5M · Total assets $587.8M · Shareholders' equity $48.4M
Dividends
No dividends on record.
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 88.77M · Float 86.00M · 96.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 10.51M | 11.84% | 13F | Aug 7, 2026 |
| Suvretta Capital Management, LLC | 8.58M | 9.66% | 13F | Aug 14, 2026 |
| BVF Inc/IL | 8.45M | 9.51% | 13F | Aug 14, 2026 |
| State Street Corp | 5.33M | 6.00% | 13F | Aug 7, 2026 |
| Biotechnology Value Fund L P | 4.42M | 5.10% | 13G | Nov 14, 2025 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 24, 2026 | Troy Edward Wilson | director, officer: President and CEO | +100,000 | $12.39 |
| Aug 21, 2026 | Brian T. Powl | officer: Chief Commercial Officer | −4,345 | $11.89 |
| Aug 19, 2026 | Teresa Brophy Bair | officer: Chief Legal Officer | −31,487 | $12.63 |
| Aug 17, 2026 | Troy Edward Wilson | director, officer: President and CEO | +100,000 | $11.12 |
| Jun 18, 2026 | Mollie Leoni | officer: Chief Medical Officer | −84,929 | $9.82 |
Peers
- Syndax Pharmaceuticals
Approved menin rival across NPM1 and KMT2A acute leukemia
- Johnson & Johnson
Late-stage bleximenib threat in NPM1m and KMT2Ar AML
- AbbVie
Venetoclax backbone shapes frontline and unfit AML regimens
- Novartis (ADR)
RYDAPT anchors established frontline FLT3-mutated AML care
- Rigel Pharmaceuticals
IDH1-targeted R/R AML peer with REZLIDHIA
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Kura | $12.70 | +0.47% | $1.12B | — | — | 14.6 | +36.5% |
| Syndax Pharmaceuticals | $19.39 | −0.77% | $1.73B | — | — | 6.9 | +91.8% |
| Johnson & Johnson | $268.40 | +0.13% | $645.95B | 31.1 | 22.4 | 6.6 | +6.6% |
| AbbVie | $255.80 | +0.13% | $451.38B | 72.0 | 16.8 | 7.0 | +10.2% |
| Novartis (ADR) | $153.81 | 0.00% | $292.35B | 23.2 | 16.4 | 5.3 | +0.9% |
| Rigel Pharmaceuticals | $46.15 | −0.75% | $860.0M | 2.8 | 13.8 | 3.1 | −22.6% |
| Median | 27.1 | 16.6 | 6.6 | +6.6% |