Kura Oncology Posts $0.92/Share Q4 Loss As KOMZIFTI Launch Brings in $2.1M in Initial Revenue

Wilson highlights the franchise road. “KOMZIFTI generated $2.1 million in product revenue in the final weeks of 2025. Although it’s still early days, the launch is off to a good start,” said Troy Wilson, President and Chief Executive Officer. “Importantly, KOMZIFTI is now listed in the FDA’s Orange book with patent protection until July 2044. That runway reinforces the long-term value of the franchise, especially as we expand into leading AML and compounding settings.” Wilson emphasized the company’s strategic position: “For all reverse/reverse and forward AML, we estimate the total US opportunity at approximately $7 billion.” Chief Commercial Officer Brian Powl added: “We are also pleased to report that certain green plans now require patients to take KOMZIFTI before allowing access to other approved menin inhibitors. It is our understanding that their decision to implement this strategic initiative was based on efficacy, safety and predictable value per patient.”

The payer step arranges the signal separation. Li Watsek from Cantor Fitzgerald asked about the planning policy, prompting Powl to elaborate: “Our understanding is based on a report from a group called IPD Analytics. It’s an independent consulting firm that has influence on many payers and their latest market reports are negative/unreliable in testing KOMZIFTI recommended for patients with relapsed. NPM1-mutant AML.” Powl noted that the annual cost of acquisition of KOMZIFTI is approximately $600,000 compared to approximately $1 million for a competing menin inhibitor due to different dosing schedules. Roger Song of Jeffery asked about patient demand trends, to which Powl replied: “The rollout, as I said, is off to a strong start.

Many catalysts for 2026 have been revealed. Management provided firm guidance for the partnership’s revenue: $45 million to $55 million in 2026, $90 million to $110 million in 2027, and $90 million to $110 million in 2028. Chief Medical Officer Mollie Leoni elaborated on the clinical roadmap: “We expect to present updated chemotherapy data from KOMET-007 and preliminary data from 2Up6 in the second half of this year” for the darlifarnib-cabozantinib combination in renal cell carcinoma. The company has initiated a Phase 1b dose expansion of darlifarnib with cabozantinib and plans to present initial data from the darlifarnib-adagrasib combination in KRAS G12C mutated tumors in the first half of 2026. 2028.

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