Q1 Financials; Intensive KOMET-007 Data Upcoming at EHA

研报英文原文证据摘录

Q1 Financials; Intensive KOMET-007 Data Upcoming at EHA

Company Report

May 13, 2026 Kura Oncology (KURA)

Rating: Q1 Financials; Intensive KOMET-007 Data Upcoming at EHAOUTPERFORM

Price:

$9.68 The Wedbush View

12-Month Price Target:

$36.00 KURA reported first quarter financials and provided corporate updates ahead

of KOMET-007 data at EHA 2026. Komzifti revenues were $5.8M for the first full

Analysts quarter on the market, above consensus estimates of $4.6M. In the first quarter,

Robert Driscoll, Ph.D. KURA reported 85 new patient starts, as well as 157 total prescriptions; importantly,

(415) 274-6863 the company noted growing prescribing preference for Komzifti over revumenib,

Robert.Driscoll@wedbush.com cases of switching from revumenib to Komzifti, as well as early physician-initiated

Geoffrey Von Der Ahe use of Komzifti in combination with varying SOC therapies which we believe

(628) 223-0517 validates the early commercial and combinability profile for KOMZIFTI. Further,geoffrey.vonderahe@wedbush.com

greater than 93% payer coverage was reported, growing from 84% in 4Q:25. For

comparison, competitor SNDX reported 1Q:26 revumenib revenues of $48.9M;

Company Information representing an 11% increase over 4Q:25, driven by a 13% increase in prescriptions;

Market Cap (M) $844 we note this is the narrowest percentage increase QoQ following revumenib launch

Shares Outst (M) 88.6 despite a revumenib’s label expansion into the NPM1m setting, which we view as52-Week Range $5.45 - $12.49

Cash/sh $6.88 signaling of a fractioning market with Komzifti.

REV (M) in $ KURA and Kyowa Kirin will present updated KOMET-007 data from 99 1L NPM1m/

FYE Dec 2025A 2026E 2027E KMT2A-r AML patients treated with zifto + IC chemo (see below) following an