Kura Oncology: Thoughts from our Vegas healthcare conference fireside and investor breakfast

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Kura Oncology: Thoughts from our Vegas healthcare conference fireside and investor breakfast

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Kura Oncology

Thoughts from our Vegas healthcare

conference fireside and investor breakfast

Maintain Rating: BUY | PO: 30.00 USD | Price: 9.48 USD

Pipeline breadth underappreciated, execution building 14 May 2026

We hosted Kura for an investor breakfast and fireside chat at our Healthcare Conference, Equity

with discussion centered on recent commercial and development progress across its

Jason Zemansky

hematology and solid tumor programs. In our view, there was a lot to like about the Research Analyst

setup, as ziftomenib enters the R/R AML market while FTI darlifarnib advances through BofAS +1 646 855 4280

early-stage development. KURA shares have underperformed YTD (-9% vs. NBI +6%), jason.zemansky@bofa.com

with limited visibility into the pace and shape of the launch. Admittedly, early Jacqueline Plesset

commercial dynamics are still taking shape, but management’s commentary gave us ResearchBofAS Analyst

greater confidence in its execution while it builds the case for combo approaches ahead +1 646 855 0014

of pivotal readouts in both programs. Ultimately, with shares, in our view, ascribing little jacqueline.plesset@bofa.com

value to either, we continue to see compelling risk/reward. Maintain Buy, $30 PO.

Strong early launch with a clear path to leadership Stock Data

Ziftomenib’s (zifto) launch progress was understandably a major focus of discussion,

Price 9.48 USD

with initial feedback reinforcing our favorable view of its positioning. Notably, a reported

Price Objective 30.00 USD

spontaneous ~40% combo use, despite approval as monotherapy, is an encouraging

Date Established 5-Mar-2026