Komzifti Off to a Good Start in 1Q

研报英文原文证据摘录

Komzifti Off to a Good Start in 1Q

May 12, 2026

combinations (off-label and not promoted).

●40% of Komzifti patients were treated in combination with either

ven + aza (chemotherapy) or gilteritinib (FLT3 inhibitor), which is

consistent with 40% seen with Revorforj. The giltertinib combination

is particularly notable as Revorforj may have a harder time combining

with this drug due to QTc liability.

Road to market leadership and frontline expansion to come

●Kura is planning to build out Komzifti's launch by bringing additional

accounts online (currently at 60). Publication of data (Komzifti + ven

+ aza) and potential inclusion in NCCN guidelines is also expected to

facilitate uptake with some physicians.

●Komzifti's uptake in combination with gilteritinib is viewed as leading

indicator for commercial success:

○1. Kura has not shared any data of Komzifti in combination with

gilteritinib yet so physicians must feel comfortable enough to

combine it.

○2. Revuforj and has a black box warning for QTc prolongation

which possibly prevents it from being combined with

gilteritinib.

●The Ph3 KOMET-017 trial combines two frontline trials in one which

enables every opened site to enroll patients into IC and non-IC trials.

Especially the non-IC trial has been enrolling faster than anticipated

though Kura remains in its initial 2028 top-line data guidance.

Data updates at EHA and ASCO should continue to de-risk Komzifti in

frontline AML and darlifarnib, respectively

●Komzifti's efficacy data in combination with IC improved on CRc in

NPM1m (96% vs. 93%, N=49 vs. N=44) and KMT2Ar (90% vs. 89%, N=50

vs. N=27). The median duration of CRc was NR in NPM1m and 11.2

months in KMT2Ar. Kura is guiding to extended follow-up with ~16

months (likely in NPM1m setting).