Kura Oncology: Darlifarnib update ahead of ASCO reinforces combination potential

研报英文原文证据摘录

Kura Oncology: Darlifarnib update ahead of ASCO reinforces combination potential

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Kura Oncology

Darlifarnib update ahead of ASCO

reinforces combination potential

Maintain Rating: BUY | PO: 30.00 USD | Price: 11.25 USD

Update reinforces combination potential 26 May 2026

This morning, Kura reported updated data from the phase 1 FIT-001 evaluating Equity

darlifarnib (darli) + adagrasib in PDAC, NSCLC, and CRC ahead of its ASCO presentation

Jason Zemansky

(May 30; #3078). In our view, the longer follow-up remains encouraging, adding support Research Analyst

to the underlying thesis darli can enhance KRASi activity by targeting mTORC1-mediated BofAS jason.zemansky@bofa.com

resistance. Notably, tumor shrinkage was observed in 77% of response-evaluable

Jacqueline Plesset

patients, with ORRs remaining robust at 67% in PDAC and 50% in NSCLC vs. 60% and Research Analyst

67%, respectively, prior (see our initial data takes). To be fair, questions remain, with BofAS jacqueline.plesset@bofa.com

responses still evolving (including relatively lower activity in CRC), and detailed safety—

particularly hepatotoxicity—not yet disclosed. Still, with activity tracking above our

KOLs’ efficacy bar and tolerability described as manageable, we think today’s update

incrementally de-risks the darli + KRASi strategy while supporting the FTI’s broader Stock Data

potential as a precision combination partner (see our FTI teach-in takes). Price 11.25 USD

Kura is hosting a call June 3, 2026, at 3:15pm ET to review the data Price Objective 30.00 USD

Date Established 5-Mar-2026

Encouraging early signals but much more work needed Investment Opinion C-1-9

In our view, darli has received little credit from investors, implying to us most models 52-Week Range 5.45 USD - 12.49 USD