Core Insights - Kyowa Kirin has appointed Abdul Mullick, Ph.D., as the new President and CEO, effective March 2026, while current CEO Masashi Miyamoto will remain as Chairman [1][2][3] Leadership Transition - The company approved a dual CEO/COO model in March 2025, allowing Mullick to gain insights as the first non-Japanese CEO [2] - The transition back to a single leader model aims to create a more agile management structure to respond to global business changes [3] Strategic Focus - As CEO, Mullick will drive the execution of the company's Vision for 2030, focusing on Bone/Mineral, Intractable Haematological Diseases/Haemato-Oncology, and Rare Diseases [3][4] Mullick's Background - Mullick joined Kyowa Kirin in 2017 and has held various leadership roles, including President of the Europe/Middle East/Africa region and COO [4][5] - He has a Ph.D. in Molecular Biology from the University of Bristol and a BSc from Kingston University, both in the UK [5] Company Mission - Kyowa Kirin aims to discover and deliver novel medicines and treatments with life-changing value, focusing on high unmet medical needs [6]

Core Insights - The combination of ziftomenib with venetoclax and azacitidine shows promising clinical activity in treating acute myeloid leukemia (AML) with NPM1 mutations, achieving an 86% composite complete remission (CRc) rate in newly diagnosed patients and a 65% overall response rate (ORR) in relapsed/refractory cases [1][2][5] - Ziftomenib has a favorable safety profile, with low rates of myelosuppression and manageable side effects, supporting its potential integration into treatment regimens for AML [4][7][8] - Ongoing registrational trials for ziftomenib are expected to further establish its role in both front-line and relapsed/refractory settings for AML [2][8][13] Summary by Category Clinical Efficacy - In newly diagnosed NPM1-m AML, 86% of patients achieved CRc, with 68% of responders attaining molecular minimal residual disease (MRD) negativity [1][3] - In relapsed/refractory NPM1-m AML, the ORR was 65%, and in venetoclax-naïve patients, it increased to 83% [2][11] - For KMT2A-r AML, the ORR was 41%, with 70% in venetoclax-naïve patients [1][11] Safety Profile - The triplet combination of ziftomenib, venetoclax, and azacitidine was well tolerated, with low rates of ziftomenib-related myelosuppression [4][7] - Adverse events included one case of grade 2 differentiation syndrome and one case of grade 3 QTc prolongation, both managed without treatment discontinuation [4][7] Ongoing Development - Kura Oncology is conducting registrational trials for ziftomenib in both intensive chemotherapy-eligible and -ineligible patients [1][2] - The company is also activating sites for pivotal trials, indicating confidence in the drug's potential as a foundational treatment for AML [8][13]

Core Insights - Kyowa Kirin, Inc. announced new clinical study data on mogamulizumab for treating relapsed or refractory mycosis fungoides and Sézary syndrome, which will be presented at the ASH 2025 annual meeting [1][3] Clinical Study Findings - The presentations will cover mogamulizumab's therapeutic benefits, safety, pharmacodynamic profile, alternative dosing strategies, real-world treatment patterns, and biomarker-associated outcomes [2][3] - A Phase 2 study will assess a 4-weekly dosing schedule for mogamulizumab in patients with mycosis fungoides/Sézary syndrome [4] - An integrated analysis will investigate longitudinal effects between responders and non-responders in mogamulizumab trials for mature T-cell lymphomas [4] - Real-world usage of mogamulizumab as monotherapy and in combination among patients with mycosis fungoides or Sézary syndrome in the U.S. will also be presented [4] Company Overview - Kyowa Kirin is a Japan-based Global Specialty Pharmaceutical Company focused on drug discovery and biotechnology innovation for over 70 years, aiming to develop novel medicines for high unmet medical needs [12]

Group 1 - Kirin Holdings Co. is a notable stock in the Consumer Staples sector, currently ranked 14 in the Zacks Sector Rank, which evaluates 16 different groups based on the average Zacks Rank of individual stocks [2] - The Zacks Rank model, which focuses on earnings estimates and revisions, currently assigns Kirin Holdings Co. a Zacks Rank of 2 (Buy), indicating a positive outlook for the stock [3] - Year-to-date, Kirin Holdings Co. has achieved a return of approximately 13.3%, significantly outperforming the average return of -0.3% for the Consumer Staples sector [4] Group 2 - Kirin Holdings Co. operates within the Beverages - Alcohol industry, which consists of 16 stocks and is currently ranked 199 in the Zacks Industry Rank, with the industry showing a loss of about 0.7% year-to-date [6] - In comparison, another stock in the Consumer Staples sector, Service Corp. (SCI), has a year-to-date return of 1.2% and is ranked 2 (Buy) as well [5] - The Funeral Services industry, where Service Corp. operates, has three stocks and is ranked 29, with a year-to-date performance of -0.2% [6]

Core Insights - Kura Oncology has received a $30 million milestone payment from Kyowa Kirin for the dosing of the first patient in the second Phase 3 trial of ziftomenib, bringing total milestone payments received to $105 million, with expectations of up to $315 million in additional near-term milestones [1][2]. Group 1: Company Overview - Kura Oncology is a clinical-stage biopharmaceutical company focused on precision medicines for cancer treatment, with a pipeline targeting cancer signaling pathways and addressing hematologic malignancies and solid tumors [3]. - The company is developing ziftomenib, a menin inhibitor aimed at specific genetic drivers of acute myeloid leukemia (AML), and is pioneering advancements in menin inhibition for both acute leukemias and solid tumors [3]. Group 2: Clinical Trials - The KOMET-017 trial consists of two independent, global, randomized double-blind, placebo-controlled Phase 3 trials evaluating ziftomenib in combination with intensive and non-intensive chemotherapy regimens for patients with newly diagnosed NPM1-mutated or KMT2A-rearranged AML [2]. - Kura believes that KOMET-017 is the only menin inhibitor program actively pursuing registrational trials across both intensive and non-intensive chemotherapy settings [2].

Core Points - Kyowa Kirin International has appointed Julie Dehaene-Puype as President for the Region, effective November 1, 2025 [1] - Julie Dehaene-Puype succeeds Jeremy Morgan, who has been serving as President for the International Region since 2023 [1] - Jeremy Morgan will transition to an advisory role within the business following his tenure [1]

Core Insights - Boehringer Ingelheim has licensed a pre-clinical program from Kyowa Kirin to develop a potential first-in-class small molecule for autoimmune diseases [1][3] - Autoimmune diseases affect approximately one in ten people globally, highlighting a significant unmet medical need for effective treatments [2][6] - The agreement allows Boehringer Ingelheim exclusive worldwide rights to develop the small molecule, with Kyowa Kirin eligible to receive up to €640 million in various payments and royalties [3] Company Overview - Boehringer Ingelheim is a biopharmaceutical company focused on human and animal health, emphasizing innovative therapies for high unmet medical needs [4] - Kyowa Kirin is a Japan-based Global Specialty Pharmaceutical Company with over 70 years of experience in drug discovery and biotechnology innovation [5]

Core Insights - Kura Oncology has received a $30 million milestone payment following the dosing of the first patient in the KOMET-017 Phase 3 clinical trials for ziftomenib, an investigational oral menin inhibitor [1] - The KOMET-017 trials are designed to evaluate ziftomenib in combination with both intensive and non-intensive chemotherapy regimens for patients with newly diagnosed NPM1-mutated or KMT2A-rearranged acute myeloid leukemia [2] - Kura Oncology is focused on precision medicines for cancer treatment, with a pipeline targeting cancer signaling pathways and addressing hematologic malignancies and solid tumors [3] Company Overview - Kura Oncology is a clinical-stage biopharmaceutical company dedicated to developing precision medicines for cancer treatment [3] - The company is advancing ziftomenib, a menin inhibitor aimed at specific genetic drivers of acute myeloid leukemias, and is also exploring farnesyl transferase inhibition for solid tumors [3]

Company Overview - Kirin Holdings Co. is part of the Consumer Staples sector, which includes 184 companies and is currently ranked 16 in the Zacks Sector Rank [2] - The company has a Zacks Rank of 2 (Buy), indicating a favorable outlook based on earnings estimate revisions [3] Performance Analysis - Kirin Holdings Co. has achieved a year-to-date return of approximately 12.3%, significantly outperforming the average gain of 1.2% in the Consumer Staples sector [4] - In comparison, the Beverages - Alcohol industry, which includes Kirin Holdings, has seen an average loss of 3.3% this year, further highlighting the company's strong performance [6] Industry Context - The Consumer Staples sector is currently ranked 16 among 16 groups, while the Beverages - Alcohol industry ranks 210 among 210 industries [2][6] - Another notable performer in the Consumer Staples sector is US Foods, which has a year-to-date increase of 13.1% and also holds a Zacks Rank of 2 (Buy) [5] Future Outlook - Investors are encouraged to monitor Kirin Holdings Co. and US Foods for potential continued strong performance in the Consumer Staples sector [7]

Core Insights - Ziftomenib is being evaluated in combination with approved FLT3 inhibitors for frontline treatment of acute myeloid leukemia (AML) [1][2] - FLT3 mutations are prevalent in approximately 30% of newly diagnosed adult AML patients and up to 50% in those with NPM1-mutated AML, highlighting the significance of FLT3 as a target [1] - The KOMET-007 clinical trial has commenced, focusing on ziftomenib's efficacy alongside cytarabine, daunorubicin, and quizartinib for newly diagnosed AML patients [1][2] Company Overview: Kura Oncology - Kura Oncology is a clinical-stage biopharmaceutical company focused on precision medicines for cancer treatment, with a pipeline targeting hematologic malignancies and solid tumors [4] - Ziftomenib, a menin inhibitor, is under development to address specific genetic drivers of acute myeloid leukemias [4] Company Overview: Kyowa Kirin - Kyowa Kirin is a Japan-based Global Specialty Pharmaceutical Company with over 70 years of experience in drug discovery and biotechnology innovation [5] - The company is committed to developing novel medicines and treatments for high unmet medical needs, including hematological diseases and rare diseases [5]