Core Insights - Kura Oncology has launched KOMZIFTI™ (ziftomenib), the first and only once-daily oral menin inhibitor approved for adults with relapsed or refractory NPM1-mutated acute myeloid leukemia (AML) [1][10] - The company reported $2.1 million in net product revenue from KOMZIFTI for the initial five-week period following its commercial sale [1][6] - Kura is positioned for significant advancements in 2026 with a robust pipeline of potentially transformative therapies [1][2] Financial Highlights - KOMZIFTI generated $2.1 million in net product revenue from November 21, 2025, to December 31, 2025 [6] - The company expects milestone payments of $195 million from a collaboration agreement with Kyowa Kirin in Q4 2025 [6] - Estimated collaboration revenue for Q4 2025 is between $15 million to $17 million [6] - Kura had $667.3 million in cash, cash equivalents, and short-term investments as of December 31, 2025 [6] Recent Program Highlights - KOMZIFTI received full FDA approval on November 13, 2025, for adult patients with relapsed or refractory AML with a susceptible NPM1 mutation [6] - The drug was added to the NCCN Clinical Practice Guidelines as a Category 2A recommended treatment option for adults with R/R NPM1-m AML [6] - Positive data from the ongoing Phase 1a/1b KOMET-007 trial were presented at the ASH 2025 meeting, showing favorable safety and efficacy in combination with venetoclax and azacitidine [6] - The Phase 3 KOMET-017 trial began in September 2025, evaluating ziftomenib in combination with chemotherapy for newly diagnosed patients [6] Expected 2026 Key Milestones - Accelerate U.S. uptake of KOMZIFTI in R/R NPM1-m AML and drive quarter-over-quarter growth in net product revenue [12] - Present updated data from the KOMET-007 trial and publish combination data in the first half of 2026 [12] - Expand ziftomenib to non-AML indications and advance enrollment in various clinical trials throughout 2026 [12] - Anticipate non-cash collaboration revenue recognition of $45 million to $55 million in 2026 [12]

Core Insights - Kura Oncology's ziftomenib is under FDA Priority Review for adults with relapsed/refractory NPM1-m acute myeloid leukemia (AML), with a target action date of November 30, 2025 [1] - The KOMET 017 Phase 3 trials for ziftomenib are accelerating, targeting over 50% of AML patients by evaluating its combination with intensive and non-intensive chemotherapy [1][5] - The company reported a net loss of $74.1 million for Q3 2025, an increase from a net loss of $54.4 million in Q3 2024, with significant increases in research and development expenses [7][16] Company Updates - Kura Oncology is advancing its ziftomenib program and broader precision oncology pipeline, supported by a strong balance sheet and collaboration with Kyowa Kirin [2] - The first patient was dosed in the KOMET-017 trial in September 2025, which includes two global, randomized, double-blind, placebo-controlled trials [5] - Preliminary clinical data from ziftomenib in combination with venetoclax/azacitidine will be presented at the 2025 ASH Annual Meeting [5][9] Financial Performance - Collaboration revenue for Q3 2025 was $20.8 million, compared to no revenue in Q3 2024 [7][16] - Research and development expenses rose to $67.9 million in Q3 2025 from $41.7 million in Q3 2024 [7][16] - As of September 30, 2025, the company had pro forma cash and equivalents of $609.7 million, expected to support operations into 2027 [7][18]