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Q1: 2026-05-12 Earnings Summary
EPS of -$0.83 misses by $0.05
|
Revenue of
$18.27M
(29.47% Y/Y)
misses by $7.65M
Kura Oncology, Inc. (KURA) Bank of America Global Healthcare Conference 2026 May 13, 2026 6:00 PM EDT
Company Participants
Troy Wilson - Chairman, CEO & President
Brian Powl - Chief Commercial Officer
Conference Call Participants
Jason Zemansky - BofA Securities, Research Division
Presentation
Jason Zemansky
BofA Securities, Research Division
[Audio Gap] BofA Health Care Conference in very [ thirsty ] Las Vegas. My name is Jason Zemansky. I'm one of the SMID cap analyst here at BofA, and I'm very pleased to have with us on stage, Kura. Troy Wilson, CEO; and Brian Powl. Thank you so much for joining us.
Troy Wilson
Chairman, CEO & President
Thank you, Jason.
Brian Powl
Chief Commercial Officer
Thank you.
Jason Zemansky
BofA Securities, Research Division
Maybe to start it broadly for those who aren't familiar with the Kura story, could you please provide a brief overview of zifto and darli?
Question-and-Answer Session
Troy Wilson
Chairman, CEO & President
Sure. Yes. So on the 1 side, you have ziftomenib, or commercial name KOMZIFTI. We have approval in the relapsed/refractory NPM1-mutant setting. Our goal is to be the market leader to drive sustainable quarter-over-quarter growth there. We have, I think, the largest most comprehensive Phase III development program in both the intensive and nonintensive frontline setting. We'll be giving a data update on that here in a few weeks. And then we have extensive studies, looking at different combinations to really be able to advance the standard of care and get ziftomenib throughout the treatment continuum in AML.
We're also studying ziftomenib in gastrointestinal stromal tumors or GIST. We're making good progress in dose escalation, probably not looking at a day to update until next year, but definitely some potential there as well as investigating other solid tumors.
Shifting to the darlifarnib side, darlifarnib is really trying to
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