Monitor upcoming clinical data milestones in 2026 and track sequential revenue growth of KOMZIFTI as indicators of commercial success, while watching cash burn rate given the significant increase in operating expenses.
Price Chart
Executive Summary
Kura Oncology reported its first commercial revenue of $2.1 million from KOMZIFTI, its newly approved AML drug, in Q4 2025. Despite this milestone, the company reported a significant net loss increase to $81 million due to higher R&D and commercialization expenses. The company maintains a strong cash position of $667.2 million and anticipates $180 million in collaboration payments.
Key Financial Metrics
Key Facts
- Generated $2.1 million in net product revenue from KOMZIFTI in Q4 2025 (first five weeks of sales)
- Net loss increased to $81 million in Q4 2025 from $19.2 million in Q4 2024
- Cash position of $667.2 million as of December 31, 2025
- Anticipates $180 million in collaboration payments from Kyowa Kirin
- R&D expenses increased to $64.4 million from $52.3 million year-over-year
Financial Impact
Q4 2025 net loss of $81 million on $17.3 million in total revenue
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Product revenue, net | $2.1M | — |
| Collaboration revenue | $15.2M | -71.8% |
Risk Factors
- High cash burn rate with increasing R&D and commercialization expenses
- Limited commercial track record with KOMZIFTI revenue based on only five weeks of sales
- Dependence on anticipated $180 million in future collaboration payments
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-092465 |
| Document: kura-20260305.htm | 0001193125-26-092465 |
| Document: 0001193125-26-092465-index-headers.html | 0001193125-26-092465 |
| Document: 0001193125-26-092465-index.html | 0001193125-26-092465 |
| Document: 0001193125-26-092465.txt | 0001193125-26-092465 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 9, 2026 23d ago | 8-K | $12.09 $11.37 | ▼ −6.00% | ▼ −5.66% | $10.65 (−11.91%) |
Sep 8, 2026 24d ago | 8-K | $12.52 $11.30 | ▼ −9.74% | ▼ −8.63% | $10.65 (−14.94%) |
Aug 24, 2026 5w ago | Insider Cluster | $12.40 $12.65 | ▲ +2.02% | ▲ +1.55% | $10.65 (−14.11%) |
Aug 21, 2026 6w ago | Insider Cluster | $11.89 $12.66 | ▲ +6.48% | ▲ +6.00% | $10.65 (−10.43%) |
Aug 17, 2026 6w ago | Insider Buy | $12.33 $13.59 | ▲ +10.22% | ▲ +10.42% | $10.65 (−13.63%) |
Aug 12, 2026 7w ago | Press Release | $10.09 $11.71 | ▲ +16.06% | ▲ +18.02% | $10.65 (+5.55%) |
Aug 5, 2026 8w ago | Press Release | $9.20 $9.94 | ▲ +8.04% | ▲ +7.69% | $10.65 (+15.76%) |
Jul 29, 2026 9w ago | 8-K | $9.31 $9.28 | ▼ −0.32% | ▼ −3.94% | $10.65 (+14.39%) |
Jul 14, 2026 11w ago | Press Release | $11.24 $10.68 | ▼ −4.98% | ▼ −3.69% | $10.65 (−5.25%) |
Jun 3, 2026 17w ago | Press Release | $8.66 $8.68 | ▲ +0.29% | ▲ +4.11% | $10.65 (+23.05%) |
US Market Status
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