The strong sequential growth in KOMZIFTI revenue and patient starts is the primary catalyst. Monitor upcoming quarterly reports for continued commercial ramp and any pipeline updates for ziftomenib in additional indications.
Price Chart
Executive Summary
Kura Oncology reported Q1 2026 earnings with an EPS of -$0.83, beating consensus of -$0.88 by 5.7%, and revenue of $20.2M in line with estimates. The highlight is KOMZIFTI (ziftomenib) net product revenue of $9.1M, up 57% sequentially, with 115 new patient starts, up 35% sequentially, indicating strong commercial traction for its lead drug. The EPS beat is modest and the company remains pre-profitable, but the accelerating product revenue growth is the key positive signal for the stock.
Key Financial Metrics
Key Facts
- Q1 2026 EPS of -$0.83 beat consensus of -$0.88 by 5.7%
- Revenue of $20.2M in line with consensus estimates
- KOMZIFTI (ziftomenib) net product revenue of $9.1M, up 57% sequentially
- Approximately 115 new patient starts for KOMZIFTI, up 35% sequentially
Financial Impact
KOMZIFTI product revenue of $9.1M, up 57% sequentially, driving total revenue to $20.2M
Risk Factors
- Company remains pre-profitable with negative EPS
- Competition in the AML space could pressure KOMZIFTI adoption
- Reliance on a single product for revenue growth
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3344045 |
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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