Kura (KURA)
Develops targeted cancer medicines led by KOMZIFTI for genetically defined AML.
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Develops precision oncology medicines, with KOMZIFTI/ziftomenib as the commercial anchor and darlifarnib and tipifarnib in development. The business is concentrated around a U.S. AML launch and a Kyowa Kirin collaboration that shapes development and commercialization outside the United States.
Develops small-molecule cancer medicines for molecularly defined patient groups. KOMZIFTI, the ziftomenib brand, is the commercial product for relapsed or refractory AML with a susceptible NPM1 mutation, while ziftomenib remains in broader AML development.
The operating pattern is to license or develop targeted oncology assets, select molecularly defined patients, and fund pivotal work through public-market capital and collaborations. Darlifarnib and tipifarnib extend the farnesyl transferase inhibitor line.
Commercial activity is centered in the United States, while Kyowa Kirin leads development and commercialization outside the United States under the ziftomenib collaboration. Execution depends on the approved KOMZIFTI label, U.S. launch uptake, clinical studies that could broaden ziftomenib use, and collaboration governance with Kyowa Kirin.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 24, 2026 | Raymond James | Target | Target: — | Target: $24 |
| Aug 24, 2026 | Morgan Stanley | Target | Target: — | Target: $24 |
| Jun 15, 2026 | Bernstein | Target | Target: — | Target: $24 |
| Jun 4, 2026 | CLSA | Target | Target: — | Target: $24 |
| Jun 4, 2026 | Wells Fargo | Target | Target: — | Target: $24 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $519.0M · Total debt $24.5M · Total assets $587.8M · Shareholders' equity $48.4M
- Revenue
- $20.9M
- Operating income
- −$73.0M
- Net income
- −$68.3M
No dividends on record.
| Institutions | 98.50% | 87.62M shares | |
|---|---|---|---|
| 227 holders · as of Jun 30, 2026 | |||
| Insiders | 2.05% | 1.83M shares | |
| 9 holders · as of Aug 24, 2026 | |||
| Adds to | 100.55% | ||
88.96M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 100.55%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 11.81% | 10.51M | as of Jun 30, 2026 |
Suvretta Capital Management, LLCInstitution | 9.64% | 8.58M | as of Jun 30, 2026 |
BVF Inc/ILInstitution | 9.49% | 8.45M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.99% | 5.33M | as of Jun 30, 2026 |
Biotechnology Value Fund L PInstitution | 4.96% | 4.42M | filed Nov 14, 2025 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 24, 2026 | Troy Edward Wilson | director, officer: President and CEO | +100,000 | $12.39 |
| Aug 21, 2026 | Brian T. Powl | officer: Chief Commercial Officer | −4,345 | $11.89 |
| Aug 19, 2026 | Teresa Brophy Bair | officer: Chief Legal Officer | −31,487 | $12.63 |
| Aug 17, 2026 | Troy Edward Wilson | director, officer: President and CEO | +100,000 | $11.12 |
| Jun 18, 2026 | Mollie Leoni | officer: Chief Medical Officer | −84,929 | $9.82 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Kura | $11.69 | +0.74% | $1.03B | — | — | 13.3 | +36.5% |
| Syndax Pharmaceuticals | $18.15 | +0.42% | $1.60B | — | — | 6.4 | +91.8% |
| Johnson & Johnson | $269.32 | −0.06% | $649.40B | 31.2 | 22.7 | 6.6 | +6.6% |
| AbbVie | $265.85 | +0.52% | $467.37B | 74.5 | 17.5 | 7.3 | +10.2% |
| Novartis (ADR) | $141.62 | +0.45% | $267.96B | 21.3 | 15.1 | 4.8 | +0.9% |
| Rigel Pharmaceuticals | $48.63 | +3.26% | $871.3M | 2.9 | 14.5 | 3.1 | −22.6% |
| Median | 26.2 | 16.3 | 6.4 | +6.6% |