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KUKURA

Kura Oncology, Inc.

$KURA·$1.0B·Biotechnology·Healthcare
$11.22+2.9%YTD+5.0%1Y+71.8%
Mentions · last 7 days
2026-07-06: 0 posts2026-07-07: 18 posts2026-07-08: 13 posts2026-07-09: 5 posts2026-07-10: 4 posts2026-07-11: 3 posts2026-07-12: 4 posts470%
Price updated 1m ago·X counts updated 2d ago
KUKURA
$KURAKura Oncology, Inc.
$11.23+2.89%47 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $KURA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-07-14

The move is getting stronger, with heavier trading behind it.

Kura Oncology is transitioning from clinical to commercial — $10.91 is +5% YTD but +72% over 12 months, above both moving averages, with the KOMZIFTI menin-inhibitor launch as the driver.

Kura's lead asset, KOMZIFTI (ziftomenib), just began its commercial launch in relapsed/refractory AML, and there is a well-funded frontline AML program running in combination with Kyowa Kirin — that expansion is what gives the story its multi-year setup.

  • Financials are still a pre-scaled biotech — Q1 revenue $18M up 29% YoY, cash burn is heavy (operating margin -432%) — but a ~$580M cash balance is enough to see the frontline program through to a readout without needing to raise.
  • Setup is early cycle — 10% above the 50-day, 14% above the 200-day, 78% up the 52-week range — not yet extended, and the +72% one-year performance shows the tape is starting to price in commercial traction.
  • Recent clinical news is supportive — June ASH-style long-term follow-up data on the 7+3 ziftomenib combination showed 'encouraging' durability, and Citizens reiterated Market Outperform at $24.

X chatter is bullish, points to the launch and the cash position, and matches the sell-side view. The main risk here is launch-quarter volatility — early-launch revenue lines rarely come in on-model, so the August print could move the tape sharply either way.

Agrees with X sentimentX sentiment is bullish and cites the KOMZIFTI launch, the $580M cash balance, and the Citizens $24 target — consistent with the fundamentals.

What to watch: August 6 Q2 earnings — first quarter of KOMZIFTI commercial revenue and any color on frontline AML enrollment.

On the calendar: 2026-08-06 Q2 earnings

float missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-06-22

Kura Oncology posters point to a strong KOMZIFTI launch, fully funded frontline AML trials and a five-hundred-eighty-million cash balance. Citizens reiterated Market Outperform with a twenty-four-dollar price target citing discounted EPS and revenue multiple analysis, while a separate sell-side note carries an Outperform rating with a twenty-eight-dollar target. Updated EHA frontline data combining the menin inhibitor with seven-plus-three chemo showed a ninety-four percent twelve-month overall survival in NPM1-mutated patients.

Read the AI verdict + X sentiment for $KURA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Clinical-stage biotech with ziftomenib targeting KMT2A-rearranged AML and RAS-driven solid tumor cancers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $KURA.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $KURA

Partial — Clinical-stage biotech with ziftomenib targeting KMT2A-rearranged AML and RAS-driven solid tumor cancers; the GLP-1 pipeline bifurcation and ADA oral formulation competition is a secondary rather than primary near-term earnings catalyst.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.7%YTD
+43.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-2.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-57.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-444%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-10.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
10.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-142%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
94.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 12, 2026$-0.83$-0.88+5.7%
Q4 2025Mar 5, 2026$-0.92$-0.72-27.8%
Q3 2025Nov 4, 2025$-0.85$-0.57-49.1%
Q2 2025Aug 7, 2025$-0.75$0.15-600.0%
Next earningsThu, Aug 6·consensus EPS $-0.89

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$18.3M+29.5%96.6%-432%$-0.83$-86.0M
Q4 FY25$17.3M-67.8%100%-498%$-0.92$115.0M
Q3 FY25$20.8M—84.5%-386%$-0.85$-83.2M
Q2 FY25$15.3M—100%-475%$-0.75$-30.2M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$95.0M$75.7M – $120.4M-$3.54-$3.85 – -$2.8611
FY27$214.6M$121.4M – $391.1M-$2.65-$3.28 – -$1.9710
FY28$297.7M$297.6M – $297.7M-$2.00-$3.19 – -$0.3511
FY29$522.1M$335.1M – $937.9M-$0.24-$0.49 – -$0.135
FY30$934.2M$599.6M – $1.7B$2.44$1.31 – $4.975

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.78%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+9.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+13.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.355-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 18Mollie LeoniChief Medical Officer84.9K sh$834KSellMay 21Brian T. PowlChief Commercial Officer10.0K sh$110KSellMay 19Brian T. PowlChief Commercial Officer339 sh$3KSellMay 19Kathleen FordCOO2.3K sh$20KSellMay 18Bair Teresa BrophyChief Legal Officer2.3K sh$21KSellJan 27Brian T. PowlChief Commercial Officer6.4K sh$54KSellJan 27Mollie LeoniChief Medical Officer8.2K sh$69KSellJan 27Doyle Thomas JamesSVP, Finance & Accounting7.1K sh$60KSellJan 27Kathleen FordCOO1.8K sh$15KSellJan 27Francis BurrowsChief Scientific Officer1.3K sh$11K
1–10 of 11
+ 9 other (7 awards · 2 exempts) in window

See when $KURA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJun 48-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

KURA (KURA) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on the election of directors, ratification of the independent auditor, an equity incentive plan. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KCharter amendmentJan 298-K — Item 5.03: Charter amendment
+ 14 other (5 13Gs · 3 proxys · 2 earnings 8-Ks · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Kura Oncology: A Menin Inhibitor Launch With More Than One Way To Winseekingalpha.com·6d agoKura Oncology Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·11d agoKura Oncology, Inc. (KURA) Discusses Long-Term Results of Ziftomenib Combination Therapies in Newly Diagnosed and Relapsed/Refractory AML Transcriptseekingalpha.com·32d agoKura Oncology And Kyowa Kirin Report Encouraging Long-Term Results for Ziftomenib / 7+3 Combination In Newly Diagnosed AMLglobenewswire.com·33d agoKura Oncology Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·39d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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