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TickerTalks›$KURA
KUKURA

Kura Oncology, Inc.

$KURA·$941M·Biotechnology·Healthcare
$9.23-4.8%YTD-5.4%1Y-5.7%
Price updated 3m ago·X counts updated 5d ago
KUKURA
$KURAKura Oncology, Inc.
$9.24-4.79%334 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $KURA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

334X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $KURA's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-16

Kura Oncology spins Caspian Therapeutics out with $50M financing led by BVF Partners and Eli Lilly participating, aimed at applying menin inhibition to Type 1 and Type 2 diabetes. Preclinical data on KO-7246 was accepted for oral presentation at the EASD Annual Meeting on September 29. Kura keeps ~50% ownership on a fully diluted basis while staying focused on oncology, and posters lean into the "get out of the way, $BMEA" framing.

Read what X is saying about $KURA

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $KURA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Kura just spun out Caspian with $50M led by BVF plus Eli Lilly — menin inhibition into diabetes, Kura keeps ~50%.

Kura Oncology is a clinical-stage oncology biotech — menin inhibitors in acute leukemias as the lead program. The newest wrinkle is applying the same chemistry to diabetes via spinoff.

  • The business is pre-revenue: Q1 revenue +29% YoY off a tiny base at a -444% operating margin — standard clinical-stage P&L where today's numbers are irrelevant.
  • The strategic signal is specific: Caspian Therapeutics spun out with $50M financing led by BVF Partners with Eli Lilly participating, aimed at menin inhibition in Type 1 and Type 2 diabetes — Kura keeps ~50% ownership on a fully-diluted basis while staying focused on oncology.
  • The pipeline cadence is dated: preclinical KO-7246 data accepted for oral presentation at EASD on September 29, which gives the Caspian story early visibility.

Nov 3 Q3 is the gate — any ziftomenib Phase 2 update plus Caspian commercial-pathway commentary extends the move. A clinical disappointment or any pipeline program setback and the stock gives back the recent gain.

Agrees with X sentimentThe thread has substantive drivers — specific $50M Caspian spinoff led by BVF with Eli Lilly participating, KO-7246 preclinical data at EASD oral presentation Sept 29, Kura ~50% ownership retention — all grounded strategic events.

What to watch: Nov 3 Q3 — ziftomenib Phase 2 progression, Caspian spinoff value realization, operating cash, and oncology pipeline cadence. A clinical disappointment is the hard invalidator.

On the calendar: 2026-11-03 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — mRNA oncology platform remains the structural driver.

What this means for $KURA

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

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+35.2%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
Q2 2026Aug 12, 2026$-0.77$-0.88+12.2%
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%
Next earningsTue, Nov 3·consensus EPS $-0.81

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 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$96.1M$84.9M – $132.7M-$3.22-$3.45 – -$2.9512
FY27$208.4M$139.9M – $416.7M-$2.41-$3.19 – -$1.5411
FY28$284.3M$162.0M – $732.1M-$1.94-$2.95 – -$0.1213
FY29$493.3M$335.1M – $1.0B-$0.23-$0.55 – -$0.1311
FY30$865.7M$588.1M – $1.8B$2.24$1.30 – $5.406

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.0.9×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.36%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.-14.3%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.-1.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 86.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.385-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

SellSep 29Mollie LeoniChief Medical Officer28.8K sh$310KSellSep 29Brian T. PowlChief Commercial Officer15.4K sh$166KSellSep 29Kathleen FordCOO3.7K sh$39KSellSep 28Doyle Thomas JamesSVP, Finance & Accounting4.6K sh$48KSellSep 28Brian T. PowlChief Commercial Officer17.0K sh$179KSellSep 28Bair Teresa BrophyChief Legal Officer8.4K sh$89KSellSep 28Kathleen FordCOO6.9K sh$72KSellSep 28Mollie LeoniChief Medical Officer12.4K sh$131KSellSep 24Francis BurrowsChief Scientific Officer20.7K sh$225KBuyAug 24Wilson Troy EdwardCEO100.0K sh$1.2M
1–10 of 18
+ 9 other (8 awards · 1 exempt) 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

3New insider — initial holdingsSep 103
8-KOfficer or director changeSep 88-K — Item 5.02: Officer or director change
AI summary

Kura Oncology (KURA) appointed Jennifer Fulk (age 49) as CFO effective September 8, 2026, bringing experience as CFO of Soleno Therapeutics and Talkspace, plus 15+ years at Eli Lilly. The hire provides experienced biotech financial leadership as Kura advances its menin inhibitor pipeline and the newly spun-out Caspian Therapeutics.

8-KOfficer or director changeJul 298-K — Item 5.02: Officer or director change
AI summary

Kura Oncology, Inc. (KURA) amended and restated executive employment agreements for CEO Wilson, CFO Powl, and COO Ford on July 28, 2026, modifying severance provisions. Under Wilson's agreement: a termination without cause/for good reason more than 59 days before or 18 months after a corporate transaction entitles him to 12 months' base salary, COBRA for 12 months, and a 12-month option exercise extension. Enhanced change-in-control provisions apply within the 59-day/18-month window. Similar terms govern the other executives. These modifications add incremental retention value ahead of any potential M&A event.

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.

+ 10 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 routine 8-K) in window

Recent news

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

Kura Oncology Launches $50M-Backed Diabetes Venture for Oral Menin Inhibitormarketbeat.com·3d agoKura Oncology, Inc. (KURA) Discusses KO-7246 Data and Development Strategy for Menin Inhibitors in Diabetes Transcriptseekingalpha.com·3d agoCaspian Therapeutics and Kura Oncology Outline KO-7246 Development Strategy in Diabetesglobenewswire.com·3d agoCaspian Therapeutics and Kura Oncology to Host Investor Webcast Highlighting Caspian's Launch and KO-7246 Preclinical Data in Diabetesglobenewswire.com·9d agoKura Oncology Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·14d ago

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Voices on X · last 7 days

No standout posts about $KURA on X in the last 7 days.

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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