Kura Oncology

KURA · NASDAQ

$9.98+$0.62 (+6.62%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $9.36

KURA analyst rating

BuyConsensus of 9 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy9
Hold0
Underperform0
Sell0

12-month price target · 15 analysts

Average $32.48 (+225.5% upside)

Low: $15.15
Now: $9.98
High: $79.80

Upgrades and downgrades

The latest rating actions, newest first

KURA analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Oct 1, 2026	Initiates	Overweight	$30.00	18%
Citizens	Aug 24, 2026	Maintains	Market Outperform	$24.00	36%
Wedbush	Aug 13, 2026	Maintains	Outperform	$36.00 → $38.00	39%
Wedbush	Jul 28, 2026	Maintains	Outperform	$36.00	39%
Citizens	Jun 15, 2026	Maintains	Market Outperform	$24.00	36%
Lake Street	Apr 14, 2026	Initiates	Buy	$23.00	14%
Mizuho	Mar 24, 2026	Maintains	Outperform	$30.00 → $25.00	49%
UBS	Mar 13, 2026	Maintains	Buy	$16.00 → $15.00	45%
Wedbush	Mar 6, 2026	Maintains	Outperform	$38.00 → $36.00	39%
Leerink Partners	Jan 13, 2026	Maintains	Outperform	$25.00 → $20.00	—

The case for and against

Updated Oct 17, 2026

Bull case

Kura Oncology is supported by a compelling combination of early commercial traction and clinically differentiated data, with KOMZIFTI generating 115 new patient starts and more than 250 total prescriptions in 2Q26, plus roughly 40% physician-initiated combination use and strong payer access. The lead asset ziftomenib is showing unusually durable frontline AML efficacy, including 96% CRc in NPM1-m patients, 94% 12-month OS, and central MRD-negativity in 79% of responders at the <0.1% threshold, which meaningfully strengthens the accelerated-approval and backbone-therapy thesis. Financially, the company also has a sizeable $519MM cash position, while the broader pipeline, including KO-7246 and darolifarnib, adds optionality beyond menin inhibition and supports long-term upside.

Bear case

Kura Oncology is viewed pessimistically because ziftomenib’s bear-case profile implies lower-than-expected efficacy in AML, no meaningful safety edge versus competitors, and only a 10% probability of success, which together undermine the program’s commercial value. The company also faces substantial clinical, regulatory, and competitive risk: its pipeline depends on proving efficacy in trials, securing FDA and foreign approvals, and defending tipifarnib with biomarker-based patents that may be harder to identify and enforce than expected. Although Kura reported a Q2 net loss of $68.3M, or ($0.77)/share, and ended the quarter with $519M in cash/equivalents plus $180M in anticipated collaboration payments, it may still need additional financing to fund development and commercialization.

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