Kura Oncology, Inc. (KURA) Form 10-Q — Aug 12, 2026

$KURAForm 10-QFiled Aug 12, 2026, 4:15 PM ET0001193125-26-346884Original filing

Kura Oncology posted its first quarter with commercial product revenue: KOMZIFTI (ziftomenib), FDA-approved in November 2025 for relapsed or refractory NPM1-mutated AML, generated $9.1 million in net product revenue for the three months ended June 30, 2026. Total revenue including $11.8 million of collaboration revenue from the Kyowa Kirin partnership was $20.9 million versus $15.3 million a year ago, and the company has secured parity coverage for more than 95% of U.S. covered lives.

Key figures

Eps: -$0.77 basic and diluted for Q2 2026; -$1.60 for the six months
Revenue: $20.9M total revenue in Q2 2026 ($9.1M product + $11.8M collaboration); $39.1M for the six months ended June 30, 2026
Net Income: -$68.3M net loss in Q2 2026 (vs -$66.1M Q2 2025); -$141.7M for the six months
Total Debt: $9.8M of term loans outstanding ($4.2M current portion, $5.6M long-term)
Total Assets: $587.8M as of June 30, 2026
Cash Position: $519.0M in cash, cash equivalents and short-term investments as of June 30, 2026
Shares Outstanding: 88960619
Cash Runway: sufficient into Q4 2027; with anticipated $180.0M Kyowa License Agreement payments, through first KOMET-017 topline results anticipated in 2028
Atm Facility: $150.0M capacity with Leerink Partners and Cantor Fitzgerald; no shares sold
Komzifti Coverage: parity coverage secured for more than 95% of U.S. covered lives
Term Loan Maturity: November 2, 2027
Contract Liability: $454.1M total ($55.5M current, $398.6M long-term)
Accumulated Deficit: ~$1.3B ($1,315.7M)
Stockholders Equity: $48.4M at June 30, 2026, down from $174.1M at December 31, 2025
Term Loan Interest Rate: 9.15% as of June 30, 2026
Product Revenue Q2 2026: $9.1M net KOMZIFTI product revenue; $14.9M for the six months
Operating Cash Burn H1 2026: $148.4M used in operating activities vs $100.7M year-ago
Collaboration Revenue Q2 2026: $11.8M, down from $15.3M in Q2 2025
Kyowa Total Potential Milestones: up to $1.491B in aggregate upfront and milestone payments
Kyowa Payments Received Or Expected: $597.1M to date under the Kyowa License Agreement

Price after filing

1 day: +1.5%7 days: +26.1%30 days: +14.6%

Close on the filing date to close N calendar days later (from $9.94). Historical, not a forecast.

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