Kura Oncology (KURA) 12th Annual Cantor Fitzgerald Global Healthcare Conference summary

Strategic overview and portfolio updates

• Ziftomenib, a menin inhibitor for acute leukemia, is leading new patient starts and has two phase III trials underway, with top-line results expected in 2028.

• Darlifarnib, a farnesyl transferase inhibitor, is being developed in combination with other targeted therapies for kidney and pancreatic cancers, with new studies planned for next year.

• Caspian Therapeutics was launched to pursue menin inhibitors for diabetes, with preclinical data on KO-7246 to be presented at EASD.

• Capital allocation is focused on maintaining oncology leadership while enabling new ventures like Caspian, with Kura shareholders retaining significant upside.

Commercial performance and market dynamics

• KOMZIFTI achieved majority share of new patient starts in its second full quarter, with strong growth in TRX and revenue.

• Differentiated efficacy, safety, combinability, and once-daily dosing are driving adoption among physicians and payers.

• Market access is robust, with over 95% of patients covered and favorable formulary status in most plans.

• Focus remains on early patient initiation and maximizing treatment duration, with combination use increasing.

Clinical development and future outlook

• Four major data updates are expected in Q4, including new results for ziftomenib in combination with venetoclax, azacitidine, and FLT3 inhibitors, as well as activity in non-canonical mutations.

• Phase III frontline trials are enrolling well, with a unique design allowing both intensive and non-intensive regimens, aiming for accelerated approval based on MRD-negative CR endpoints.

• Physician feedback highlights the value of ziftomenib as a maintenance therapy post-induction, potentially reducing the need for transplants.

• Safety and combinability, especially regarding QTc and myelosuppression, are key differentiators versus competitors.