Kura Oncology (KURA) 2024 Cantor Fitzgerald Global Healthcare Conference summary

Strategic program focus and pipeline updates

• Menin inhibitor program, led by Ziftomenib, is advancing in both monotherapy and combination settings for genetically defined AML, aiming to treat up to 50% of patients across the care continuum.

• Expansion into solid tumors (GIST) and diabetes is underway, with plans to start dosing GIST patients in combination with Imatinib and a next-generation Menin inhibitor for diabetes, targeting both Type 1 and Type 2.

• Farnesyltransferase inhibitor (FTI) program is progressing, with monotherapy and combination studies in HRAS mutant head and neck, renal cell carcinoma, and KRAS-driven non-small cell lung cancer.

• Multiple clinical data sets and catalysts are expected over the next 12–24 months.

Differentiation and clinical advantages

• Ziftomenib is distinguished by its safety, tolerability, lack of drug-drug interactions, and absence of key toxicities, making it well-suited for combination regimens.

• Superior tissue penetration and exposure in solid tumors compared to competitor Menin inhibitors.

• Combination strategies are prioritized, with advantages expected to become more pronounced as development progresses.

Clinical trial design and upcoming data

• Monotherapy pivotal data for Ziftomenib in AML is expected early next year, with a CR/CRh rate of 20–30% and median duration of response of 4–6 months considered sufficient for approval.

• Combination studies (KOMET-007 and others) target fit, unfit, and FLT3 AML populations, collectively representing over 50% of U.S. AML patients.

• Dose escalation and expansion phases are ongoing, with 600 mg identified as the recommended phase II dose; over 100 patients enrolled in KOMET-007.

• Data update at ASH will focus on escalation cohorts, with expansion data expected to mature by mid-next year.