Kura Oncology (KURA) Barclays 28th Annual Global Healthcare Conference summary

Strategic priorities and commercial progress

• Focused on driving Komzifti launch to majority market share, advancing ziftomenib development, and progressing pipeline therapies, with strong capitalization and anticipation for 2026 milestones.

• Komzifti's launch has been successful, with positive feedback from key opinion leaders (KOLs) on efficacy, safety, combinability, and once-daily dosing.

• Rapid payer uptake with over 80% of private payers covering Komzifti within 90 days, exceeding benchmarks and resulting in broad access.

Clinical development and differentiation

• Aggressive development plan for ziftomenib, especially in frontline AML, with two phase III trials under a single protocol to streamline site activation and patient enrollment.

• Differentiation based on efficacy, safety, combinability, and convenience, aiming for superior MRD negativity rates and durable responses in NPM1 and KMT2A patient populations.

• Benchmarks for MRD negativity in NPM1 after two cycles of intensive chemo are about 45%, with the goal to exceed this by 10-15% using high-sensitivity assays.

Upcoming data and pipeline updates

• Multiple data updates expected: venetoclax/azacitidine/ziftomenib in relapsed/refractory NPM1 (midyear), frontline phase Ib update (median 18 months on therapy), and ziftomenib/gilteritinib combo in NPM1 FLT3 co-mutated patients (end of year).

• KOMET-001 study is assessing imatinib plus ziftomenib in GIST, with dose escalation ongoing and a data update expected next year.