Kura Oncology (KURA) Corporate presentation summary

Strategic vision and growth priorities

• Focused on precision oncology with a commercial-stage portfolio and deep pipeline targeting cancer treatment gaps.

• 2026 priorities include executing the KOMZIFTI launch, expanding data generation, confirming darlifarnib proof-of-concept, and advancing preclinical assets.

• 2030+ vision aims for multiple product approvals, expansion beyond AML, and multi-billion-dollar revenue potential.

• Strategic collaboration with Kyowa Kirin enables broad development and commercialization while retaining key U.S. rights.

Pipeline and clinical development

• KOMZIFTI (ziftomenib) approved for R/R NPM1-m AML; comprehensive development strategy targets up to 50% of AML patients, a ~$7B U.S. market.

• Pipeline includes menin inhibitors (ziftomenib, KO-7246), darlifarnib (FTI), and multiple combination regimens across AML, RCC, GIST, and other solid tumors.

• Ongoing and planned trials span monotherapy and combinations in both frontline and relapsed/refractory AML, as well as solid tumors.

Ziftomenib clinical data and market opportunity

• Demonstrates deep, durable responses and robust activity in both newly diagnosed and R/R NPM1-m AML, with strong compatibility and safety in combinations.

• Up to 50% of AML patients may benefit from menin inhibitor therapy; NPM1 mutations present in 30–35% of AML cases.

• Differentiated by efficacy, safety, simplicity, and compatibility with existing therapies.

• Comprehensive development strategy addresses a potential blockbuster market, with initial U.S. TAM estimated at ~$7B.