Kura Oncology (KURA) Jefferies 2024 Global Healthcare Conference summary

Key program updates

• Completed enrollment in the first registrational study for menin inhibitor ziftomenib, with breakthrough therapy designation and NDA package preparation underway.

• Top-line data from the pivotal NPM1-mutant AML trial expected in early 2025, with NDA submission timing to be guided by clinical data and regulatory interactions.

• Combination studies (KOMET-007) with ziftomenib and standards of care are progressing, with recommended phase 2 dose (RP2D) identification expected midyear and expansion cohorts to follow.

• KOMET-008, evaluating ziftomenib with FLT3 inhibitors, is ramping up, with initial data anticipated in 2025.

• Solid tumor and diabetes non-clinical data for ziftomenib to be presented later this year, with IND submission planned for solid tumors.

Financial and organizational highlights

• Cash position of $527 million expected to fund operations into early 2027.

• Enrollment across multiple studies is robust, supporting rapid data generation and program advancement.

Strategic outlook and pipeline priorities

• Focus remains on expanding ziftomenib's use across AML and into solid tumors, with a view to establishing best-in-class status.

• Next-generation menin inhibitors are being developed for metabolic diseases, leveraging clinical and non-clinical insights.

• Farnesyltransferase inhibitor (FTI) program, including tipifarnib and 2806, is advancing in combination studies targeting resistance mechanisms in solid tumors.