Kura Oncology: Ziftomenib Shift Towards Newly Diagnosed Mutant AML Patients Bodes Well

  • Kura Oncology is a Strong Buy due to ziftomenib's positive Phase 2 data in newly diagnosed AML mutant patients and upcoming FDA Priority Review for relapsed/refractory NPM1-m/KMT2A-r AML. The pipeline is expanding beyond monotherapy, with promising results in combination regimens for newly diagnosed AML patients. Strong financials, including $703M in cash and a supportive partnership with Kyowa Kirin, minimize dilution risk and support operations through commercialization for 1st-line setting.