Reading KURA? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track KURA free→Reading KURA? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track KURA free→NASDAQHealth CareBiotechnologySnapshot 2026-06-15
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is neutral. Earnings quality cannot be assessed since the company is unprofitable. Management's recent track record has been steady. Risk is elevated, and the sector backdrop is a headwind. Peer multiples imply a price about 26% below where it trades (it looks expensive on this basis); the read is fair, but weakening. This assessment is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 2 valuation methods, at three horizons. Current price $9.54. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $9.54 KURA trades at 12× p/s — 1.3× the 9× p/s peer median. The market is re-rating it beyond its own range; our $9.18 fair value is low-confidence here. Analysts: $15–$24. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The market is pricing in roughly 4% of near-term growth above a flat-multiple fair value; not enough history to forecast a comparison. This describes what's priced in, not a forecast of the move.
TTM earnings are negative, so the read leans on sales- and cash-flow-based methods rather than P/E. This is a data condition, not a forward call.
Only a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated neutral grew net income 50% of the time over the next year (vs 57% for the rest of the cohort, n=3115).
Over the trailing year it converted 0.26x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates.
8 material management or governance events in the past 24 months, led by M&A activity. Historically, Health Care names rated stable grew net income 56% of the time over the next year (vs 52% for the rest of the cohort, n=618).
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $-0.91 → $-0.91 (+0.0% / 30d). 7 raised, 1 cut, 8 covering analysts.
0 upgrades, 0 downgrades / 30d. 93% of analysts rate Buy.
5 PT revisions / 30d. Avg target 157.7% above current price.
0 positive, 0 negative / 30d.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$204.
How much price usually moves either way.
On a bad day, this stock has moved -$519.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $3,904.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
Valuation label changed from 'expensive' to 'full'.
Valuation changed. It rose from "expensive" to "full." Risk fell. The sector backdrop remained a headwind. Earnings quality is still loss-making.
as of 2026-06-15
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: Earnings results will show Kura's financial health and progress on important goals.
Confirms one read:Earnings report shows revenue growth or positive guidance for KOMZIFTI.
Confirms the other:Earnings report shows falling revenue or a bad outlook.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for KURA yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (e) On April 9, 2026, our Board of Directors (the “Board”), upon the recommendation of the Compensation Committee of the Board, amended the Kura Oncology, Inc. Amended and Restated 2014 Equity Incentive Plan (the “2014 Plan”) and the 2015 Employee Stock Purchase Plan (the “ESPP”), in each case subject to stockholder approval, to, among other things…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
$15.00 – $24.00 (median $24.00) · 7 analysts · as of 2026-06-15
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Biotechnology.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
KURA Kura Oncology, Inc. | Typical Show detailsSector percentile: 50 of 100 | full | elevated |
ABBV AbbVie | Above typical Show detailsSector percentile: 85 of 100 | fair | low |
AMGN Amgen | Above typical Show detailsSector percentile: 78 of 100 | full | moderate |
GILD Gilead Sciences | Above typical Show detailsSector percentile: 100 of 100 | fair | moderate |
VRTX Vertex Pharmaceuticals | Above typical Show detailsSector percentile: 80 of 100 | expensive | moderate |
Not investment advice. As of 2026-06-15.
via XLV
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-15.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on the commercial availability and revenue generation of KOMZIFTI.
Expand ziftomenib's application across the AML treatment continuum.
Anticipate recognizing $45 million to $55 million in non-cash collaboration revenue in 2026.
Why it matters: KOMZIFTI sales are important for Kura's growth. It can increase revenue and investor trust.
Confirms:Management shares news about a deal or sales goal for KOMZIFTI.
Disproves:No news or delays in KOMZIFTI sales plans.
and Exhibit 99.1 hereto are being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities and Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section and will not be incorporated by reference into any registration statement filed by the Company, under the Securities Act of 1933, as amended, unless specifically identified as being incorporated therein by reference.
and Exhibit 99.1 hereto are being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities and Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section and will not be incorporated by reference into any registration statement filed by the Company, under the Securities Act of 1933, as amended, unless specifically identified as being incorporated therein by reference.
and Exhibit 99.1 hereto are being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities and Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section and will not be incorporated by reference into any registration statement filed by the Company, under the Securities Act of 1933, as amended, unless specifically identified as being incorporated therein by reference.
Other Events. On December 2, 2025, Kura Oncology, Inc. (the “ Company ”) announced the first U.S. commercial sale of KOMZIFTI ™ (ziftomenib) has been completed. Under the Company’s collaboration and license agreement with Kyowa Kirin Co., Ltd. and Kyowa Kirin, Inc. (together, “ Kyowa Kirin ”), this milestone triggers a $135 million payment from Kyowa Kirin to the Company, which the Company expects to receive prior to year-end. KOMZIFTI was approved by the U.S. Food and Drug Administration on…