Kura Oncology (KURA)

$KURA "Heads up alert! Upcoming earnings on Thursday, 8/7/2025 for $KURA Neutral (5.2) ### Financial Analysis: Kura Oncology, Inc. (Nasdaq: KURA) is a clinical-stage biopharmaceutical company specializing in precision medicines for cancer treatment. As of the latest reports, Kura's financial metrics reveal a company deeply invested in research and development, with a focus on advancing its pipeline candidates through clinical trials. The company has not yet achieved profitability, which is common for firms at this stage. Its price-to-earnings (P/E) ratio is not applicable due to the absence of earnings. However, projected EPS growth is a critical metric for evaluating future profitability potential, and analysts are closely monitoring clinical milestones that could impact this trajectory. Revenue forecasts for Kura remain speculative, dependent on successful clinical trial outcomes and subsequent regulatory approvals. The company's valuation, characterized by its market capitalization, reflects the high-risk, high-reward nature of its business model. In comparison to industry peers, Kura's investment in precision oncology places it in a niche market with significant growth potential, albeit with inherent risks typical of biotech firms in clinical development stages. ### Upcoming Earnings Report: Kura Oncology is scheduled to report its second quarter 2025 financial results on August 7, 2025. Historically, earnings reports have revolved around updates on clinical trials, pipeline developments, and strategic partnerships rather than traditional earnings metrics. Analyst consensus is focused on the progress of key clinical programs and any new data that could influence timelines for drug approvals. The market will closely watch for updates on Kura’s lead candidates and any strategic partnerships that could augment its development efforts. Potential impacts on the stock include positive data releases that could lead to accelerated clinical timelines or increased investor confidence, conversely, any delays or adverse trial results could negatively affect the stock. ### Sector Performance: Kura Oncology operates within the biotechnology sector, a space characterized by high volatility and significant investment in research and development. The sector has seen mixed performance, driven by varying clinical trial outcomes, regulatory challenges, and macroeconomic factors affecting R&D funding. Recent trends have shown an increased focus on precision medicine, aligning well with Kura's strategic direction. However, the sector also faces headwinds, including pricing pressures and regulatory scrutiny, which can affect overall performance. - Funds were net buyers of $KURA during the previous reporting quarter. - Funds with large holdings in $KURA include: - BVF Partners LP, MV: $51MM. Fund Rank: 80% www.bvflp.com - Armistice Capital LLC, MV: $43MM. Fund Rank: 72% www.armisticecapital.com - EcoR1 Capital LLC, MV: $17MM. Fund Rank: 55% ecor1cap.com - DAFNA Capital Management LLC, MV: $3MM. Fund Rank: 58% www.dafnacapital.com - Last 10 days performance: -9% - Last 30 days performance: 4% - Last 90 days performance: -6% Some of the latest news articles: - Title: Kura Oncology to Report Second Quarter 2025 Financial Results Publication Date: 7/31/2025 11:30:00 AM, Source: yahoo URL: https://finance.yahoo.com/news/kura-oncology-report-second-quarter-113000167.html?.tsrc=rss - Title: Kura Oncology Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) Publication Date: 7/3/2025 11:30:00 AM, Source: yahoo URL: https://finance.yahoo.com/news/kura-oncology-reports-inducement-grants-113000731.html?.tsrc=rss Follow us on stocktwits.com and Substack (chessgmstocks.substack.com). Not a financial advice. Not a trading signal."

$KURA - Yes, it is trading at 80-90% of their cash (didn't check recently). They have around $350-400m in short term milestone payments (which is almost 100% possibly. Their Cash burn is low as partner (Kyowa Kirin) also pays part of development cost. PDUFA date is 30Nov (in less than 4 months now), and almost 100% chance of Approval (and one time). Phase 3 combination trial (two trials in one trial desig) will start very soon (in September) and phase 2 data is already good. They have cash runway till combination Approval and market release. Only concern is competition,and as per management they have advantage is safety profile.

$KURA shook me out at 5.89, waiting until the turbulence ends to buy back in

$KURA is this trading below it's cash value?

$KURA this is done

$KURA wow

$KURA Based on the price development, it seems to be a very popular investment... :-)))

$KURA Bristol-Myers Squibb (BMS) is the pharmaceutical company that has accumulated Kura Oncology (KURA) stock. In November 2022, BMS purchased 1,370,171 shares at $18.25 per share for a total of $25 million as part of an equity investment tied to a financing transaction. There is no evidence in recent filings or reports (as of July 2025) that BMS has sold these shares or further increased its stake, nor are there indications of other pharmaceutical companies (e.g., Pfizer, Novartis, or Kyowa Kirin) holding or accumulating KURA stock. Institutional ownership is dominated by biotech-focused hedge funds and investment firms like BVF Inc/IL, Suvretta Capital Management, and RA Capital Management, rather than traditional pharma companies

$KURA As of March 31, 2025, Kura reported a total of $658.2 million in cash, cash equivalents, and short-term investments ir.kuraoncology.com When adjusted for the $45 million milestone payment received from Kyowa Kirin (triggered by the NDA submission), the pro forma liquidity stands at approximately $703.2 million ir.kuraoncology.com That's impressive. BO would be cheap for Kwora.

$KURA Recall: Consolidation may be on the horizon. Global strategic collaboration announced in Nov 2024 for ziftomenib, Kura’s oral menin inhibitor targeting relapsed/refractory AML (including NPM1‑mutant and KMT2A‑rearranged disease) Financial terms:$330 million upfront. Up to $420 million in near-term milestones, with total potential milestone payments and opt-in for solid tumors reaching $1.161 billion