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    Kura Oncology (KURA) Is Down 7.2% After First KOMZIFTI Sale Triggers $135M Milestone Payment

    Simply Wall St·12/03/2025 04:37:31
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    • Kura Oncology recently reported that it completed the first U.S. commercial sale of KOMZIFTI (ziftomenib), its newly FDA-approved oral menin inhibitor for adults with relapsed or refractory NPM1‑mutated acute myeloid leukemia, which also triggered a US$135,000,000 milestone payment from partner Kyowa Kirin expected before year-end 2025.
    • This first sale, combined with KOMZIFTI’s inclusion in NCCN guidelines as a Category 2A recommended option, signals early clinical acceptance and provides an immediate non-dilutive cash influx to support Kura’s broader oncology pipeline.
    • We’ll now examine how this US$135,000,000 milestone from Kyowa Kirin may reshape Kura Oncology’s investment narrative and risk profile.

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    Kura Oncology Investment Narrative Recap

    To own Kura Oncology today, you need to believe KOMZIFTI can become a meaningful commercial product while funding risk is kept in check as the broader pipeline matures. The first U.S. sale and related US$135,000,000 milestone meaningfully ease near term balance sheet pressure, but execution risk around KOMZIFTI uptake and ongoing clinical trials still looks like the key swing factor for the stock.

    The most relevant recent development here is KOMZIFTI’s inclusion in the NCCN Guidelines as a Category 2A recommended option, which supports early adoption following FDA approval. Together with the initial commercial sale, this clinical endorsement underpins the near term revenue opportunity that the Kyowa Kirin milestone is helping to finance, while investors continue to watch KOMET-017 Phase III progress as the next major inflection point.

    Yet while the near term cash boost reduces financing pressure, investors still need to be aware of the risk that...

    Read the full narrative on Kura Oncology (it's free!)

    Kura Oncology's narrative projects $434.8 million revenue and $69.8 million earnings by 2028. This requires 73.5% yearly revenue growth and a $267.0 million earnings increase from $-197.2 million today.

    Uncover how Kura Oncology's forecasts yield a $31.80 fair value, a 186% upside to its current price.

    Exploring Other Perspectives

    KURA Earnings & Revenue Growth as at Dec 2025
    KURA Earnings & Revenue Growth as at Dec 2025

    One Simply Wall St Community member values Kura at US$31.80 per share, highlighting how a single private forecast can differ from current pricing. You may want to weigh that against the company’s reliance on successful commercialization of KOMZIFTI to support its high forecast revenue growth and ongoing losses.

    Explore another fair value estimate on Kura Oncology - why the stock might be worth over 2x more than the current price!

    Build Your Own Kura Oncology Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.