Revenue: As of FY2026 Q1, the actual value is USD 18.27 M, missing the estimate of USD 25.92 M.EPS: As of FY2026 Q1, the actual value is USD -0.83, missing the estimate of USD -0.8244.<h4>Revenue</h4><ul><li>Product Revenue, Net: Kura Oncology, Inc. reported $5.8 million for the three months ended March 31, 2026, compared to none for the same period in 2025.</li><li>Collaboration Revenue: Kura Oncology, Inc. recorded $12.5 million for the three months ended March 31, 2026, a decrease from $14.1 million for the same period in 2025.</li><li>Total Revenue: Total revenue for Kura Oncology, Inc. was $18.3 million for the three months ended March 31, 2026, up from $14.1 million for the same period in 2025.</li></ul><h4>Operational Metrics</h4><ul><li>Net Loss: Kura Oncology, Inc. reported a net loss of - $73.3 million for the three months ended March 31, 2026, compared to a net loss of - $57.4 million for the same period in 2025.</li><li>Research and Development Expenses: These expenses for Kura Oncology, Inc. were $65.3 million for the three months ended March 31, 2026, an increase from $56.0 million for the same period in 2025, primarily driven by the advancement of ziftomenib combination trials, including KOMET-017.</li><li>Selling, General and Administrative Expenses: Kura Oncology, Inc.’s SG&amp;A expenses were $31.6 million for the three months ended March 31, 2026, up from $22.8 million for the same period in 2025, reflecting commercialization-related investments.</li><li>Cost of Product Sales: Cost of product sales for Kura Oncology, Inc. was $0.3 million for the three months ended March 31, 2026, compared to none for the same period in 2025.</li><li>Other Income, Net: Kura Oncology, Inc. had other income, net, of $5.5 million for the three months ended March 31, 2026, compared to $7.5 million for the same period in 2025.</li><li>Income Tax Expense: Income tax expense for Kura Oncology, Inc. was $0.008 million for the three months ended March 31, 2026, compared to $0.226 million for the same period in 2025.</li><li>Non-Cash, Share-Based Compensation Expense: The net loss for Kura Oncology, Inc. includes $8.4 million in non-cash, share-based compensation expense for the three months ended March 31, 2026, compared to $7.8 million for the same period in 2025.</li></ul><h4>Balance Sheet and Cash Position</h4><ul><li>Cash, Cash Equivalents and Short-Term Investments: As of March 31, 2026, Kura Oncology, Inc. had $580.8 million in cash, cash equivalents and short-term investments, down from $667.2 million as of December 31, 2025.</li><li>Working Capital: Kura Oncology, Inc.’s working capital was $522.3 million as of March 31, 2026, compared to $591.7 million as of December 31, 2025.</li><li>Total Assets: Total assets for Kura Oncology, Inc. were $652.6 million as of March 31, 2026, compared to $738.4 million as of December 31, 2025.</li><li>Long-term Liabilities: Kura Oncology, Inc. reported long-term liabilities of $443.2 million as of March 31, 2026, compared to $447.3 million as of December 31, 2025.</li><li>Accumulated Deficit: The accumulated deficit for Kura Oncology, Inc. was - $1,247.4 million as of March 31, 2026, compared to - $1,174.1 million as of December 31, 2025.</li><li>Stockholders’ Equity: Stockholders’ equity for Kura Oncology, Inc. was $107.9 million as of March 31, 2026, compared to $174.1 million as of December 31, 2025.</li></ul><h4>Unique Operational Metrics</h4><ul><li>KOMZIFTI Launch Performance: KOMZIFTI generated $5.8 million in net product revenue in its first full quarter of commercialization (Q1 2026).</li><li>New Patient Starts and Prescriptions: The company reported 85 new patient starts and 157 total prescriptions for KOMZIFTI during the first full quarter.</li><li>Payer Coverage: Over 93% payer coverage has been achieved for KOMZIFTI, with favorable positioning across plans covering more than 12 million lives.</li><li>Clinical Development Progress: Kura Oncology, Inc. is advancing ziftomenib across the Acute Myeloid Leukemia (AML) treatment continuum, with ongoing site activation and patient enrollment for KOMET-017 (Phase 3 Frontline Program), KOMET-008 (FLT3 Relapsed/Refractory Population), and KOMET-007 (FLT3 Frontline Population). The first patient has been dosed in the Japanese Registrational Trial (Phase 2) for R/R NPM1-m AML.</li><li>Solid Tumor Pipeline: Proof-of-mechanism data for darlifarnib in combination with cabozantinib in clear cell renal cell carcinoma showed a 44% objective response rate (ORR), 94% disease control rate (DCR), and tumor shrinkage in 75% of patients.</li></ul><h4>Outlook / Guidance</h4>Kura Oncology, Inc. anticipates its cash, cash equivalents, and short-term investments of $580.8 million as of March 31, 2026, combined with $180 million in anticipated collaboration payments, will fund the ziftomenib AML program through the topline results from the first pivotal Phase 3 KOMET-017 frontline trial, expected in 2028. The company expects multiple value-driving catalysts in 2026 across commercial and clinical development, including driving KOMZIFTI differentiation, sustained quarter-over-quarter revenue growth, and presenting various clinical data readouts for ziftomenib and darlifarnib programs. Additionally, Kura Oncology, Inc. plans to advance KO-7246, a next-generation menin inhibitor, into IND-enabling studies for diabetes and cardiometabolic disease.

Kura Oncology | 8-K: FY2026 Q1 Revenue Misses Estimate at USD 18.27 M