NASDAQ$KURA

Kura Oncology Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Reported fourth quarter and full year financial results and provided a corporate update.

Kura Oncology reported its fourth quarter and full year 2023 financial results, highlighting positive preliminary data from the KOMET-007 trial of ziftomenib in AML and the first patient dosed in the KOMET-008 trial. The company anticipates completing enrollment in the registration-directed trial of ziftomenib in NPM1-m AML by mid-2024 and has $570 million in pro forma cash providing runway into 2027.

  • Reported positive preliminary combination data from KOMET-007 trial of ziftomenib in NPM1-m and KMT2A-r AML, including effective mitigation of differentiation syndrome.
  • Dosed first patient in KOMET-008 trial of ziftomenib in combination with additional standards of care in AML.
  • Anticipate completion of enrollment in registration-directed trial of ziftomenib in NPM1-m AML by mid-2024.
  • Possess $570 million in pro forma cash, providing runway into 2027.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.55

Previous: -$0.49-12.2%
R&D Expenses

$32.5M

No prior period
SG&A Expenses

$14.2M

No prior period
Total Operating Expenses

$46.8M

No prior period
Share-based Compensation

$7.2M

No prior period
Other Income, Net

$3.98M

No prior period
Income Tax Expense

$0.00

No prior period
Capital Expenditures

-$16K

Previous: $12K-233.3%
Net Income

-$42.8M

Previous: -$33.1M-29.2%
Operating Income

-$46.8M

No prior period
Gross Profit

-$214K

No prior period
R&D Expense

$32.5M

No prior period
Stock-Based Comp

$7.17M

Previous: $6.81M+5.3%

Revenue & EPS history

Kura Oncology · Revenue · Quarterly

$0

Q4 2023
Beat estimate in 1 of 7 quarters(14%)
ActualEstimate

Forward guidance

Kura Oncology provided several forecasted milestones.

Tailwinds

  • Initiate the post-transplant maintenance program for ziftomenib in the first quarter of 2024.
  • Complete enrollment of 85 patients in the KOMET-001 registration-directed trial of ziftomenib in NPM1-m AML by mid-2024.
  • Initiate an expansion cohort evaluating ziftomenib as a monotherapy in patients who have neither NPM1-mutant nor KMT2A-rearranged AML by mid-2024.
  • Determine the RP2D for ziftomenib in combination with ven/aza and initiate dose validation/expansion in frontline AML by mid-2024.
  • Determine the RP2D for ziftomenib in combination with 7+3 by mid-2024.

Headwinds

  • Dose the first patients in the FIT-001 dose-escalation trial of KO-2806 in combination with cabozantinib in ccRCC by mid-2024.
  • Dose the first patients in the FIT-001 dose-escalation trial of KO-2806 in combination with adagrasib in KRASG12C-mutated NSCLC by mid-2024.
  • Complete enrollment of two expansion cohorts to support determination of the optimal biologically active dose for tipifarnib in combination with alpelisib by the end of 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+0.5%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+0.9%

Avg return

30 days after

53%

21 / 40 earnings

Positive

+22.4%

Q2 2016

Best reaction

-19.3%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.7%-2.9%-6.8%
Q4 2025-0.5%+8.3%+0.7%
Q3 2025+2.0%+0.9%+22.6%
Q2 2025-7.0%+8.9%+37.9%
Q1 2025-0.6%-13.0%-12.3%
Q4 2024-1.5%-5.7%-9.3%
Q3 2024-0.9%+4.1%-40.2%
Q1 2024+1.7%+3.9%+1.6%
Q4 2023+3.1%+4.1%+2.8%
Q3 2023+12.8%+16.0%+24.7%
Q2 2023+7.1%+1.3%-2.0%
Q1 2023+8.8%+11.1%+14.6%
Q4 2022-2.2%-0.3%-1.4%
Q3 2022-7.2%-14.8%+2.6%
Q2 2022+1.1%+4.2%-0.8%
Q1 2022-11.8%-22.5%-8.7%
Q4 2021+14.6%+13.6%+12.9%
Q3 2021+6.5%+0.2%-32.6%
Q2 2021+0.8%-3.4%+8.0%
Q1 2021+2.5%-1.5%-16.6%
Q4 2020-19.3%-10.0%-17.8%
Q3 2020+9.2%+20.0%+12.3%
Q2 2020+15.7%+17.0%+36.7%
Q1 2020+5.3%+7.0%+18.1%
Q4 2019-4.3%-3.8%-26.1%
Q3 2019-4.4%+1.1%-1.0%
Q2 2019+0.8%-1.2%-20.6%
Q1 2019+5.9%+4.1%+3.0%
Q4 2018-9.0%-1.7%+12.3%
Q3 2018+5.4%+9.4%+19.3%
Q2 2018-13.7%-11.2%-7.0%
Q1 2018-0.6%+4.7%+3.5%
Q4 2017-1.3%-13.5%-23.8%
Q3 2017-6.4%+11.1%-4.4%
Q2 2017-13.0%-38.2%-32.9%
Q1 2017+0.0%+2.8%-13.9%
Q4 2016-8.5%-6.3%+6.9%
Q3 2016+6.0%+25.3%+27.7%
Q2 2016+22.4%+20.1%+43.5%
Q4 2015+0.5%
Q4 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012
Q4 2011
Q3 2011
Q2 2011
Q1 2011
Q4 2010
Q3 2010
Q2 2010
Q1 2010

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