KURA Kura Oncology Inc

$KURA So far, following the November 10, 2026 earnings call, all three firms explicitly reiterated their ratings and maintained their exact pre-earnings price targets. • H.C. Wainwright: $40.00 (Buy) • Wedbush: $36.00 (Outperform / Buy) • Bank of America: $31.00 (Buy)

$KURA FDA approved, strong growth and revenue rate, great commentary from the doctors, undervalued (rNPV is $9.40), ~88.96 outstanding shares, EV is small relative to cash, CEO increased his position by more than $1M , with great buyout potential by partner Kyowa Kirin, among others; what's not to like? Will be deep-diving into the science and funding structure soon to make more meaningful contributions here.

$KURA Some key facts to be aware of. Still early days in DD but so far looking extraordinary. 1. FDA approved, at ultra speed, which is often a good sign. 2. Undervalued (rNPV is $9.40) 3. EV is small relative to its cash; extremely strong funding structure. 4. 88.96M outstanding shares (in case you were also in IOVA, for reference, IOVA has 400M!) 5. A one-day pill, no cell therapy and so on related complexity and challenges 6. Extraordinary commentary from doctors hinting at a potential high penetration rate and high-quality clinical trial design and data 7. Strong and full calendar catalyst (see image with black background attached). No binary event until 2028 (always peaceful, although of course there's potential for upside and downside) 8. Buy out setup; potentially by one of its partners (Kyowa Kirin) 9. CEO bought 100,000 shares for about $1.24 million a few months ago 10. Price targets by analysts (never to use as a key investment variable but good nonetheless).

$KURA KURA’s Q3 report is out, and my initial read is encouraging—particularly the drug launch. Key measure Q3 result KOMZIFTI sales $13.9 million, up 53% from Q2 New patient starts Approximately 150, up 30% Total prescriptions More than 420, up 65% Total revenue $22.8 million Net loss $70.2 million / $0.78 per share Cash and short-term investments $492.1 million

$KURA total prescriptions up 65% and new patients up 30%. This discrepancy is important bc it’s suggesting that patients are staying on. Syndax reported +20% new and +13% total in Q3. KURA is eating their lunch.

$KURA $300 million available in additional funding. Could cause a Huge spike North before the announcement of tapping into these funds. 👍

$KURA, I would never guessed that the sex life of the CEO at $NVDA would have such a big impact on biotech sector $XBI!

$KURA biotech ain’t for the weak. Rough last 2 days for sure, but huge reactions to competitor data is not uncommon in this space. I’m still holding. This is a company with an approved drug already in the market, mutiple exciting things in the pipeline, a CEO with big skin in the game at $12/sh, and a large cash runway. JNJ *might* take some of the market share in the next few years, but that doesn’t render KURA obsolete or invaluable.

$KURA Kindly excuse my impertinent trivia, okay? This is day one of me taking a position in KURA, starting this morning and for $7.43, for the record. I followed Kai from IOVA to AUTL to right here and right now. So, shout out to Kai. I have to thank you, Kai, for leading me to a stock that not only made me a few bucks on the first day, but that I think I will keep for quite a while (unless it gets eaten up by j&j for 10 billion). Their conference call showed a lot of smarts and professionalism. Not to mention putting to bed the fictitious competition from j&j.

$KURA 'In Q3, Pomzifty net product revenue was up 53% over Q2. We recorded approximately 150 new patient starts, up approximately 30%. And more than 420 total prescriptions, up 65%. A total of 170 accounts have now prescribed Pomzifty. Up 40% quarter over quarter. Prescribing also increased in high and medium priority accounts. During the quarter, our combined field teams reached 97% of our highest priority AML accounts, working with physicians, pharmacists, and care teams to identify appropriate patients and support treatment initiation and refills. In the available claims dataset, nearly half of Pomzifty patients received it in combination with other approved agents, primarily venetoclax and ezacitidine or FLT3 inhibitors'-

$KURA $SNDX I have a problem with JnJ's data that BOA KOL's have highlighted for its omission, for whatever reason I believe JnJ are enrolling fewer patients with prior Venetoclax exposure. This isn't completely baseless as there's data in R/R triplet combo's that somewhat proves my thesis, prior Ven (Revu >70%, Zifto 60% + Blexi 47%). In Revumenib mono, prior Venetoclax has shown to drastically alter outcomes, Augment 101trial - 43.8% cr/crh vs 19.3%. There is not a lot of info on Bleximenib, and the only breakdown I've seen is in a doublet, Ven naive vs exposed cr/crh 57.1%, 16.7% albeit a 20 patient cohort. Look to ASH for clarity, as absurd as it sounds it almost looks like they have released Ven naive data, or their drug really is that good.

$KURA Fewer direct target updates hit the tape for Kura today because the company is scheduled to report its Q3 2026 financial results on Tuesday, November 10, 2026, leading most analysts to hold official revisions until the call. • Consensus Sentiment: Despite the 23% slide, the broader analyst community has held a Moderate to Strong Buy consensus. • Defense of the Launch: Firms like Wedbush (holding a $38.00 target) and JPMorgan Chase (holding a $30.00 target) have previously emphasized that Kura's primary value sits on the commercial launch of KOMZIFTI (ziftomenib). Because ziftomenib demonstrated stellar combination data in frontline AML (96% CRc) and the company boasts a massive $519 million cash runway, bullish analysts view today's drop as collateral damage from sector-wide technical panics rather than a fundamental flaw in Kura's portfolio.

$KURA - haven't gone through all ASH abstract etc, but this 23% drop from already way undervalue SP, I bought 7,000 shares at 7.60 They have 520m Cash and some 200m or so in potential milestone payments in near/mid-term from Kyowa. and MCap is 690m !!!! really???? CEO bought 200,000 shares two months ago at around $12. Very Bullish at this price ...

$KURA $SNDX FROM SNDX Q2 EARNINGS CALL...Chief Commercial Officer Closter stated, "We saw some fluctuation in new patient starts in Q2 relative to prior quarters, reflecting typical variation quarter-to-quarter in the number of available patients with a rare disease and market dynamics when physicians have more than one drug in class they can consider using depending on the patient's mutational profile," explaining a temporary headwind in new patient accrual. 👊🙏❤️

$KURA this co is building a franchise of oncology drugs. A second viable candidate, Darlifarnib, is in the pipeline. 2027 will see this stock re-rate. 👊🙏❤️

$KURA Founded in 2013, Oberland Capital is a dedicated healthcare investment firm with approximately $3.2 billion in assets under management. We specialize in flexible investment structures for clinical-stage and commercial-stage companies, customized to meet the specific strategic and financial objectives of our partners. At Oberland Capital, we employ a fundamental, research-driven approach coupled with quantitative methods to identify and invest in innovative technologies that have the potential to substantially improve the lives of patients worldwide. Our partners include public and private companies, research institutions, and individual inventors. At Oberland Capital, we focus on investing in the pharmaceutical, biotechnology, medical device, and diagnostic industries. We work collaboratively with management teams to develop creative structures that meet their specific needs, enabling them to access significant amounts of capital to pursue a variety of objectives, including

$KURA Exactly how crazy do you have to be to open a position for the first time in a company on the day they are releasing earnings after the close of the market? That's how crazy I am I guess. Now if I'm wrong, my insanity and my mistake will be public. Or perhaps the opposite of all of that.

$KURA a very good friend of mine is a market maker and he said what retail feels to realize is in nine out of 10 cases the stock on the offer is actually a buyer and the stock on the bid It’s actually a seller

$KURA 1. Threat to Frontline Triplet Dominance The market value for the Menin class isn't in relapsed/refractory salvage; it's in frontline combination therapy (Menin + Venetoclax + Azacitidine). Kura ($KURA) with ziftomenib (Komzifti) and Syndax ($SNDX) with revumenib (Revuforj) were assumed to hold an insurmountable 18–24 month commercial head start. J&J's impressive frontline triplet numbers (90% ORR / 75% cCR) prove that a Big Pharma balance sheet ($JNJ) has a best-in-class contender advancing rapidly into Phase 3 (cAMeLot-2 study).

$KURA I’ve messed around and traded a few shares of this before for small profits. Today I started a long term position for myself with 2,000 shares and for my girlfriend with 1200 shares. Expect to hold for at least 2 years.