Kura Oncology, Inc. · NASDAQ:KURA
Kura Oncology — Q2 2026 Earnings Presentation
48 slides from Kura Oncology's earnings presentation, Aug 12, 2026
Slide 1: Corporate Presentation: Leading the Next Era of Precision Medicine
CORPORATE PRESENTATION Leading the Next Era of Precision Medicine August 12, 2026 1
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. The words “believe,” “may,” “should,” “will,” “estimate,” “plan,” “continue,” “anticipate,” “intend,” “expect,” “potential,” “vision” and simil
Slide 3: Kura Oncology Has a Compelling Value Proposition in 2026
▪ KOMZIFTI® (ziftomenib) approved for adult patients with relapsed/refractory NPM1- mutated AML ▪ Robust new patient starts and early launch momentum ▪ Advancing ziftomenib to address up to 50% of AML patients KURA ONCOLOGY ▪ Multiple 2026 readouts expected to support HAS A COMPELLING ziftomenib as
Slide 4: Advancing Two Core Strategic Pipeline Assets
ADVANCING TWO CORE STRATEGIC PIPELINE ASSETS Program Clinical Trial Development Approach Research Phase 1 Dose Escalation Phase 1 Dose Optimization Registrational Combination with 7+3 (IC) Frontline NPM1-m or KMT2A-r AML Combination with venetoclax/azacitidine Frontline NPM1-m AML (NIC) Combination
Slide 5: 2026: Building a Foundation for Continued Long-Term Growth
2026: BUILDING A FOUNDATION FOR CONTINUED LONG-TERM GROWTH 2030+ VISION • Establish KOMZIFTI as standard of care in menin-driven AML 2026 PRIORITIES • Achieve multiple product approvals in • Execute KOMZIFTI launch to establish market leadership in major disease areas R/R NPM1-m AML • Expand commerc
Slide 6: Strategic Collaboration with Kyowa Kirin
STRATEGIC COLLABORATION Kura retains leadership and key strategic WITH KYOWA KIRIN rights to ziftomenib in the U.S. to preserve POSITIONS KURA strategic flexibility TO UNLOCK THE 50/50 U.S. co-development/co-promote FULL VALUE OF with Kura booking 100% U.S. sales and leading commercial strategy and
Slide 7: Financial Highlights and Outlook
FINANCIAL HIGHLIGHTS • $9.1 million of KOMZIFTI net product revenue in 2Q 2026, AND OUTLOOK up 57% over 1Q 2026 • $519.0 million in cash, cash equivalents and short-term Well-capitalized to investments as of June 30, 2026 support KOMZIFTI • Cash, cash equivalents and short-term investments as of com
Slide 8: FDA Approved
FDA APPROVED Please see additional Important Safety Information and full Prescribing Information, including Boxed Warning.
Slide 9: 2Q 2026: KOMZIFTI Achieves Majority Share of New Patient Starts
2Q 2026: KOMZIFTI ACHIEVES MAJORITY SHARE OF NEW PATIENT STARTS IN SECOND FULL QUARTER OF LAUNCH Majority share in menin inhibitor class ~115 250+ new patient starts total prescriptions +35% vs 1Q 2026 +59% vs 1Q 2026 $9.1 M net product revenue +57% vs 1Q 2026 First and only once-daily targeted ther
Slide 10: Up to 50% of AML Patients May Benefit from Menin Inhibitor Therapy
UP TO 50% OF AML PATIENTS MAY BENEFIT FROM MENIN INHIBITOR THERAPY 22,010 new cases of AML diagnosed in the U.S. each year1 AML is characterized by significant genetic heterogeneity due to driver mutations, including NPM1-m, FLT3-m, IDH1/2-m and KMT2A-r2,3 22,010 New U.S. AML NPM1 mutations are obse
Slide 11: Comprehensive Development Strategy Addresses Potential Blockbuster Market Opportunity
COMPREHENSIVE DEVELOPMENT STRATEGY ADDRESSES POTENTIAL BLOCKBUSTER MARKET Significant U.S. TAM OPPORTUNITY SOC in 1L; Additional FLT3i Combinations ~$7B Diversify Combinations 1L 7+3/Ven-Aza in 1L and R/R Topline Results • Ven-Aza • FLT3i 2030+ • FLAG-IDA • LDAC Initial U.S. • 7+3 TAM FDA Approval 2
Slide 12: KOMZIFTI's Differentiated Profile
KOMZIFTI’S DIFFERENTIATED PROFILE KOMZIFTI is indicated for the treatment of adult patients with relapsed or refractory acute myeloid leukemia (AML) with a susceptible nucleophosmin 1 (NPM1) mutation who have no satisfactory alternative treatment options. EFFICACY COMPATIBILITY SIMPLICITY SAFETY Ple
Slide 13: Investigating Ziftomenib Across the AML Continuum
INVESTIGATING ZIFTOMENIB ACROSS THE AML CONTINUUM RELAPSED / REFRACTORY 1L TREATABLE Targeted Therapy IC or NIC Therapy Non-Intensive Post-Transplant/ Transplant/ in FLT3-m, Transplant/ or Tolerable Therapy/ IC or NIC Therapy Consolidation No Transplant IDH1/2-m and/or No Transplant Therapy Palliati
Slide 14: KOMET-017 Provides Treatment Options to Broad Frontline AML Patient Pool
KOMET-017 PROVIDES TREATMENT OPTIONS TO BROAD FRONTLINE AML PATIENT POOL KOMET-017-NIC KOMET-017-IC (NON-INTENSIVE CHEMOTHERAPY) (INTENSIVE CHEMOTHERAPY) N = 1,300 Ziftomenib ARM A Ziftomenib Venetoclax + Azacitidine 7+3 Induction Consolidation Randomized Randomized Ziftomenib Placebo NPM1-m NPM1-m
Slide 15: Ziftomenib with Venetoclax and Azacitidine in Newly Diagnosed NPM1-m AML: ASH 2025
ASH 2025 Ziftomenib in Combination with Venetoclax and Azacitidine in Newly Diagnosed NPM1-m Acute Myeloid Leukemia: Phase 1b Results from KOMET-007 Gail J. Roboz, MD1, Eunice S. Wang, MD2, Amir T. Fathi, MD3, Harry Erba, MD, PhD4, Keith W. Pratz, MD5, Guru Subramanian Guru Murthy, MD, MS6, Leon
Slide 16: Duration of Treatment & Preliminary Clinical Outcomes in 1L NPM1-m AML
DURATION OF TREATMENT & PRELIMINARY CLINICAL ASH 2025 OUTCOMES IN 1L NPM1-m AML (VEN/AZA COMBINATION) After a median follow-up of 26.1 weeks NPM1-m (range 1.6–54.1): • Median duration of CR not reacheda • Median OS not reacheda CR CRh • 5 NPM1-m patients underwent HSCT, and CRi 3 went onto ziftomeni
Slide 17: Ziftomenib with Venetoclax and Azacitidine in R/R NPM1-m or KMT2A-r AML
ASH 2025 Ziftomenib in Combination with Venetoclax and Azacitidine in Relapsed/Refractory NPM1-m or KMT2A-r Acute Myeloid Leukemia: Updated Phase 1a/b Safety and Clinical Activity Results from KOMET-007 Ghayas C. Issa, MD1, Amir T. Fathi, MD2, Amer M. Zeidan, MBBS, MHS3, Harry Erba, MD, PhD4, Gail
Slide 18: Duration of Treatment & Preliminary Clinical Outcomes in R/R NPM1-m AML
DURATION OF TREATMENT & PRELIMINARY CLINICAL ASH 2025 OUTCOMES IN R/R NPM1-m AML (VEN/AZA COMBINATION) After a median follow-up of 27.4 weeks (range 3.3–69.1): • Median duration of CRc 39.9 weeks (95% CI 16.1–NE) - Ven-naïve: 39.9 weeks (95% CI 12.9–NE) • 14 NPM1-m patients received HSCT, and 5 D CR
Slide 19: Deep and Durable Responses with Ziftomenib and Ven/Aza in R/R NPM1-m AML
DEEP AND DURABLE RESPONSES REPORTED WITH ZIFTOMENIB AND VEN/AZA IN R/R NPM1-m AML https://doi.org/10.1182/blood.2026034043 19 19 PROPRIETARY AND CONFIDENTIAL – FOR INTERNAL USE ONLY
Slide 20: Findings Reported in Blood Strengthen Case for Ziftomenib as a Backbone
FINDINGS REPORTED IN BLOOD STRENGTHEN CASE FOR ZIFTOMENIB AS A BACKBONE IN NPM1-m AML Venetoclax- Venetoclax- • Ziftomenib 600 mg once daily naïve patients experienced combined with patients venetoclax/azacitidine ORR 87% (20/23) 48% (12/25) demonstrated deep CRc 70% (16/23) 24% (6/25) molecular res
Slide 21: Ziftomenib Combined with Intensive Induction (7+3): EHA 2026
EHA 2026 Ziftomenib Combined With Intensive Induction (7+3) for Newly Diagnosed NPM1-m or KMT2A-r Acute Myeloid Leukemia (AML): Long-Term Results From the KOMET-007 Trial Amer M Zeidan1, Eunice Wang2, Harry Erba3, Stephen Strickland4, Ghayas Issa5, Suresh K Balasubramanian6, Gail J Roboz7, Christine
Slide 22: Duration of Treatment and Clinical Outcomes: NPM1-m
EHA 2026 DURATION OF TREATMENT AND CLINICAL OUTCOMES: NPM1-m After a median follow-up of 17.6 months (range 1.0–23.5): • Median duration of CR was not reached - 80% duration of CR at 12 months NPM1-m • 10 NPM1-m patients received HSCT N = 49 • 31 NPM1-m patients entered maintenance treatment - 8 aft
Slide 23: Duration of Treatment and Clinical Outcomes: KMT2A-r
DURATION OF TREATMENT AND CLINICAL OUTCOMES: EHA 2026 KMT2A-r After a median follow-up of 11.0 months (range 0.9–21.9): • Median duration of CR was 12.0 months • (95% CI 6.0–NE) and follow-up continues KMT2A-r • 32 KMT2A-r patients received HSCT • 22 KMT2A-r patients entered ziftomenib maintenance -
Slide 24: Overall Survival in NPM1-m Patient Subset
OVERALL SURVIVAL IN NPM1-m PATIENT SUBSET EHA 2026 • After a median follow-up of 17.6 months (range 1.0–23.5): • Median EFS was not reached • Median OS was not reached - NPM1-m: 94% OS rate at 12 months • 60-day mortality: 2% (1/49) • Median age was 60 • Time to count recovery: 28 days • 90% (44/49)
Slide 25: Overall Survival in KMT2A-r Patient Subset
OVERALL SURVIVAL IN KMT2A-r PATIENT SUBSET EHA 2026 After a median follow-up of 11.0 months (range 0.9–21.9): • Median OS was not reached - KMT2A-r: 71% OS rate at 12 months • Median age was 43 years • 60-day mortality: 4% (2/50) • 62% (31/50) of KMT2A-r patients remained alive and continued on stud
Slide 26: Summary Observations of Combination Data Presented to Date (1/2)
SUMMARY OBSERVATIONS OF COMBINATION DATA PRESENTED TO DATE (1/2) EFFICACY COMPATIBILITY Deep and durable clinical responses Excellent ability to combine with other agents Robust clinical activity with deep responses No dose modifications required due to interactions demonstrated in newly diagnosed:
Slide 27: Summary Observations of Combination Data Presented to Date (2/2)
SUMMARY OBSERVATIONS OF COMBINATION DATA PRESENTED TO DATE (2/2) SAFETY SIMPLICITY Best-in-class benefit-risk profile Convenient dosing may promote beneficial compliance Low rates of investigator-assessed, ziftomenib-related cytopenias and no additional myelosuppression observed Once-daily dosing, r
Slide 28: Darlifarnib: Farnesyl Transferase Inhibitor (FTI)
DARLIFARNIB FARNESYL TRANSFERASE INHIBITOR (FTI)
Slide 29: Need to Improve Standards of Care for Patients Treated with Targeted Therapies
THERE IS A NEED TO IMPROVE STANDARDS OF CARE FOR PATIENTS TREATED WITH TARGETED THERAPIES Despite impressive progress with small molecule Kura Oncology is pioneering FTIs to enhance targeted therapies, combination strategies may be the therapeutic potential of targeted therapies capable of deliverin
Slide 30: Darlifarnib with Cabozantinib in Cabo-Exposed ccRCC: Phase 1 Results from FIT-001
Farnesyl transferase inhibitor (FTI) darlifarnib (KO-2806) combined with cabozantinib (cabo) in clear cell renal cell carcinoma (ccRCC) patients after prior exposure to cabo: Preliminary phase 1 results from FIT-001 Yousef Zakharia1, Adam E. Singer2, Benjamin Garmezy3, Jacob Thomas4, Douglas E. Laux
Slide 31: Encouraging Clinical Activity in Response-Evaluable Cabo-Exposed ccRCC Patients
IKCS: Europe 2026 ENCOURAGING CLINICAL ACTIVITY IN RESPONSE- EVALUABLEa CABO-EXPOSED ccRCC PATIENTS Cabozantinib 40 mg Cabozantinib 60 mg Darlifarnib 3 mg Darlifarnib 5 mg Darlifarnib 8 mg Darlifarnib 3 mg Total n=5 n=6 n=2b n=3 N=16 ORR (uPR + PR), n (%) 2 (40) 2 (33)c 1 (50) 2 (67) 7 (44) 95% CI 5
Slide 32: Encouraging Activity of the Combination in Cabo-Exposed ccRCC Patients
IKCS: Europe 2026 ENCOURAGING ACTIVITY OF THE COMBINATION IN RESPONSE-EVALUABLEa CABO-EXPOSED ccRCC PATIENTS Best overall response in all response-evaluablea patients across dose levels * Received darlifarnib 3 mg + cabo 60 mg; the remaining patients received cabo 40 mg in combination with darlifarn
Slide 33: Conclusions from Darlifarnib + Cabozantinib Combo in Cabozantinib-Experienced RCC
IKCS: Europe 2026 CONCLUSIONS • Safety and tolerability profile generally consistent FROM with cabozantinib monotherapy, with on-target myelosuppression that could be managed with DARLIFARNIB + supportive care CABOZANTINIB • Combination demonstrates encouraging antitumor COMBO IN activity in ccRCC p
Slide 34: Darlifarnib Combined with Cabozantinib in RCC: Updated Phase 1a Results from FIT-001
KCRS 2026 FARNESYL TRANSFERASE INHIBITOR (FTI) DARLIFARNIB COMBINED WITH CABOZANTINIB IN RENAL CELL CARCINOMA (RCC): UPDATED PHASE 1A RESULTS FROM FIT-001 Adanma Ayanambakkam1, Yousef Zakharia2, Lee S. Rosen3, Benjamin Garmezy4, Meredith Pelster5, Glenn J. Hanna6, Jason Henry7, Jacob Thomas8, Manish
Slide 35: Encouraging Anti-Tumor Activity
KCRS 2026 ENCOURAGING ANTI-TUMOR ACTIVITY Cabozantinib-Naive ccRCCa Darlifarnib Cabozantinib 60 mgb + • Encouraging antitumor activity was Cabozantinib Darlifarnib Darlifarnib Darlifarnib observed in this pretreated 3 mg 5 mg 8 mg n (%) [95% CI] 40 mg (N=6) (n=6) (n=10) (n=12) population 2 (33) 2 (3
Slide 36: Encouraging Anti-Tumor Activity (ORR and DCR)
KCRS 2026 ENCOURAGING ANTI-TUMOR ACTIVITY (ORR AND DCR) Cabozantinib-Naive ccRCCa best percent change from baseline in target lesion size -30% aResponse-evaluable patients had ≥1 post baseline scan; bPatient received darlifarnib 8 mg + cabozantinib 60 mg; cResponse was considered PR because 100% tum
Slide 37: Duration of Treatment and Clinical Outcomes
KCRS 2026 DURATION OF TREATMENT AND CLINICAL OUTCOMES Cabozantinib-Naive ccRCC Durable clinical benefit was observed across all evaluated combination dose levels, with more than half of patients remaining on treatment at data cutoff aMedian follow up was 9.4 months (95% CI 6.9–12.8); PFS is aggregat
Slide 38: Duration of Treatment and Clinical Outcomes
KCRS 2026 DURATION OF TREATMENT AND CLINICAL OUTCOMES Cabozantinib-Naive ccRCC time on treatment and response in evaluable patients Durable clinical benefit was observed across all evaluated combination dose levels, with more than half of patients remaining on treatment at data cutoff Data cutoff: M
Slide 39: Darlifarnib with Adagrasib in KRAS G12C Mutated Advanced Solid Tumors
ASCO 2025 FARNESYL TRANSFERASE INHIBITOR DARLIFARNIB IN COMBINATION WITH ADAGRASIB IN KRAS G12C MUTATED ADVANCED SOLID TUMORS: PRELIMINARY RESULTS FROM FIT-001 PHASE 1 FIRST-IN-HUMAN TRIAL Andrea Zivi1, David Hong2, Manish R. Patel3, Jacob Thomas4, Justine Y. Bruce5, Sanjay Goel6, Glenn J. Hanna7, J
Slide 40: Encouraging Anti-Tumor Activity: Best Change in Target Lesion Size
ASCO 2025 ENCOURAGING ANTI-TUMOR ACTIVITY Best percent change from baseline in target lesion size 25 +20% Tumor shrinkage observed: 0 ▪ At both 3 mg and 5 mg darlifarnib doses Best ∆TL from Baseline (%) -25 ▪ In 77% (20/26) of all -30% response-evaluable patients ▪ In 94% (15/16) of all -50 response
Slide 41: Encouraging Clinical Activity: Time on Treatment and Response
ASCO ASH 2025 ENCOURAGING CLINICAL ACTIVITY Time on treatment and response in evaluable1 patients NSCLC Median follow-up time in months (range): ▪ NSCLC 6.9 (3.2–11.8) ▪ CRC 8.9 (1.2–13.2) CRC ▪ PDAC 6.7 (4.0–10.4) Responses observed across all tumor types at both doses PDAC of darlifarnib + adagras
Slide 42: Encouraging Clinical Activity: Change in Target Lesion Sum of Diameters
ASCO ASH 2025 ENCOURAGING CLINICAL ACTIVITY Change in target lesion sum of diameters over time in evaluable1 patients 25 20 10 -0 Change from Baseline (%) -10 -20 -30 -40 -50 -60 -70 -80 -90 -100 0 2 4 6 8 10 12 Darlifarnib 3 mg + adagrasib * Patients on study treatment Darlifarnib 5mg + adagrasib R
Slide 43: Encouraging Anti-Tumor Activity
ASCO 2025 ENCOURAGING ANTI-TUMOR ACTIVITY % (95% CI) n ORR CBR1 mDOR, mos Tumor type PDAC (KRASi-naïve) 6 67 (22–96) 100 (54–100) NE (3.8–NE) NSCLC 6 50 (12–88) 50 (12–88) NE (5.7–NE) KRASi-naïve NSCLC 3 67 (9-99) 67 (9-99) 5.7 (NE–NE) CRC 14 14 (2–43) 43 (18–71) NE (4.4–NE) KRASi-naïve CRC 7 29 (3–
Slide 44: Darlifarnib Updates and Development Priorities
DARLIFARNIB UPDATES AND DEVELOPMENT PRIORITIES Recent Updates Anticipated Next Steps • Presented Phase 1 FIT-001 data demonstrating • Complete enrollment in the randomized FIT- darlifarnib’s potential to overcome resistance to 001 Phase 1b study evaluating darlifarnib plus VEGFR-targeted therapy in
Slide 45: Large Potential Opportunity in Darlifarnib with ~280K Annual Incident Patients in the U.S.
LARGE POTENTIAL OPPORTUNITY IN DARLIFARNIB WITH ~280K ANNUAL INCIDENT PATIENTS IN THE U.S. ANNUAL U.S. INCIDENCE, 2025 Thousands of patients OPPORTUNITY AREAS VEGFR TKI 55 • Potential to combine with cabozantinib and other TKIs in RCC and potentially in NET 56 41 • Potential to combine with TKI and
Slide 46: 2026: Anticipated Progress
2026: ANTICIPATED PROGRESS Accelerate U.S. adoption of KOMZIFTI in R/R NPM1-m AML Drive quarter-over-quarter revenue growth ziftomenib darlifarnib Present updated KOMET-007 data evaluating combination with 7+3 Complete Phase 1b RCC enrollment ✓ ✓ in 1L NPM1-m/KMT2A-r AML at EHA 2026 Initiate expansi
Slide 47: Abbreviations
ABBREVIATIONS 1l: first line GILT: gilteritinib QTc: corrected QT interval 2L: second line GIST: gastrointestinal stromal tumors RAS: rat sarcoma 7+3: 7 days of cytarabine + 3 days of daunorubicin IC: intensive chemotherapy RCC: renal cell carcinoma AE: adverse event IDH1/2: isocitrate dehydrogenase
Slide 48: Thank You
THANK YOU Leading the Next Era of Precision Medicine 48