Kura Oncology, Inc. · NASDAQ:KURA
Kura Oncology — Q4 2025 Earnings Presentation
32 slides from Kura Oncology's earnings presentation, Mar 5, 2026
Slide 1: Corporate Presentation: Leading the Next Era of Precision Medicine
CORPORATE PRESENTATION Leading the Next Era of Precision Medicine March 5, 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,” “promise,” “plan,” “continue,” “anticipate,” “intend,” “expect,” “potential,” “vision
Slide 3: Dedicated to Realizing the Promise of Precision Medicines to Help Patients with Cancer
DEDICATED TO • Commercial-stage precision oncology company REALIZING THE • KOMZIFTI (ziftomenib) approved for treatment of PROMISE OF adult patients with R/R NPM1-m AML PRECISION • Comprehensive ziftomenib clinical development MEDICINES TO strategy designed to address up to 50% of AML patients, repr
Slide 4: Advancing a Diversified Pipeline
ADVANCING A DIVERSIFIED PIPELINE Phase 1 Dose Phase 1 Dose Program Clinical Trial Development Approach Research Registrational U.S. FDA Approved Escalation Expansion KOMZIFTI (ziftomenib)* R/R NPM1-m AML monotherapy Combination with 7+3 (IC) Frontline NPM1-m or KMT2A-r AML Combination with Frontline
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: 2026 Ziftomenib Priorities
2026 ZIFTOMENIB PRIORITIES ESTABLISH >> Commercial Leadership • Establish clear differentiation in the menin inhibitor class • Deliver strong quarter-over-quarter growth in revenue and adoption • Achieve leading class share in R/R NPM1-m AML setting EXECUTE >> Frontline Franchise • Drive toward firs
Slide 7: 2026 Darlifarnib Priorities
2026 DARLIFARNIB PRIORITIES ESTABLISH >> Combination Backbone • Generate data to position darlifarnib as a preferred combination partner for targeted therapies in solid tumors EXECUTE >> Clinical Validation and Potential Registration • Advance RCC development • Enroll Phase 1b trial of darlifarnib +
Slide 8: 2026 Menin Pipeline Priorities
2026 MENIN PIPELINE PRIORITIES IDENTIFY >> New Opportunities • Identify additional opportunities for menin inhibition in solid tumors and other diseases ADVANCE >> Next-Generation Assets • Advance KO-7246, a next-gen menin inhibitor, for diabetes and cardiometabolic diseases • Present preclinical da
Slide 9: 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 strategic flexibility POSITIONS KURA 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 10: Financial Highlights and Outlook
FINANCIAL HIGHLIGHTS • $2.1 million of KOMZIFTI net product revenue in 4Q 2025, AND OUTLOOK based on the five-week period of commercial sales following November 13 approval Well-capitalized to • $667.2 million in cash, cash equivalents and short-term support KOMZIFTI investments as of Dec 31, 2025 c
Slide 11: Now FDA Approved
NOW FDA APPROVED Please see additional Important Safety Information and full 11 Prescribing Information, including Boxed Warning.
Slide 12: 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 13: Comprehensive Development Strategy Addresses Potential Blockbuster Market Opportunity
COMPREHENSIVE DEVELOPMENT STRATEGY ADDRESSES POTENTIAL BLOCKBUSTER Significant U.S. TAM MARKET 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 14: 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 15: 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 IDH1/2m and/or No Transplant Therapy Palliativ
Slide 16: 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 17: Ziftomenib with 7+3 in Newly Diagnosed NPM1-m or KMT2A-r AML: KOMET-007
Ziftomenib combined with intensive induction S136 chemotherapy (7+3) in newly diagnosed NPM1-m or KMT2A-r acute myeloid leukemia: Updated phase 1a/b results from KOMET-007 Harry Erba1, Eunice S. Wang2, Amir T. Fathi3, Gail J. Roboz4, Yazan F. Madanat5, Stephen A. Strickland6, Suresh Balasubramanian7
Slide 18: Duration of Treatment & Preliminary Clinical Outcomes in 1L NPM1-m AML (7+3)
DURATION OF TREATMENT & PRELIMINARY CLINICAL OUTCOMES IN 1L NPM1-m AML (7+3 COMBINATION) After a median follow-up of 24.9 weeks (range 4.3–47.1): - Median duration of CR not reacheda - Median OS not reacheda - 2 NPM1-m patients received HSCT - 3 discontinuations due to relapse - 96% (47/49) of patie
Slide 19: Ziftomenib with Venetoclax and Azacitidine in Newly Diagnosed NPM1-m AML
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, Leonard C. Al
Slide 20: Duration of Treatment & Preliminary Clinical Outcomes in 1L NPM1-m AML (Ven/Aza)
DURATION OF TREATMENT & PRELIMINARY CLINICAL 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 ziftomenib mainten
Slide 21: Ziftomenib with Venetoclax and Azacitidine in R/R NPM1-m or KMT2A-r AML
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 J. Roboz
Slide 22: Duration of Treatment & Preliminary Clinical Outcomes in R/R NPM1-m AML (Ven/Aza)
DURATION OF TREATMENT & PRELIMINARY CLINICAL 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 went ont
Slide 23: 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 24: 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 25: Darlifarnib (KO-2806): Farnesyl Transferase Inhibitor (FTI)
DARLIFARNIB (KO-2806) FARNESYL TRANSFERASE INHIBITOR (FTI) Combination therapy using FTIs has potential to address drug resistance and provide deeper and more durable anti-tumor activity 25
Slide 26: There Is a 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, resistance limits the potential the therapeutic potential of targeted therapies of many agents • m
Slide 27: Encouraging Clinical Activity of Darlifarnib and Cabozantinib in Response-Evaluable RCC Patients
ENCOURAGING CLINICAL ACTIVITY OF DARLIFARNIB AND CABOZANTINIB IN RESPONSE-EVALUABLEa RCC PATIENTS Best overall response in all response-evaluablea patients across dose levels a Response-evaluable patients had ≥ 1 post-baseline scan. b Patient received KO-2806 3 mg + cabozantinib 40 mg. c Patient had
Slide 28: Conclusions from Darlifarnib + Cabozantinib Combo in RCC Patients
CONCLUSIONS • Darlifarnib + cabozantinib demonstrated a FROM manageable safety profile across dose levels assessed DARLIFARNIB + • Antitumor activity of darlifarnib + cabozantinib CABOZANTINIB combination was observed across all doses in RCC COMBO IN RCC (potentially exceeding the activity of caboza
Slide 29: Anticipated Next Steps for Development of Darlifarnib and Clinical Updates in 2026
ANTICIPATED NEXT STEPS FOR Anticipated Next Steps for the Darlifarnib DEVELOPMENT OF Program • Initiate Phase 1b for darlifarnib + DARLIFARNIB AND cabozantinib combo to determine optimal CLINICAL biologically active dose (OBAD) • Complete dose escalation for darlifarnib + UPDATES IN 2026 adagrasib i
Slide 30: Large Potential Opportunity in Darlifarnib with >200K Annual Incident Patients in the U.S.
LARGE POTENTIAL OPPORTUNITY IN DARLIFARNIB WITH > 200K ANNUAL INCIDENT PATIENTS IN THE U.S. ANNUAL U.S. INCIDENCE, 2025 Thousands of patients OPPORTUNITY AREAS VEGFR TKI ~100 • Potential to combine with ~85 cabozantinib and other TKIs in RCC 57 and potentially in NET 41 ~40 • Potential to combine wi
Slide 31: 2026: Anticipated Progress
2026: ANTICIPATED PROGRESS Accelerate U.S. uptake of KOMZIFTI in R/R NPM1-m AML Drive quarter-over-quarter revenue growth ziftomenib darlifarnib Present updated KOMET-007 data evaluating combination with Initiate expansion cohorts of darlifarnib and 1H 1H 7+3 in 1L NPM1-m/KMT2A-r AML cabozantinib in
Slide 32: Thank You
THANK YOU Leading the Next Era of Precision Medicine 32