Start here if you're new
what it is
Kura is a cancer drug company with 3 programs and no approved products.
how it gets paid
Last year Kura Oncology made $67M in revenue. tipifarnib collaboration was the main engine at $24M, or 36% of sales.
why it's growing
Revenue grew 25.2% last year. Revenue rose 142% vs. prior year, but the company still lost money.
what just happened
Kura posted $50M of quarterly revenue, but the loss still widened to $2.26 a share.
At a glance
B balance sheet — gets the job done, barely
100/100 earnings predictability — you can trust these numbers
-$2.02 fy2024 eps est
$54M fy2024 rev est
n/a operating margin
xvary composite: 51/100 — below average
What they do
Kura is a cancer drug company with 3 programs and no approved products.
Kura has 3 drug candidates, 2 in human trials, and 0 approved products. Tipifarnib is in multiple Phase II trials, KO-947 is in Phase I, and KO-539 is preclinical. You are buying three shots on goal, not a finished business. Kura also owns no manufacturing facilities, so it avoids plant costs.
How they make money
$67M
annual revenue · their business grew +25.2% last year
tipifarnib collaboration
$24M
+25.2%
ziftomenib collaboration
$18M
+25.2%
milestones and fees
$12M
+25.2%
research reimbursement
$8M
+25.2%
other licensing income
$5M
flat
The products that matter
lead oncology program
KOMZIFTI (ziftomenib)
$764M market cap story
At $11.27 a share and a $764M market cap, this is the asset carrying the equity case. The current business does not justify the valuation on its own.
lead catalyst
clinical pipeline economics
Clinical Pipeline
$67M revenue · +25.2%
The pipeline is what investors are paying for, but this page only shows $67M in annual revenue and no marketed product. That's promise, not proof.
proof pending
funding flexibility
Balance Sheet
$14M debt · 2% of capital
Only $14M of long-term debt sounds comforting because it is. For a company losing $3.15 per share, low debt buys you time even when profitability is nowhere in sight.
runway support
Key numbers
$67M
annual revenue
This is the whole business today. It is tiny next to a $764M market cap.
$2.02
fy2024 eps
You are still paying for research, not profits.
$14M
long-term debt
Debt is low at 2% of capital, so the balance sheet is not the main problem.
192
employees
A 192-person team is carrying a cancer pipeline that has not reached market yet.
Financial health
B
strength
- balance sheet grade B — adequate — nothing special
- risk rank 3 — safer than 50% of stocks
- price stability 10 / 100
- long-term debt $14M (2% of capital)
B — functional but not a standout on the balance sheet.
Total return vs. market
Return history isn't available for KURA right now.
source: institutional data · return history unavailable
What just happened
missed estimates
Kura posted $50M of quarterly revenue, but the loss still widened to $2.26 a share.
Revenue rose 142% vs. prior year, but the company still lost money. The gap between sales and earnings is still the story.
$50M
revenue
-$2.26
eps
n/a
gross margin
the number that mattered
$50M mattered because it was the only number moving in the right direction.
source: company earnings report
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What could go wrong
the #1 risk is ziftomenib failing to become a commercially credible product. This is a company with $67M in revenue, a -413% net margin, and no second engine on this page big enough to carry the story alone.
med
ziftomenib stops looking like the answer
Single-asset-heavy biotech gets repriced fast when the lead program weakens. With a $764M market cap attached to a business generating $67M of revenue, the valuation is doing a lot of future-tense work.
Impact: the investment case falls back on a pipeline and revenue base that this page does not show as large enough to carry the equity story on its own.
med
cash burn outlasts investor patience
A -413% net margin and -$3.15 trailing EPS mean losses are not a side note. They are the operating model. If development takes longer than investors expect, new capital becomes a timing problem instead of a choice.
Impact: dilution risk rises because the current economics do not fund development internally.
med
the stock outruns the proof
At $11.27, the shares already sit near the top of a $5–$12 52-week range. That is what biotech looks like when hope arrives before resolution.
Impact: even neutral updates can feel disappointing when the stock is priced for cleaner answers than the data gives you.
A setback hits a business with $67M of annual revenue, a -413% net margin, and a stock already near the top of its $5–$12 range. There is not a second business line on this page large enough to hide behind.
source: institutional data · regulatory filings · risk analysis
Pay attention to
calendar
the next ziftomenib timeline check
This stock is a date-driven story. If management gives you cleaner timing, uncertainty compresses. If timing gets fuzzier, the multiple usually notices before fundamentals do.
metric
revenue versus loss depth
Watch whether revenue can stay above the $54M–$67M zone while losses stop getting worse. Right now, scale is small and the burn is still loud.
risk
balance-sheet durability
Only $14M of long-term debt is a plus. Keep watching whether that stays true while the company remains loss-making. Low debt is buying time here.
trend
whether the stock keeps trading near the top of its range
A move from $5 to near $12 changes investor expectations. When the chart gets optimistic before the science is settled, the burden of proof rises.
Analyst rankings
short-term outlook
mixed
coverage is thin and target data is thinner. in human-speak, analysts do not have a clean shared script here.
risk profile
volatile
price stability is 10/100. That is the opposite of a sleep-well-at-night stock.
chart momentum
catalyst-led
the stock trades on program perception and timing. Charts matter less when one headline can rewrite them.
earnings predictability
100/100
the accounting path is predictable. the commercial path still is not.
source: institutional data
Institutional activity
institutional ownership data for KURA is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$11
current price
n/a
target midpoint · n/a from current
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