Kura Oncology (KURA) Corporate presentation summary

Strategic vision and financial position

• Focus on precision medicine with two core assets: ziftomenib (KOMZIFTI) and darlifarnib, targeting hematologic malignancies and solid tumors.

• KOMZIFTI approved for relapsed/refractory NPM1-mutated AML, showing strong launch momentum and majority share of new patient starts.

• Robust financials: $519M in cash/investments as of June 2026, plus $180M in anticipated collaboration payments.

• Strategic collaboration with Kyowa Kirin enables broad development and commercialization, with Kura retaining U.S. leadership and rights.

• 2026 priorities include expanding clinical data, advancing preclinical assets, and establishing KOMZIFTI as standard of care in menin-driven AML.

Pipeline and clinical development

• Ziftomenib is being advanced as a combinable backbone therapy across up to 50% of AML patients, with multiple ongoing and planned trials in various AML subtypes.

• Darlifarnib is positioned as a foundational therapy in RCC and RAS-driven solid tumors, with ongoing studies in combination with cabozantinib and adagrasib.

• Comprehensive development strategy targets a potential blockbuster market, with U.S. TAM for ziftomenib in AML estimated at ~$7B.

• Multiple 2026 and beyond readouts expected for both ziftomenib and darlifarnib, including pivotal Phase 3 trials.

Clinical efficacy and safety highlights

• KOMZIFTI demonstrated deep and durable responses in both newly diagnosed and relapsed/refractory NPM1-mutated AML, with high overall response rates and favorable survival outcomes.

• Combination regimens with venetoclax/azacitidine and intensive chemotherapy showed robust efficacy and manageable safety profiles.

• Darlifarnib combinations in RCC and KRAS-mutated solid tumors showed encouraging anti-tumor activity, high disease control rates, and durable responses, including in patients previously exposed to cabozantinib.

• Safety profile for both assets is favorable, with low rates of severe adverse events and no significant additional toxicity in combinations.