H.C. WAINWRIGHT REITERATES BUY RATING ON KURA ONCOLOGY STOCK

Published 02/06/2025, 12:42
H.C. WAINWRIGHT REITERATES BUY RATING ON KURA ONCOLOGY STOCK

On Monday, H.C. Wainwright analysts reaffirmed their Buy rating and maintained a $40 price target for Kura Oncology stock (NASDAQ: NASDAQ:KURA), aligning with the broader analyst consensus of "Strong Buy" and price targets ranging from $8 to $40. According to InvestingPro analysis, the stock appears undervalued at its current price of $5.69, trading near its 52-week low. This comes after the announcement that the FDA has accepted the New Drug Application (NDA) for ziftomenib, a treatment for adult patients with relapsed or refractory acute myeloid leukemia (AML) harboring a nucleophosmin 1 (NPM1) mutation.

The NDA was granted Priority Review, with a target action date set for November 30, 2025. The submission is based on results from the Phase 2 KOMET-001 trial, which met its primary endpoint and demonstrated a favorable benefit-risk profile. Analysts at H.C. Wainwright see this milestone as a significant achievement for Kura Oncology and the AML community, as ziftomenib could become the first FDA-approved menin inhibitor for this specific subset of AML patients. The company maintains a strong financial position with more cash than debt and a healthy current ratio of 8.07.

Kura Oncology, in partnership with Kyowa Kirin, aims to address the needs of a genetically defined subset of AML patients with limited treatment options. The company is preparing for commercialization efforts as it progresses toward bringing its first commercial asset to market. InvestingPro data reveals the company maintains a "Fair" overall financial health score, with particularly strong cash flow metrics that could support its commercialization plans. Discover more insights and 12 additional ProTips with an InvestingPro subscription.

The full data analyses from the KOMET-001 trial are scheduled to be presented later today at the American Society of Clinical Oncology (ASCO) meeting. H.C. Wainwright analysts are eager to review the complete dataset, which they believe supports the clinical strength of ziftomenib.

H.C. Wainwright’s continued Buy rating reflects their confidence in Kura Oncology’s potential to succeed in bringing ziftomenib to market, as well as the anticipated regulatory milestones and commercialization strategies.

In other recent news, Kura Oncology reported a significant revenue increase for the first quarter of 2025, reaching $14.1 million compared to no revenue in the same quarter last year. However, the company experienced a slight miss on earnings per share (EPS), reporting -$0.66 against a forecast of -$0.62. Despite this, the revenue exceeded expectations, highlighting robust operational performance. The company’s cash position remains strong, with resources expected to fund operations into 2027, bolstered by a $45 million milestone payment. Additionally, Kura Oncology is advancing its product pipeline with new trials and developments, including the potential commercial launch of Ziftomenib for acute myeloid leukemia (AML).

Cantor Fitzgerald recently maintained its Overweight rating on Kura Oncology, citing promising data for Ziftomenib, a MENIN inhibitor for AML treatment. The data showed a complete remission rate of 23%, aligning with competing drugs and highlighting a lower rate of severe QTc prolongation. These findings are crucial as Kura prepares for potential marketing approval and further clinical trials. The company plans to present key data at upcoming conferences, which may influence its competitive positioning in the oncology market.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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