Kura Oncology, Inc. (KURA) Morgan Stanley 24th Annual Global Healthcare Conference September 16, 2026 7:45 AM EDT
Company Participants
Troy Wilson – Chairman, CEO & President
Brian Powl – Chief Commercial Officer
Jennifer Fulk – Chief Financial Officer
Conference Call Participants
Frank Tang – Morgan Stanley
Presentation
Frank Tang
Morgan Stanley
All right. Thank you, everyone, for joining us. My name is Frank Tang, and I’m with the Investment Banking division at Morgan Stanley. Thank you all for joining us today for the fireside chat with Kura Oncology. I am joined today by Chair and CEO, Troy Wilson; Chief Commercial Officer, Brian Powl; and Chief Financial Officer, Jennifer Fulk. Welcome, and great to have you all here today at our conference again.
Question-and-Answer Session
Frank Tang
Morgan Stanley
When we sat down last year, Troy, we were talking ahead of your PDUFA date. A lot has changed. And for those less familiar with and new to Kura, can you give us an overview of where the company sits today as a commercial stage business, your pipeline and your priorities heading into the rest of 2026 and ’27?
Troy Wilson
Chairman, CEO & President
Sure. Yes. And thank you, Frank, to you and the Morgan Stanley team for the invitation. So it’s been a year. What a difference a year makes. We are now a fully integrated research, development and commercial company. In the last quarter, we announced our second full quarter of sales for KOMZIFTI, which is our menin inhibitor approved in relapsed/refractory NPM1 mutant AML. We were really pleased to say that we took leadership of new patient starts in our second full quarter. That’s pretty unusual. We continue to push the launch, and we have a large development program behind that initial approved indication. We have 2 Phase III trials ongoing in both the intensive chemotherapy and non-intensive chemotherapy settings with ziftomenib, which is KOMZIFTI. We also
