Kura Oncology, Inc.

Good day, everyone. My name is Layla, and I will be your conference operator today. At this time, I would like to welcome you to the Cura Oncology first quarter 2026 financial results earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, and if you have joined via the webinar, please use the raise hand icon, which can be found at the bottom of your webinar application. To allow everyone the opportunity to participate, we ask that you please limit yourself to one question and then re-enter the queue for any follow-ups. At this time, I would like to turn the call over to Greg Mann, SVP of Investor Relations and Corporate Affairs of Cura Oncology. Please go ahead.

Thank you, Leila. Good afternoon and welcome to Cura Oncology's first quarter 2026 conference call. Joining the call today are Dr. Troy Wilson, President and Chief Executive Officer, Brian Powell, Chief Commercial Officer, Dr. Molly Leone, Chief Medical Officer, and Tom Doyle, Senior Vice President, Finance and Accounting. We remind you that today's discussion will include forward-looking statements based on current expectations. Such statements represent management's judgment as of today, and they involve risks and uncertainties that cause actual results to differ materially from expected results. Please refer to Kerr's filings with the SEC, which are available from the SEC or on the Kerr Oncology website for information concerning risk factors that could affect the company. With that, I'll call the call over to Troy.

Thank you, Greg. Good afternoon, everyone. CUR is at an inflection point. What we've been building over the last several years is now showing up clearly in the clinic, in the market, and in the way physicians are making treatment decisions. Our first commercial launch is off to a strong start. Our phase three programs are ahead of plan, and over the next 12 to 24 months, we expect a steady flow of data that we believe will define leadership in the menin inhibitor class. Most importantly, we're executing with focus, discipline, and a very clear strategy. Let me start with ComSifty. In our first full quarter of launch, we generated $5.8 million in net product revenue ahead of expectations. But what matters more to us is what's underneath those numbers. We're seeing repeat prescriptions. We're seeing broad uptake. and use expand across treatment centers. We're seeing increasing payer preference, and we're seeing early instances of physicians switching patients from other men and inhibitors to Comsifty. That tells us something important. This is not just a class story anymore. Physicians are starting to differentiate based on product profile, and we believe Comsifty is standing out. We see that differentiation coming from a combination of compelling efficacy, a predictable safety profile, simple and convenient dosing, and potential for broad combinability. In real-world practice, these things matter, and they're driving how physicians choose therapy. It's early, but based on what we're seeing, we believe ComSifty is well-positioned to emerge as a leader in the treatment of adult patients with relapsed refractory NPM1 mutant AML. At the same time, we're not building this as a single indication product. Our focus is to expand Zip2Mentive across the AML treatment continuum and establish it as a backbone therapy in combination. This year, we expect to generate multiple data readouts to support that strategy, including updated data from our 7 plus 3 combination in newly diagnosed AML at EHA, publication of our venetoclax azacitidine combination, and initial data from our giltarithinib combination in relapsed and refractory AML patients with NPM1 and FLT3 commutations. Taken together, these data sets are designed to answer a simple question. Can comZifty be used broadly, safely, and effectively in combination across AML? Based on what we've seen so far, we believe the answer will be yes. In parallel, our frontline phase three program, Comet 017, is progressing ahead of plan with strong enrollment for both studies across leading global sites. Our one-stop shop design is doing exactly what we intended, accelerating execution without compromising rigor. Beyond AML, we continue to build a broader pipeline with meaningful upside. Darlifarnib is a good example. The data we've generated reinforce its mechanism and potential to overcome resistance to targeted therapies. We'll have additional combination data this year, including in KRAS G12C mutated cancers, where we think there's an opportunity to open up new treatment approaches across large solid tumor indications. So when we step back, we think Kerr is in a very strong position. We have a commercial product that is gaining traction and beginning to differentiate in the real world. We have a pipeline with multiple anticipated near-term clinical catalysts that can expand that opportunity significantly. And we have the balance sheet to execute our strategy and reach key value-creating milestones. The menin inhibitor class in AML is still early. The next year or two will determine how it evolves and who leads. Based on what we're seeing today in the clinic and in the market, we're confident in our ability to play a leading role in shaping that future. With that, I'll turn it over to Brian.