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Kura Oncology, Inc.
8/12/2026
Good day, everyone. My name is Lenius, and I will be your conference operator today. At this time, I would like to welcome you to the Cura Oncology second 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've 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 one follow-up question. If time permits, at the end of the Q&A session, we invite you to rejoin the queue for additional questions. At this time, I would like to turn the call over to Greg Mann, Senior Vice President of Investor Relations and Corporate Affairs of Cura Oncology. Please go ahead.
Thank you, Linnaeus. Good afternoon and welcome to Cura Oncology's second quarter 2026 conference call. Joining the call today are Dr. Troy Wilson, President and Chief Executive Officer, Brian Powl, Chief Commercial Officer, Dr. Mollie Leoni, 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 may involve risks and uncertainties that cause actual results to differ materially from expected results. Please refer to Cura's filings with the SEC, which are available from the SEC or on the Cura Oncology website for information concerning risk factors that could affect the company. With that, I'll turn the call over to Troy.
Thank you, Greg, and good afternoon, everyone. The second quarter marked another step forward in Cura's evolution as a commercial-stage oncology company. ComSifty moved into a leadership position in relapsed refractory and PM1 mutant AML, menin inhibitor market, and new clinical data further strengthened our confidence in our strategy of building two differentiated growth franchises. I'll start with Comsifty. In only our second full quarter on the market, Comsifty generated $9.1 million in net product revenue, exceeding our expectations, and captured a majority of new patient starts in the relapsed refractory NPM1 mutant AML med and inhibitor market. At this stage of the launch, new patient starts are the clearest leading indicator of commercial performance. They measure which therapy physicians are choosing today, and they establish the base for future prescriptions and revenue. Achieving majority share of new patient starts in only our second full commercial quarter, despite entering the market second, is clear evidence physicians are differentiating within the menin inhibitor class. In real-world AML practice, physicians choose therapies based on the total treatment profile, efficacy, predictable and manageable safety, dosing convenience, drug-drug interactions, and increasingly, the potential to combine with existing treatment approaches. We believe ComSifty's rapid adoption reflects the strength of that differentiated profile in the largest currently FDA-approved MedIn inhibitor opportunity. Thank you for joining us. Thank you for joining us. Turning to Darla Farnham, we now believe we have a second wholly owned strategic asset capable of creating significant value independent of our menin inhibitor franchise. Across cabozantinib exposed and cabozantinib naive renal cell carcinoma, as well as in KRAS G12C mutated solid tumors, we've generated clinical evidence that Darla Farnham has the potential to to enhance the activity of targeted therapy backbones through a common biological mechanism while maintaining a manageable safety profile. Our strategy is straightforward. Pair duralafarnib with established and emerging targeted therapies, allowing us to advance the program efficiently while preserving opportunities for future strategic collaboration. Stepping back, Cura is substantially stronger than it was even just one quarter ago. We have established commercial leadership in new patient starts in relapsed refractory NPM1 mutant AML. We have built one of the most mature and robust frontline menin inhibitor data sets in AML. We've advanced a wholly owned precision oncology platform beyond menin inhibition, and we've maintained the financial strength to execute through multiple value-creating milestones. Together, these assets position us to create value through commercial execution, pipeline expansion and disciplined capital deployment. With that, I'll turn it over to Brian.
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