@G_Capital Hey, I don't have much to say. I got out after a 25% gain and haven't gone back in. I'm not really the "buy and hold" type when it comes to stocks like that.
I'd have to look into what was going on there.

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G_Capital@G_Capital

1Settimana

@Raketentoni …DANKE!

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Raketentoni@Raketentoni

1Settimana

@G_Capital Reuters reported on November 4 that analysts at Leerink Partners view Johnson & Johnson’s active ingredient bleximenib as a serious threat to Kura’s already approved drug Komzifti (ziftomenib).
Cantor Fitzgerald assessed the competitive data as moderately negative for marketing in the relapsed and refractory AML segment, but still viewed Kura as competitive in first-line therapy.

That is the key difference: Kura’s stock did not plummet because of reported poor quarterly results, but because the market has less confidence in future revenue and market share expectations.

The next important date is Tuesday, November 10, 2026. After the U.S. stock market closes, Kura will release its Q3 results, followed by the earnings call at 10:30 p.m. Danish time.
Of particular interest will be Komzifti’s sales figures, the number of new patients, and management’s comments on competition from Johnson & Johnson.

My preliminary assessment: A serious setback for the investment thesis, but not yet proof that Kura’s drug will fail commercially. Before potentially buying in, I would wait until November 10.

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Smudo@Smudeo

2Mes

Kura Oncology is a clinically focused biotech company with its first proprietary product on the market, which reported significant losses amid rising revenue in the current reporting quarter—the classic scenario for a “highly speculative” stock.
Loss Situation
The net loss in Q2 2026 was $68.3 million, compared to $66.1 million in the same quarter of the previous year—so despite rising revenue, the loss actually widened slightly. This is due to high investments: research and development expenses totaled $61.9 million, while sales and administrative expenses amounted to $31.8 million, partly due to the expansion of the sales team for the product launch. For fiscal year 2025, the company reported an annual loss of $278.7 million (EPS: -$3.18). The loss per share in Q2 2026 was -$0.77, which was better than analysts’ estimate of -$0.88.

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