I went straight to @Multibagger as soon as I dug this thing up. Welcome aboard!
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@Raketentoni I already opened a small initial position a few days ago based on your top analysis… Now I'm going to keep buying more little by little…
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•@G_Capital Oh, I'm glad to hear that, but don't go overboard right away—it's still a risk.
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@Raketentoni How do you view yesterday's sharp decline? Does the long-term bet still make sense to you?
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@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.
I'd have to look into what was going on there.
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@Raketentoni …DANKE!
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@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.
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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