Knott David M Jr Takes Position in Kura Oncology, Inc. $KURA

Knott David M Jr acquired a new position in shares of Kura Oncology, Inc. (NASDAQ:KURA) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 67,302 shares of the company’s stock, valued at approximately $596,000. Knott David M Jr owned about 0.08% of Kura Oncology as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. EcoR1 Capital LLC raised its position in Kura Oncology by 59.1% in the second quarter. EcoR1 Capital LLC now owns 4,200,000 shares of the company’s stock valued at $24,234,000 after purchasing an additional 1,559,702 shares during the last quarter. Qube Research & Technologies Ltd grew its holdings in shares of Kura Oncology by 63.0% during the second quarter. Qube Research & Technologies Ltd now owns 1,911,886 shares of the company’s stock worth $11,032,000 after purchasing an additional 738,761 shares during the last quarter. Acadian Asset Management LLC grew its holdings in shares of Kura Oncology by 163.6% during the second quarter. Acadian Asset Management LLC now owns 870,903 shares of the company’s stock worth $5,022,000 after purchasing an additional 540,482 shares during the last quarter. Sector Gamma AS acquired a new position in shares of Kura Oncology in the third quarter valued at approximately $3,880,000. Finally, Man Group plc raised its holdings in Kura Oncology by 234.7% in the 2nd quarter. Man Group plc now owns 522,388 shares of the company’s stock valued at $3,014,000 after buying an additional 366,324 shares during the last quarter.

Insider Buying and Selling at Kura Oncology

In other news, insider Mollie Leoni sold 8,180 shares of Kura Oncology stock in a transaction dated Tuesday, January 27th. The stock was sold at an average price of $8.46, for a total value of $69,202.80. Following the completion of the transaction, the insider directly owned 267,274 shares of the company’s stock, valued at approximately $2,261,138.04. This trade represents a 2.97% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Francis Burrows sold 23,726 shares of the business’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $9.78, for a total value of $232,040.28. Following the completion of the transaction, the insider directly owned 33,735 shares in the company, valued at $329,928.30. This represents a 41.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 59,794 shares of company stock valued at $537,176. 6.40% of the stock is owned by corporate insiders.

Kura Oncology Stock Up 5.3%

Kura Oncology stock opened at $8.96 on Friday. The company has a debt-to-equity ratio of 0.02, a quick ratio of 5.12 and a current ratio of 5.12. Kura Oncology, Inc. has a 52-week low of $5.41 and a 52-week high of $12.49. The firm has a 50 day moving average price of $8.75 and a two-hundred day moving average price of $9.39. The firm has a market cap of $779.70 million, a price-to-earnings ratio of -2.82 and a beta of 0.22.

Kura Oncology (NASDAQ:KURA) last issued its quarterly earnings results on Thursday, March 5th. The company reported ($0.92) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.72) by ($0.20). Kura Oncology had a negative return on equity of 91.62% and a negative net margin of 412.95%.The firm had revenue of $17.34 million during the quarter, compared to analyst estimates of $34.71 million. Equities analysts predict that Kura Oncology, Inc. will post -2.44 EPS for the current year.

Key Headlines Impacting Kura Oncology

Here are the key news stories impacting Kura Oncology this week:

• Positive Sentiment: KOMZIFTI early commercial traction — management reported $2.1M in net product revenue from ~5 weeks of sales and rapid payer coverage (~80% of private payers aligned to label), supporting near-term uptake expectations. Q4 & Corporate Update
• Positive Sentiment: Material milestone payments & cash runway — Kura recorded collaboration revenue and milestone receipts (including a reported $135M channel milestone and additional $30M payments tied to Phase 3 dosing) and ended 2025 with $667.2M cash plus ~$180M anticipated collaboration payments, which management says funds operations into pivotal Phase 3 topline results. This reduces near‑term financing risk. Q4 Financials
• Neutral Sentiment: Pipeline cadence: management flagged multiple 2026 data readouts and enrollment progress (pivotal KOMET‑017 frontline trials, KOMET‑007 combos, FIT‑001 expansion). These are potential future catalysts but carry binary clinical risk. Corporate Update
• Neutral Sentiment: Inducement grants: the company issued options for 44,700 shares to four new hires under Nasdaq rules — modest potential dilution and a routine hiring incentive. Inducement Grants
• Negative Sentiment: Q4 earnings and revenue miss — Kura reported a $0.92 loss per share vs. consensus -$0.72 and Q4 revenue of $17.3M vs. est. ~$34.7M. R&D and SG&A rose sharply, driving a wider net loss ($81M). These miss metrics explain selling pressure despite commercial progress. Earnings Recap
• Negative Sentiment: Safety profile and boxed warning remain material risks — differentiation syndrome, QTc prolongation and other serious AEs were highlighted in the label and trial experience; these safety issues can limit uptake, dosing, and label expansion. Safety & Label
• Negative Sentiment: Analyst note: Wedbush trimmed its price target from $38 to $36 (rating remains Outperform), a modest downgrade that may temper upside sentiment despite bullish coverage from other firms. Analyst Update

Wall Street Analyst Weigh In

Several equities research analysts recently commented on KURA shares. Weiss Ratings reiterated a “sell (d-)” rating on shares of Kura Oncology in a research report on Thursday, January 22nd. HC Wainwright restated a “buy” rating and issued a $40.00 price target on shares of Kura Oncology in a research report on Tuesday, January 13th. UBS Group upped their price target on shares of Kura Oncology from $14.00 to $16.00 and gave the company a “buy” rating in a research report on Friday, November 14th. Wall Street Zen downgraded shares of Kura Oncology from a “hold” rating to a “sell” rating in a research note on Monday, March 2nd. Finally, Wedbush reduced their price objective on shares of Kura Oncology from $38.00 to $36.00 and set an “outperform” rating on the stock in a research note on Friday. Nine investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $27.71.

Kura Oncology Profile

Kura Oncology, Inc (NASDAQ: KURA) is a clinical-stage biopharmaceutical company focused on the discovery and development of targeted oncology therapies. Headquartered in La Jolla, California, the company leverages expertise in molecular biology and precision medicine to identify key drivers of cancer growth and design small-molecule inhibitors that block those pathways. Kura’s research platform integrates genomic insights with medicinal chemistry to advance candidates against well-validated targets in solid tumors and hematologic malignancies.

The company’s lead clinical candidate, tipifarnib, is a farnesyltransferase inhibitor being evaluated for the treatment of HRAS-mutant head and neck squamous cell carcinoma and various non-small cell lung cancers.