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    Allen Horn

    Research Analyst at TD Cowen

    No publicly available information could be found for an Allen Horn working as an analyst at TD Cowen, including on LinkedIn and authoritative finance or performance tracking databases. There is no record of an equity research analyst named Allen Horn covering specific companies, publishing industry research, or holding key professional credentials or licenses at TD Cowen or similar firms. As a result, details regarding their coverage universe, track record, professional achievements, and credentials could not be established.

    Allen Horn's questions to Kura Oncology (KURA) leadership

    Allen Horn's questions to Kura Oncology (KURA) leadership • Q1 2025

    Question

    An analyst on behalf of Allen Horn from TD Cowen asked about Kura's strategy to capture market share in NPM1 AML, how it plans to overcome a potential second-to-market position, and which points of differentiation it believes will be most impactful.

    Answer

    CEO Troy Wilson challenged the 'second-to-market' premise, stating the regulatory timelines are very close. He emphasized that the market consists of newly diagnosed patients, creating a competitive dynamic for each one. He highlighted the Kyowa Kirin partnership as a key resource for a strong commercial launch focused on the entire treatment continuum.

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