Allen Horn's questions to Kura Oncology Inc (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.