Jeet [Analyst]'s questions to Kura Oncology Inc (KURA) leadership • Q1 2025
Question
Jeet from BTIG asked what would be needed to convert clinicians who might be using other menin inhibitors off-label to ziftomenib, and how Kura plans to prioritize its FTI programs across various indications like RCC and RAS-mutant tumors.
Answer
Executive Brian Powl stated the strategy is to clearly communicate ziftomenib's favorable risk-benefit profile to win over physicians. CEO Troy Wilson explained that FTI program prioritization focuses on combinations with generic or soon-to-be-generic drugs, like cabozantinib in RCC, which Kura could potentially advance independently, while combinations with other novel agents would likely require partnerships.