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TuHURA Files Investigational New Drug Application for TBS-2025 in the Treatment of Blood-Related Cancers

(Neutral)

TuHURA (NASDAQ:HURA) filed an IND with FDA DHM1 on Feb 17, 2026 to study TBS-2025, a VISTA inhibiting antibody, combined with a menin inhibitor for mutNPM1 relapsed/refractory AML.

The company plans a Phase 2 Simon two-stage trial in menin inhibitor naïve patients, targeting initiation in early Q2 2026 and preliminary Stage 1 results in Q3 2026, pending FDA clearance. Management said success could prompt seeking accelerated approval guidance.

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Positive

  • IND filed with FDA DHM1 for TBS-2025 (Feb 17, 2026)
  • Targets Phase 2 start in early Q2 2026
  • Preliminary Stage 1 results targeted in Q3 2026
  • Plans Simon two-stage design in menin inhibitor naïve patients

Negative

  • Current CR/CRh rates for menin inhibitor class generally <25%
  • Study start is dependent on FDA clearance, creating timing risk
  • TBS-2025 is investigational with no proven clinical efficacy yet

News Market Reaction – HURA

-15.04%
21 alerts
-15.04% Session close to close
-22.7% Trough in 24 hr 37 min
$80.76M Market Cap
0.4x Rel. Volume

In the Feb 17 session, HURA declined 15.04%, reflecting a significant negative market reaction. Argus tracked a trough of -22.7% from its starting point during tracking. Our momentum scanner triggered 21 alerts that day, indicating elevated trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock dropped -15.0% in the session following this news. A negative reaction despite positive cl...
Analysis

The stock dropped -15.0% in the session following this news. A negative reaction despite positive clinical momentum fits TuHURA’s history of cautious trading around trial updates, which averaged -4.89%. The TBS-2025 IND filing added to an already broad pipeline, but investors also had to weigh earlier disclosures of net losses, limited cash of $2.7 million, and substantial shelf capacity of $250,000,000, which together may have heightened dilution and funding concerns.

Key Figures

CR/CRh rate: <25% Overall response rate: 63% Phase 3 enrollment: 118 participants +5 more
8 metrics
CR/CRh rate <25% Class-wide CR/CRh rates for menin inhibitors in mutNPM1 r/r AML
Overall response rate 63% Previous Phase 1b IFx-2.0 study in Merkel cell carcinoma
Phase 3 enrollment 118 participants Planned IFx-2.0 Phase 3 accelerated approval trial sites in U.S.
Market exclusivity 7 years FDA Orphan Drug Designation for IFx-2.0 in melanoma
Shelf capacity $250,000,000 Mixed Form S-3 base shelf for future securities offerings
Net loss $7.1 million Q3 2025 net loss reported in 10-Q
Cash balance $2.7 million Cash and cash equivalents at Sept 30, 2025
Operating cash outflow $22.1 million Operating cash used in first nine months of 2025

Previous Clinical trial Reports

5 past events · Latest: Feb 02 (Positive)
Same Type Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Feb 02 Orphan drug status Positive -3.0% FDA granted Orphan Drug Designation for IFx-2.0 in melanoma.
Jun 24 Phase 3 initiation Positive -7.1% Started Phase 3 accelerated approval trial of IFx-2.0 with Keytruda.
May 05 Phase 1b/2a launch Positive -0.5% Initiated Phase 1b/2a trial of IFx-Hu2.0 plus Keytruda in MCCUP.
Apr 28 Clinical data update Positive -3.2% Presented updated data on anti-VISTA antibody and IFx-Hu2.0 responses.
Nov 25 Phase 3 pathway Positive -10.6% Outlined Phase 3 accelerated approval plan and broader pipeline advances.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Clinical and regulatory oncology updates have generally been followed by negative price reactions, with an average move of -4.89% despite constructive trial progress.

Recent Company History

Over the past year, TuHURA has repeatedly reported clinical advancements under the clinical trial tag, including Phase 3 and Phase 1b/2a initiations in Merkel cell carcinoma, orphan drug designation for IFx‑2.0, and encouraging mechanistic data for VISTA‑targeting programs. Yet the stock typically traded down after these updates, with an average move of -4.89%. Today’s IND filing for TBS‑2025 in AML fits into this pattern of pipeline expansion amid muted or negative market reactions.

Key Terms

investigational new drug application, menin inhibitor, mutNPM1, acute myeloid leukemia, +3 more
7 terms
investigational new drug application regulatory
"announced that it has filed an Investigational New Drug Application (IND)"
An investigational new drug application is a formal request made to regulatory authorities to begin testing a new medication in humans. It is a critical step in the drug development process, as approval indicates the drug has passed initial safety checks and can be studied further. For investors, this signals that a potential new treatment is progressing through its early testing stages, which can impact the company's future growth prospects.
menin inhibitor medical
"for the treatment of mutNPM1 relapsed/refractory (r/r) Acute Myeloid Leukemia (AML) in combination with a menin inhibitor"
A menin inhibitor is a type of experimental drug that blocks the action of a protein called menin, which some cancers use to keep growing. Think of it as flipping off a switch that cancer cells rely on to survive; by doing so, these drugs can slow or stop tumor growth. Investors watch menin inhibitors because clinical trial results, regulatory approvals, and market demand determine whether they become valuable cancer treatments and potential revenue drivers.
mutNPM1 medical
"mutNPM1 relapsed/refractory (r/r) Acute Myeloid Leukemia (AML)"
mutNPM1 is a specific change in the NPM1 gene found in some cases of acute myeloid leukemia (AML); think of it as a distinctive fingerprint or a malfunctioning line in a cell’s instruction manual that helps identify a particular form of the disease. It matters to investors because the mutation influences prognosis, guides treatment choice and follow-up testing, and can drive demand for diagnostic tests and therapies tailored to patients with that genetic feature.
acute myeloid leukemia medical
"relapsed/refractory (r/r) Acute Myeloid Leukemia (AML) in combination"
A fast‑moving blood cancer that starts in the bone marrow and crowd out healthy blood cell production, leaving the body short of normal red cells, white cells and platelets. It matters to investors because the disease creates urgent medical need, drives demand for new diagnostics and treatments, and so clinical trial results, regulatory decisions and drug pricing can rapidly change the commercial prospects and valuation of companies working on therapies.
VISTA inhibiting antibody medical
"TBS-2025, a novel VISTA inhibiting antibody, for the treatment"
A VISTA-inhibiting antibody is a lab-made protein that binds to and blocks VISTA, a molecule that acts like a brake on certain immune cells. By releasing that brake, these antibodies aim to boost the body’s immune attack on tumors or other targets, similar to taking your foot off a car’s brake to let it move forward. Investors watch them because successful candidates can become valuable new immunotherapy drugs, but they carry typical clinical and regulatory risks tied to trial results and safety.
relapsed/refractory medical
"for the treatment of mutNPM1 relapsed/refractory (r/r) Acute Myeloid Leukemia"
Relapsed/refractory describes a disease, usually cancer, that has returned after treatment (relapsed) or that did not respond to initial therapy (refractory). For investors this signals a high medical need and a defined patient group for new treatments — like a market of cars that won’t start with a standard key — which can affect drug development priorities, trial designs, potential pricing and commercial opportunity.
accelerated approval pathway regulatory
"seek FDA guidance on the potential for developing TBS-2025 under FDA's accelerated approval pathway"
The accelerated approval pathway is a process that allows new medicines to be approved more quickly based on early evidence that they may be effective, rather than waiting for full proof. This can help patients access promising treatments faster, but it also means ongoing studies are needed to confirm the benefits. For investors, it highlights potential faster market entry and earlier revenue opportunities, along with some uncertainty about long-term outcomes.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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TBS-2025 to be investigated in combination with a menin inhibitor in mutNPM1 r/r AML

TAMPA, Fla., Feb. 17, 2026 /PRNewswire/ -- TuHURA Biosciences, Inc. (NASDAQ:HURA) ("TuHURA" or the "Company"), a Phase 3 immuno-oncology company developing novel therapeutics to overcome resistance to cancer immunotherapy, today announced that it has filed an Investigational New Drug Application (IND) with the U.S. Food and Drug Administration's (FDA) Division of Hematologic Malignancies 1 (DHM1) for the study of TBS-2025, a novel VISTA inhibiting antibody, for the treatment of mutNPM1 relapsed/refractory (r/r) Acute Myeloid Leukemia (AML) in combination with a menin inhibitor.

The Company plans on initiating a Phase 2 study in menin inhibitor naïve patients with mutNPM1 r/r AML utilizing a Simon 2 stage design. Pending completion of FDA review and clearance, the Company currently targets initiating the Phase 2 study in early Q2 2026 with preliminary Stage 1 results in Q3 2026.

"There is a broad body of scientific evidence showing that leukemogenic mutations common in AML, such as mutNPM1, may drive the expression of VISTA on the surface of leukemic cells, which contribute to low response rates to therapy and markedly reduced overall survival," said Dr. James Bianco, President and Chief Executive Officer of TuHURA Biosciences.

"While the introduction of menin inhibitors for the treatment of mutNPM1 r/r AML has provided these patients with the first approved therapy, CR/CRh rates across the class are generally <25% and of short duration, underscoring the continued unmet medical need." Dr. Bianco continued, "Given the strong scientific rationale, we believe adding TBS-2025 to a menin inhibitor may markedly increase both the CR/CRh rate and its duration, potentially addressing this unmet medical need. If successful, the Company would seek FDA guidance on the potential for developing TBS-2025 under FDA's accelerated approval pathway."

About TBS-2025
TBS-2025 is a unique VISTA-inhibiting monoclonal antibody acquired by the Company in its acquisition by merger with Kineta Inc. on June 30, 2025. VISTA is a novel checkpoint expressed on quiescent (resting) T cells and highly expressed on myeloid cells. Unlike the expression of VISTA on solid tumor cancers, its role is well established in hematological malignancies. Scientific evidence demonstrates that mutNPM1 and mutDNM3TA, two of the most common mutations in AML and other myeloid (blood related) malignancies, may drive the expression of VISTA on leukemic blasts and are reported to be the primary mechanisms by which AML has a poor response to and high relapse rate following current therapies. VISTA expression is linked to high relapse rates in AML due to its ability to allow leukemic blasts to evade immune recognition and attack by the patient's immune system. When VSIR, the gene that encodes for VISTA, is removed in murine models of mutNPM1 AML, an immune response is observed and survival is enhanced.

TBS-2025 was initially investigated by Kineta in a large Phase 1 trial either as monotherapy (n=24) or in combination with pembrolizumab (n=15) among patients with advanced, therapy refractory cancers, including breast, lung, colorectal, and ovarian cancer. The purpose of the study was to investigate its safety profile and determine the recommended Phase 2 dose. The drug demonstrated a favorable safety profile even at the highest dose level of 1,000mg administered every two weeks. Based on pharmacokinetics and pharmacodynamics, the Company believes the optimal Phase 2 dose is 750mg every three weeks.

About TuHURA Biosciences, Inc.
TuHURA Biosciences, Inc. (Nasdaq: HURA) is a Phase 3 immuno-oncology company developing novel technologies to overcome primary and acquired resistance to cancer immunotherapy, two of the most common reasons cancer immunotherapies fail to work or stop working in the majority of patients with cancer.

TuHURA's lead innate immune agonist, IFx-2.0, is designed to overcome primary resistance to checkpoint inhibitors. TuHURA has initiated a single randomized placebo-controlled Phase 3 registration trial of IFx-2.0 administered as an adjunctive therapy to Keytruda® (pembrolizumab) compared to Keytruda® plus placebo in first-line treatment for advanced or metastatic Merkel Cell Carcinoma.

In addition to its innate immune agonist product candidates, TuHURA acquired TBS-2025 in its acquisition by merger with Kineta Inc. on June 30, 2025. TBS-2025 is a VISTA inhibiting mAb moving into Phase 2 development in mutNPM1 r/r AML. In addition, TuHURA is leveraging its Delta Opioid Receptor technology to develop first-in-class, bi-specific, bi-functional antibody drug conjugates (ADCs) targeting Myeloid Derived Suppressor Cells to inhibit their immune-suppressing effects on the tumor microenvironment to prevent T cell exhaustion and acquired resistance to checkpoint inhibitors and cellular therapies.

For more information, please visit www.tuhurabio.com and connect with TuHURA on Facebook, X, and LinkedIn.

Cautionary Statement Regarding Forward-Looking Statements
This press release contains certain "forward-looking statements" within the meaning of, and subject to the safe harbor created by Section 27A of the Securities Act, Section 21E of the Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. These Forward-Looking Statements are based only on our current beliefs, expectations and assumptions regarding the future of our business, future plans and strategies, projections, anticipated events and other future conditions. In some cases, you can identify these statements by forward-looking words such as "believe," "may," "will," "estimate," "continue," "anticipate," "intend," "could," "should," "would," "project," "plan," "expect," "goal," "seek," "future," "likely," or the negative or plural of these words or similar expressions. You are cautioned that such statements are not guarantees of future performance and that actual results or developments may differ materially from those set forth in these forward-looking statements. Factors that could cause actual results to differ materially from these forward-looking statements are described in detail in our registration statements, reports and other filings with the SEC, which are available on TuHURA's website and at www.sec.gov.

The forward-looking statements and other information contained in this press release are made as of the date hereof, and TuHURA does not undertake any obligation to update publicly or revise any forward-looking statements or information, whether as a result of new information, future events or otherwise, unless so required by applicable securities laws.

Investor Contact:
Monique Kosse
Gilmartin Group
Monique@GilmartinIR.com

(PRNewsfoto/TuHURA Biosciences, Inc)

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SOURCE TuHURA Biosciences, Inc.

FAQ

What did TuHURA (HURA) announce on February 17, 2026 about TBS-2025?

TuHURA announced it filed an IND with FDA DHM1 to study TBS-2025 combined with a menin inhibitor in mutNPM1 r/r AML. According to the company, the planned Phase 2 uses a Simon two-stage design targeting initiation early Q2 2026, pending FDA clearance.

When does TuHURA (HURA) plan to start the Phase 2 trial for TBS-2025?

The company targets initiating the Phase 2 trial in early Q2 2026, pending FDA review and clearance. According to the company, the study will enroll menin inhibitor naïve mutNPM1 r/r AML patients using a Simon two-stage design.

What clinical readouts does TuHURA (HURA) expect and when for TBS-2025?

TuHURA targets preliminary Stage 1 results in Q3 2026 for the planned Phase 2 study. According to the company, these are contingent on FDA clearance and trial initiation in early Q2 2026.

How might TBS-2025 affect response rates versus current menin inhibitors, according to TuHURA (HURA)?

The company believes adding TBS-2025 may markedly increase CR/CRh rates and duration versus menin inhibitor monotherapy. According to the company, current class CR/CRh rates are generally under 25% and of short duration.

Will TuHURA (HURA) seek accelerated approval for TBS-2025 if trials are successful?

If the combination shows strong clinical benefit, the company said it would seek FDA guidance on potential development under the accelerated approval pathway. According to the company, this is a contingent next step contingent on trial results.