Kura Oncology posts robust ziftomenib results, eyes Phase 3 launch
Rhea-AI Filing Summary
Kura Oncology (KURA) filed an 8-K announcing updated Phase 1a/1b results for ziftomenib, its oral menin inhibitor, from the KOMET-007 study in newly diagnosed AML patients with NPM1-m or KMT2A-r mutations. The 600 mg QD dose given with standard 7+3 chemotherapy produced robust composite complete remission (CRc) of 92 % (65/71) and complete remission (CR) of 80 % (57/71), with similar efficacy across both genetic sub-groups (CRc: 93 % NPM1-m, 89 % KMT2A-r). MRD-negative CR rates reached 71 % for NPM1-m and 88 % for KMT2A-r, achieved in roughly 4–5 weeks.
Durability signals are emerging: median CR duration and overall survival have not yet been reached in NPM1-m patients after a median 24.9-week follow-up; KMT2A-r patients show a median CR duration of 25.6 weeks with OS not reached. Survival remains high, with 96 % (NPM1-m) and 88 % (KMT2A-r) alive and on study.
The pooled safety set (n = 82) showed a profile consistent with prior data. ≥Grade 3 treatment-related adverse events >10 % included febrile neutropenia (15 %), thrombocytopenia (15 %), anemia (11 %) and neutropenia (11 %). Importantly, there were no dose-limiting toxicities, meaningful QTc prolongation, drug–drug interactions or additive myelosuppression; a single grade-3 differentiation syndrome case was successfully managed.
Kura plans to initiate the KOMET-017 randomized Phase 3 trials (intensive and non-intensive chemo backbones) in 2H 2025. The company also hosted a virtual investor event on 18 Jun 2025 (Exhibit 99.1) to discuss the data.
Positive
- 92 % composite complete remission across 71 evaluable patients, significantly higher than historical 7+3 benchmarks.
- High MRD-negative CR rates (71–88 %), achieved rapidly (≈4–5 weeks), indicating depth of response.
- No dose-limiting toxicities or clinically meaningful QTc prolongation, supporting a favorable safety profile.
- Planned Phase 3 KOMET-017 trials in 2H 2025 provide a clear clinical and regulatory pathway.
- Survival not reached in both genetic sub-groups, with 96 % and 88 % of patients still alive on study.
Negative
- Efficacy and safety data are from an early-stage, single-arm Phase 1a/1b study, limiting statistical power.
- ≥Grade 3 treatment-related cytopenias (febrile neutropenia and thrombocytopenia at 15 %) highlight ongoing hematologic toxicity risk.
- The filing notes standard forward-looking statement risks, including potential failure in later-stage trials and regulatory uncertainty.
Insights
TL;DR: Strong Phase 1 efficacy (92 % CRc) and clean safety support Kura's move to Phase 3, materially de-risking ziftomenib.
The 92 % CRc rate far exceeds historical benchmarks for frontline AML induction (~60-70 %), providing compelling proof-of-concept. Absence of dose-limiting toxicities diminishes regulatory risk, while early MRD-negative conversions suggest durable responses. With survival medians not yet reached, the dataset positions ziftomenib as a potential best-in-class menin inhibitor. Initiating KOMET-017 in 2H 25 creates a clear catalyst path; successful read-outs could open a multi-billion-dollar AML market segment. Risks remain: results stem from an open-label Phase 1 cohort (n = 82) and include Grade 3 cytopenias typical for intensive chemo. Still, the magnitude of response and safety profile are materially positive for valuation.
TL;DR: Data show high remission and MRD negativity without added myelosuppression—clinically meaningful for AML practice.
The combination’s lack of delayed neutrophil/platelet recovery is critical, as additional cytopenias often limit therapy in AML. High MRD-negative rates (71–88 %) achieved within 5 weeks point to rapid disease clearance, a predictor of long-term outcomes. Low incidence of differentiation syndrome and manageable QTc events underscore tolerability. While Phase 1 numbers are modest, these outcomes justify Phase 3 evaluation and could shift induction standards if reproduced.