Kura Oncology, Inc. SEC Filings

Kura Oncology has called a virtual 2026 Annual Meeting for June 4, 2026 at 8:30 a.m. Pacific Time to elect three Class III directors and handle key governance votes. Stockholders will vote on ratifying Ernst & Young as auditor, approving executive pay on an advisory basis, and choosing how often to hold future Say-on-Pay votes.

The agenda also includes amendments to the Amended and Restated 2014 Equity Incentive Plan, raising its share reserve to 41,077,686 shares including a 6,500,000‑share increase, and changes to the 2015 Employee Stock Purchase Plan. Only holders of 88,762,704 shares outstanding as of April 6, 2026 may vote, primarily via internet or telephone.

Kura Oncology Inc received an amended Schedule 13G/A filing from The Vanguard Group reporting 0 shares beneficially owned, representing 0% of the class. The filing explains an internal realignment effective January 12, 2026, after which certain Vanguard subsidiaries report ownership separately in reliance on SEC Release No. 34-39538.

The amendment is signed by a Vanguard officer on 03/27/2026 and lists Vanguard's address and that no single other person's interest in the reported securities exceeds 5%.

Kura Oncology, Inc. President and CEO Troy Edward Wilson exercised stock options to acquire 6,103 shares of common stock at $6.15 per share on March 23, 2026. These options were fully vested and, after the exercise, that option grant was fully used.

Following the transaction, he directly holds 435,456 shares of Kura Oncology common stock. The filing also shows indirect holdings of 279,194 shares held by One Fish Two Fish Revocable Trust and 300,000 shares held by Lorax Charitable Remainder Unitrust, reflecting additional ownership through related entities.

Kura Oncology director Thomas Malley exercised stock options to acquire 10,000 shares of common stock at $3.12 per share. The options were fully vested, and this exercise used his remaining options from that grant, leaving no options from it outstanding. After the transaction, he directly holds 10,000 common shares and indirectly holds 139,557 common shares through Mossrock Capital, LLC, where he serves as President with sole voting and investment power over those shares.

Kura Oncology files its annual report highlighting a pivotal year in which the FDA approved KOMZIFTI (ziftomenib) on November 13, 2025 for adults with relapsed or refractory NPM1‑mutated AML who lack satisfactory alternatives. The company has transformed into a fully integrated commercial-stage organization, launching U.S. sales in November 2025 and co-promoting with Kyowa Kirin.

Kura estimates a U.S. market opportunity of about $350–$400 million annually for relapsed or refractory NPM1‑mutated AML and roughly $7.0 billion across frontline and relapsed or refractory AML. A broad menin inhibitor program spans multiple Phase 3 and Phase 1 combination trials in AML, plus an early program in GIST.

The company is also advancing next-generation menin inhibitors, including KO‑7246 for diabetes and cardiometabolic diseases, and darlifarnib, a next‑generation farnesyl transferase inhibitor in combinations across RCC, KRASG12C‑mutated NSCLC, CRC and PDAC. As of June 30, 2025, non‑affiliate equity had an aggregate market value of about $496.1 million, and 88,329,759 common shares were outstanding as of February 27, 2026.

Kura Oncology reported its first commercial revenue from KOMZIFTI (ziftomenib) alongside fourth quarter and full year 2025 results. KOMZIFTI, the first approved once-daily oral menin inhibitor for relapsed or refractory NPM1‑mutated AML, generated $2.1 million in net product revenue in Q4 2025 from about five weeks of sales.

Total Q4 2025 revenue was $17.3 million, driven by $15.2 million of collaboration revenue, down from $53.9 million a year earlier. Higher investment in development and commercialization increased R&D expenses to $64.4 million and SG&A to $39.1 million, resulting in a Q4 net loss of $81.0 million, compared with a $19.2 million loss in Q4 2024.

For full year 2025, net loss was $278.7 million. The company ended 2025 with $667.2 million in cash, cash equivalents and short-term investments and expects this, together with $180 million in anticipated collaboration payments, to fund its ziftomenib AML program through first topline Phase 3 KOMET‑017 frontline results, anticipated in 2028, and to support its broader pipeline into the fourth quarter of 2027.

Kura Oncology reported an amendment to a Schedule 13G/A showing Armistice Capital, LLC and Steven Boyd beneficially own 4,936,000 shares of common stock, equal to 5.67% of the class as reported. The filing states Armistice Capital, as investment manager to Armistice Capital Master Fund Ltd., exercises shared voting and dispositive power over those shares while the Master Fund disclaims beneficial ownership under its Investment Management Agreement. The filing is dated 02/17/2026 and notes an ownership reference date of 12/31/2025.

State Street Corporation reported a passive ownership stake in Kura Oncology, Inc. common stock. As of 12/31/2025, State Street beneficially owned 4,931,090 shares, representing 5.7% of the outstanding common stock. All voting and dispositive authority is shared across its asset-management subsidiaries, with no sole power reported.

State Street certifies the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Kura Oncology. The filing identifies several State Street Global Advisors entities as investment adviser affiliates involved in managing these holdings.

Kura Oncology, Inc. has adopted amended and restated bylaws that significantly update its corporate governance rules for stockholder meetings, director nominations and board procedures. The changes refine who can call, postpone or adjourn meetings, adjust quorum and voting standards, and align notice provisions with Delaware law.

The bylaws tighten advance notice and disclosure requirements for stockholder proposals and director nominations, limit substitute nominees, and require proponents to provide detailed information and certifications. They also expand indemnification and expense advancement for directors and officers to the maximum extent allowed by law and enhance forum selection provisions, including a federal forum clause for Securities Act claims.