KURA
Market read
KURA accounts for 38.0% of the group's measured movement across 3.2 effective names. raw member direction is mixed; 3 of 5 session-normalized paths align to the downside. Capital-flow agreement is 45%, so confirmation is not yet clean. No verified headline preceded the measured group move.
FDMT moved materially before KURA. KURA crossed its material path threshold at 15:55 ET, 20 minutes after the first measured mover. CLDX, KYTX, IMCR followed.
5 of 5 members in Biotechnology are active. 0 of 4 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 1 of 5 members or fewer.
Research brief
KURA accounts for 38.0% of the group's measured movement across 3.2 effective names. raw member direction is mixed; 3 of 5 session-normalized paths align to the downside. Capital-flow agreement is 45%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The increase in darlifarnib-related research and development expenses for the three months ended March 31, 2026 compared to the same period in 2025 was primarily due to increased costs related to our Phase 1 clinical trial.”10-Q · May 12, 2026 ↗
“All other variable consideration related to milestones have been fully constrained due to development, regulatory, or other factors that caused us to determine that it was not probable that a significant reversal of revenue would not occur as of December 31,…”10-K · Mar 5, 2026 ↗
“We are also subject to interest expense fluctuations through our Term Loans which, as of September 30, 2025, bear interest at a rate equal to the greater of (i) the prime rate as reported in The Wall Street Journal minus 6.25% plus 8.65% and (ii) 8.65%, and a…”10-Q · Nov 4, 2025 ↗
Valuation discipline
Price/sales 13.9× · EV/sales 11.8×. Comparisons use only industry-matched filing peers.
Fewer than 4 annual revenue periods; too little history to scaffold scenarios.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 7 Oct, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for KURA. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for KURA. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Under the terms of a clinical collaboration agreement with Mirati Therapeutics, Inc., or Mirati, a wholly owned subsidiary of Bristol Myers Squibb, we sponsor the trial and Mirati supplies us with adagrasib, a KRAS G12C inhibitor, for use in the trial.”
“In November 2022, we entered into a loan and security agreement with several banks and other financial institutions or entities party thereto, or collectively the Lenders, and Hercules Capital, Inc., or Hercules, in its capacity as administrative agent and co…”
“Similarly, for our KURRENT-HN trial, we depend upon Novartis Pharma AG, or Novartis, to supply alpelisib in accordance with the terms of our collaboration agreement.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
KURA is currently a Early Follower in the organic co-movement group Biotechnology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.