Kura Oncology Inc FTI Preclinical Program Review Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Jonathan Chang - Leerink Partners LLC - Analyst : First question, given the breadth of the potential opportunities with darlifarnib, how are you thinking about a future clinical development strategy and potential business development opportunities? And second question, how important is it or not to demonstrate single agent activity in the clinic with darlifarnib, given the mechanism of the drug and the combination development strategy?

Question: Jason Zemansky - Bofa Merrill Lynch Asset Holdings Inc - Analyst : This is Jackie on for Jason. So maybe just at a high level, can you speak to where exactly tipifarnib fell short despite encouraging preclinical data, and how 2806 bridges that gap enough to give you confidence about moving forward? And I guess, ultimately, what's the lesson learned here?

Question: Philip Nadeau - Cowen and Company LLC - Analyst : Very helpful. Two questions from us. First, kind of a broader question on the concept of benchmarks. I think one of the challenges that we've seen over the years in -- for companies who are developing an add-on therapy to an active agent in a combination regimen without demonstrating single-agent activity is the challenge is understanding when the add-on therapy is truly adding efficacy to the reactive agent, maybe epacadostat from insights to pose a trial for this where it looked effective in Phase 2 and obviously the Phase 3 readout and it seemed like it was adding nothing. So can you talk a little bit about how -- curious how you're going to avoid that pitfall. How are you, as a management team, going to build confidence from the data that's produced in the early-stage smaller studies that you are seeing truly additive efficacy in the clinic that's sufficiently robust to warrant further development particularly into a pivotal study? That's the first question. And then second, just a theoretical one. The data showing the ability of the mechanism to overcome resistance is really intriguing. We're curious whether resistance that's generated maybe not through single agent but combination regimens, whether it's a VEGF in combination with chemo, for example. Is that mechanism any different? Do you have data that shows the ability of FTIs to overcome that type of resistance?

Question: Peter Lawson - Barclays Services Corp - Analyst : Just a couple of other follow-ups on the upcoming ESMO data. And I guess, firstly, on the monotherapy data, kind of what tumor types will we see and will that kind of help point us towards which indications and combinations you'd be thinking about? And then I wonder if you could just talk about beyond ESMO kind of what are the data sets we should expect to see for 2806?

Question: Peter Lawson - Barclays Services Corp - Analyst : Got you. And that's full dose cabo?

Question: Salim Syed - Mizuho Securities Asia Ltd - Analyst : Great. Troy, maybe just one high-level one and then a couple on the actual presentation. High level, Troy, just menin versus FTI here, as you're sort of thinking about the long-term value contribution for the company long term here? Can you just give us your view here? How much of you think -- I mean sounds like you're pretty excited about these FTI, just how are you sort of thinking about value contribution as respect to menin longer term here? And then -- go ahead, and then I'll just ask my data questions for Mollie or Francis. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. SEPTEMBER 16, 2025 / 8:30PM, KURA.OQ - Kura Oncology Inc FTI Preclinical Program Review

Question: Salim Syed - Mizuho Securities Asia Ltd - Analyst : Yeah. Quickly on slide 17. Was there anything in particular about the -- on the right-hand side of the slide, the RCC models were you didn't see a negative change in tumor volume, but the 315 and 097 models? And then just remind us what the theoretical talks here is with these FTIs as we approach more data.

Question: Salim Syed - Mizuho Securities Asia Ltd - Analyst : It looks like the pink bars here, it looks like the pink bars here weren't in the negative -- I mean, look, the data -- the bars all look consistent with negative change, if I'm reading this correctly, but not in the two most left pink bars, the 351 and 097. I don't know if there were -- I guess there was something particular about those models where the data looks inconsistent with the rest.

Question: Salim Syed - Mizuho Securities Asia Ltd - Analyst : Perfect. Thanks so much for taking my questions.