Kura Oncology Inc at JMP Securities Life Sciences Conference Transcript

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

Question: Ren Benjamin - JMP Securities LLC - Analyst : Ziftomenib in the clinic, we have already seen some responses in the prior data set. You're trying to choose between two doses. But can you give us just a sense as to the type of responses that you saw, and what got you really excited?

Question: Ren Benjamin - JMP Securities LLC - Analyst : Yeah. And then as we look at the second half of this year, we are expecting topline data in the third quarter. And then a more fulsome data set of that topline data in the fourth quarter. Outside of an RP2D, which you've already committed to declaring, what could investors expect from this update? And I think specifically, what kind of metrics should we be paying particular attention to? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JUNE 16, 2022 / 6:30PM, KURA.OQ - Kura Oncology Inc at JMP Securities Life Sciences Conference

Question: Ren Benjamin - JMP Securities LLC - Analyst : So before we talk about those combinations and how you are thinking about the combination strategy going forward, could you just help us understand the competitive landscape a little bit, right? So clearly, you have to be monitoring the other players that are in the space as you try to navigate. And I do want to say necessarily thread the needle, but try positioning yourself correctly. So your understanding of the competitive landscape and how you are going to fit.

Question: Ren Benjamin - JMP Securities LLC - Analyst : So let's talk a little bit about the combinations, the potential combinations. How do you decide where to start? Is it kind of just a broad-based design where you are trying on anything and then letting the signals kind of direct where you need to go? Is there a more scientific approach? Which combinations are you most excited for that preclinically may be giving you sort of hints as to where you need to go?

Question: Ren Benjamin - JMP Securities LLC - Analyst : Great. Let's talk just briefly about differentiation syndrome. I think physicians overall are comfortable. They're onboard. They understand that this is really like an on-target effect. You guys made some modifications to the clinical trial that's ongoing right now. What's the feedback been? How did that impact the study?

Question: Ren Benjamin - JMP Securities LLC - Analyst : You touched upon this briefly when you talked about how the current patients, right, you'd be able to utilize those patients as part of the registration strategy. Can you take us through what that -- a registration and ultimately path to commercialization kind of looks like? How big might the study be and how does this kind of parlay into getting to approval?

Question: Ren Benjamin - JMP Securities LLC - Analyst : Terrific. Thank you for that clarity. That's great.

Question: Ren Benjamin - JMP Securities LLC - Analyst : Let's switch gears in the time remaining to tipi. So tipi was one of those where it was front and center for me, and then menin took over. And now tipi is kind of back to being front and center mainly because of some very interesting combination data with osimertinib. And we had a nice KOL talk yesterday where he was calling osimertinib a wonder drug, right? And he is a thoracic oncologist, and it's what they use. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JUNE 16, 2022 / 6:30PM, KURA.OQ - Kura Oncology Inc at JMP Securities Life Sciences Conference You guys have this really nice opportunity to utilize tipi in a very nice niche, with a non-small cell lung cancer. And I can't even call it a niche. It's actually going to be the vast majority of the people who are getting osimertinib. Tell us about this non-small cell lung cancer opportunity and your path forward.

Question: Ren Benjamin - JMP Securities LLC - Analyst : So one question that comes to mind is ultimately where you might use it. So for example, in combination with osimertinib from the get-go or in more of a maintenance sort of state where, I don't know, you've started responding to the osimertinib, and then you bring in something like a tipi. Any sort of thoughts as to how you --?

Question: Ren Benjamin - JMP Securities LLC - Analyst : So in the last 30 seconds, we have talked about it, but just to kind of summarize for the rest of 2022, what are the key drivers that investors should be focused on for each of the programs? And if you can just remind us your cash position and the runway that that provides.

Question: Ren Benjamin - JMP Securities LLC - Analyst : Troy, it's a pleasure as always talking with you. I always learn something new. Appreciate the time.