Kura Oncology Inc at Morgan Stanley Global Healthcare Conference Transcript

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

Question: Frank Tang - Morgan Stanley & Co LLC - Analyst : Great. You have a lot going on. If we start with the broad kind of AML space, it continues to be large and competitive. Can you give us an overview of where zifto sits today, the clinical data that's been generated, as well as how you see zifto differentiating from other therapeutics in development? 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 10, 2025 / 5:50PM, KURA.OQ - Kura Oncology Inc at Morgan Stanley Global Healthcare Conference

Question: Frank Tang - Morgan Stanley & Co LLC - Analyst : I mean, safety is often viewed as a key differentiator here, as you said. Are you able to elaborate a little bit on what you've seen with regards to differentiation syndrome, QT prolongation, and other AEs versus some of the competitors?

Question: Frank Tang - Morgan Stanley & Co LLC - Analyst : That's great. Thank you. Shifting gears a little bit, zifto in NPM1-mutated AML has the PDUFA date, as you mentioned, in November. Can you give us an update on your commercial preparation plans and as well as anything you can say about the anticipated approval?

Question: Frank Tang - Morgan Stanley & Co LLC - Analyst : Okay. That's great to hear. You mentioned the collaboration with Kyowa Kirin. Perhaps we can just talk a little bit about that. Can you give an overview of that arrangement, that partnership, and understand a little bit more around how responsibilities are divided, especially as it relates to US and US commercialization and development?

Question: Frank Tang - Morgan Stanley & Co LLC - Analyst : Great, thank you. Troy, you had mentioned earlier that you guys are obviously pursuing front line. You've initiated two Phase 3 in the front-line AML populations. Can you walk us through those designs as well as the enrollment strategy?

Question: Frank Tang - Morgan Stanley & Co LLC - Analyst : That's good to hear. And we talked a lot about combination approach here, but how do you expect these trials to complement a monotherapy approach? And how do you think about monotherapy fitting in?

Question: Frank Tang - Morgan Stanley & Co LLC - Analyst : Absolutely, thank you. Beyond zifto, you have a lot going on in terms of your FTI programs. Can you give us an overview there and what near-term data readouts investors should watch out for?

Question: Frank Tang - Morgan Stanley & Co LLC - Analyst : That's great. We'll be looking forward to that. You've also discussed next-generation menin inhibitors for diabetes. Can you discuss that program and your development strategy with respect to cardio-metabolic diseases?

Question: Frank Tang - Morgan Stanley & Co LLC - Analyst : That's great. Thank you. To close out, could you summarize and leave us with the most important milestones and updates that investors should be focused on for the remainder of the year and into 2026? 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 10, 2025 / 5:50PM, KURA.OQ - Kura Oncology Inc at Morgan Stanley Global Healthcare Conference

Question: Frank Tang - Morgan Stanley & Co LLC - Analyst : Yes, absolutely. Well, that's all the questions I had. And I'd like to thank everyone for joining us today and look forward to our next conversation.