Insider Trading January 27, 2026

Kura Oncology CMO Sells $69,208 in Stock as Company Reaps First U.S. KOMZIFTI Milestone

Mollie Leoni sells 8,182 shares to cover RSU tax obligations while Kura secures a $135 million milestone tied to KOMZIFTI's first U.S. commercial sale

By Nina Shah KURA
Kura Oncology CMO Sells $69,208 in Stock as Company Reaps First U.S. KOMZIFTI Milestone
KURA

Mollie Leoni, chief medical officer at Kura Oncology, executed four stock sales on January 27, 2026, disposing of 8,182 shares for roughly $69,208 to meet tax liabilities from vested restricted stock units. The transactions occurred while Kura shares traded near $8.47, a level InvestingPro indicates sits below the stock's Fair Value despite a 36.72% six-month gain. Separately, Kura completed the first U.S. commercial sale of KOMZIFTI, activating a $135 million milestone from partner Kyowa Kirin expected by year-end.

Key Points

  • Mollie Leoni sold 8,182 KURA shares on January 27, 2026 at $8.4607 per share, netting about $69,208.
  • Sales were split into four tranches and were carried out to cover tax obligations tied to RSUs granted on four separate dates between 2022 and 2025.
  • Kura completed its first U.S. commercial sale of KOMZIFTI, triggering a $135 million milestone payment from partner Kyowa Kirin expected by year-end; KOMZIFTI received full FDA approval on November 13, 2025.

Summary

Mollie Leoni, the chief medical officer of Kura Oncology, Inc. (NASDAQ: KURA), sold 8,182 shares of the company's common stock on January 27, 2026. The sales occurred in four tranches and were executed at an average price of $8.4607 per share, producing proceeds of about $69,208. Company shares were trading near $8.47 at the time. InvestingPro analysis noted that this trading level is below the stock's Fair Value, even after a 36.72% rise in the share price over the prior six months.

Transaction details

The sale was split into four separate transactions: 3,655 shares, 2,233 shares, 951 shares, and 1,341 shares. Following these disposals, Leoni's direct holdings in Kura Oncology stand at 267,274 shares. According to the filing, the shares were sold to satisfy tax obligations tied to the vesting of Restricted Stock Units (RSUs) that were granted on January 2, 2025; January 26, 2024; February 16, 2023; and January 26, 2022.

Balance sheet and corporate developments

InvestingPro data referenced in the filing indicates that Kura Oncology currently holds more cash than debt and reports a current ratio of 5.12, a metric that points to significant short-term liquidity relative to near-term liabilities. The report also notes investor access to a more comprehensive Pro Research Report through an InvestingPro subscription.

In a separate corporate update, Kura announced it completed its first U.S. commercial sale of KOMZIFTI, a newly approved treatment for certain forms of leukemia. That commercial milestone activates a $135 million payment from Kura's partner, Kyowa Kirin, which Kura expects to receive by the end of the year. The U.S. Food and Drug Administration granted full approval to KOMZIFTI on November 13, 2025, and the drug has been incorporated into the National Comprehensive Cancer Network Clinical Practice Guidelines as a recommended option for specific acute myeloid leukemia cases.

Analyst coverage

Citizens has maintained a Market Outperform rating on Kura Oncology with a price target of $24.00. In its coverage, Citizens emphasized the potential benefits of Kura's menin inhibitor, ziftomenib, particularly for older and clinically complex acute myeloid leukemia patients. The analyst note and the commercial milestone together reflect ongoing developments around Kura's therapeutic offerings and commercial pathway.

What is known and limits to interpretation

All figures and dates cited here are taken from the company filings and the InvestingPro dataset referenced in those filings. The transaction was specifically described as being undertaken to satisfy tax obligations arising from RSU vesting. The balance sheet ratios and analyst ratings are similarly reported facts. This account does not infer any additional motives or future actions beyond what is disclosed in the filings and cited data.


Context for readers

Investors monitoring insider sales typically consider the stated reason for disposition, here tax covering for vested RSUs, alongside company fundamentals and strategic developments such as regulatory approvals and commercial milestones. Kura's receipt of a material anticipated payment related to KOMZIFTI represents a discrete corporate event that is reported alongside the insider transaction.

Risks

  • Insider sales may be interpreted by some investors as negative despite the stated tax-related purpose - this impacts market sentiment in biotech and healthcare equities.
  • The timing of the expected $135 million milestone payment is stated as by year-end, introducing timing uncertainty for near-term cash flow projections - this affects company liquidity assumptions in financial analyses.
  • Analyst ratings and price targets, such as Citizens' Market Outperform rating and $24.00 target, are forward-looking assessments and carry execution and market risk tied to commercialization and uptake of therapies like ziftomenib and KOMZIFTI.

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