Insider Trading January 27, 2026

Kura Oncology Legal Chief Sells Shares as Company Records First U.S. KOMZIFTI Commercial Sale

Tax-driven stock sale by chief legal officer coincides with a milestone commercial transaction and a substantial milestone payment due from Kyowa Kirin

By Marcus Reed KURA
Kura Oncology Legal Chief Sells Shares as Company Records First U.S. KOMZIFTI Commercial Sale
KURA

Teresa Brophy Bair, Kura Oncology's chief legal officer, sold 11,208 shares on January 27, 2026 to satisfy tax obligations tied to prior RSU grants. The company also reported its first U.S. commercial sale of KOMZIFTI, triggering a $135 million payment from Kyowa Kirin expected before the end of 2025. Citizens reaffirmed its Market Outperform rating and $24 price target, noting potential advantages for Kura's ziftomenib in certain AML patient populations.

Key Points

  • Chief Legal Officer Teresa Brophy Bair sold 11,208 shares on January 27, 2026 at $8.4607 per share, totaling about $94,827.
  • Sales were executed to cover tax obligations from RSUs granted on January 2, 2025; February 16, 2023; and January 2, 2024 - after the transactions Bair directly owns 226,931 shares.
  • Kura recorded its first U.S. commercial sale of KOMZIFTI, triggering a $135 million payment from Kyowa Kirin expected before the end of 2025; KOMZIFTI was FDA approved on November 13, 2025 and is listed as a Category 2A recommendation in NCCN guidelines. Citizens maintained a Market Outperform rating and a $24.00 price target, citing potential advantages of ziftomenib for older and more complex AML patients.

Teresa Brophy Bair, chief legal officer at Kura Oncology, Inc. (NASDAQ: KURA), disposed of 11,208 shares of the company's common stock on January 27, 2026, netting approximately $94,827. The transactions were executed at $8.4607 per share, according to a Form 4 filing with the Securities and Exchange Commission.

The SEC filing indicates that the sales were carried out to satisfy tax liabilities connected to the vesting of restricted stock units previously awarded to Ms. Bair. The RSUs tied to these sales were granted on January 2, 2025, February 16, 2023, and January 2, 2024, and the filing attaches the sales directly to those vesting events.

After the reported trades, the filing shows Ms. Bair retains direct ownership of 226,931 shares of Kura Oncology common stock.


Separately, Kura Oncology confirmed the completion of its first U.S. commercial sale of KOMZIFTI, the companys therapy for relapsed or refractory NPM1-mutated acute myeloid leukemia. That commercial milestone triggers a $135 million payment from Kyowa Kirin, with the company stating the payment is expected to be received before the end of 2025.

KOMZIFTI received approval from the U.S. Food and Drug Administration on November 13, 2025. The therapy has also been incorporated into the National Comprehensive Cancer Network Clinical Practice Guidelines as a Category 2A recommended treatment.

In the same set of developments, Citizens reiterated its Market Outperform rating on Kura Oncology and maintained a $24.00 price target. The firm highlighted the potential advantages of Kuras menin inhibitor, ziftomenib, relative to competing therapies, specifically noting perceived benefits for older and more clinically complex patients with acute myeloid leukemia.


Collectively, the reported insider transaction and the companys commercial and regulatory milestones provide a snapshot of activity within Kura Oncology. The Form 4 sale by the companys chief legal officer was described as a tax-related transaction tied to RSU vesting, while the KOMZIFTI milestone has a contractual payment associated with it that the company expects to receive within a stated timeframe. Citizens reiterated analyst position and price target were also disclosed in company announcements.

Risks

  • Timing uncertainty around the $135 million payment from Kyowa Kirin, which is described as expected before the end of 2025.
  • The insider sale was executed to satisfy tax obligations from RSU vesting, so the transaction may not reflect a change in executive confidence or company valuation.
  • Analyst coverage and a Market Outperform rating represent an opinion and do not guarantee future stock performance.

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