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GlobeNewswire PharmaceuticalsCodex · 实盘不做把握 5/10
北京时间·🕒 发布 18:32:00时区推断·⟳ 抓取 18:34:31·⚡ 决策 07-27 18:36:39 +2m08s·92.1 天前

Kura Oncology公布darlifarnib联合cabozantinib治疗肾癌的Phase 1a更新数据

本次数据在34例cabozantinib-naïve晚期ccRCC患者中显示ORR 33%至50%、中位PFS 13个月,方向上支持darlifarnib联合VEGFR靶向治疗继续开发。

📄 原文GlobeNewswire Pharmaceuticals↗ 原文
– Response rates up to 50% across evaluated dose levels and median PFS of 13 months observed in pre-treated, cabozantin…
不做 Kura Oncology(KURA.US)
不做:数据方向为利好但仍是小样本Phase 1a、注册性研究计划在2028年,且同一管线疗效信号和本次披露日程此前已多次释放;盘前报价未正向确认,当前缺少足够预期差和短期商业化量级支撑。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-27 · 扩散 medium · price-in 风险 medium ↗ ↗ ↗

消息传播链

  1. 2025-10其它Kura Oncology / ESMO 2025一手源原文 ↗
    公司此前已披露FIT-001中darlifarnib+cabo在RCC的早期活性,ORR曾见33%至50%,说明本次不是首次发现疗效信号。
  2. 2026-04-17 06:00 ET官方确认/否认Kura Oncology / GlobeNewswire一手源原文 ↗
    公司公布cabozantinib-pretreated患者子集数据,44% ORR和94% DCR,已强化同一管线的临床叙事。
  3. 2026-07-14 07:02 ET官方确认/否认Kura Oncology / GlobeNewswire一手源原文 ↗
    公司提前预告将在KCRS公布cabozantinib-naïve患者长期随访数据并安排7月27日投资者电话会,降低本次披露的新鲜度。
  4. 2026-07-27 06:32 ET首发GlobeNewswire / Kura Oncology一手源原文 ↗
    公司正式披露Phase 1a更新数据:34例患者ORR 33%至50%、中位PFS 13个月、安全性可管理。
    市场反应:Kura Oncology(KURA.US)盘前报价10.39美元,较前收10.45美元约-0.57%,未出现正向跳空确认。

关键理由

  • 本次数据在34例cabozantinib-naïve晚期ccRCC患者中显示ORR 33%至50%、中位PFS 13个月,方向上支持darlifarnib联合VEGFR靶向治疗继续开发。
  • 但该项目仍处Phase 1a/1b剂量优化阶段,随机Phase 1b还在入组,计划注册性研究要到2028年,短期收入贡献为零。
  • Kura Oncology(KURA.US)当前市值约9.22亿美元,事件主要提高远期管线期权价值;此前7月14日已预告KCRS将公布长期随访数据,且4月/2025年已披露同方向早期活性数据,新增预期差不足。

主要风险

  • 小样本、非注册性早期数据容易在投资者电话会后被当作兑现,若随机Phase 1b未复制疗效则远期价值会被回吐。
  • 未披露可直接商业化时间、定价、峰值销售或合作经济权益,无法把13个月PFS转换成近期收入/利润增量。

反向证据

  • 做多前查反向 · 来源 kb_search · 影响 none
    内部KB检索超时,未能提供额外付费平台旧闻或反方纪要。
    检索:Kura Oncology darlifarnib cabozantinib renal cell carcinoma Phase 1a KCRS 2026
  • 做多前查反向 · 来源 web · 日期 2025-10 · 影响 weakens
    公司此前已披露同一组合在RCC中的ORR 33%至50%和安全性可管理,削弱本次数据的新增预期差。
    检索:Kura Oncology darlifarnib cabozantinib FIT-001 prior results 原文 ↗
  • 做多前查反向 · 来源 web · 日期 2026-07-14 · 影响 weakens
    公司在7月14日已预告本次长期随访数据披露与投资者电话会,事件日历可预期。
    检索:Kura Oncology July 14 2026 KCRS darlifarnib long-term follow-up 原文 ↗
工具调用 · 历史记录,结果未知(3 种)
  • search_processed_events · 结果未知
  • stock_quote · 结果未知
  • kb_search · 结果未知

原文全文

展开原文 · 8,962 字
– Response rates up to 50% across evaluated dose levels and median PFS of 13 months observed in pre-treated, cabozantinib-naïve, locally advanced or metastatic ccRCC patients –
– Activity compares favorably with historical outcomes for TKI and HIF-2α monotherapies -–
– Combination was well tolerated and safety profile consistent with reported profiles of the individual agents –
– Findings support potential for darlifarnib to enhance activity of VEGFR-targeted therapies in second- and third-line RCC settings –
– Global, randomized Phase 1b study underway to establish recommended Phase 3 dose –
– Investor call scheduled for today, July 27, 2026, at 5:00 a.m. PT / 8:00 a.m. ET –
SAN DIEGO, July 27, 2026 (GLOBE NEWSWIRE) -- Kura Oncology, Inc. (Nasdaq: KURA), a biopharmaceutical company focused on precision medicines for the treatment of cancer, announced updated Phase 1a results from the ongoing FIT-001 clinical trial (NCT06026410) demonstrating encouraging and durable clinical activity of darlifarnib plus cabozantinib in cabozantinib-naïve patients with advanced clear cell renal cell carcinoma (ccRCC). The results were presented at the 2026 Kidney Cancer Research Summit (KCRS) in Boston and support continued development of the combination, including dose selection for the randomized Phase 1b portion of the study.
The long-term data compare favorably with benchmarks for advanced RCC, showing robust antitumor activity with darlifarnib plus cabozantinib, as well as evidence of durable benefit. The combination had a manageable safety profile across all dose levels, including when administered with full-dose cabozantinib.
Clinical Activity in Cabozantinib-naïve ccRCC Patients (N=34):
- Objective response rate ranged from 33% to 50% across evaluated darlifarnib dose levels
- Median progression free survival was 13 months across pooled dose levels
- Median duration of response was not estimable at most dose levels assessed because multiple responses remain ongoing
- Durable clinical benefit was observed across all evaluated combination dose levels, with more than half of patients remaining on treatment at data cut-off
Safety and Tolerability in RCC Patients (N=72):
- The safety and tolerability profile was manageable and generally consistent with reported safety profiles of the individual agents
- Supportive care, including for neutropenia, was not allowed during the dose-limiting toxicity study period
- Neutropenia was successfully managed with dose interruption/reduction and supportive care (as allowed after the initial dose-limiting toxicity period)
- Supportive care, including for neutropenia, was not allowed during the dose-limiting toxicity study period
“The response rates and progression-free survival observed with darlifarnib plus cabozantinib are encouraging in this refractory, pretreated, cabozantinib-naïve population, particularly given the limited treatment options after prior immunotherapy, immune check point inhibitors, and VEGFR-targeted therapy,” said Adanma Ayanambakkam, M.D., M.S., Assistant Professor of Hematology Oncology, Assistant Medical Director Clinical Trials Office, Stephenson Cancer Center, University of Oklahoma Health Sciences Center. “Continued follow-up will further define the durability of benefit.”
Duration of Treatment and Clinical Outcomes
Clinical benefit observed across combination dose levels, with multiple patients remaining on treatment.
“These updated Phase 1a data continue to support the potential for darlifarnib to enhance VEGFR-targeted therapy in advanced RCC and have informed the dose combinations advancing into the randomized Phase 1b portion of FIT-001,” said Mollie Leoni, M.D., Chief Medical Officer of Kura Oncology. “Cabozantinib-naïve patients represent an increasingly important treatment population as cabozantinib is often reserved for later lines of therapy following immunotherapy-based regimens. We look forward to longer follow-up from Phase 1a and randomized data from Phase 1b as we continue development toward a planned registrational study.”
Kura is currently enrolling patients in the U.S. and E.U. in the randomized Phase 1b dose-optimization portion of FIT-001 in cabozantinib-naïve, refractory ccRCC. The Phase 1b portion is evaluating darlifarnib plus cabozantinib versus cabozantinib alone and is designed to inform selection of a recommended Phase 3 dose for a planned registrational study in 2028.
Virtual Investor Event
Kura will host a webcast and conference call today, July 27, 2026, at 5:00 a.m. PT / 8:00 a.m. ET featuring management and Adanma Ayanambakkam, M.D., M.S., Assistant Professor of Hematology Oncology and Assistant Medical Director, Clinical Trials Office, Stephenson Cancer Center, University of Oklahoma Health Sciences Center. The live webcast and replay will be available on the Company’s website at www.kuraoncology.com under the Investors tab in the Events and Presentations section.
Abbreviations
HIF-2α, hypoxia-inducible factor 2 alpha; PD, progressive disease; PFS, progression-free survival; PR, partial response; RCC, renal cell carcinoma; SD, stable disease; TKI, tyrosine kinase inhibitor; VEGFR, vascular endothelial growth factor receptor
About Darlifarnib
Darlifarnib is a next-generation farnesyl transferase inhibitor (FTI) under development that inhibits farnesylation of RHEB, resulting in selective mTORC1 inhibition while sparing mTORC2. This mechanism has potential to enhance the activity of multiple targeted therapies where complementary inhibition of oncogenic pathways may improve clinical outcomes, including VEGFR-targeted therapies such as cabozantinib.
About Kura Oncology
Kura Oncology is a biopharmaceutical company committed to realizing the promise of precision medicines for the treatment of cancer. Kura’s pipeline of small molecule drug candidates is designed to target cancer signaling pathways and address high-need hematologic malignancies and solid tumors. Kura developed and is commercializing KOMZIFTI® (ziftomenib), the FDA-approved once-daily, oral menin inhibitor for the treatment of adults with relapsed or refractory NPM1-mutated acute myeloid leukemia, and continues to pioneer advancements in menin inhibition and farnesyl transferase inhibition. For additional information, please visit the Kura website at https://kuraoncology.com/ and follow us on X and LinkedIn.
Forward-Looking Statements
This news release contains certain forward-looking statements that involve risks and uncertainties that could cause actual results to be materially different from historical results or from any future results expressed or implied by such forward-looking statements. Such forward-looking statements include, among other things, statements regarding the potential of darlifarnib to enhance the activity of cabozantinib and other VEGFR-targeted therapies in RCC and to improve clinical outcomes, the potential of darlifarnib in combination with cabozantinib to offer durable benefit to patients with RCC, and ongoing and planned clinical trials of darlifarnib in combination with cabozantinib. Factors that may cause actual results to differ materially include the risk that compounds that appeared promising in early research or clinical trials do not demonstrate safety and/or efficacy in later preclinical studies or clinical trials, the risk that Kura may not obtain approval to market its product candidates, uncertainties associated with performing clinical trials, regulatory filings, and other interactions with regulatory bodies, and other risks associated with the process of discovering, developing and commercializing drugs that are safe and effective for use as human therapeutics, and in the endeavor of building a business around such drugs. You are urged to consider statements that include the words “may,” “will,” “would,” “could,” “should,” “believes,” “estimates,” “projects,” “potential,” “expects,” “plans,” “anticipates,” “intends,” “continues,” “designed,” “goal,” or the negative of those words or other comparable words to be uncertain and forward-looking. For a further list and description of the risks and uncertainties Kura faces, please refer to Kura’s periodic and other filings with the Securities and Exchange Commission, which are available at www.sec.gov. Such forward-looking statements are current only as of the date they are made, and Kura assumes no obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise.
Conflict of Interest Disclosure
Dr. Ayanambakkam's disclosures include consulting or advisory roles with AVEO, Pfizer/Astellas; Johnson & Johnson; Kura Oncology: Travel, Accommodations, Expenses, and Research Funding; and Regeneron.
Kura Contact
Investors and Media:
Greg Mann
858-987-4046
gmann@kuraoncology.com
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/b3ffef56-a27c-4f7a-a629-51d913a2d1a3

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