Clinical EfficacyKURA Zifto demonstrated 100% CR in an updated data cut of larger patient population, with safety and tolerability remaining consistent and highly favorable.
Market PotentialThe positive messaging and tone, with the team guiding to a total menin opportunity of >$7B in 1L AML—including peak sales of zifto of >$3B—provides greater confidence in the story.
Strategic CollaborationKURA signed a strategic deal worth over $1.5 billion for a menin inhibitor with a 50/50 US profit split, providing necessary capital to accelerate its AML franchise.