KURA - Kura Oncology: Advanced Precision Medicine Opportunity Excites But Not Without Risks

• Kura Oncology looks an attractive opportunity in the Precision Medicine / Targeted Therapies sector.
• Since its IPO in 2015, the company's shares have gained 383%, and in the past year, 145%.
• There are two candidates - Tipifarnib, a farnesyl transferase inhibitor indicated for HRAS-mutated HNSCC, and KO-539, targeting AML.
• Data presented from a Phase 1/2a trial of KO-539 at ASH over the weekend was encouraging, with activity observed in six of eight evaluable patients - although there are some safety concerns.
• I think the two opportunities, taken together, could be worth as much as $75 per share in the long term. Near term, $50, and a $3bn market cap is a possibility.

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