KURA Kura Oncology, Inc.

NEUTRAL Impact: 2/10 Insider Cluster (3 insiders)
Horizon immediate Filed May 22, 2026 Processed 18d 11h ago
Insider cluster: 3 insiders, $0.2M total
Latest settled — T+5d
KURA ▼ -13.21% at T+5d
NEUTRAL call ✗ call lost -13.21% · α vs SPY -14.29% · entry $10.41 → $9.04
Next anchor: T+20d in 13d
Last close $8.56 (close Jun 8) · -17.77% from $10.41 entry
Entry anchored
May 22, 03:59 PM ET
via Databento tick
T+1d
-0.19%
call -0.19% · α -0.15%
$10.39
settled 15d ago
T+5d
-13.21%
call -13.21% · α -14.29%
$9.04
settled 9d ago
T+20d
call — · α —
in 13d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Three KURA C-suite insiders (COO, CLO, CCO) sold a total of $152K in open-market sales over a 7-day window, occurring 10 days after Q1 earnings that beat revenue estimates but showed a widening net loss. At $152K against a ~$988M market cap (0.015% of market cap), the cluster is economically trivial and falls below the 0.1% proportionality threshold, making it a routine, non-informative event unlikely to signal a material bearish view. The C-suite weighting is neutralized by the sub-0.1% size and proximity to a blackout-window opening after earnings — the most common liquidity explanation for clustered sells.

Key Financial Metrics

Direction
selling
Total Value
$152.0K
Insiders
3

Actionable Insight

This insider cluster is routine and lacks signal. No bearish read-through warranted at these dollar levels. Monitor institutional ownership changes in next 13F filing (Aug 2026) for real conviction shifts, and watch for clinical catalysts in KOMZIFTI's ongoing regulatory cycle.

Key Facts

  • Three C-suite insiders sold: COO ($20K), CLO ($21K), CCO ($110K) — total $152K.
  • Cluster value is 0.015% of market cap ($988M), well below the 0.1% materiality floor.
  • Trades occurred 6-9 days after Q1 2026 earnings (May 12) — open blackout window pattern.
  • Per academic literature, cluster sells are not amplified; liquidity/vesting explanations dominate.
  • Q1 2026: $5.8M KOMZIFTI revenue beat consensus, but net loss widened to $73.3M from $57.4M YoY.

Financial Impact

Total insider sales of $152K — immaterial relative to $988M market cap (0.015%)

market_capinsider_activity

Risk Factors

  • Risk of over-interpreting small insider sells as directional signal — they are not.
  • KURA's cash burn remains high ($580.8M cash, but $73.3M quarterly loss); dilution risk persists.
  • Lack of any insider BUYS alongside funded pipeline adds mild caution but not actionable.

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
86% bullish (22 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-KURA-1779480396005
12 reports for KURA
Performance horizon
57% Hit rate 4 of 7 directional calls best @ T+60▲ +19.93%Feb 28, 2026
Filters
Rows
Reports for KURA — sortable, filterable
Type Now
Jun 3, 2026
6d ago
Press Release
BULLISH ★ 7/10
$8.66 $8.77▲ +1.33%▲ +0.93%$8.56 (−1.10%)
Jun 2, 2026
7d ago
Press Release
BULLISH ★ 6/10
$8.97 $8.66▼ −3.51%▼ −2.82%$8.56 (−4.57%)
May 26, 2026
14d ago
DEFA14A
NEUTRAL ★ 3/10
$10.24 $9.97▼ −2.64%▼ −3.19%$8.56 (−16.41%)
May 26, 2026
14d ago
Press Release
BULLISH ★ 7/10
$10.41 $10.24▼ −1.63%▼ −1.65%$8.56 (−17.77%)
May 22, 2026
18d ago
Insider Cluster
NEUTRAL ★ 2/10
$10.41 $10.39▼ −0.19%▼ −0.15%$8.56 (−17.77%)
May 12, 2026
28d ago
8-K
NEUTRAL ★ 5/10
$9.48 $9.48· 0.00%▲ +0.00%$8.56 (−9.70%)
May 12, 2026
28d ago
Press Release
BULLISH ★ 7/10
$9.68 $9.48▼ −2.07%▼ −2.64%$8.56 (−11.57%)
Apr 17, 2026
7w ago
Press Release
BULLISH ★ 8/10
$9.68 $9.78▲ +1.03%▲ +1.22%$8.56 (−11.57%)
Apr 10, 2026
8w ago
DEFA14A
NEUTRAL ★ 2/10
$8.72 $9.14▲ +4.82%▲ +3.61%$8.56 (−1.83%)
Mar 5, 2026
13w ago
8-K
MIXED ★ 6/10
$8.51 $8.96▲ +5.29%▲ +6.60%$8.56 (+0.59%)
Showing 10 of 12

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