Kura Oncology's ziftomenib is promising for AML treatment, with data expected in 2025. The company faces competition from Syndax's revumenib and delayed catalysts, which has led to low market sentiment. However, Kura's strong cash position, supported by a deal with Kyowa Kirin, ensures operations through 2027. The current low valuations present a potential buying opportunity, suggesting a positive short-term impact on the stock price.