Kura Oncology's Q4 2024: Contradictory Insights on MRD Negativity, Pivotal Studies, and Ziftomenib's Approval Timeline

These are the key contradictions discussed in Kura Oncology's latest 2024Q4 earnings call, specifically including: MRD Negativity as a Frontline Endpoint, Timing of Pivotal Study Initiation, Comit-007's Patient Distribution and Enrollment, and the Timeline for Ziftomenib's Regulatory Approval:



Revenue Growth:
- NVIDIA Corp reported record revenue of $35.1 billion for Q3, up 17% sequentially and 94% year-on-year.
- The growth was driven by strong demand for its data center and AI products.

Data Center and AI Segment Performance:
- The company's data center revenue reached a record $30.8 billion, with a 17% sequential increase and 112% year-on-year growth.
- Growth in this segment was attributed to strong demand for NVIDIA Hopper and H200 products.

Gaming Revenue Impacted by Demand and Supply:
- NVIDIA's gaming revenue was reported at $1.57 billion for Q3, down 33% from the previous year.
- The decline was primarily due to lower demand for GPUs and supply chain constraints.

Automotive Segment Recovery:
- The company's automotive revenue decreased to $121 million, a sharp drop from $325 million in the previous year.
- The decline was due to the impact of the automotive industry slowdown, with Tesla being a major customer, and a lack of supply chain optimization.