Financial Data and Key Metrics Changes - The company ended Q1 2020 with approximately $237 million in cash and investments, with revenue primarily from strategic alliances with Amgen and Astellas [42] - R&D expenses decreased to $21.7 million from $23.5 million in Q1 2019, mainly due to lower spending on neuromuscular development activities [43] - G&A expenses increased to $12.4 million from $9.4 million in Q1 2019, attributed to higher personnel-related costs and outside services [44] Business Line Data and Key Metrics Changes - The primary focus for 2020 is the cardiovascular pipeline, which includes four drug candidates advancing in various stages of development [10] - Significant achievements included the publication of the GALACTIC-HF trial design manuscript and passing the second interim analysis with no changes recommended [11][16] - Enrollment in the Phase 2 trial of CK-274 (REDWOOD-HCM) has been temporarily suspended, but start-up activities continue [12][36] Market Data and Key Metrics Changes - The GALACTIC-HF trial is designed to enroll a high-risk heart failure population, with 25% of patients randomized during hospitalization [20][23] - The trial aims to provide clinically meaningful evidence of cardiac myosin activation's role in treating chronic heart failure [23] Company Strategy and Development Direction - The company is focused on advancing its cardiovascular programs and ensuring continuity in clinical trials despite COVID-19 disruptions [9][15] - The collaboration with Amgen is crucial for the development and commercialization of omecamtiv mecarbil and other cardiac therapies [52][94] - The company is pursuing project financing and partnerships to extend its cash runway and support the development of its cardiac sarcomere inhibitor programs [47] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the potential for a transformational year, with omecamtiv mecarbil on track for topline results in Q4 2020 [51] - The company is adapting its clinical trial operations to ensure patient safety and data integrity during the pandemic [26][35] - Management is closely monitoring spending and may update financial guidance later in the year due to COVID-19 impacts [46] Other Important Information - The company is eligible for approximately $100 million in milestone payments from Amgen over the next 12 to 18 months, contingent on positive GALACTIC-HF results [48] - The company has engaged with regulatory authorities to finalize the protocol for a potential Phase 3 trial of reldesemtiv in ALS [100] Q&A Session Summary Question: Market opportunity and unmet need for heart failure treatments - Management acknowledged the recent approval of Farxiga and its potential to raise awareness of the unmet need in heart failure treatment, emphasizing the importance of new mechanisms like omecamtiv mecarbil [63][64] Question: Clinically meaningful improvement on primary endpoint in GALACTIC-HF - Management indicated that a reduction in event rates of 10% to 20% would be clinically significant, with a focus on high-risk patients [70][72] Question: Financial benefits from Mavacamten and impact on CK-274 - Management confirmed a low single-digit royalty from Mavacamten and emphasized CK-274's differentiating features that may afford it unique properties [79][80] Question: Update on REDWOOD trial progress - Management reported that patient enrollment in REDWOOD-HCM has begun, with expectations to meet 2020 milestones if enrollment can resume [84] Question: Insights on reldesemtiv and Astellas partnership - Management highlighted ongoing discussions with regulatory authorities to ensure a robust clinical trial design for reldesemtiv, with optimism about the potential for CK-601 as a follow-on compound [100][103]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 From the transition period from to Commission file number: 000-50633 CYTOKINETICS, INCORPORATED (Exact name of registrant as specified in its charter) Delaware 94-3291317 (State or other jurisdi ...

Sarcomere Directed Therapies | --- | --- | --- | --- | |------------------|-------|-------|-------| | | | | | | | | | | | EMPOWERING | | | | | MUSCLE | | | | | EMPOWERING LIVES | | | | John, diagnosed with heart failure Jillian, diagnosed with HCM Chuck, diagnosed with ALS Forward-Looking Statements This Presentation contains forward-looking statements for purposes of the Private Securities Litigation Reform Act of 1995 (the "Act"). Cytokinetics disclaims any intent or obligation to update these forward-loo ...

Cytokinetics, Inc. (NASDAQ:CYTK) Q4 2019 Earnings Conference Call March 3, 2020 4:30 PM ET Company Participants Diane Weiser - VP, IR & Corporate Communications Robert Wong - VP & CAO Fady Malik - EVP, Research & Development Andrew Wolff - SVP, Senior Fellow, Clinical Research & Development Robert Blum - CEO, President & Director Ching Jaw - SVP & CFO Conference Call Participants Jason Butler - JMP Securities Joseph Pantginis - H.C. Wainwright & Co. Chad Messer - Needham & Company Jeff Hung - Morgan Stanley ...

1 EMPOWERING MUSCLE EMPOWERING LIVES Forward Looking Statements This Presentation contains forward-looking statements for purposes of the Private Securities Litigation Reform Act of 1995 (the "Act"). Cytokinetics disclaims any intent or obligation to update these forward-looking statements, and claims the protection of the Act's Safe Harbor for forward-looking statements. Examples of such statements include, but are not limited to, statements relating to Cytokinetics' and its partners' research and developm ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 From the transition period from to Commission file number: 000-50633 | --- | --- | |------------------------------------------------------------------------------------------------------|------- ...