Core Viewpoint - Truist Securities has raised its price target on Cytokinetics, Inc. to $84 from $70 while maintaining a Buy rating, reflecting updated forecasts following the regulatory approval of MYQORZO [1] Group 1: Regulatory Approval and Market Potential - The recent approval of MYQORZO, which features a differentiated label, positions it to become a significant revenue driver in obstructive hypertrophic cardiomyopathy (oHCM) [2] - Truist updated its model to estimate worldwide peak sales for MYQORZO in oHCM at $3.7 billion, slightly below the $3.8 billion consensus estimate [2] Group 2: Revenue Projections and Launch Expectations - A steady launch of MYQORZO is expected to begin in early 2026, with performance anticipated to be at least comparable to the launch trajectory of Camzyos [3] - Truist modeled fiscal 2026 aficamten revenue at $106 million, aligning with consensus expectations [3] - Looking ahead, the analyst projects worldwide peak adjusted total revenue of $4.6 billion in 2035, marginally above the $4.5 billion consensus estimate [3]

It targets healthcare providers and patients affected by heart failure, neuromuscular, and rare muscle diseases, with a focus on the U.S. and global biopharmaceutical markets.How does the transaction value relate to Cytokinetics, Incorporated's one-year stock performance? The ~$323,650 sale occurred with shares priced at $64.73, following a 27.36% total return for the stock over the preceding 12 months as of the transaction date.What is the current value of the insider's remaining direct position? Based on ...

SOUTH SAN FRANCISCO, Calif., Dec. 16, 2025 (GLOBE NEWSWIRE) -- Cytokinetics, Incorporated (NASDAQ:CYTK) today announced that on December 15, 2025 it granted stock options to purchase an aggregate of 21,399 shares of common stock and 14,422 restricted stock units (RSUs) that will be settled in shares of common stock upon vesting to 10 employees, whose employment commenced in November and December 2025 as a material inducement to their employment.The RSUs will vest over 3 years, with 40% of the RSUs vesting o ...

What happenedForesite Capital Management IV, LLC disclosed a new stake in Cytokinetics (CYTK 2.28%), adding 458,295 shares valued at $25.19 million as of Sept. 30, 2025. The move was detailed in a quarterly report filed with the U.S. Securities and Exchange Commission on Nov. 14, 2025 (SEC filing). The fund’s total reportable U.S. equity assets stood at $182.61 million across six holdings after the filing.What else to knowThis is a new position for Foresite Capital Management IV, LLC, representing 13.8% of ...

Core Viewpoint - Cytokinetics reported a narrower net loss in Q3 2025 compared to previous estimates, but revenues fell short of expectations, leading to a mixed outlook for the company as it prepares for upcoming regulatory decisions regarding its lead drug candidate, aficamten [2][3][4]. Financial Performance - The net loss for Q3 2025 was $1.54 per share, which was better than the Zacks Consensus Estimate of a loss of $1.59, but worse than the loss of $1.36 per share reported in the same quarter last year [2]. - Revenues for the quarter totaled $1.9 million, missing the Zacks Consensus Estimate of $6 million, but showing an increase from $0.4 million in the year-ago quarter [3]. - R&D expenses rose by 17.3% year-over-year to $99.2 million, driven by clinical trial advancements and higher personnel costs [4]. - General and administrative expenses increased by 22.6% to $69.4 million, attributed to investments in the commercial readiness of aficamten and personnel-related expenses [4]. - As of September 30, 2025, the company had approximately $1.25 billion in cash and investments, up from $1.04 billion at June 30, 2025 [4]. Drug Development Updates - Aficamten, a cardiac myosin inhibitor for obstructive hypertrophic cardiomyopathy (HCM), has had its FDA target action date extended to December 26, 2025 [5]. - Cytokinetics participated in a late-cycle meeting with the FDA regarding aficamten's NDA, discussing its proposed Risk Evaluation and Mitigation Strategy (REMS) [6]. - The company is also addressing questions from the EMA regarding aficamten's marketing authorization application, with a potential decision expected in the first half of 2026 [7]. - Aficamten is being evaluated in multiple clinical trials, including MAPLE-HCM, which reported positive top-line results, and ACACIA-HCM, with results expected in Q2 2026 [8][9]. Pipeline Candidates - Other pipeline candidates include omecamtiv mecarbil, currently in a phase III trial for heart failure, and ulacamten, which is in a phase II trial for heart failure with preserved ejection fraction [10][11]. Market Sentiment and Outlook - Since the earnings release, there has been a downward trend in fresh estimates, with the consensus estimate shifting by 8.51% [12]. - Cytokinetics has a subpar Growth Score of D and a Momentum Score of B, but an overall VGM Score of F, indicating challenges in value [13]. - The stock has a Zacks Rank of 3 (Hold), suggesting an expectation of in-line returns in the coming months [14].

Core Insights - Bristol Myers Squibb (BMY) has decided to discontinue the late-stage Librexia study on milvexian, a cardiovascular candidate, due to an interim analysis indicating it is unlikely to meet primary efficacy endpoints [1][2][8] - The discontinuation represents a setback for BMY's cardiovascular ambitions, which include the drugs Camzyos and Eliquis [3][8] Company Developments - The Independent Data Monitoring Committee (IDMC) recommended continuing two other late-stage studies: Librexia AF for atrial fibrillation and Librexia STROKE for secondary stroke prevention, with top-line data expected in 2026 [4][8] - BMY's cardiovascular portfolio includes Camzyos, which received FDA approval in 2022 for treating obstructive hypertrophic cardiomyopathy, and Eliquis, a major revenue contributor developed in partnership with Pfizer [3][4] Competitive Landscape - Cytokinetics is developing aficamten, a potential competitor to Camzyos, with an FDA approval target date extended to December 26, 2025 [5][6] - JNJ's Xarelto, a Factor Xa inhibitor like Eliquis, faces patent challenges in the U.S., which may impact its market position [6] Financial Performance - BMY's shares have declined by 19.1% year-to-date, contrasting with the industry growth of 16.5% [7][8] - The company is trading at a price/earnings ratio of 7.55x forward earnings, below its historical mean of 8.41x and the large-cap pharma industry's average of 16.84x [9] Earnings Estimates - The Zacks Consensus Estimate for 2025 earnings per share has increased, while the estimate for 2026 has decreased [10]

While Cytokinetics ( CYTK ) investors go through the ups and downs surrounding the aficamten PDUFA event , let's not forget that aficamten is only a small part of the company - the forward flank, if you will. Behind itDubai-based investor focused on building a resilient, income-generating portfolio with a long-term growth mindset. My approach is primarily long-only, blending dividend-paying equities, REITs, and other income strategies with selective growth opportunities. I believe in disciplined, fundamenta ...

Core Points - Rosen Law Firm is reminding purchasers of Cytokinetics, Inc. common stock about the lead plaintiff deadline for a class action lawsuit related to misleading statements made by the company during the Class Period from December 27, 2023, to May 6, 2025 [1][5]. Group 1: Class Action Details - Investors who purchased Cytokinetics common stock during the Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by November 17, 2025 [3]. - The lawsuit alleges that Cytokinetics made false and misleading statements regarding the timeline for the New Drug Application (NDA) submission and approval process for aficamten, specifically regarding expected FDA approval in the second half of 2025 [5]. Group 2: Legal Representation - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting its own achievements in recovering significant amounts for investors [4]. - The firm has been recognized for its performance in securities class action settlements, including a record settlement against a Chinese company and being ranked No. 1 for the number of settlements in 2017 [4].

Core Insights - Cytokinetics is under investigation for potentially misleading investors regarding the regulatory timeline for their drug aficamten, particularly concerning the absence of a Risk Evaluation and Mitigation Strategy (REMS) in their New Drug Application (NDA) [1][2] Company Developments - During a May 6, 2025 earnings call, Cytokinetics disclosed multiple pre-NDA meetings with the FDA but submitted the NDA without a REMS, which misled investors and inflated stock prices [2] - On November 11, 2025, Kaye Edward M. MD, a director at Cytokinetics, sold 5,175 shares at $65.08 each, retaining 9,977 shares [3] - The stock price has fluctuated between $65.33 and $67.98, with a current price of $67.06, reflecting a slight increase of 0.93% or $0.62 [3][4] Market Performance - Cytokinetics has a market capitalization of approximately $7.98 billion, with a trading volume of 813,094 shares [4] - The stock's lowest price in the past year was $29.31, indicating significant volatility [4]

New York, New York--(Newsfile Corp. - November 17, 2025) - If you suffered a loss on your Cytokinetics, Incorporated (NASDAQ: CYTK) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information:https://zlk.com/pslra-1/cytokinetics-incorporated-lawsuit-submission-form-2?prid=177791&wire=5&utm_campaign=7or contact Joseph E. Levi, Esq. via email at jlevi@levikorsinsky.com or call (212) 363-7500 to speak to our team of experienced sharehol ...