$CYTK

Cytokinetics reported $25.3M in MYQORZO sales for Q2, with 700+ healthcare providers prescribing it. Armistice Capital increased its stake by 57% to 1.2M shares. The company plans to submit a supplemental drug application for non-obstructive HCM in Q4 2026. Total revenue fell to $28.6M from $66.8M YoY due to lower collaboration payments. Cytokinetics ended Q2 with $1.7B in cash and investments.

Cytokinetics (CYTK) shares fell 7.7% following the release of full Phase 3 ACACIA-HCM trial data for aficamten, which met primary endpoints but showed treatment interruptions and adverse events. The next milestone is a 2026 FDA filing. Investors may have already priced in positive topline results from May.

Cytokinetics Inc (CYTK) saw its stock decline after detailed Phase 3 trial data for Myqorzo was released. The company plans to file an FDA application in Q4 2026. CYTK trades at a high P/S ratio of 136.11, with a GF Value™ suggesting it is 64.3% undervalued. The GF Score™ is 51/100, indicating moderate fundamentals with weak profitability and financial strength. Insiders have sold $43.7M in shares, while 8 gurus hold positions, with mixed activity.

Capricor Therapeutics shares rose over 60% after CEO Linda Marbán said the FDA is willing to review an amended deramiocel submission for Duchenne muscular dystrophy, with an Aug. 22 decision deadline. Cytokinetics sued Bristol Myers Squibb over patents tied to Myqorzo. Valneva gained after EMA accepted a Pfizer vaccine application. Other updates covered funding, licensing, and drug availability.

Cytokinetics (CYTK) reported Q2 2026 revenue of $28.6M, down from $66.8M in 2025 due to fewer Bayer milestone payments, with MYQORZO net product revenue of $25.3M. Cash and investments were $1.7B after a May offering. Operating expense guidance was raised to $860M-$890M; net loss was $198.8M. MYQORZO new-to-brand share exceeded 40% in June.

Blum Robert I (President & CEO) sold 7,500 shares of CYTOKINETICS INC (CYTK) at $76.76 ($0.58M total) on 2026-08-10 under a Rule 10b5-1 trading plan.

CYTOKINETICS INC (CYTK) filed an SEC Form 8-K — Results of Operations and Financial Condition. Cytokinetics Reports Second Quarter 2026 Financial Results and Provides Business Update MYQORZO ® (aficamten) Net Product Revenue of $25 Million Full Results from ACACIA-HCM to be Presented in Hot Line Session at ESC; Expect to Submit Supplemental NDA for Aficamten in Non-Obstruc

Callos Andrew (EVP, Chief Commercial Officer) sold 14,000 shares of CYTOKINETICS INC (CYTK) at $79.88 ($1.12M total) on 2026-07-30 under a Rule 10b5-1 trading plan.

Cytokinetics (CYTK) said the UK MHRA granted marketing authorization for MYQORZO (aficamten) to treat adults with obstructive hypertrophic cardiomyopathy, NYHA class II-III. NICE issued positive guidance for eligible patients in England and Wales. Approval cited SEQUOIA-HCM Phase 3 results, with peak oxygen uptake improving vs placebo (1.8 vs 0.0 mL/kg/min, p<0.001).

Cytokinetics said the UK MHRA and NICE cleared its cardiomyopathy drug Myqorzo (aficamten) for NHS use as an add-on to standard therapy in adults with NYHA class II-III obstructive hypertrophic cardiomyopathy. NICE required cost parity with Bristol Myers Squibb’s Camzyos. Myqorzo made about $5m in Q1 sales; Camzyos $314m.