文章核心观点 - 公司在2024年第二季度的每股亏损为1.31美元,低于市场预期的1.02美元亏损 [1] - 公司营收为0.25百万美元,大幅低于市场预期 [3] - 公司股价今年以来下跌约38.7%,低于标普500指数9%的涨幅 [4] - 分析师对公司未来业绩持谨慎态度,给予公司"持有"评级 [8] 行业和公司研究 公司业绩表现 - 公司2024年第二季度每股亏损1.31美元,低于去年同期的1.34美元亏损 [1] - 公司营收为0.25百万美元,同比下降71.3% [3] - 公司过去4个季度未能超越市场预期的每股收益 [2] - 公司过去4个季度未能超越市场预期的营收 [3] 未来展望 - 分析师对公司未来业绩持谨慎态度,给予公司"持有"评级 [8] - 公司下一季度每股预计亏损1.09美元,全年每股预计亏损4.50美元 [9] - 下一季度营收预计为3.39百万美元,全年营收预计为19.28百万美元 [9] 行业表现 - 公司所属的医疗-生物医药和遗传学行业目前在250多个扎克斯行业中排名前37% [10] - 排名前50%的扎克斯行业相比排名后50%的行业,业绩表现通常会好2倍以上 [10]

药物管线和临床试验进展 - 公司在第二季度取得了重大进展，包括在管线和短期目标以及长期愿景方面[4] - 公司已启动aficamten新药申请的滚动提交[8] - 公司与FDA进行了关于aficamten安全监测和风险缓解策略的讨论[8] - 公司已与欧洲药品管理局和中国国家药品监督管理局就aficamten的申报计划进行了沟通[10][11] - 公司正在推进aficamten的商业准备工作，包括市场开发、分销和患者支持项目等[12] - 公司正在进行aficamten在日本和高加索人群中的临床试验[13] - 公司启动了aficamten在儿童群体中的临床试验CEDAR-HCM[14] - 公司正在推进aficamten的两项关键III期临床试验MAPLE-HCM和ACACIA-HCM[15][17] 财务状况 - 公司现金、现金等价物和投资总额约为14亿美元[28] - 预计2024年剩余时间的运营费用和现金使用情况，以及2024年年底的现金余额和现金跑道[43] - 2024年6月30日和2023年12月31日的合并资产负债表数据[46] - 2024年第二季度的合并损益表数据[47] 未来发展计划 - 2024年第四季度在欧盟获批aficamten上市、2024年第三季度完成MAPLEHCM临床试验入组、2025年完成ACACIA-HCM临床试验入组、2024年第四季度启动omecamtiv mecarbil新的III期确证性试验、计划启动CK-586 II期临床试验[43] - 阐述了aficamten、omecamtiv mecarbil、CK-586、CK-136等药物候选物的潜在患者群体[43] - 提到公司获得额外资金或其他融资的能力,包括从Royalty Pharma关联公司获得贷款和从济兴制药获得里程碑付款[43]

Program Augments Existing Patient Advocacy and Professional Society Donationsto Non-Profit Organizations Aligned with Corporate Values Deadline for Applications is September 16th, 2024 SOUTH SAN FRANCISCO, Calif., July 30, 2024 (GLOBE NEWSWIRE) --  Cytokinetics, Incorporated (Nasdaq: CYTK) today announced a call for proposals for the Cytokinetics Corporate Giving Program. The program provides charitable donations to eligible non-profit organizations in the United States to support diversity in science educa ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Cytokinetics (CYTK) reports results for the quarter ended June 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the stock may mo ...

Late Breaking Clinical Trial Presentations to Feature Additional Results from SEQUOIA-HCM Related to Patient-Reported Health Status, Cardiac Structure and Function and Biomarkers Analyses of Safety and Outcomes from FOREST-HCM Related to Withdrawal of Standard of Care Medications to be Presented SOUTH SAN FRANCISCO, Calif., July 16, 2024 (GLOBE NEWSWIRE) -- Cytokinetics, Incorporated (NASDAQ:CYTK) today announced seven upcoming presentations, including four Late Breaking Clinical Trial presentations related ...

SOUTH SAN FRANCISCO, Calif., June 17, 2024 (GLOBE NEWSWIRE) -- Cytokinetics, Incorporated (Nasdaq: CYTK) today announced that the first participants have been dosed in a Phase 1 study evaluating the pharmacokinetics, safety and tolerability of aficamten in healthy Japanese and Caucasian participants. “We are conducting this Phase 1 bridging study to characterize the pharmacokinetics of aficamten in healthy Japanese adults and to gather evidence that we believe will be required for potential approval in Japa ...

SOUTH SAN FRANCISCO, Calif., May 29, 2024 (GLOBE NEWSWIRE) -- Cytokinetics, Incorporated (NASDAQ:CYTK) today announced that the company is scheduled to participate in the following investor conferences in June: Jefferies Global Healthcare Conference: Robert I. Blum, President and Chief Executive Officer, and Andrew Callos, Executive Vice President and Chief Commercial Officer, will participate in a fireside chat on Wednesday, June 5, 2024 at 2:00 PM Eastern Time at the New York Marriott Marquis Hotel in New ...

Shares of Cytokinetics (CYTK) lost more than 17% on May 23 after it announced a funding deal with Royalty Pharma (RPRX) , which investors found complicated. It also announced the pricing of its recently floated public offering of common stock, which was at a 16% discount to the closing price on May 22. The funding deal expands the company’s existing strategic collaboration with Royalty Pharma, allowing the company to receive up to $575 million in total. The deal with Royalty Pharma has many parts, providing ...

SOUTH SAN FRANCISCO, Calif., May 22, 2024 (GLOBE NEWSWIRE) -- Cytokinetics, Incorporated (NASDAQ:CYTK) today announced the pricing of an underwritten public offering of 9,803,922 shares of its common stock at a price to the public of $51.00 per share, before underwriting discounts and commissions. The gross proceeds to Cytokinetics from the offering, before deducting underwriting discounts and commissions and other offering expenses payable by Cytokinetics, are expected to be approximately $500 million. The ...

SOUTH SAN FRANCISCO, Calif., May 22, 2024 (GLOBE NEWSWIRE) -- Cytokinetics, Incorporated (NASDAQ:CYTK) today announced the pricing of an underwritten public offering of 9,803,922 shares of its common stock at a price to the public of $51.00 per share, before underwriting discounts and commissions. The gross proceeds to Cytokinetics from the offering, before deducting underwriting discounts and commissions and other offering expenses payable by Cytokinetics, are expected to be approximately $500 million. The ...