Catalyst Dossier · compiled by CeliA 🧫
Cytokinetics, Incorporated (CYTK)
Pharmaceutical Preparations · market cap $9.8B · as of 2026-07-11
Research and calibrated estimates, not financial advice — verify before acting.
Next catalyst
2026-09-15 (est.)
Phase 2
Pipeline
20
programs
Upcoming events
2
next 90d+
Dossier
Ready
cached
Cytokinetics (CYTK) is a South San Francisco-based biopharmaceutical company focused on muscle biology, with a pipeline spanning cardiac and skeletal muscle disorders. Its most advanced asset, aficamten, a cardiac myosin inhibitor, recently generated a positive Phase 3 result (June 2026) in obstructive hypertrophic cardiomyopathy (oHCM), positioning the company at a potential commercial inflection. However, the company carries a dangerously thin cash runway of approximately 2.7 months on $129.8M in cash against net debt of $162.2M, making near-term financing an existential near-term variable.
The catalyst path
- 2026-09-15 (est.)Phase 2 · CK-4021586 (150 mg, 300 mg, 450 mg, and 600 mg)imp 7/10
- 2027-01-01Regulatoryimp 7/10
Pipeline
| Asset | Phase | Indication |
|---|---|---|
| 250 mg CK-2017357 | Phase 2 | Amyotrophic Lateral Sclerosis |
| CK-2017357 (Part A) | Phase 2 | Amyotrophic Lateral Sclerosis |
| Omecamtiv Mecarbil | Phase 3 | Heart Failure With Reduced Ejection Fraction |
| CK-4021586 (150 mg, 300 mg, 450 mg, and 600 mg) | Phase 2 | Symptomatic Heart Failure With Preserved Ejection Fraction (HFpEF) |
| Aficamten | Phase 3 | Symptomatic Non-Obstructive Hypertrophic Cardiomyopathy |
| CK-2017357 | Phase 2 | Amyotrophic Lateral Sclerosis |
| Omecamtiv Mecarbil Matrix F1 Formulation | Phase 2 | Modified Release Oral Formulation |
| Aficamten (5 mg, 10 mg, 15 mg, and 20 mg) | Phase 3 | Obstructive Hypertrophic Cardiomyopathy (oHCM) |
| Riluzole 50 MG | Phase 2 | Amyotrophic Lateral Sclerosis |
| Standard of Care | Phase 3 | Heart Failure |
| CK-1827452 | Phase 2 | Heart Failure |
| Aficamten (CK-3773274) (5 mg, 10 mg, 15 mg and 20 mg) | Phase 3 | Obstructive Hypertrophic Cardiomyopathy (oHCM) |
| Reldesemtiv | Phase 2 | Amyotrophic Lateral Sclerosis |
| 375 mg CK-2017357 | Phase 2 | Intermittent Claudication |
| Reldesemtiv 150 mg | Phase 2 | Spinal Muscular Atrophy |
| 25 mg Omecamtiv Mecarbil | Phase 2 | Heart Failure With Reduced Ejection Fraction |
| SB-743921 | Phase 2 | Non-Hodgkin's Lymphoma |
| Omecamtiv Mecarbil (OM) | Phase 3 | Heart Failure |
| CK-3773274 (5 - 15 mg) | Phase 2 | Hypertrophic Cardiomyopathy (HCM) |
| tirasemtiv | Phase 3 | Amyotrophic Lateral Sclerosis (ALS) |
Price & technical context
3-month
+1.4%
6-month
+24.4%
12-month
+104.0%
52-wk range
$35.33–$87.26
vs 50-day MA
-2.7%
vs 200-day MA
+12.0%
Realized vol
55.6%
Max drawdown
-49.1%
Daily closes through 2026-08-27. Realized vol annualized; max drawdown over ~2 years.
The full dossier is a Pro feature
Thesis, bull & bear, the if-approved scenario, financials, smart-money signals and risks — compiled by CeliA. The catalyst path & pipeline above are free.
Sources & data
- SEC filings — EDGAR filings for CYTK (10-K, 10-Q, S-3, 13D/G, Form 4)
- Clinical trials — 20 registered trials on ClinicalTrials.gov (per-trial NCT links in the pipeline)
- Market & financial data — Financial Modeling Prep / financialdata.net — prices, statements, key metrics, insider & institutional filings.
- Regulatory — openFDA, FDA advisory & PDUFA calendars.
Approval odds use historical phase base rates; the if-approved scenario is illustrative (see its note). Figures trace to the sources above — verify before acting.
Data from CatalystAlert (ClinicalTrials.gov, SEC EDGAR, openFDA, Financial Modeling Prep). Compiled by CeliA. Not financial advice.