CYTK Cytokinetics Inc

UBS⬇️ $CYTK's PT to $104, reiterated Buy and said -- We see CYTK as an attractive launch name (oHCM) that has the added benefit of diversification (nHCM) and potential removal of competitive overhang (EWTX). $EWTX $BMY TECX TENX AZN NVO BAAYRY UBS added—Similar to a number of other commercial biotech names (NBIX, AXSM, JAZZ, UTHR, INSM), CYTK has also underperformed recently as XBI pulled back. However, if interest-rate hike cycle is likely to drive further "risk-off" environment, we believe names like CYTK can outperform from current levels. In our view, Myqorzo will see continued sales inflection in 3Q which could point towards strong FY26/27 sales. Along with oHCM launch updates, we see multiple potentially positive catalysts on the horizon: 1) nHCM SNDA submission, 2) EDG-7500 Ph3 trial initiation (requiring echos); and 3) MAPLE/1L label expansion (PDUFA Nov. 14). We lower our PT to $104 (from $115), and reit our Buy rating.

Latest company news, October 19, 2026: Health Canada authorized MYQORZO (aficamten) for symptomatic obstructive hypertrophic cardiomyopathy (NYHA class II-III) in adults, according to Cytokinetics. Cytokinetics ($CYTK) Stock Hub: November 14 PDUFA, MYQORZO Deeper dive in our hub. Not investment advice.

$CYTK Slew of CV trial fails lately. It makes this asset much more valuable. BP needs to buy this.

26 days out on $CYTK and the calendar keeps stacking in its favor Nov 14 PDUFA on the MAPLE HCM sNDA. aficamten as monotherapy beat metoprolol on peak VO2 in Phase 3, up 1.1 vs down 1.2 Canada just became the fifth approval for MYQORZO today. US, China, Europe and the UK already in. ngl the label conversation into Nov 14 is not starting from zero

William Blair🏁 $CYTK and said -- We are initiating coverage of Cytokinetics with an Outperform rating, and our DCF-based valuation is $101/share. $EWTX $BMY TECX TENX AZN NVO BAYRY William Blair added—Cytokinetics is a commercial-stage specialty cardiology company built around muscle biology and its first approved product, MYQORZO. Our CYTK call: We have conviction in a strong MYQORZO launch through 2027. Around mid-2027, we model nHCM approval, assuming priority review, adding ~100K addressable patients. We estimate 2032 sales of ~$3.74B.

$CYTK New ACACIA-HCM responder data is pretty broad. At 36 weeks, 53% on aficamten hit a clinical response in 3 or more of 5 domains, vs 13% on placebo. Safety still has a cost though. LVEF below 50% showed up in 10.5% on drug vs 0.8% on placebo, and heart failure serious events were 4.7% vs 1.2%, all during titration or before week 12. Company still plans to file the supplemental NDA for non-obstructive HCM this quarter.

$CYTK I seen a Bezinga wire article Friday that said wholesales are tracking double this quarter vs last .. " Cytokinetics, Incorporated’s (NASDAQ:CYTK) MYQORZO wholesale sales are tracking toward roughly $18 million for the third quarter, versus $8.9 million for the entire second quarter, according to B. Riley." I am not sure how whole sale relates to net product revenue but if we get 100% more sales that's going to be great.