This is a standard corporate update. Key catalyst to watch is the PDUFA date for MAPLE-HCM sNDA on November 14, 2026. Monitor prescription growth trajectory for MYQORZO as a leading indicator of commercial traction.
Price Chart
Executive Summary
Cytokinetics released a corporate presentation updating on commercial launch progress of MYQORZO (aficamten) for oHCM, positive ACACIA-HCM trial results for nHCM, and pipeline advancement. The filing is routine with no new material events or financial disclosures beyond previously announced data and launch metrics.
Key Facts
- Cash, cash equivalents and investments of approximately $1.1B as of 3/31/26
- MYQORZO launched in U.S. and China in January 2026; EU approval secured
- 680 patients prescribed MYQORZO as of 3/31/26, growing to 1,100 as of 4/30/26
- 1,400+ REMS-certified HCPs as of 3/31/26; average 2.4 prescriptions per HCP
- sNDA for aficamten monotherapy (MAPLE-HCM) under FDA review with PDUFA date November 14, 2026
- Positive topline results from ACACIA-HCM (nHCM) presented; KCCQ-CSS LSM difference 3.0 (p=0.021) and pVO2 LSM difference 0.67 mL/kg/min (p=0.003)
- Eligible to draw up to $175M from Royalty Pharma loan; up to $150M option for ulacamten pivotal trial funding
- Omecamtiv mecarbil Phase 3 COMET-HF enrolling; ulacamten Phase 2 AMBER-HFpEF enrolling
Financial Impact
No new financial impact; reiterates ~$1.1B cash position and access to up to $325M additional capital
Risk Factors
- Regulatory risk for MAPLE-HCM sNDA and potential label restrictions
- Commercial adoption slower than expected; competition from CAMZYOS
- Dilution risk from potential capital raises despite existing cash and loan facilities
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-206420 |
| Document: d124879d8k.htm | 0001193125-26-206420 |
| Document: 0001193125-26-206420-index-headers.html | 0001193125-26-206420 |
| Document: 0001193125-26-206420-index.html | 0001193125-26-206420 |
| Document: 0001193125-26-206420.txt | 0001193125-26-206420 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 17d ago | Insider Cluster | $69.31 $67.59 | ▲ +2.48% | ▲ +4.59% | $65.60 (+5.35%) |
Sep 11, 2026 20d ago | Insider Cluster | $72.45 $67.56 | ▼ −6.75% | ▼ −6.86% | $65.60 (−9.45%) |
Sep 1, 2026 4w ago | Insider Cluster | $71.40 $74.11 | ▲ +3.80% | ▲ +3.71% | $65.60 (−8.12%) |
Aug 31, 2026 4w ago | Insider Cluster | $71.40 $74.11 | ▲ +3.80% | ▲ +3.71% | $65.60 (−8.12%) |
Aug 29, 2026 4w ago | Press Release | $70.91 $75.35 | ▲ +6.26% | ▲ +6.40% | $65.60 (−7.49%) |
Aug 28, 2026 5w ago | 8-K | $72.09 $72.72 | ▲ +0.87% | ▲ +0.76% | $65.60 (−9.00%) |
Jul 30, 2026 9w ago | Insider Cluster | $80.42 $81.37 | ▲ +1.18% | ▼ −2.44% | $65.60 (−18.43%) |
Jul 27, 2026 9w ago | Insider Cluster | $80.62 $77.13 | ▼ −4.33% | ▼ −5.40% | $65.60 (−18.63%) |
Jul 23, 2026 10w ago | Press Release | $80.74 $80.42 | ▼ −0.40% | ▼ −0.77% | $65.60 (−18.75%) |
Jul 14, 2026 11w ago | Insider Cluster | $81.93 $79.11 | ▼ −3.44% | ▼ −2.15% | $65.60 (−19.93%) |
US Market Status
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