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CYCYTK

Cytokinetics, Incorporated

$CYTK·$9.6B·Biotechnology·Healthcare
$72.09-7.5%YTD+24.5%1Y+93.0%
Mentions · last 7 days
2026-08-21: 13 posts2026-08-22: 8 posts2026-08-23: 10 posts85-11%
Price updated 2d ago·X counts updated 7d ago
CYCYTK
$CYTKCytokinetics, Incorporated
$72.09-7.46%85 posts-11%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CYTK, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-08-29

Catching its breath after a run — could pick back up or fade from here.

Cardiovascular biotech just hit both Phase 3 endpoints in non-obstructive HCM — day -7% giving back on profit-taking.

Cytokinetics is a biopharmaceutical company focused on muscle activators/inhibitors, most notably aficamten (branded MYQORZO) for hypertrophic cardiomyopathy — a Camzyos competitor from Bristol-Myers Squibb. The ACACIA-HCM Phase 3 trial in non-obstructive HCM just hit both endpoints, meaningfully expanding the addressable population.

What's actually here:

  • Revenue is early-launch — Q1 of $19M grew 1126% YoY off tiny prior-year base; consensus FY26 revenue of $110M and FY27 $390M reflects the MYQORZO launch scaling into the year.
  • The economics remain burn-heavy — Q1 operating margin -949%, FCF -$151M, and consensus FY26 EPS of -$6.32; commercial ramp requires significant investment through profitability inflection projected in FY28.
  • The ACACIA-HCM data is a specific catalyst — Phase 3 positive results in non-obstructive HCM (a specific sub-population where treatment options are limited) expand aficamten's label opportunity and support the FY28+ commercial trajectory; Mizuho $118 PT, Barclays $110, and HC Wainwright $140 all reflect sell-side conviction.
  • The tape is digesting — position 69% of the 52-week range, 10% below the 50-day, but 4% above the 200-day, on 2.50x volume (elevated); today's -7% drop on positive data is classic sell-the-news profit-taking after the run.

The forward path is that Q3 earnings on Nov 4 with initial MYQORZO commercial revenue attribution plus any MAPLE-HCM PDUFA commentary sustains the multi-quarter setup; the specific bear case is any BMY Camzyos-patent litigation ruling that specifically constrains MYQORZO's commercial launch. CYTK's preemptive declaratory action versus BMY is the specific legal posture worth watching.

Agrees with X sentimentThe bullish X read on Mizuho's $118 PT with MYQORZO tracking ~2x Camzyos, HC Wainwright's $140 PT, and the Barclays PT bump ahead of ACACIA ESC data is grounded on the sell-side conviction and just-announced positive ACACIA-HCM results.

What to watch: Q3 earnings on Nov 4 — specifically initial MYQORZO commercial revenue attribution and MAPLE-HCM PDUFA update. Also BMY Camzyos-patent litigation developments.

On the calendar: 2026-11-04 — Q3 2026 earnings

ph3 positive data recentcamzyos patent dispute

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment27 posts analyzed · as of 2026-08-30

Cytokinetics' ACACIA-HCM readout at ESC splits the room. Bulls celebrate the first positive nHCM Phase 3, Cantor's $120 price target, and label-expansion potential to a $5B+ indication; skeptics dwell on a KCCQ delta below the 5-point MCID, missed hard-event and remodeling endpoints, and serious HF at 4.3% versus 0.4% on placebo. Aficamten's efficacy is broadly accepted; the trade-off is the debate.

Read the AI verdict + X sentiment for $CYTK

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Late-stage biotech with cardiac muscle modulators targeting hypertrophic cardiomyopathy and heart failure.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $CYTK.

Biotechnology · Healthcare

GLP-1 oral formulation competition — emerging clinical data from pipeline challengers — is the central bifurcation: platform holders (LLY, NVO) defend on efficacy breadth while precision oncology names decouple entirely. FDA catalyst cadence over the next 60 days sets the near-term tone.

What this means for $CYTK

Neutral — binary clinical-stage catalyst set is independent of the broader industry macro driver; pipeline readout timing is the company-specific event.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+51.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-10.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-56.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-6.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-6.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
84.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
140%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
90.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-1.50$-1.63+8.0%
Q1 2026May 5, 2026$-1.67$-1.670.0%
Q4 2025Feb 24, 2026$-1.50$-1.48-1.4%
Q3 2025Nov 5, 2025$-2.55$-1.59-60.4%
Next earningsWed, Nov 4·consensus EPS $-1.45

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$19.4M+1125.8%87.6%-949%$-1.67$-151.4M
Q4 FY25$17.8M+4.9%83.9%-1005%$-1.49$-148.3M
Q3 FY25$1.9M+318.1%-38.4%-8613%$-2.55$-116.9M
Q2 FY25$66.8M+26714.9%96.6%-167%$-1.12$-132.4M

Forward consensus

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$113.6M$93.3M – $191.6M-$6.32-$7.00 – -$4.1716
FY27$393.3M$321.3M – $499.0M-$4.67-$5.80 – -$2.9516
FY28$881.9M$697.7M – $1.2B-$2.02-$4.19 – $0.1116
FY29$1.5B$1.2B – $2.1B$0.82$0.59 – $1.2415
FY30$2.3B$1.8B – $3.2B$4.17$3.03 – $6.3315

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.69%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-9.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+3.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 119.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.385-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 18Malik Fady IbrahamEVP Research & Development3.5K sh$265KSellAug 10Robert I BlumCEO7.5K sh$576KSellJul 30Andrew CallosEVP, Chief Commercial Officer14.0K sh$1.1MSellJul 27Robert I BlumCEO7.5K sh$607KSellJul 21Malik Fady IbrahamEVP Research & Development3.5K sh$282KSellJul 13Robert I BlumCEO7.5K sh$614KSellJul 7Malik Fady IbrahamEVP Research & Development3.5K sh$303KSellJul 1Robert I BlumCEO7.5K sh$637KSellJul 1Andrew CallosEVP, Chief Commercial Officer15.0K sh$1.3MSellJul 1Sung LeeCFO1.1K sh$98K
1–10 of 30
+ 41 other (22 exempts · 19 awards) in window

See when $CYTK insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 278-K — Item 5.07: Shareholder vote
AI summary

Cytokinetics, Incorporated held its Annual Meeting of Stockholders on May 27, 2026, with 116,125,730 of 124,237,822 eligible shares (93.47%) represented. Stockholders voted on proposals as described in the proxy statement; final vote tallies are reported. Routine annual meeting governance disclosure for the cardiovascular drug developer.

424B5Prospectus supplement (offering)May 7424B5
AI summary

Cytokinetics (CYTK) filed a 424B5 prospectus supplement for the sale of 9,859,155 shares of common stock at $71.00 per share, with underwriters purchasing at the same price (no underwriting discount specified in excerpt). Total gross proceeds are approximately $700 million. This is an equity dilution event of material size for the clinical-stage cardiovascular biopharmaceutical company, which is advancing aficamten for obstructive hypertrophic cardiomyopathy.

424B5Prospectus supplement (offering)May 5424B5
AI summary

Cytokinetics (CYTK) filed an earlier 424B5 prospectus supplement for a $650 million equity offering; the price per share was not specified in the available excerpt. This appears to be a preliminary prospectus supplement prior to the final pricing at $71.00 per share announced in the subsequent 424B5. The offering reflects Cytokinetics' capital needs to fund late-stage clinical programs including aficamten.

+ 16 other (5 13Gs · 4 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Cytokinetics Announces Additional Results from ACACIA-HCM and MAPLE-HCM Presented in Late Breaking Clinical Trial Session at the European Society of Cardiology (ESC) Congress 2026globenewswire.com·2d agoCytokinetics, Incorporated (CYTK) Discusses Positive Phase III Results From ACACIA-HCM Trial of Aficamten in Nonobstructive HCM Transcriptseekingalpha.com·3d agoCytokinetics' Aficamten Hits Dual Phase III Endpoints in Non-Obstructive HCMmarketbeat.com·3d agoCytokinetics eyes expanded use of heart drug after promising late-stage datareuters.com·3d agoCytokinetics Announces Positive Results from ACACIA-HCM Presented in Hot Line Session at the European Society of Cardiology (ESC) Congress 2026 and Published in The New England Journal of Medicineglobenewswire.com·3d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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