Follow Us GraphicFacebook IconTwitter IconLinkedIn Icon
Search Graphic

Expert Financial Analysis and Reporting

Search Results

Cytokinetics: Phase 2 Trial of CK-2127107 in COPD Begins (CYTK, $9.37, Buy)

Overview of COPD Cytokinetics announced today that it is beginning a phase 2 trial of CK-2127107 in chronic obstructive pulmonary disease (COPD). The trial is being conducted by CYTK’s partner Astellas. COPD usually is caused by long time smoking and has two main forms: (1) chronic bronchitis, which is characterized by a long-term cough with […]

Cytokinetics: Amgen’s R&D Chief Expresses Great Optimism About Omecamtiv Mecarbil for Treating Congestive Heart Failure (CYTK, Buy, $6.53)

Purpose of This Report I have written frequently about omecamtiv mecarbil, Cytokinetics’ extremely promising new drug for congestive heart failure (CHF). I believe that it has the potential to be a therapeutic breakthrough for CHF which can significantly reduce mortality and morbidity. I see it as an add-on therapy to current standard of care drugs […]

Cytokinetics: Comments on the Patent Situation of Omecamtiv Mecarbil (CYTK, Buy, $6.40)

Introduction If you read my note of yesterday, there can be no question that Amgen views omecamtiv mecarbil as a major breakthrough for the treatment of congestive heart failure if phase 2 data can be replicated in phase 3 trials. That note was based on a presentation by Cytokinetics at the Cowen conference on Monday […]

Cytokinetics: Extremely Encouraging News from Amgen on Omecamtiv (CYTK, Buy, $6.54)

Introduction The Cowen conference in Boston is going on this week. I consider Cowen to have the best and broadest coverage of biotechnology on Wall Street. I am listening to webcasts from numerous companies this week at their annual healthcare conference. Cytokinetics presented on Monday March 8 and then Amgen held a dinner for investors […]

Cytokinetics: An Update Based on CEO Robert Blum’s Comments at BIO CEO Conference on February 8, 2016 (CYTK, Buy, $6.57)

Summary I attended the BIO CEO conference in New York City on February 8 and 9. I am writing a series of blogs that give highlights and impressions from company presentations that I attended. These range from companies that I am deeply involved in to companies that I have seen for the first time. This […]

Cytokinetics: An Update on Potential (Highly Probable) Phase 3 Trial of Omecamtiv Mecarbil in Heart Failure (CYTK, Buy, $11.29)

Purpose of this Report I listened carefully to CEO Robert Blum speaking at the Piper Jaffrey conference on December 1. This note is based on his comments on the probable (almost certain) upcoming phase 3 trial of omecamtiv mecarbil. I have built on his remarks to try to put this in an investment perspective. Will […]

Cytokinetics: I Predict Amgen Will Proceed to Phase 3 Trials with Omecamtiv Mecarbil (CYTK, Buy, $10.82)

Investment Thesis I continue with my long standing buy recommendation on the stock. I think a Buy at this level is justified by the prospects for omecamtiv mecarbil alone even if tirasemtiv were to fail in its phase 3 trial in ALS and CK-107 is not progressed in spinal muscular atrophy. Of course, I think […]

Cytokinetics: Positive Topline Results of Omecamtiv in COSMIC-HF Trial Are a Major Positive (CYTK, Buy, $7.04)

There is a very high probability that omecamtiv will now be taken into phase 3 development. I await Amgen’s decision on this. I view omecamtiv as one of the most exciting drugs in development in cardiology. If the efficacy and safety profile suggested by phase 1 and 2 trials is borne out in bigger and […]

Cytokinetics: Comments on Sharp Price Decline After 2Q, 2015 Conference Call (CYTK, Buy, $6.28)

Key Points The reasons for my buy recommendation on CYTK as detailed in previous reports remain the same. There was nothing on the 2Q, 2015 call that I had not known for some time. The sharp rise in the stock before and the sharp fall after the 2Q call is consistent with my hypothesis that […]

Cytokinetics: Phase 3 Trial of Tirasemtiv Has Begun (CYTK, Buy, $7.17)

Cytokinetics announced on July 14, 2015 the start of the phase 3 trial of tirasemtiv in ALS-VITALITY-ALS (Ventilatory Investigation of Tirasemtiv and Assessment of Longitudinal Indices after Treatment for a Year in ALS). I would expect rapid enrollment in this trial as many of the centers participating in this study also participated in the phase […]