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Expert Financial Analysis and Reporting

Cytokinetics: Insights into Corporate Collaborations, Tirasemtiv, CK-107 and Hospitalization Caused by Heart Failure (CYTK, Buy, $11.25)

Introduction

I was just going though the most recently published slide deck of Cytokinetics and found some slides that I thought…
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Cytokinetics: A Look at the Clinical Trial Programs Underway (CYTK, Buy, $13.00)

The Investment Thesis Is Based on Three Drugs in Late Stage Development

In partnership with Amgen, Cytokinetics has advanced omecamtiv mecarbil…
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Cytokinetics: Estimating a Potential 2025 Price Target of $172 Based Only on the Potential for Omecamtiv Mecarbil and Ignoring Tirasemtiv and CK-107 (CYTK, Buy, $13.00)

Key Points:

Amgen and Cytokinetics have begun enrolling the phase 3 GALACTIC-HF trial of omecamtiv mecarbil in congestive heart failure…
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Cytokinetics: My Relative Market Value Analysis Suggests that the Stock Should be Selling at More Than $20 (CYTK, Buy, $8.95)

Investment Thesis

Cytokinetics looks to me to be seriously undervalued when I contrast its market value (stock price multiplied by shares…
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Cytokinetics; Amgen and Servier Announce Decision to Move Omecamtiv Mecarbil into Phase 3 (CYTK, Buy, $12.07)

Amgen issued a press release today in which it announced that Servier had decided to exercise its option to commercialize omecamtiv…
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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…
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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…
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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…
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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…
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Why Biotechnology Investing is So Difficult: Cytokinetics is a Case Study (free article)

Overview

I just finished publishing a detailed article for subscribers to my website detailing my view that Cytokinetics offers asymmetric upside potential.…
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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…
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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…
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Cytokinetics: An Update on Tirasemtiv and Omecamtiv Mecarbil (CYTK, Buy, $3.67)

Investment Thinking

Cytokinetics could announce the decision on whether it will advance tirasemtiv into a pivotal phase 3 trial by the…
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Cytokinetics Announces that Tirasemtiv Phase 2b Trial in ALS Failed (CYTK, Buy, $5.01)

Cytokinetics announced that tirasemtiv failed to reach the primary endpoint in the phase 2b BENEFIT-ALS trial in ALS. The mean…
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Cytokinetics: 2014 Will Bring Critical Data Readouts on Tirasemtiv and Omecamtiv Mecarbil (CYTK, $6.03)

Key Takeaways From 3Q, 2013 Conference Call
The BENEFIT-ALS trial of tirasemtiv has nearly completed enrollment and Cytokinetics (CYTK) believes that…
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Cytokinetics: Previewing the Release of Data from the ATOMIC-AHF Trial of Omecamtiv Mecarbil (CYTK, $9.95)

Investment Overview

In my last note, I wrote that I thought the ATOMIC-AHF, phase IIb trial of the intravenous dosage form…
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