Follow Us GraphicFacebook IconTwitter IconLinkedIn Icon
Search Graphic

Expert Financial Analysis and Reporting

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…
Read more…

Cytokinetics: Estimating a Potential 2025 Price Target of $220 Based Only on the Potential for Tirasemtiv (CYTK, Buy, $13.00)

Key Points:

Cytokinetics is likely to report results from the phase 3 VITALITY-ALS trial in early December 2017. I believe…
Read more…

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…
Read more…

Cytokinetics: Tirasemtiv Completes Phase 3 Enrollment (CYTK, Buy, $11.89)

Cytokinetics has announced that the VITALITY-ALS trial of tirasemtiv has completed enrollment. The study includes three phases. The first is…
Read more…

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…
Read more…

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.…
Read more…

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…
Read more…

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…
Read more…

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…
Read more…

Cytokinetics: Phase 3 Trial for Tirasemtiv About to Begin with Topline Results Possible in 2H, 2016; Successful Outcome Could Make the Stock a Homerun (CYTK, $6.35, Buy, For Paid Subscribers)

Introduction

Management has recently provided details of the upcoming phase 3 trial of tirasemtiv in the treatment of ALS; this trial…
Read more…

Cytokinetics: Update and Reiteration of My Buy Recommendation (CYTK, $5.54, Buy)

Investment Thesis in Brief
By the end of 2015, Cytokinetics (CYTK) will have tirasemtiv in a phase 3 trial in ALS…
Read more…

Comments on Antares, Agenus, Cytokinetics, Discovery Laboratories and ZS Pharma

SmithOnStocks Mailbox
April 28, 2015
A Quick Take on Recent Events
If you have a question for the mailbox, contact me.
Purpose of this…
Read more…

Cytokinetics: Updates on Tirasemtiv and Omecamtiv (CYTK, Buy, $7.77)

Investment Overview
I have listened to management presentations at recent brokerage conferences and have then followed up with questions. There are…
Read more…

Cytokinetics: Key Catalysts for 2015 Strongly Support My Buy Recommendation (CYTK, $7.85)

Catalysts for 2015
During the conference call on February 12, 2015 discussing 4Q, 2014 results Cytokinetics discussed key catalysts for 2015…
Read more…

Cytokinetics: With the Stock Up 63% in the Last Seven Trading Days, What Do We Do Now? (CYTK, $8.01, Buy)

The strength followed the announcement of a new collaboration agreement with Astellas on CYTK’s unique skeletal muscle activators program
This added…
Read more…

Cytokinetics (CYTK, Buy $5.52) New Collaboration with Astellas on CK-2127107 Greatly Improves Investment Outlook

This deal adds a third leg to the development pipeline at Cytokinetics along with omecamtiv for congestive heart failure and…
Read more…

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…
Read more…

Cytokinetics: More Thoughts on the Potential for a Phase 3 Trial of Tirasemtiv in ALS (CYTK, Buy, $4.20)

Investment Thesis

In listening carefully to Cytokinetics’ (CYTK) comments over the last three months, I am convinced that the Company will…
Read more…

Cytokinetics: Tirasemtiv May Still Be Successfully Developed in ALS (CYTK, Buy, $4.77)

I think that there is a strong possibility that Cytokinetics (to the surprise of Wall Street) could announce sometime in…
Read more…

Cytokinetics: There Yet May Be a Path Forward to Develop Tirasemtiv in ALS (CYTK, Buy, $4.49, Paid Subscribers)

Overview

Cytokinetics held a conference call on the results of the BENEFIT-ALS trial on the morning of April 30. The Company…
Read more…

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…
Read more…

Cytokinetics: The Critical Phase 2b Results for Tirasemtiv Should be Released on April 29th (CYTK, $8.88, Buy, Paid Subscribers Only)

Phase 2b Data on Tirasemtiv will be Presented on April 29th

Cytokinetics has an extremely important binary event upcoming as the…
Read more…

Cytokinetics: Institutional Investors Give BENEFIT-ALS Potential Results a Vote of Confidence (CYTK, $9.06)

Cytokinetics (CYTK) announced that it has completed an equity offering in which it issued 4.375 million shares at a price…
Read more…

Cytokinetics: An In-Depth Look at the Potential for Success of Tirasemtiv in the BENEFIT-ALS Trial in ALS Patients (CYTK, $9.50) (Subscribers Only)

Purpose of This Report

The biggest clinical trial event in all of biotechnology for 2014 could be the reporting of phase…
Read more…