Tag archive for ‘CK-107’
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 were an interesting way of conveying information on corporate collaborations, the clinical status of CK-107, tirasemtiv and the serious unmet medical need for treatment of patients hospitalized with heart failure. None of these are […]
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 outstanding) of $430 million to that of other early stage biotechnology companies. In this note I look at key investment attributes of CYTK in comparison to those of a number of other biotechnology companies […]
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 and might also have omecamtiv in a phase 3 trial in heart failure. There is no financing overhang as the Company has $118 million of cash which can last for over 20 months. This […]
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 which are as follows: A phase 3 trial of tirasemtiv in patients with ALS will start in 2Q, 2015 Cytokinetics expects enrollment of patients in the expansion phase of COSMIC-HF to conclude in this […]