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Tag archive for ‘Cytokinetics’

Cytokinetics: Based on Data from Fortitude ALS Trial, Cytokinetics and Astellas Indicate They Will Undertake Phase 3 Trial of Reldesemtiv in ALS (CYTK, Buy, $9.30)

Key Points: Trial missed achieving statistical significance on primary endpoint of slow vital capacity Still, key opinion leaders when looking at the totality of data are strongly supportive of launching a phase 3 trial Management has not yet issued guidance, but my guess is that the trial could begin in late 2019 and conclude in […]

Cytokinetics: A Focus on 2019 Stock Price Catalysts (CYTK, Buy, $5.82)

Investment Thesis Omecamtiv is one of the Most Exciting Drugs in Development in all of Biopharma The primary driver of the investment thesis on Cytokinetics is the potential use of omecamtiv in the treatment of heart failure. I believe that this drug potentially is a major advance in the treatment of this disease which affects […]

Cytokinetics: Update based on 2Q, 2018 Conference Call (CYTK, Buy, $6.85)

Investment Thesis Omecamtiv is the Essence of the Investment Thesis I continue to believe that Cytokinetics is an attractive investment based on the potential for omecamtiv mecarbil, which promises to bring an important new mechanism of action to the treatment of congestive heart failure. If the ongoing phase 3, GALACIC-HF trial (a massive 8,000 patient […]

Cytokinetics: Update on Extensive Clinical Trials Being Conducted (CYTK, Buy, $9.45)

Investment Overview and Thesis Cytokinetics has an extremely valuable asset in omecamtiv mecarbil, which it is developing in collaboration with Amgen; it is currently being studied in the huge, 8000+ patient, GALACTIC-HF phase 3 trial. I believe that this drug which is being studied in congestive heart failure is potentially one of the most important […]

Cytokinetics: VITALITY-ALS Trial Fails (CYTK, Buy, $8.00)

CYTK announced today that the VITALITY-ALS trial in ALS failed which is obviously a significant disappointment. The stock is trading down to $8.00 in pre-market trading. I had thought that there was a good chance for success in the trial, but recognized that ALS is a tough disease in which there have been innumerable drug […]

Cytokinetics: Even if Tirasemtiv Were to Fail in Vitality-ALS. There is Great Long term Stock Potential (CYTK, $14.25, Buy)

Critical VITALITY-ALS Data Is Imminent During the 3Q conference call, Cytokinetics said that the still unknown results of the VITALITY-ALS trial of tirasemtiv in ALS have been accepted for presentation at the International Symposium on ALS/MND on December 8th at 4:20 p.m. in Boston; the presenter will be the lead investigator on the trial, Dr. Jeremy […]

Cytokinetics: Reiteration of My Long Standing Buy Recommendation Based on an Extraordinary Pipeline (CYTK, $12.90, Buy)

Investment Overview and Thesis Investment Overview Cytokinetics reported 2Q, 2017 sales and earnings results on Wednesday, August 2 but this was relatively unimportant. The stock price is driven by investors’ assessments on clinical progress of three late stage pipeline products: omecamtiv mecarbil (for congestive heart failure) and tirasemtiv (for amyotrophic lateral sclerosis or ALS) are […]

Cytokinetics: What Are the Implications for Tirasemtiv Following the Approval of Radicava (Edaravone) for ALS? (CYTK, Buy, $15.40)

Key Points: The surprising and unconventional approval of Radicava (edaravone) shows how desperate the FDA is to expedite the approval of drugs for ALS; this was the first such approval in 20 years. This urgency should extend to getting tirasemtiv on the market if results are generally positive; topline results from the phase 3 VITALITY-ALS […]

Cytokinetics: Comments on the Upside Move Today (CYTK, Buy, $12.90)

Cytokinetics is up $1.15 or 10% to $12.90 in a poor market environment. The only news is that the Company will be added to the S&P 600 small cap index. There is no fundamental news. I have seen before that when a stock is added to an index that the price jumps up meaningfully as […]

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 […]