Tag archive for ‘tirasemtiv phase 3 in ALS’
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: Takeaways from Recent R&D Day and Reiteration of Buy (CYTK, $6.14, Buy)
Investment Overview I find the recent stock weakness in Cytokinetics perplexing. The Company has a market value of about $300 million which seems extremely low relative to other biotechnology companies. Generally companies with meaningful drugs in phase 3 development have market capitalizations of $500 million or more. Cytokinetics has two very meaningful drugs: tirasemtiv will […]
Cytokinetics: Takeaways from January 5, 2014 Conference Call (CYTK, Buy, $7.82)
Cytokinetics held a conference call on January 5th in which they added some detail on the collaboration with Astellas on CK-107 for the first indication of spinal muscular atrophy. I discussed this collaboration in a note on December 24, 2014 and you may want to read that note for more background. The Company provided some additional […]