Senior Director – CMC Lead Product Development

Cytokinetics maps MYQORZO expansion, heart failure pipeline at Bernstein conference. September 25, 2026 Key points. * MYQORZO adoption is accelerating: Cytokinetics reported approximately 2,500 new patient starts in the first quarter and 3,000 in the second, while prescriptions increased to nearly 1,500. The company held slightly more than 40% of new prescriptions and is targeting 50% by year-end. * The company plans to seek approval for MYQORZO in non-obstructive hypertrophic cardiomyopathy based on ACACIA study data, potentially making it the only cardiac myosin inhibitor approved for both major HCM subtypes. * Cytokinetics is advancing its heart-failure pipeline, with Phase III omecamtiv mecarbil results expected around 2028 and Phase II ulacamten results anticipated in 2027. Management said near-term business development will prioritize earlier-stage technologies rather than late-stage acquisitions. * Interested in Cytokinetics? Here are five stocks we like better. Cytokinetics NASDAQ: CYTK executives outlined the company's commercial expansion plans, cardiovascular pipeline and business-development priorities during a Bernstein investor symposium, highlighting the launch of MYQORZO and clinical programs targeting several forms of heart failure. Isaac Ciechanover, executive vice president of corporate development and chief business officer, said the company was founded in 1997 and began operating in 1998 in South San Francisco. While its original focus included oncology and antifungal treatments, Cytokinetics later shifted toward cardiovascular disease following research into the sarcomere, the functional unit of muscle contraction. The company now describes itself as a commercial-stage developer of cardiovascular medicines, particularly cardiac myosin inhibitors, while continuing research in skeletal-muscle conditions. Ciechanover said Cytokinetics' near-term goal is to become a leading specialty cardiology company. Vision 2030 and commercial expansion. Ciechanover described the company's "Vision 2030" strategy, which includes goals of having two approved therapies across three indications, maintaining 10 new molecular entities in development and operating in more than 15 countries by 2030. The company also aims for its medicines to reach at least 100,000 patients through clinical trials and commercialization. MYQORZO has launched in the U.S. for obstructive hypertrophic cardiomyopathy, or HCM, and has also launched in Germany, according to Ciechanover. He said the company has partners including Sanofi in China and Bayer in Japan, while Cytokinetics intends to commercialize directly in the U.S. and Europe where possible. "No one is going to focus on a company and on a product better than yourself," Ciechanover said, explaining the company's preference for direct commercialization in major markets. He added that partnerships remain appropriate in certain territories where establishing operations would not be practical. The company's cardiovascular strategy centers on three advanced programs: * MYQORZO for obstructive HCM; * Omecamtiv mecarbil, a cardiac myosin activator in Phase III development for heart failure with reduced ejection fraction, or HFrEF; and * Ulacamten, a cardiac myosin inhibitor in Phase II development for heart failure with preserved ejection fraction, or HFpEF. MYQORZO launch metrics and HCM expansion. Ciechanover said Cytokinetics has seen growing adoption of MYQORZO despite entering the market as the second treatment in its class, four years after the first launch. He said the company reported approximately 2,500 new patient starts in the first quarter and 3,000 in the second quarter, compared with roughly 2,000 patients per quarter before the launch. Prescriptions dispensed rose from fewer than 400 in the first quarter to nearly 1,500 in the second quarter, he said. Cytokinetics has reached more than 700 physicians who can potentially prescribe cardiac myosin inhibitors, with more than half of those physicians either not prescribing such therapies regularly or never having prescribed one previously, according to Ciechanover. The company said it held slightly more than 40% of new prescriptions when physicians selected between available therapies and has an aspirational target of reaching 50% by year-end. Ciechanover said Cytokinetics is filing a supplemental new drug application based on data from the ACACIA study in non-obstructive HCM. If approved, he said MYQORZO would be the only cardiac myosin inhibitor approved in both obstructive and non-obstructive HCM. He estimated that 110,000 to 120,000 U.S. patients have diagnosed obstructive HCM, of whom about 20,000 to 25,000 have received therapy. Cytokinetics believes the non-obstructive HCM population is similarly large, he said. Heart failure pipeline. Dan Jacoby, Cytokinetics' vice president of clinical research, discussed the company's Phase III COMET trial of omecamtiv mecarbil in patients with progressive HFrEF. The study was designed based on a subgroup from the prior GALACTIC study, focusing on patients with lower left ventricular ejection fraction, recent hospitalization and elevated NT-proBNP levels despite guideline-directed medical therapy. Jacoby said the COMET trial includes a run-in period intended to confirm that participants are taking the therapy and to reduce early, unmodifiable events. He said the study is expected to read out around 2028. Unlike cardiac myosin inhibitors used in HCM, omecamtiv mecarbil is intended to increase cardiac contractility. Jacoby said the drug is designed to increase force generation without disrupting calcium cycling, increasing oxygen demand or causing cellular injury. For ulacamten, Cytokinetics is conducting the Phase II AMBER study in a subset of HFpEF patients whose disease is predominantly driven by diastolic dysfunction. Jacoby said the company is in the dose-ranging portion of the trial and expects to complete enrollment this year. Initial results from the Phase II cohort are expected in 2027, after which the company will determine whether another cohort is needed before moving into Phase III. Business development focus. Ciechanover said Cytokinetics does not expect to pursue late-stage Phase II or Phase III acquisitions in the near term, citing the company's existing pipeline and commercial priorities. Instead, management plans to focus on earlier-stage opportunities, including novel targets and modalities such as RNA interference and biologics. He said the company may pursue rest-of-world licensing collaborations while retaining a focus on direct commercialization in key developed markets. Cytokinetics also expects to consider collaborations in which it shares development costs before potentially assuming development and commercialization responsibilities. About Cytokinetics (NASDAQ:CYTK). Cytokinetics, Incorporated is a biopharmaceutical company focused on discovering and developing medicines that target the biology of muscle function. The company applies expertise in muscle physiology and contractility to develop potential treatments for cardiovascular and neuromuscular diseases. Its leading programs include aficamten, an investigational cardiac myosin inhibitor being developed for conditions involving abnormal heart-muscle contraction, including hypertrophic cardiomyopathy. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. 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A year into its biggest biotech bet, Armistice Capital's book still has room for penny stocks. Seven hundred cardiologists sat through REMS registration and training within weeks of a single drug's launch in January. Cytokinetics had more than 125 field sales colleagues on the road by then, aimed at roughly 750 high-volume prescribers who together wrote about 80% of the country's existing cardiac myosin inhibitor prescriptions, according to a report on the drug's early rollout. Cytokinetics is Armistice Capital's largest single-stock holding, and the launch that quarter tells only part of the story of what the fund did with its book. In the same three months it also bought a stake worth roughly the price of a cup of coffee. A drug built to beat a head start. The Food and Drug Administration approved Myqorzo, known generically as aficamten, on Dec. 19, 2025, for adults with symptomatic obstructive hypertrophic cardiomyopathy, a heart condition in which thickened muscle blocks normal blood flow. The approval rested on two trials. In SEQUOIA-HCM, aficamten produced a 1.74 mL/kg/min greater improvement in peak oxygen uptake than placebo at 24 weeks, a difference reported with a p-value of .000002, according to coverage of the trial data. A second trial, MAPLE-HCM, found aficamten outperformed standard-of-care metoprolol on the same measure: patients on aficamten gained 1.1 mL/kg/min in exercise capacity over 24 weeks, while those on the beta-blocker lost 1.2 mL/kg/min, a between-group difference of 2.3 mL/kg/min with a p-value below .001, a review of the trial results found. Martin S. Maron, director of the Hypertrophic Cardiomyopathy Center at Lahey Hospital & Medical Center in Burlington, Massachusetts, told Healio, "Patients want to feel better and they want to function better, and aficamten is a therapy to make quality of life for patients much better." Bristol Myers Squibb had already been selling a cardiac myosin inhibitor of its own, Camzyos, for three years by the time Myqorzo reached pharmacy shelves in the second half of January 2026. Myqorzo's advantage, according to analysts covering the launch, comes down to monitoring burden: it requires fewer echocardiograms, allows titration as early as two weeks and carries no drug-interaction monitoring requirement, industry analysis of the competitive dynamic found. Bristol Myers Squibb had not stood still on that front either. The FDA eased Camzyos's own label on April 17, 2025, stretching the required echocardiogram interval from once every 12 weeks to every six months for patients who met certain heart-function criteria and loosening some drug-interaction contraindications, according to the company's own announcement of the change. Cytokinetics entered 2026 with about $1.2 billion in cash to fund its access push, and it set a commercial target of capturing more than half of new-to-brand prescriptions among patients starting a cardiac myosin inhibitor this year. Analysts have pegged the addressable market at $4.4 billion for the obstructive form of the disease alone, with another $1.2 billion in the non-obstructive form still unapproved for either drug. By the quarter Armistice's filing covers, Cytokinetics had booked $25.3 million in net Myqorzo revenue, $23 million of it in the United States and $2.3 million in Europe, and had dispensed the drug to about 1,500 patients, more than 80% of them on a paid prescription rather than a free trial, the company reported in its second-quarter results. Cash on hand had grown to $1.7 billion, up from $1.1 billion three months earlier. Chief Executive Robert I. Blum said the quarter's results "demonstrate commercial launch momentum for MYQORZO alongside continued excellence for our development pipeline." The company launched Myqorzo in Germany that same month, added a U.K. approval and a Netherlands reimbursement clearance effective Aug. 1, and had regulatory reviews underway in Canada, Switzerland, Hong Kong and Taiwan. Bristol Myers Squibb's own quarter put that number in perspective. Camzyos generated $416 million in revenue over the same three months, up 59% from a year earlier, a gain executives credited to continued promotional efforts, new prescriber additions and deeper penetration into community-based cardiology practices, according to the company's earnings call. Bristol Myers Squibb executives also said a Phase 3 study testing Camzyos in the non-obstructive form of the disease, the population still unapproved for either drug, was expected to begin before the end of the year. The position that anchors the book. None of that commercial buildout happens without patients, but for Armistice, the more immediate number is the one on its own balance sheet. The fund holds Cytokinetics shares worth about $233 million, 2.8% of its reported portfolio, according to fund-tracking data compiled by StockZoa. Only two positions outrank it: put options on the SPDR S&P 500 ETF Trust and the iShares Russell 2000 ETF, which together account for more than half of everything Armistice reported owning. Agios Pharmaceuticals and Madrigal Pharmaceuticals follow Cytokinetics, at 2.4% and 1.9% of the portfolio, respectively, rounding out the fund's five largest disclosed positions. Armistice is one of roughly 449 institutional holders in Cytokinetics, a group that includes BlackRock, Fidelity, Vanguard and T. Rowe Price, the same report on the fund's holding found. Steven Boyd founded Armistice Capital in 2012, and the fund's stated approach, long/short and value-oriented, covers everything from a stake the size of its Cytokinetics position down to positions barely worth the paperwork required to disclose them. Three trades that cost almost nothing to make. That range showed up starkly in the same quarter's filings. Armistice picked up 5,096,251 shares of Aridis Pharmaceuticals, a late-stage biopharmaceutical company developing monoclonal-antibody immunotherapies for life-threatening infections, at a reported price of $0.0001 a share, a transaction worth roughly $510 in total, according to a filing summary. The pricing reflects the kind of deeply distressed or restructuring-driven terms that show up when a small biotech is running low on runway, not a conventional market purchase. The stake came to 11.43% of Aridis's stock and did not move Armistice's own portfolio weighting by a measurable amount. Armistice went the other direction with Autolus Therapeutics, a U.K.-based developer of CAR T-cell therapies whose Aucatzyl won FDA approval on Nov. 8, 2024, for relapsed or refractory B-cell precursor acute lymphoblastic leukemia, the company announced at the time. The fund sold 800,000 shares at $1.60 apiece this quarter, trimming its position by just over 5% and leaving it with 15 million shares, equal to 5.64% of Autolus's stock and 0.43% of Armistice's own portfolio, a separate filing summary shows. By August, Autolus shares had climbed 54% past that sale price, to $2.465, though the stock remained down more than 91% from its 2018 initial public offering. A third position went further still. Armistice sold 50,975.5625 shares of Calidi Biotherapeutics, a developer of oncolytic virus therapies for solid tumors and glioma, at $2.72 apiece, cutting the stake by 92.79% and leaving just 3,961.9375 shares on the books, according to a filing recap. What remained still equaled 4.99% of Calidi's stock, a reminder of how small the company itself had become; Calidi traded at $1.34 a share by the time the filing was reported, down roughly 99.98% from its 2023 initial public offering. What one filing day contains. All three trades, along with the Cytokinetics disclosure, were reported as of the same date, June 30, 2026. Read next to each other, they describe a fund running two portfolios under one name. One portfolio is built around a small number of substantial, durable positions in companies with real revenue and, in Cytokinetics' case, a national sales force and a commercial target measured in prescription share. The other consists of dozens of positions in companies whose entire market value can be smaller than the cost of the paperwork required to disclose an ownership stake in them, bets that can be built or unwound inside a single quarter without leaving much trace in the fund's overall numbers. Cytokinetics will spend the rest of 2026 trying to convert its cardiology sales force into market share against an established competitor that has already adjusted its own label once in response to the threat. Aridis, Autolus and Calidi will keep trading at whatever prices their own investors assign them, largely independent of what Armistice does next. The fund's position in all four is disclosed in the same document, filed on the same day, under the same address on Madison Avenue in Manhattan, a business listing for Armistice Capital South LLC shows. Nothing in that filing says which of the four, if any, Armistice still holds by the time it files again.

Cytokinetics to participate in September investor conferences. Published on 09/02/2026 at 04:00 pm EDT Acquiremedia SOUTH SAN FRANCISCO, Calif., Sept. 02, 2026 (GLOBE NEWSWIRE) - Cytokinetics, Incorporated (Nasdaq: CYTK) today announced that members of the Company management team will participate in the following investor conferences in September: * Citi 2026 BioPharma Back to School Conference: Fireside chat on Wednesday, September 9, 2026 at 3:00 PM Eastern Time in New York, NY. * Cantor Global Healthcare Conference 2026: Fireside chat on Thursday, September 10, 2026 at 11:30 AM Eastern Time in New York, NY. * Morgan Stanley 24th Annual Global Healthcare Conference: Fireside chat on Monday, September 14, 2026 at 7:45 AM Eastern Time in New York, NY. * Bernstein 3rd Annual Healthcare Forum: Fireside chat on Wednesday, September 23, 2026 at 8:50 AM Eastern Time in New York, NY. Interested parties may access the live webcasts of the fireside chats by visiting the Investors & Media section of the Cytokinetics website at http://www.cytokinetics.com. The webcast replays will be archived on the Cytokinetics website for 90 days following the conclusion of the event. About Cytokinetics Cytokinetics is a specialty cardiovascular biopharmaceutical company, building on its over 25 years of pioneering scientific innovations in muscle biology, and advancing a pipeline of potential new medicines for patients suffering from diseases of cardiac muscle dysfunction. Cytokinetics' MYQORZO(R)(aficamten) is a cardiac myosin inhibitor approved in the approved in the U.S., China, European Union and United Kingdom for the treatment of adults with symptomatic obstructive hypertrophic cardiomyopathy (oHCM). Following positive results in ACACIA-HCM, a Phase 3 clinical trial of aficamten in patients with non-obstructive HCM (nHCM), the company plans to submit a Supplemental New Drug Application in Q4 2026. Cytokinetics is also developing omecamtiv mecarbil, an investigational cardiac myosin activator for the potential treatment of patients with heart failure with severely reduced ejection fraction and ulacamten, an investigational cardiac myosin inhibitor for the potential treatment of heart failure with preserved ejection fraction, while continuing pre-clinical research and development in muscle biology. For additional information about Cytokinetics, visit www.cytokinetics.com and follow us on X, LinkedIn, Facebook and YouTube. Forward-Looking Statements This press release contains forward-looking statements for purposes of the Private Securities Litigation Reform Act of 1995 (the "Act"). Cytokinetics disclaims any intent or obligation to update these forward-looking statements and claims the protection of the Act's Safe Harbor for forward-looking statements. Examples of such statements include, but are not limited to, statements relating to Cytokinetics' and its partners' research and development activities of Cytokinetics' product candidates. Such statements are based on management's current expectations, but actual results may differ materially due to various risks and uncertainties, including, but not limited to the risks related to Cytokinetics' business outlined in Cytokinetics' filings with the Securities and Exchange Commission. Forward-looking statements are not guarantees of future performance, and Cytokinetics' actual results of operations, financial condition and liquidity, and the development of the industry in which it operates, may differ materially from the forward-looking statements contained in this press release. Any forward-looking statements that Cytokinetics makes in this press release speak only as of the date of this press release. Cytokinetics assumes no obligation to update its forward-looking statements whether as a result of new information, future events or otherwise, after the date of this press release. CYTOKINETICS(R) and the CYTOKINETICS C-shaped logo are registered trademarks of Cytokinetics in the U.S. and certain other countries. MYQORZO(R) is a registered trademark of Cytokinetics in the U.S., the European Union and the United Kingdom. 2026 GlobeNewswire, Inc., source Press Releases (C) Acquiremedia - 2026