Cytokinetics Gestion
Gestion contrôle des critères 4/4
Le PDG Cytokinetics est Robert Blum, nommé en Feb2006, a un mandat de 20.33 ans. La rémunération annuelle totale est $ 11.88M, composée du salaire de 7.2% et des bonus 92.8%, y compris les actions et options de la société. détient directement 0.18% des actions de la société, d'une valeur de $ 17.12M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.1 ans et 13.3 ans.
Informations clés
Robert Blum
Directeur général
US$11.9m
Rémunération totale
| Pourcentage du salaire du PDG | 7.18% |
| Durée du mandat du directeur général | 20.3yrs |
| Propriété du PDG | 0.2% |
| Durée moyenne d'occupation des postes de direction | 5.1yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 13.3yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Jun 02
CYTK: Positive HCM Data And Launch Execution Will Drive 2026 Repricing Potential
Analysts have nudged Cytokinetics' fair value estimate higher from about $123.09 to $136.89, citing increased confidence in the Myqorzo launch in obstructive hypertrophic cardiomyopathy, as well as potential upside from nonobstructive disease, as key drivers behind recent price target increases and new coverage initiations. Analyst Commentary Recent Street research around Cytokinetics centers on expectations for the Myqorzo launch in obstructive hypertrophic cardiomyopathy and the potential extension into nonobstructive disease.Article d’analyse • May 17
Need To Know: Analysts Are Much More Bullish On Cytokinetics, Incorporated (NASDAQ:CYTK) Revenues
Shareholders in Cytokinetics, Incorporated ( NASDAQ:CYTK ) may be thrilled to learn that the analysts have just...
Mise à jour du récit • May 14
CYTK: Future Returns Will Depend On HCM Launch And ACACIA Readout
Analysts have raised their average price target for Cytokinetics by about $5, citing a mix of updated trial expectations, improved projected profit margins, and adjustments to long term valuation assumptions. Analyst Commentary Recent research updates highlight a generally constructive stance on Cytokinetics, with several large firms lifting their price targets following product approval milestones, early launch indicators for Myqorzo in obstructive hypertrophic cardiomyopathy, and upcoming Phase 3 readouts in non obstructive disease.Seeking Alpha • May 10
Cytokinetics: Aficamten Has Momentum, But The Stock Is Too Expensive (Rating Downgrade)
Summary CYTK has begun its US launch of Myqorzo. So far, its early prescribing demand seems promising, and they’re moving towards its full commercial ramp. Additionally, aficamten recently met both primary endpoints in Phase 3 ACACIA-HCM for non-obstructive HCM. Similarly, CYTK’s MAPLE-HCM sNDA has been accepted, with a November 2026 PDUFA date. CYTK’s balance sheet also appears quite liquid today. After their recent equity offering, I estimate they now have a comfortable cash runway. Unfortunately, I feel CYTK’s valuation is now much more expensive than when I first covered it. So, ideally, I think you should wait for a dip before adding more shares. Read the full article on Seeking AlphaArticle d’analyse • May 07
Earnings Update: Cytokinetics, Incorporated (NASDAQ:CYTK) Just Reported And Analysts Are Boosting Their Estimates
The investors in Cytokinetics, Incorporated 's ( NASDAQ:CYTK ) will be rubbing their hands together with glee today...
Mise à jour du récit • Apr 29
CYTK: ACACIA Trial Readout Will Drive Next Phase Of Momentum
The analyst price target for Cytokinetics has shifted higher to $92.94 from $79.56, with analysts pointing to stronger modeled revenue growth, a higher future P/E assumption tied to growing interest in Myqorzo and ACACIA trial catalysts, as well as updated discount rate and margin forecasts. Analyst Commentary Recent research updates cluster around the same core themes, with most activity tied to reactions to Myqorzo approval for obstructive hypertrophic cardiomyopathy, expectations for the ACACIA non obstructive HCM trial, and tweaks to long term loss and margin forecasts.Mise à jour du récit • Apr 14
CYTK: Future Returns Will Hinge On HCM Launch And ACACIA Trial Outcome
The analyst price target for Cytokinetics is now set at $67.00. This level is supported by analysts highlighting early Myqorzo launch traction in obstructive hypertrophic cardiomyopathy, growing focus on upcoming non obstructive HCM data, and updated assumptions around expenses and interest income.Mise à jour du récit • Mar 31
CYTK: Future Returns Will Depend On HCM Launch And ACACIA Outcome
Cytokinetics' fair value estimate has been revised to $67 from $61, reflecting analysts' higher price targets tied to early Myqorzo launch signals and the potential impact of upcoming ACACIA non obstructive HCM data. Analyst Commentary Recent Street research on Cytokinetics has centered on two main themes: Myqorzo's early launch trends in obstructive hypertrophic cardiomyopathy and the upcoming ACACIA readout in non obstructive HCM.Mise à jour du récit • Mar 17
CYTK: Upcoming ACACIA nHCM Readout Will Drive 2026 Repricing Potential
Analysts have raised their average price targets for Cytokinetics, citing updated views on the ACACIA nHCM trial, early MYQORZO launch progress, and revised loss and expense assumptions. Together, these factors support a slightly higher fair value estimate of about $123 per share.Mise à jour du récit • Mar 03
CYTK: Future Returns Will Depend On HCM Data And Launch Execution
Analysts have lifted their average price targets on Cytokinetics by several dollars into a $67 to $101 range, citing Q4 updates, early MYQORZO launch traction in obstructive hypertrophic cardiomyopathy, and expectations around upcoming ACACIA trial data in both obstructive and non obstructive HCM. Analyst Commentary Across recent research updates, analysts have been adjusting their models and views on Cytokinetics around Q4 results, the early MYQORZO launch in obstructive hypertrophic cardiomyopathy, and expectations for the ACACIA program in both obstructive and non obstructive HCM.Mise à jour du récit • Feb 17
CYTK: Fair Value Reset Will Hinge On Execution Of Commercial Transition
The analyst fair value estimate for Cytokinetics has moved to $61 from $55. This change reflects updated views from recent Street research that highlight revised revenue growth, profit margin, and P/E assumptions following a series of price target increases across several firms.Mise à jour du récit • Feb 03
CYTK: 2026 HCM Launch And Cost Discipline Will Shape Repricing Potential
Analysts have nudged their fair value target for Cytokinetics higher from about US$120 to roughly US$122 per share, reflecting updated revenue, margin and P/E assumptions following a series of recent price target increases and Overweight or Outperform views across several firms. Analyst Commentary Recent Street research has largely leaned constructive on Cytokinetics, with several bullish analysts revisiting their models and price targets around key pipeline and financial milestones.Article d’analyse • Jan 27
Need To Know: The Consensus Just Cut Its Cytokinetics, Incorporated (NASDAQ:CYTK) Estimates For 2026
Market forces rained on the parade of Cytokinetics, Incorporated ( NASDAQ:CYTK ) shareholders today, when the analysts...Mise à jour du récit • Jan 19
CYTK: Anticipated 2026 HCM Launch Will Drive Repricing Potential
Narrative Update on Cytokinetics The analyst price target for Cytokinetics has been nudged higher in line with a modest fair value increase to about $120.25, as analysts factor in updated revenue and expense modeling around the potential 2026 launch of aficamten and continued interest in U.S. small to mid cap biotech names. Analyst Commentary Recent research updates around Cytokinetics center on recalibrated price targets and refreshed modeling for aficamten and operating expenses, as analysts refine their views ahead of a potential 2026 commercial launch.Mise à jour du récit • Jan 05
CYTK: Aficamten Launch Path And Cash Outlook Will Drive Repricing
Analysts have lifted their price targets on Cytokinetics, with recent moves such as RBC's increase to US$87 and BofA's incremental raises to US$63. These changes reflect updated modeling on operating expenses, revenue assumptions around the anticipated 2026 aficamten launch, and revised net cash forecasts.Mise à jour du récit • Dec 17
CYTK: Elevated Expectations For 2026 Launch Will Likely Prove Difficult To Sustain
The analyst price target for Cytokinetics has been raised from $41.00 to $55.00 as analysts factor in stronger aficamten launch expectations, higher long term revenue growth and margin assumptions, and updated operating expense forecasts informed by recent Street research. Analyst Commentary Recent Street research on Cytokinetics reflects a constructive but increasingly nuanced outlook as the aficamten launch approaches.Mise à jour du récit • Dec 03
CYTK: Momentum Will Build Ahead Of Late Cycle FDA Decision
Analysts have nudged their blended price target for Cytokinetics modestly higher, with our fair value estimate increasing from about $78.44 to $79.56. Updated models reflect stronger long term aficamten launch dynamics, refined operating expense assumptions, and incremental confidence around regulatory and commercial execution.Mise à jour du récit • Nov 19
CYTK: Momentum Will Build Ahead Of Anticipated FDA Decision Next Year
Analysts have modestly raised their price targets for Cytokinetics, with updated forecasts supported by expectations for robust aficamten launch dynamics, improved projected revenue growth, and refined operating expense assumptions. This has led to an increase in fair value from $76.67 to $78.44 per share.Mise à jour du récit • Nov 05
CYTK: Strong Cardiology Data Will Drive Momentum Ahead Of December 2025 FDA Decision
Analysts have modestly raised their price target for Cytokinetics, increasing it by nearly $1 to approximately $76.67. They cite ongoing favorable feedback on aficamten from recent medical meetings and firm research updates.Mise à jour du récit • Oct 22
Analyst Commentary Highlights Shifting Sentiment on Cytokinetics Amid Aficamten Progress and Valuation Changes
Analysts have raised their average price target for Cytokinetics by approximately $1.42 to $75.83. This reflects increased confidence in aficamten's upcoming launch and updated forecasts following positive regulatory and clinical developments.Mise à jour du récit • Sep 18
Precision Medicine And Late-stage Trials Will Expand Global Reach
Cytokinetics’ consensus price target was modestly raised to $74.41, as strong MAPLE trial data for aficamten de-risked its profile, reinforced first-line oHCM potential, and highlighted underappreciated pipeline optionality, all outweighing near-term market adoption headwinds. Analyst Commentary Bullish analysts highlighted strong MAPLE trial data for aficamten presented at ESC, reinforcing confidence in its clinical value and de-risked, best-in-disease positioning for oHCM.Mise à jour du récit • Sep 03
Precision Medicine And Late-stage Trials Will Expand Global Reach
Upward revisions in analyst price targets for Cytokinetics reflect increased confidence in aficamten’s strong Phase 3 data, anticipated favorable FDA outcomes, and expanded commercial prospects, partially offset by concerns over possible REMS limitations and launch pacing, resulting in a higher consensus price target of $73.21. Analyst Commentary Bullish analysts highlight strong Phase 3 MAPLE-HCM and extension study data for aficamten, citing de-risked profile and high efficacy/safety, increasing their confidence ahead of regulatory decisions.Nouveau récit • Aug 10
Precision Medicine And Late-stage Trials Will Expand Global Reach
Successful late-stage clinical trials, commercial readiness, and diversification in products position the company for strong growth and reduced dependence on a single therapy.Seeking Alpha • Mar 16
Cytokinetics Nears Approval: 'Buy' The New Potential Cardiology Franchise With Aficamten
Summary Cytokinetics is now rapidly moving into commercialization efforts with Aficamten. If all goes well, it could be approved by September 2025. Aficamten had favorable Phase 3 data, so it could have solid competitive prospects if approved, possibly with better safety and simpler dosing. Although CYTK looks a bit pricey today, Aficamten’s $10 billion TAM by 2035 makes CYTK’s valuation much more reasonable. Still, regulatory and competitive risks remain, but I think CYTK’s rollout strategy and broader franchise ambitions outweigh the downside risks. Overall, I believe CYTK is a great long-term “Buy” due to Aficamten’s potential as an emerging blockbuster drug in cardiology. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$830m |
| Dec 31 2025 | US$12m | US$853k | -US$785m |
| Sep 30 2025 | n/a | n/a | -US$752m |
| Jun 30 2025 | n/a | n/a | -US$606m |
| Mar 31 2025 | n/a | n/a | -US$615m |
| Dec 31 2024 | US$14m | US$820k | -US$590m |
| Sep 30 2024 | n/a | n/a | -US$576m |
| Jun 30 2024 | n/a | n/a | -US$545m |
| Mar 31 2024 | n/a | n/a | -US$531m |
| Dec 31 2023 | US$9m | US$782k | -US$526m |
| Sep 30 2023 | n/a | n/a | -US$527m |
| Jun 30 2023 | n/a | n/a | -US$540m |
| Mar 31 2023 | n/a | n/a | -US$431m |
| Dec 31 2022 | US$9m | US$742k | -US$389m |
| Sep 30 2022 | n/a | n/a | -US$282m |
| Jun 30 2022 | n/a | n/a | -US$216m |
| Mar 31 2022 | n/a | n/a | -US$258m |
| Dec 31 2021 | US$6m | US$709k | -US$215m |
| Sep 30 2021 | n/a | n/a | -US$229m |
| Jun 30 2021 | n/a | n/a | -US$156m |
| Mar 31 2021 | n/a | n/a | -US$135m |
| Dec 31 2020 | US$5m | US$682k | -US$127m |
| Sep 30 2020 | n/a | n/a | -US$114m |
| Jun 30 2020 | n/a | n/a | -US$140m |
| Mar 31 2020 | n/a | n/a | -US$132m |
| Dec 31 2019 | US$3m | US$656k | -US$122m |
Rémunération vs marché: La rémunération totale de Robert ($USD 11.88M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.65M ).
Rémunération et revenus: La rémunération de Robert a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Robert Blum (62 yo)
20.3yrs
Titularisation
US$11,881,456
Compensation
Mr. Robert I. Blum has been Chief Executive Officer, President and Director of Cytokinetics, Incorporated since January 22, 2007 and served as its Principal Financial Officer until May 08, 2024. Mr. Blum p...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 20.3yrs | US$11.88m | 0.18% $ 17.1m | |
| EVP & CFO | 2.1yrs | US$3.77m | 0.0016% $ 154.1k | |
| Executive VP | less than a year | US$6.09m | pas de données | |
| Executive Vice President of Research & Development | 14yrs | US$4.47m | 0.073% $ 7.0m | |
| Executive VP & Chief Commercial Officer | 5.3yrs | US$3.79m | 0.0012% $ 113.4k | |
| Co-Founder & Chairman of Scientific Advisory Board | 28.8yrs | US$41.50k | pas de données | |
| Co-Founder & Member of Scientific Advisory Board | 28.8yrs | US$21.94k | pas de données | |
| Vice President of Sales & Operations | 4.8yrs | pas de données | pas de données | |
| VP of Accounting & Corporate Controller | 1.3yrs | pas de données | pas de données | |
| Senior Vice President of Global Supply Chain Operations & Technical Operations | no data | pas de données | pas de données | |
| VP & Chief Compliance Officer | 4.6yrs | pas de données | pas de données | |
| Senior Vice President of Global Marketing & Commercial Strategy | 5.1yrs | pas de données | pas de données |
5.1yrs
Durée moyenne de l'emploi
62yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de CYTK est chevronnée et expérimentée (5.1 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 19.4yrs | US$11.88m | 0.18% $ 17.1m | |
| Co-Founder & Chairman of Scientific Advisory Board | 18.2yrs | US$41.50k | pas de données | |
| Co-Founder & Member of Scientific Advisory Board | no data | US$21.94k | pas de données | |
| Independent Director | 13.3yrs | US$540.00k | 0.012% $ 1.1m | |
| Independent Director | 5.6yrs | US$501.34k | 0.025% $ 2.4m | |
| Independent Chairman | 17.3yrs | US$480.29k | 0.058% $ 5.6m | |
| Member of Scientific Advisory Board | no data | pas de données | pas de données | |
| Member of Scientific Advisory Board | no data | pas de données | pas de données | |
| Member of Scientific Advisory Board | 9.9yrs | US$942.23k | pas de données | |
| Member of Scientific Advisory Board | no data | pas de données | pas de données | |
| Member of Scientific Advisory Board | no data | pas de données | pas de données | |
| Independent Director | 5.3yrs | US$520.75k | 0.019% $ 1.9m |
13.3yrs
Durée moyenne de l'emploi
70yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la CYTK est chevronné et expérimenté ( 13.3 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/16 01:58 |
| Cours de l'action en fin de journée | 2026/06/16 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Cytokinetics, Incorporated est couverte par 37 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Carter Gould | Barclays |
| Emily Field | Barclays |
| Huidong Wang | Barclays |