Cytokinetics, Incorporated

NasdaqGS:CYTK Rapport sur les actions

Capitalisation boursière : US$10.9b

Cytokinetics Gestion

Gestion contrôle des critères 4/4

Le PDG Cytokinetics est Robert Blum, nommé en Feb2006, a un mandat de 20.42 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 0.17% des actions de la société, d'une valeur de $ 18.08M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.2 ans et 13.4 ans.

Informations clés

Robert Blum

Directeur général

US$11.9m

Rémunération totale

Pourcentage du salaire du PDG7.18%
Durée du mandat du directeur général20.4yrs
Propriété du PDG0.2%
Durée moyenne d'occupation des postes de direction5.2yrs
Durée moyenne du mandat des membres du conseil d'administration13.4yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit Jul 28

CYTK: Myqorzo Launch Adoption And ACACIA HCM Expansion Will Drive Upside

The fair value estimate for Cytokinetics has been revised slightly higher to $107.80, as analysts factor in updated price targets, generally positive views on the Myqorzo launch, physician adoption trends, and potential long-term contributions from non obstructive HCM indications. Analyst Commentary Recent Street research on Cytokinetics points to generally constructive views on the Myqorzo launch and the broader pipeline, with several firms adjusting price targets and ratings as they update models and earnings previews.
Seeking Alpha Jul 22

Cytokinetics: Label Expansion Can Turn MYQORZO Into An HCM Franchise

Summary Cytokinetics (CYTK) is positioned to expand MYQORZO across the entire HCM continuum, not just as a late-stage competitor to Camzyos. Initial MYQORZO launch metrics—rapid market access, >30% new-to-brand share, and strong prescriber uptake—signal robust commercial traction beyond headline Q1 revenue. MAPLE-HCM and ACACIA-HCM trials support earlier use and a potential doubling of the addressable market via non-obstructive HCM, driving CYTK’s long-term value. CYTK’s $1.9B liquidity post-equity raise funds aggressive expansion, but high SG&A, regulatory, and IP risks remain critical to monitor as MYQORZO scales. Read the full article on Seeking Alpha
Mise à jour du récit Jul 14

CYTK: Future Returns Will Rely On HCM Execution And Phase 3 Outcomes

The updated fair value estimate for Cytokinetics moves to $83.00 from $72.08 as analysts factor in higher modeled revenue growth, modestly stronger profit margins, and ongoing Street support tied to Myqorzo launch momentum, expanded HCM opportunities, and refreshed targets from firms across the biotech sector. Analyst Commentary Street research on Cytokinetics currently reflects a mix of enthusiasm around the Myqorzo launch and the hypertrophic cardiomyopathy pipeline, alongside a more measured tone on execution risks and valuation.
Mise à jour du récit Jun 30

CYTK: Global Heart Drug Launch And ACACIA Data Will Drive Next Upswing

The fair value estimate for Cytokinetics has been updated from $92.94 to $105.60. This change reflects analysts' higher price targets driven by early Myqorzo launch momentum in obstructive hypertrophic cardiomyopathy, stronger peak sales assumptions, and added long-term potential from possible non-obstructive HCM expansion.
Article d’analyse Jun 19

Cytokinetics (CYTK) Stock Could Be 15% Undervalued After Myqorzo Approval

Cytokinetics (CYTK) is back in focus after the FDA cleared its first commercial product, Myqorzo, for symptomatic obstructive hypertrophic cardiomyopathy, with early launch data and European approvals drawing fresh attention to the stock. See our latest analysis for Cytokinetics. Against this backdrop, Cytokinetics' short term share price momentum has been strong, with a 7 day share price return of 13.73% and a 90 day share price return of 27.68%. Its 1 year total shareholder return of...
Mise à jour du récit Jun 16

CYTK: HCM Launch And ACACIA Phase 3 Readout Will Drive Repricing

The analyst price target for Cytokinetics has been revised higher by $5 to $99, with analysts pointing to optimism around the Myqorzo launch in obstructive hypertrophic cardiomyopathy and underappreciated potential in nonobstructive disease, supported by expectations around fuller Phase 3 ACACIA-HCM data. Analyst Commentary Recent research on Cytokinetics highlights a cluster of bullish analysts who are focused on execution around the Myqorzo launch, the potential in nonobstructive hypertrophic cardiomyopathy, and upcoming clinical data from the ACACIA-HCM program.
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.
Article 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.
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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.

Analyse de la rémunération des PDG

Comment la rémunération de Robert Blum a-t-elle évolué par rapport aux bénéfices de Cytokinetics?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

-US$830m

Dec 31 2025US$12mUS$853k

-US$785m

Sep 30 2025n/an/a

-US$752m

Jun 30 2025n/an/a

-US$606m

Mar 31 2025n/an/a

-US$615m

Dec 31 2024US$14mUS$820k

-US$590m

Sep 30 2024n/an/a

-US$576m

Jun 30 2024n/an/a

-US$545m

Mar 31 2024n/an/a

-US$531m

Dec 31 2023US$9mUS$782k

-US$526m

Sep 30 2023n/an/a

-US$527m

Jun 30 2023n/an/a

-US$540m

Mar 31 2023n/an/a

-US$431m

Dec 31 2022US$9mUS$742k

-US$389m

Sep 30 2022n/an/a

-US$282m

Jun 30 2022n/an/a

-US$216m

Mar 31 2022n/an/a

-US$258m

Dec 31 2021US$6mUS$709k

-US$215m

Sep 30 2021n/an/a

-US$229m

Jun 30 2021n/an/a

-US$156m

Mar 31 2021n/an/a

-US$135m

Dec 31 2020US$5mUS$682k

-US$127m

Sep 30 2020n/an/a

-US$114m

Jun 30 2020n/an/a

-US$140m

Mar 31 2020n/an/a

-US$132m

Dec 31 2019US$3mUS$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 14.63M ).

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)

20.4yrs
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

NomPositionTitularisationCompensationPropriété
Robert Blum
CEO, President & Director20.4yrsUS$11.88m0.17%
$ 18.1m
Sung Lee
EVP & CFO2.2yrsUS$3.77m0.012%
$ 1.3m
Jeffrey Hessekiel
Executive VPless than a yearUS$6.09mpas de données
Fady Malik
Executive Vice President of Research & Development14.1yrsUS$4.47m0.073%
$ 7.9m
Andrew Callos
Executive VP & Chief Commercial Officer5.3yrsUS$3.79m0.0012%
$ 127.7k
James Sabry
Co-Founder & Chairman of Scientific Advisory Board28.9yrsUS$41.50kpas de données
James Spudich
Co-Founder & Member of Scientific Advisory Board28.9yrsUS$21.94kpas de données
Jeff Lotz
Vice President of Sales & Operations4.8yrspas de donnéespas de données
Holly Laughlin
VP of Accounting & Corporate Controller1.3yrspas de donnéespas de données
Steven Cook
Senior Vice President of Global Supply Chain Operations & Technical Operationsno datapas de donnéespas de données
Scott Jordan
Senior Vice President of Global Marketing & Commercial Strategy5.2yrspas de donnéespas de données
Isaac Ciechanover
EVP of Corporate Development & Chief Business Officer2.1yrspas de donnéespas de données
5.2yrs
Durée moyenne de l'emploi
62yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de CYTK est chevronnée et expérimentée (5.2 années d'ancienneté moyenne).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Robert Blum
CEO, President & Director19.5yrsUS$11.88m0.17%
$ 18.1m
James Sabry
Co-Founder & Chairman of Scientific Advisory Board18.3yrsUS$41.50kpas de données
James Spudich
Co-Founder & Member of Scientific Advisory Boardno dataUS$21.94kpas de données
B. Parshall
Independent Director13.4yrsUS$540.00k0.012%
$ 1.3m
Nancy Wysenski
Independent Director5.7yrsUS$501.34k0.025%
$ 2.7m
John Henderson
Independent Chairman17.4yrsUS$480.29k0.058%
$ 6.3m
John Lowe
Member of Scientific Advisory Boardno datapas de donnéespas de données
Thomas Pollard
Member of Scientific Advisory Boardno datapas de donnéespas de données
David Morgans
Member of Scientific Advisory Board10yrsUS$942.23kpas de données
Lawrence S. Goldstein
Member of Scientific Advisory Boardno datapas de donnéespas de données
John Solaro
Member of Scientific Advisory Boardno datapas de donnéespas de données
Muna Bhanji
Independent Director5.4yrsUS$520.75k0.019%
$ 2.1m
13.4yrs
Durée moyenne de l'emploi
70yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la CYTK est chevronné et expérimenté ( 13.4 années d'ancienneté moyenne).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/31 08:50
Cours de l'action en fin de journée2026/07/31 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 sur la façon d’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. 21 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.

AnalysteInstitution
Carter GouldBarclays
Emily FieldBarclays
Huidong WangBarclays