Cytokinetics（CYTK）株式概要
バイオ医薬品会社であるサイトキネティクス・インコーポレイテッドは、米国において、衰弱性疾患の潜在的治療薬として、新規の筋活性化剤および筋阻害剤の発見、開発、商品化に注力している。 詳細
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Analyst Price Targets
Pharmaceuticals & Biotech opportunity
Cytokinetics, Incorporated 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$74.29 |
| 52週高値 | US$80.20 |
| 52週安値 | US$29.31 |
| ベータ | 0.38 |
| 1ヶ月の変化 | 13.45% |
| 3ヶ月変化 | 19.17% |
| 1年変化 | 128.73% |
| 3年間の変化 | 96.38% |
| 5年間の変化 | 194.45% |
| IPOからの変化 | -23.10% |
最新ニュース
Recent updates
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.Seeking Alpha • Dec 22
Cytokinetics: Small Label Differences With Big Commercial Stakes
Summary Cytokinetics, Incorporated remains a Buy following FDA approval of MYQORZO (aficamten) for obstructive hypertrophic cardiomyopathy (oHCM). ORZO's label offers subtle practical advantages over CAMZYOS, notably flexible dosing, enhancing real-world usability. CYTK management targets >50% preference share and increased category penetration to mid-high 20% by the end of 2026, which implies gradual adoption and reliance on assistance programs. CYTK's $1.25B cash position supports a three-year runway, but near-term profitability is unlikely as SG&A costs rise during MYQORZO's commercialization. Read the full article on Seeking Alphaナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.新しいナラティブ • 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.分析記事 • May 20
The Cytokinetics, Incorporated (NASDAQ:CYTK) Analysts Have Been Trimming Their Sales Forecasts
Today is shaping up negative for Cytokinetics, Incorporated ( NASDAQ:CYTK ) shareholders, with the analysts delivering...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 AlphaSeeking Alpha • Dec 31
Cytokinetics Aligns For U.S. Launch Amid HCM Market Evolution
Summary Cytokinetics is advancing aficamten, a potential competitor to Camzyos, targeting hypertrophic cardiomyopathy (HCM). Strategic licensing deals with Sanofi and Bayer secure resources and focus US commercialization. Clinical trials aim to expand aficamten's utility, including first-line and pediatric indications. Financials are strong, with $1.3 billion in cash, but liabilities create long-term risks. While aficamten shows promise, competition from Bristol Myers and financial risks suggest a tempered "Buy" recommendation. Read the full article on Seeking Alpha株主還元
| CYTK | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | 16.1% | 1.2% | 2.1% |
| 1Y | 128.7% | 41.9% | 30.6% |
業界別リターン: CYTK過去 1 年間で41.9 % の収益を上げたUS Biotechs業界を上回りました。
リターン対市場: CYTK過去 1 年間で30.6 % の収益を上げたUS市場を上回りました。
価格変動
| CYTK volatility | |
|---|---|
| CYTK Average Weekly Movement | 7.5% |
| Biotechs Industry Average Movement | 10.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: CYTK 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CYTKの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1997 | 673 | Robert Blum | www.cytokinetics.com |
バイオ医薬品企業であるサイトキネティクス社は、米国において、衰弱性疾患の潜在的治療薬として、新規の筋活性化剤および筋阻害剤の発見、開発、商品化に注力している。同社は、新規の経口低分子心筋ミオシン阻害剤であるMYQORZOを症候性oHCMの治療薬として販売している。また、HCM治療用の新規経口低分子心筋ミオシン阻害薬であるアフィカムテンや、重症駆出率低下心不全の継続的治療薬となりうるオメカムチブ・メカルビルも開発している。さらに、同社は、新規の選択的経口低分子心筋ミオシン阻害剤であるウラカムテン（Ulacamten）の開発にも関与しており、第1相臨床試験において駆出率が維持された心不全に関連する過収縮を軽減するようデザインされているほか、第1相臨床試験において高速骨格筋トロポニン活性化剤であるCK-089を開発中である。サイトキネティクス社は1997年に設立され、カリフォルニア州サウスサンフランシスコに本社を置いている。
Cytokinetics, Incorporated 基礎のまとめ
| CYTK 基礎統計学 | |
|---|---|
| 時価総額 | US$9.31b |
| 収益（TTM） | -US$829.61m |
| 売上高(TTM) | US$105.82m |
87.4x
P/Sレシオ-11.1x
PER（株価収益率CYTK は割高か？
公正価値と評価分析を参照収益と収入
| CYTK 損益計算書（TTM） | |
|---|---|
| 収益 | US$105.82m |
| 売上原価 | US$413.45m |
| 売上総利益 | -US$307.63m |
| その他の費用 | US$521.98m |
| 収益 | -US$829.61m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -6.67 |
| グロス・マージン | -290.73% |
| 純利益率 | -784.02% |
| 有利子負債／自己資本比率 | -159.4% |
CYTK の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 22:59 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Cytokinetics, Incorporated 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。36
| アナリスト | 機関 |
|---|---|
| Emily Field | Barclays |
| Hang Hu | Barclays |
| Carter Gould | Barclays |