Cytokinetics, Inc. (CYTK)

[H2R]

Impressive Roth Presentation

http://ir.cytokinetics.com/phoenix.zhtml?p=irol-eventDetails&c=142156&eventID=5250416

The slides are the same as the company's profile's, but the commentary just puts it all together as a very strong presentation. A few key points:

* Financially: They have some of the best partnership agreements in terms of payment for the clinical trials, which protects them from being short targets (as is so often the case in the biotech world). They got more funding via partnerships with Amgen and Astellas ($600M) than via traditional investors ($500M). Their current runway is two years!

* In terms of catalysts, 2017 Q3 and Q4 are not very far.

* In terms of prior studies, demonstrating the potential of they have many studies, some with hundreds of patients (e.g. 700 for BENEFIT-ALS). They have accumulated data for well over 10 years.

* VITALITY-ALS is conducted in 80 countries, including the major markets.

* It's mostly unmet needs without real competition, especially in ALS

As for all biotech companies, the proof is in the Ph III data. It just looks like the real deal here, in terms of financial strength, partnerships, accumulated data so far, large potential market.

I'm set for now in terms of my investment in CYTK; When the catalysts come through, I may add to my position or cut from it. So far, it's been a great ride up.