Wednesday, March 15, 2017 11:02:47 PM
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.
Recent CYTK News
- Cytokinetics Announces Three Late Breaking Clinical Trial Presentations Relating to SEQUOIA-HCM at the European Society of Cardiology Heart Failure 2024 Congress • GlobeNewswire Inc. • 04/10/2024 11:30:00 AM
- Cytokinetics Presents Additional 48-Week Data From FOREST-HCM, the Open Label Extension Clinical Study of Aficamten, at The American College of Cardiology 73ʳᵈ Annual Scientific Session • GlobeNewswire Inc. • 04/05/2024 11:30:00 AM
- Cytokinetics Presents Additional 48-Week Data From FOREST-HCM, the Open Label Extension Clinical Study of Aficamten, at The American College of Cardiology 73ʳᵈ Annual Scientific Session • GlobeNewswire Inc. • 04/05/2024 11:30:00 AM
- Cytokinetics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) • GlobeNewswire Inc. • 04/02/2024 08:00:00 PM
- Cytokinetics to Participate in the 23rd Annual Needham Virtual Healthcare Conference • GlobeNewswire Inc. • 04/01/2024 08:00:00 PM
- Cytokinetics Announces Four Upcoming Presentations at the American College of Cardiology 73rd Annual Scientific Session • GlobeNewswire Inc. • 03/25/2024 12:15:04 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/07/2024 09:26:06 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/07/2024 09:24:18 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/07/2024 09:22:46 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/07/2024 09:18:49 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/05/2024 09:21:52 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/05/2024 09:05:52 PM
- Cytokinetics to Participate in March Investor Conferences • GlobeNewswire Inc. • 03/04/2024 09:00:00 PM
- Super Micro Computer and Deckers Outdoor Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400 and S&P SmallCap 600 • PR Newswire (US) • 03/01/2024 11:47:00 PM
- Cytokinetics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) • GlobeNewswire Inc. • 03/01/2024 09:00:00 PM
- Cytokinetics Joins Global Initiative to Recognize International Rare Disease Day • GlobeNewswire Inc. • 02/29/2024 12:30:00 PM
- Cytokinetics, The Mended Hearts, Inc. and WomenHeart Announce Launch of New Initiative to Increase Engagement in Cardiovascular Clinical Trials • GlobeNewswire Inc. • 02/28/2024 12:30:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/27/2024 09:05:22 PM
- Cytokinetics Reports Fourth Quarter 2023 Financial Results • GlobeNewswire Inc. • 02/27/2024 09:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/14/2024 09:04:11 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 02/14/2024 09:03:41 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 02/13/2024 09:11:12 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/13/2024 09:01:39 PM
- Cytokinetics to Announce Fourth Quarter Results on February 27, 2024 • GlobeNewswire Inc. • 02/13/2024 09:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/06/2024 09:43:54 PM
FEATURED Glucotrack Announces Expansion of Its Continuous Glucose Monitoring Technology to Epidural Glucose Monitoring • Apr 17, 2024 8:00 AM
ILUS Provides Form 10-K Filing Update • ILUS • Apr 17, 2024 9:54 AM
Maybacks Global Entertainment To Fire Up 24 New Stations in Louisiana • AHRO • Apr 16, 2024 1:30 PM
Cannabix Technologies Begins Certification of Contactless Alcohol Breathalyzer, Re-Brands product series to Breath Logix • BLOZF • Apr 16, 2024 8:52 AM
Kona Gold Beverages, Inc. Acquires Surge Distribution LLC from Loud Beverage Group, Inc. (LBEV) • KGKG • Apr 16, 2024 8:30 AM
Branded Legacy, Inc. Reports Significant Net Income of Over $3.8 Million • BLEG • Apr 16, 2024 8:30 AM