I'm very meh. I spoke to them about a job a couple of years ago and it sure seemed like they were going to walk in the footsteps of Cytokinetics. The section head I spoke to was even a former CYTK guy. The founding story is also similar, with James Spudich having a role in starting both CYTK and MYOK.
They were interested in some cardiomyopathy targets that aren't very exciting at all, and got relatively hand-wavey about how they were going to target them and what it was supposed to achieve. It didn't fill me with confidence that they were indeed looking at a new way to attack and treat this disease.
I'd wait for some data before investing hard-earned money.
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