Cytokinetics, Incorporated (CYTK)

Cytokinetics' stock price increased by 29.86% between January 2 and December 31, 2025. In December 2025, the company announced FDA approval of MYQORZO™ (aficamten) for the treatment of adults with symptomatic obstructive hypertrophic cardiomyopathy, and it also received NMPA approval in China and a positive CHMP opinion in Europe. Analyst ratings and price targets have been largely positive, with a "Strong Buy" consensus and a median price target of $87.50 as of late December 2025. In November 2025, the company reported Q3 2025 earnings, with an actual EPS of -$2.550. In early May 2025, the FDA moved back its PDUFA date for aficamten's New Drug Application (NDA) from late September to late December 2025. In March 2025, Cytokinetics participated in several investor conferences, leading to a mild positive market reaction. Insider selling activity was noted in December 2025.

There is no explicit information available regarding demand seasonality for Cytokinetics, Inc.'s products and services. Demand for its products is typically driven by patient need and medical prescription rather than seasonal variations.

Cytokinetics, Inc., a late-stage biopharmaceutical company in South San Francisco, California, focuses on discovering, developing, and commercializing muscle activators and inhibitors to treat debilitating diseases characterized by impaired muscle function, particularly in cardiovascular and neuromuscular areas. Aficamten, a cardiac myosin inhibitor, is designed to reduce excessive heart contractions for hypertrophic cardiomyopathy (HCM) and has received FDA approval for symptomatic obstructive HCM, as well as NMPA approval in China and a positive CHMP opinion in Europe. Omecamtiv mecarbil is being developed for heart failure with severely reduced ejection fraction (HFrEF). CK-586 is a potential treatment for heart failure with preserved ejection fraction (HFpEF). CK-089 has potential therapeutic applications for muscular dystrophy and other conditions involving impaired skeletal muscle function.

Cytokinetics, Inc. is headquartered in South San Francisco, California, U.S. The company's drug development and commercialization efforts, particularly with Aficamten, have a global reach, including regulatory approvals and opinions in the U.S., China, and Europe.

Cytokinetics' brand reputation over the past year appears to be largely positive, driven by advancements in its drug development pipeline and positive analyst sentiment. The FDA approval of MYQORZO™ (aficamten), along with approvals in China and Europe, enhances the company's standing. Analyst firms have maintained a "Strong Buy" consensus, reflecting confidence in the company's prospects. While there was a delay in the FDA's PDUFA date for aficamten, the stock rebounded, indicating continued investor trust.

Cytokinetics, Incorporated has significant institutional ownership, with 801 institutional owners and shareholders holding a total of 165,115,010 shares, accounting for approximately 84.3% of the company. Major institutional owners include T. Rowe Price Investment Management, Inc., BlackRock, Inc., Fmr Llc, Vanguard Group Inc, Wellington Management Group Llp, State Street Corp, Deep Track Capital, LP, iShares Core S&P Mid-Cap ETF, Polar Capital Holdings Plc, Hudson Bay Capital Management LP, Woodline Partners LP, and Vestal Point Capital LP. Corporate insiders own 3.40% of the company's stock.