종목/CYTK
Cytokinetics, Incorporated
GAAP Combined R&D and SG&A Expense: $830 million to $870 million
Non-cash stock-based compensation expense included in GAAP Combined R&D and SG&A Expense: $130 million to $120 million
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Cytokinetics, Incorporated, a biopharmaceutical company, focuses on discovering, developing, and commercializing novel muscle activators and muscle inhibitors as potential treatments for debilitating diseases in the United States. The company markets MYQORZO, a novel, oral, and small molecule cardiac myosin inhibitor for the treatment of symptomatic oHCM. It also develops Aficamten, a novel, oral, and small molecule cardiac myosin inhibitor for the treatment of HCM; and omecamtiv mecarbil, a potential treatment across the continuum of care in heart failure with severely reduced ejection fraction. In addition, the company is involved in developing and Ulacamten, a novel, selective, oral, and small molecule cardiac myosin inhibitor designed to reduce the hypercontractility associated with heart failure with preserved ejection fraction in Phase 1 clinical trials; and CK-089, a fast skeletal muscle troponin activator in Phase 1 clinical trials. Cytokinetics, Incorporated was incorporated in 1997 and is headquartered in South San Francisco, California.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 5일 (화) | 2026 Q1 | $-1.69 | $-1.67 | +0.9% | $19M | — |
| 4월 30일 (목) | 2026 Q1 | $-1.69 | — | — | — | — |
| UNH | 유나이티드헬스 | 364B | +8.9% | 75% (3/4) |
| MRK | 머크 | 281B | +16.0% | 100% (4/4) |
초기 상업 매출과 처방 지표는 긍정적 신호로 받아들여질 가능성이 크며, 총수익의 급증과 EC 승인 소식이 긍정적 톤을 제공. 다만 대규모 순손실과 높은 SG&A, 현금 감소 규모는 단기적으로 투자자들의 리스크 우려를 유발할 수 있음.