Cytokinetics

At the Citigroup conference, Cytokinetics reported a better-than-expected launch for MYQORZO in obstructive HCM, capturing a 40% share of new prescriptions by the end of Q2 2026. ACACIA-HCM phase 3 data showed superiority in non-obstructive HCM (NHCM) and support a planned regulatory filing; the company estimates NHCM could represent about 50% of the HCM market. There was a slight imbalance of serious heart-failure events in ACACIA, which the company views as manageable and plans to publish additional safety data. Cytokinetics plans to increase SG&A spending to support NHCM expansion and its European roll‑out (Germany launched, UK Q4 2026, other markets in 2027) and is advancing the COMET-HF confirmatory study of Omecamtiv Mecarbil in parallel. » Mais em de.investing.com

Cytokinetics reported a loss of $1.50 per share for Q2 2026 on revenue of $28.6 million, well above the consensus estimate of $17.09 million. The driver was the launch of the heart drug MYQORZO, which generated net product revenues of $25.3 million and treated more than 1,500 patients by the end of the quarter. The company raised its 2026 spending expectations due to increased commercial investments and holds $1.7 billion in cash. Management emphasized continued market momentum but noted risks from high costs, reliance on MYQORZO and reimbursement uncertainties. » Mais em de.investing.com

The MHRA has approved Cytokinetics’ Aficamten (MYQORZO) for the treatment of symptomatic obstructive hypertrophic cardiomyopathy in adult patients. NICE recommends use in England and Wales for patients in NYHA classes II–III as an add‑on to optimized standard therapy or as monotherapy when there are contraindications. The decision is based on the phase‑3 SEQUOIA‑HCM study, which showed a mean difference in peak oxygen uptake of 1.7 ml/kg/min (p < 0.001) versus placebo. Common adverse events included hypertension, palpitations, dizziness and systolic dysfunction; availability through the NHS is expected later this year. » Mais em de.investing.com