Cytokinetics, Incorporated · NASDAQ:CYTK

Cytokinetics — Investor Presentation (September 2026)

70 slides from Cytokinetics's investor presentation, September 2026

  1. Slide 1: Cytokinetics

    G . Cytokinetics’

  2. Slide 2: Forward-Looking Statements

    Forward-Looking Statements This presentation contains forward-looking statements for purposes of the Private Securities Litigation Reform Act of 1995 (the “Act”). Cytokinetics disclaims any intent or obligation to update these forward-looking statements and claims the protection of the Act's safe ha

  3. Slide 3: Our Mission

    Our Mission To bring forward new medicines to improve the healthspan of people with devastating cardiovascular and neuromuscular diseases of impaired muscle function. 3

  4. Slide 4: FDA-approved for the treatment of adults with symptomatic oHCM

    FDA-approved for the treatment of adults with symptomatic oHCM to improve functional capacity and symptoms FDA: U.S. Food & Drug Administration; oHCM: obstructive hypertrophic cardiomyopathy Please see full Prescribing Information, including Boxed WARNING and Medication Guide 4

  5. Slide 5: A Commitment to Muscle-Directed Medicines

    A Commitment to Muscle-Directed Medicines Drug Therapeutic Area Approved & (Clinical Trial) Research Pre-Clinical Phase 1 Phase 2 Phase 3 Commercialized oHCM* Approved MYQORZO® in US, China, EU & UK** SEQUOIA-HCM oHCM (vs. metoprolol) Aficamten MAPLE-HCM Pediatric oHCM Aficamten CEDAR-HCM nHCM Afica

  6. Slide 6: Positioned for Launch Velocity & Sustainable Growth

    Positioned for Launch Velocity & Sustainable Growth COMMERCIAL RESEARCH & DEVELOPMENT STRONG FINANCIAL POSITION Specialty Muscle-directed platform with multi-program pipeline Cardiology ~$1.7B Franchise cash, cash equivalents & investments (as of 6/30/26) sNDA for aficamten based on MAPLE-HCM under

  7. Slide 7: Vision 2030: Innovation, Ignition, Impact

    INNOVATION Advance 2 approved products across 3 indications and 10 NMEs in our pipeline IGNITION Achieve broad access and rapid use of our medicines in >15 countries throughout North America and Europe IMPACT Reach >100,000 patients globally with our medicines INSPIRATION Foster a patient-centric cu

  8. Slide 8: Progress in Q2 2026

    Progress in Q2 2026 Q2 2026 & Recent Highlights 2026 2H Key Activities • Strong U.S. launch for MYQORZO® (aficamten) • Continue commercial launches of MYQORZO in U.S. and Germany • Launched MYQORZO in Germany • Launch MYQORZO in the UK in Q4 2026 • MYQORZO approved in UK with positive guidance from

  9. Slide 9: Building a Specialty Cardiology Franchise

    Building a Specialty Cardiology Franchise 9

  10. Slide 10: Building Specialty Cardiology Business for High ROI

    Building Specialty Cardiology Business for High ROI Concentrated Prescribers Higher Revenue Per Prescriber Opportunity To Grow ~80K cardiologists/PCPs treat CV diseases Market Through Diagnosis ~10K $$$$/ DIA GNOSIS 50 % cardiologists HCP treat ~80% HCM $/HCP General Specialty Distribution Limited t

  11. Slide 11: Addressing Difficult to Treat Populations Within Heart Failure

    Addressing Difficult to Treat Populations Within Heart Failure Specialty cardiology franchise strategy applies to markets with similar characteristics HFrEF HFpEF HCM Severely Supranormal EF reduced EF Opportunity for MYQORZO® Addressing underserved segment Expanding into adjacent population* (afica

  12. Slide 12: Potential for Multiple Specialty Cardiology Launches

    Potential for Multiple Specialty Cardiology Launches Drug Potential Candidate Indication 2024 2025 2026 2027 2028 2029 2030+ oHCM MYQORZO® oHCM Mono (aficamten) (MAPLE-HCM) nHCM (ACACIA-HCM) Omecamtiv HFrEF Mecarbil Ulacamten HFpEF Estimated date of potential future launch of each candidate for the

  13. Slide 13: MYQORZO (aficamten): Clinical Evidence

    MYQORZO (aficamten) ® Clinical Evidence Prescribing Information Medication Guide 13

  14. Slide 14: About oHCM

    About oHCM Left Ventricular Outflow Tract (LVOT) • HCM causes the heart muscle to abnormally thicken. • In obstructive HCM (oHCM), the thickened muscle causes the left ventricle to become smaller, stiffer and less able to relax and fill with blood.1–4 • In oHCM, obstruction of the LVOT, blocks blood

  15. Slide 15: MYQORZO Inhibits Cardiac Myosin Motor Activity

    MYQORZO® Inhibits Cardiac Myosin Motor Activity oHCM causes cardiac MYQORZO binds to and hypercontractility, inhibits cardiac myosin, impaired cardiac relaxation & reducing cardiac contractility increased energy consumption & LVOT obstruction MYQORZO Actin Active myosin head Deactivated myosin head

  16. Slide 16: SEQUOIA-HCM: Pivotal Phase 3 Trial

    SEQUOIA-HCM: Pivotal Phase 3 Trial Primary endpoint: Change in pVO2 by CPET from baseline to Week 24 Randomization Aficamten + SoC End of Study Patients with Screening oHCM treated Secondary objectives include measuring with SOC with post-Valsalva 1 change in KCCQ & improvement in peak LVOT-G ≥50 mm

  17. Slide 17: SEQUOIA-HCM: Improvement in Exercise Capacity and Symptoms

    SEQUOIA-HCM: Pivotal Phase 3 Trial in oHCM Significant improvement in exercise capacity and symptoms compared to placebo Treatment with MYQORZO for 24 weeks also significantly improved: Gradients Absolute Change from Baseline to Week 24 -50 mmHg placebo-corrected change in post-Valsalva LVOT-G (p<0.

  18. Slide 18: SEQUOIA-HCM: Safety Data

    SEQUOIA-HCM: Safety Data MYQORZO Placebo Event, n (%) (n=142) (n=140) Overall AEs 105 (73.9) 99 (70.7) Headache 11 (7.7) 10 (7.1) Hypertension 11 (7.7) 3 (2.1) Palpitations 10 (7.0) 4 (2.9) AEs with ≥5% incidence Upper respiratory infection 9 (6.3) 12 (8.6) COVID-19 8 (5.6) 9 (6.4) There were no ser

  19. Slide 19: MAPLE-HCM: Phase 3 Monotherapy Trial in oHCM

    MAPLE-HCM: Phase 3 Monotherapy Trial in oHCM Aficamten superior to standard-of-care beta blocker metoprolol Relative to metoprolol, aficamten also improved: Mean Change from Baseline to Week 24 in pVO2 Gradients LSM difference of -30 mmHg in resting LVOT-G (p<0.0001)1 22 LSM difference of -35 mmHg i

  20. Slide 20: MAPLE-HCM: Safety

    MAPLE-HCM: Safety Aficamten (n=88) Metoprolol (n=87) Patients with any SAE 7 (8.0) 6 (6.9) Patients with any AE that led to early treatment withdrawal of aficamten or 1 (1.1) 3 (3.4) metoprolola Patients with AE that led to temporary interruption of aficamten or metoprolol 1 (1.1) 1 (1.1) Patients w

  21. Slide 21: Integrated Safety Analysis in oHCM

    Integrated Safety Analysis in oHCM Analysis represents nearly 700 patient-years of exposure to aficamten ✓ Low incidence of LVEF <50%; no occurrences associated with clinical HF were corroborated by core lab, and all were Safety Events of Interest successfully managed by dose reduction Cumulative af

  22. Slide 22: ACACIA-HCM: Pivotal Phase 3 Trial in nHCM

    ACACIA-HCM: Pivotal Phase 3 Trial in nHCM • Trial enrolled over 516 symptomatic Patients with: Randomization nHCM patients Aficamten End of Study Symptomatic N = 420 Screening (1:1) (NYHA Class (EOS) • Dual primary endpoint: change in II/III) nHCM, KCCQ Clinical Summary Score and peak VO2 from basel

  23. Slide 23: ACACIA-HCM: Efficacy Results

    ACACIA-HCM: Efficacy Results Consistent improvements throughout treatment period LS Mean Change from Baseline in KCCQ-CSS Change from Baseline to Week 36 in pVO2 Washout Mean Change from Baseline to Week 36 (ml/kg/min) Mean Change from Baseline in KCCQ-CSS 1.0 Titration 0.5 Primary endpoint 0.0 LSM

  24. Slide 24: ACACIA-HCM: Secondary Endpoints

    ACACIA-HCM: Secondary Endpoints Improvement in ≥1 NYHA Functional Class (first secondary endpoint) 100 Week 36 Aficamten Common Rate Difference: 14.1 (P<0.001) Placebo 60 58 26 (54%) (53%) 101 111 (48%) 50 (45%) 108 (44%) 96 42 (38%) (37%) 40 Patients (%) 82 (33%) 70 72 13 68 (31%) 65 62 (29%) (29%)

  25. Slide 25: ACACIA-HCM: Baseline Characteristics

    ACACIA-HCM: Baseline Characteristics Consistent results for both endpoints across prespecified subgroups Subgroup Aficamten Placebo KCCQ-CSS Estimate pVO2 Estimate Subgroup Aficamten Placebo KCCQ-CSS Estimate pVO2 Estimate no. of patients (95% CI) (95% CI) no. of patients (95% CI) (95% CI) Overall 2

  26. Slide 26: ACACIA-HCM: Secondary Endpoints

    ACACIA-HCM: Secondary Endpoints NT-proBNP concentration over time (third secondary endpoint) Titration Washout 1000 Geometric Mean NT-proBNP (pg/mL) 750 Week 36 Geometric LSM Ratio 0.43 (P<0.001) 500 250 0 Aficamten Placebo 0 2 4 6 8 12 24 36 48 60 72 EOT EOS Weeks since randomization No. of Patient

  27. Slide 27: NT-proBNP as a Predictor of Clinical Events

    NT-proBNP as a Predictor of Clinical Events Results from the HCM Registry • The HCM Registry (HCMR) enrolled 2,750 patients with HCM from 44 sites in North America & Europe • Baseline mean NT-proBNP in ACACIA-HCM was comparable to the 99th percentile in HCMR • In HCMR, NT-proBNP was the only indepen

  28. Slide 28: ACACIA-HCM: Safety

    ACACIA-HCM: Safety Aficamten Placebo Event, n (%) (n=258) (n=259) All serious HF events Any AE 207 (80.2) 217 (84.1) in patients on aficamten occurred Any nonfatal AE that led to treatment discontinuation 18 (7.0) 5 (1.9) during titration/prior to Week 12 & were Any nonfatal AE that led to early stu

  29. Slide 29: ACACIA-HCM: Timing of Serious HF Events

    ACACIA-HCM: Timing of Serious HF Events Aficamten (n = 258) • SAE of HF occurred in 12 (4.7%) patients on aficamten Placebo (n = 259) vs 3 (1.2%) patients on placebo • All HF events in the aficamten arm occurred prior to Week 12 and during the titration period • All HF events responded to usual medi

  30. Slide 30: FOREST-HCM: Timing of Serious HF Events

    FOREST-HCM: Timing of Serious HF Events ACACIA-HCM → FOREST-HCM • 390 patients (84%, excluding China) from Aficamten → Aficamten (n=194) ACACIA-HCM have enrolled in FOREST-HCM & Placebo → Aficamten (n=196) completed titration • No SAEs of HF reported in aficamten-to- aficamten transitions • Only 2 (

  31. Slide 31: FOREST-HCM: 96-Week Open-Label Data in nHCM

    FOREST-HCM: 96-Week Open-Label Data in nHCM Analysis of 34 patients enrolled in FOREST-HCM after REDWOOD-HCM Cohort 4 ✓ No early treatment discontinuations, with sustained reductions in symptom burden ✓ 79% of patients improved by at least one NYHA Functional Class ✓ Mean increase in KCCQ-CSS of 11.

  32. Slide 32: MYQORZO (aficamten): Commercial Launch

    MYQORZO (aficamten) ® Commercial Launch Prescribing Information Medication Guide 32

  33. Slide 33: Opportunity for CMIs to Treat Symptomatic oHCM Patients

    Opportunity for CMIs to Treat Symptomatic oHCM Patients Evolving Understanding of Prevalence Rates for HCM Subtypes: oHCM and nHCM ✓ HCM estimated prevalence ~0.3% in the general population ~850k (approximately 1 in 350 individuals)1 ✓ Two HCM subtypes: obstructive HCM (oHCM) and nonobstructive HCM

  34. Slide 34: $10B Potential Market of CMI-Eligible Patients

    $10B Potential Market of CMI-Eligible Patients Diagnosis of HCM anticipated to grow 5x the rate of the general U.S. population US and EU HCM Patients in 2035 Illustrative 880K1,2 Expected global population of diagnosed patients with Projected Diagnosed HCM Patients oHCM & nHCM (5x the growth rate of

  35. Slide 35: Initial Focus on High Volume CMI Prescribers

    Initial Focus on High Volume CMI Prescribers HCPs for Personal and Non-Personal Engagement Other CMI non-users ~21K Non-personal promotion CMI nonusers who treat HCM ~8K >50% of Q2 ‘26 prescribers Personal promotion >50% detailed were from historically low- Low volume CMI prescribers in Q2 ‘26 volum

  36. Slide 36: Strong Results from Patient Marketing Campaign

    Strong Results from Patient Marketing Campaign >30% awareness of MYQORZO among oHCM patients in the US* >390 million impressions** Patient Support In-Office Social Patient Website 2.1 million Materials Patient Materials social media clicks** oHCM: obstructive hypertrophic cardiomyopathy *Source: [IQ

  37. Slide 37: HCPs Surveyed Favor Clinical Profile of MYQORZO

    Strong HCP Awareness MYQORZO Profile was Viewed Favorably and Differentiated by HCPs* HCPs Surveyed ✓ Convenience of dosing flexibility favor clinical profile ✓ Flexibility in echo monitoring of MYQORZO ✓ Safety and tolerability ✓ No DDI monitoring within REMS HCP: healthcare provider; DDI: drug-dru

  38. Slide 38: Acceleration in New-to-Brand CMI Prescriptions

    Acceleration in New-to-Brand CMI Prescriptions Quarter v Quarter NBRx Growth for CMIs 30% 24% 25% 20% 15% 15% 11% 10% 8% 7% MYQORZO Launch 5% 3% Jan 2026 1% 0% Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 CMI: cardiac myosin inhibitors; NBRx: new-to-brand prescriptions Source: Internal MY

  39. Slide 39: Highly Experienced Sales Team Deployed

    Highly Experienced Sales Team Deployed 125 experienced Cardiovascular Account Specialists and Area Business Managers 21 14 4 5 Average years Average years of Average years Average number of industry cardiovascular rare disease of President’s experience experience experience Awards for sales performa

  40. Slide 40: Key Launch Drivers to Achieve High Share and Grow Category

    Key Launch Drivers to Achieve High Share and Grow Category Clinical REMS Rapid & sustained Flexibility to rapidly titrate as early as 2 weeks symptom improvement and reduction in ✓ Dose may be titrated after each echocardiogram obstruction ✓ Echocardiogram assessment within 2 to 8 weeks ✓ No monthly

  41. Slide 41: Key Features of REMS Monitoring Schedule

    Key Features of REMS Monitoring Schedule for First Year of Therapy Estimated Titration Regimen Across Dose Range MYQORZO® CAMZYOS® Process Step 5 mg 10 mg 15 mg 20 mg [within 12 months] Increase dose after Week 12 if Up-titration Increase dose after each echo, Echocardiogram* 3 4 5 6 LVEF ≥55% and V

  42. Slide 42: MYQORZO & You: Bespoke Treatment Experience

    MYQORZO & You : Bespoke Treatment Experience Patient Activation & Engagement Support investigating patient’s health Access & insurance benefits, OOP cost, Prior Reimbursement Authorization and/or Appeal criteria & submission Free drug supply during trial period for Free Trial eligible government-ins

  43. Slide 43: Market Access Strategy

    Market Access Strategy Grow CMI class & compete via clinical differentiation MYQORZO Q2 Payor Mix Securing Market Access Nearly 90% parity coverage for Q2 2026 Medicare lives, and >50% commercial coverage Commercial 35% Continue increasing Q3 2026 commercial lives covered above 50% in Q3 2026 Medica

  44. Slide 44: Measuring Launch Velocity: Key Metrics

    Measuring Launch Velocity: 3 Key Metrics Potential to reach >50% share of new patients by the end of 2026 Breadth and depth of HCP Volume of patients prescribing of MYQORZO® on MYQORZO Number of HCPs Volume of MYQORZO Volume of patients prescribing MYQORZO prescriptions on MYQORZO each HCP writes HC

  45. Slide 45: Key LTD Metrics: Breadth & Depth of HCP Prescribing

    Key LTD Metrics: Breadth & Depth of HCP Prescribing LTD Breadth of HCP Prescribing LTD Depth of HCP Prescribing Q2 Exit Share (estimated) >700 3 >40% New-to-Brand share HCPs prescribing MYQORZO Avg. new patient prescriptions vs. >30% in Q1 2026 vs. >275 in Q1 2026 written - all CMI HCPs Analysis bas

  46. Slide 46: Precedents for Next-In-Class Success & Category Growth

    Precedents for Next-In-Class Success & Category Growth With differentiated product profile, ATTR Class TRx has increased since Attruby Eliquis® generated 1.6x more prescriptions CMI market poised for growth3 launch than Xarelto® Oral anticoagulants Pradaxa® (2010), Xarelto (2011), Eliquis (2012) app

  47. Slide 47: Key LTD Metrics: Volume of Patients

    Key LTD Metrics: Volume of Patients LTD Volume of Patients Paid Drug in Q2 >80% ~1,500 Patients on therapy with a paid prescription* Patients dispensed MYQORZO vs. 400 in Q1 2026 ~3 weeks Average time to convert to paid prescription LTD: Launch to date Source: MYQORZO internal patient prescription d

  48. Slide 48: Advancing Global Availability in 2026

    Advancing Global Availability in 2026 United States Pending Regulatory Clinical Trials Ongoing Approved by FDA for adults LAUNCHED Approval with symptomatic oHCM to improve functional capacity JAN 2026 and symptoms Canada New Drug Submission under review; expect China decision 2H 2026 Approved by NM

  49. Slide 49: Omecamtiv Mecarbil

    G Cytokinetics’ Omecamtiv Mecarbil Omecamtiv mecarbil is an investigational agent and has not been approved for use by the U.S. Food & Drug Administration (FDA) or any regulatory agency. The safety and effectiveness of this product have not been established. 49

  50. Slide 50: Omecamtiv Mecarbil: Potential for High-Risk Severe HF Patients

    Omecamtiv Mecarbil: Potential for High-Risk Severe HF Patients Despite GDMT Efficient, pragmatic Phase 3 clinical trial High Unmet Need Ph 3 clinical trial results in 8,000 patients point to important treatment benefit The large and growing heart failure population faces frequent Planning hospitaliz

  51. Slide 51: GALACTIC-HF: Clinical Trial Overview

    GALACTIC-HF: Clinical Trial Overview Phase 3 clinical trial Event-driven clinical trial; 8,256 patients randomized in 35 countries at 944 clinical trial sites Chronic HFrEF Patients Randomization 1:1 Currently hospitalized for Omecamtiv mecarbil + Standard HF Therapy End of Study primary reason of H

  52. Slide 52: GALACTIC-HF: Primary Composite Endpoint

    Primary Composite Endpoint 50 Placebo HR = 0.92 45 (95% CI, 0.86–0.99) 40 Omecamtiv Cumulative incidence, % P = 0.025 mecarbil 35 30 CV Death 25 HR = 1.01 (95% CI, 0.92–1.11) P = 0.86 20 Omecamtiv 15 mecarbil 10 5 0 0 6 12 18 24 30 36 Patients Months (30 days) since randomization at risk, n Placebo

  53. Slide 53: Benefit Observed to Increase as Baseline LVEF Decreased

    Benefit Observed to Increase as Baseline LVEF Decreased Incidence of Primary Composite Endpoint Relative Treatment Effect on Primary Endpoint 60 50 Placebo 1.2 Incidence Rate (per 100 py) 40 Treatment Effect (Ratio) Treatment 1.0 Effect 30 Omecamtiv 0.8 mecarbil 20 0.6 4,456 patients 3,776 patients

  54. Slide 54: Large Treatment Effect in Easily Defined HF Population

    Large Treatment Effect in Easily Defined HF Population Nom N Hazard Ratio (95% CI) ARR p-value All Patients 8232 0.025 2.1 LVEF <30% 4704 <0.001 4.9 + Hosp <3 mos 2836 <0.001 6.2 + SBP <110 1881 0.004 7.2 + Class III/IV 2249 <0.001 8.9 + NT-proBNP ≥1000 pg/mL 2852 <0.001 8.8 0.6 0.7 0.8 0.9 1 1.1 1.

  55. Slide 55: COMET-HF: Phase 3 Confirmatory Clinical Trial Design

    Phase 3 Confirmatory Clinical Trial Design Currently enrolling COMET-HF: Confirmation of Omecamtiv Mecarbil Efficacy Trial in Heart Failure 2-week washout period LVEF < 30% 2-week run-in period • Primary endpoint: time to within 6 mo Omecamtiv Mecarbil + Standard of Care CV death, HF events, Direct

  56. Slide 56: Large and Growing Target Patient Population in US

    Large and Growing Target Patient Population in US Prevalence in Adults (18+, USA) 2020 Estimates 2029 Estimates 7.1M1 8.6M3 Heart Failure Including HFpEF 3.5M2 4.3M3 HFrEF Population 2.4M2 2.8M3 HFrEF Patients with EF<30% ~720K4 ~840K4 High risk HF patients with EF<30% Proposed Cardiac Function Mark

  57. Slide 57: Higher Event Rate & Costs in Patients with Severely Reduced EF

    Higher Event Rate & Costs in Patients with Severely Reduced EF Accounts for ~60% of HFrEF hospitalizations5 35% of patients with severely reduced EF re-hospitalized within 1 year6 $15,493 per HF re-hospitalization7 Direct costs from HF re-hospitalizations projected to increase from $3.9 billion in 2

  58. Slide 58: Ulacamten (CK-586)

    G Cytokinetics’ Ulacamten (CK-586) Ulacamten is an investigational agent and has not been approved for use by the U.S. Food & Drug Administration (FDA) or ar regulatory agency. The safety and effectiveness of this product have not been established. 58

  59. Slide 59: Heart Failure with Preserved Ejection Fraction (HFpEF)

    Heart Failure with Preserved Ejection Fraction (HFpEF) Despite broad use of standard treatments & advances in care, the prognosis for patients with HF is poor1 ~75% ~84% HFpEF patients will HFpEF patients will Subset of HFpEF patients Significant increase Lifetime healthcare costs die within five ye

  60. Slide 60: Ulacamten: Distinct Mechanism of Action from Aficamten

    Ulacamten: Distinct Mechanism of Action from Aficamten “Fewer hands pulling on the rope” Before Ulacamten After Ulacamten Ulacamten Mechanochemical domain ATP Post-Powerstroke State Actin sliding Actin sliding ATP: adenosine triphosphate Ulacamten is an investigational drug and is not approved by an

  61. Slide 61: Ulacamten: Shallow In Vivo Concentration-Response

    Ulacamten: Shallow In Vivo Concentration-Response Ulacamten has a shorter half-life than aficamten Pharmacodynamic window Fractional shortening IC50 /IC10 ratio mavacamten 2.8x aficamten 9.9x ulacamten 9.3x IC10: plasma concentration at 10% relative reduction in fractional shortening IC50: plasma co

  62. Slide 62: Phase 1 Data Support Advancement to Phase 2 Clinical Trial

    Phase 1 Data Support Advancement to Phase 2 Clinical Trial Phase 1 study design: 7 SAD cohorts (10 mg to 600 mg) & 2 MAD cohorts (100 & Change in LVEF vs. 200 mg once daily), 10 participants each Plasma Concentration Ulacamten Plasma (mean [SD]) over time after single ascending doses of ulacamten Co

  63. Slide 63: AMBER-HFpEF Phase 2 Study Schema

    Phase 2 Study Schema Currently enrolling AMBER-HFpEF: Assessment of CK-586 in a Multi-Center, Blinded Evaluation of Safety & Tolerability Results in HFpEF 6 WEEKS 6 WEEKS 2 weeks 1 Enrolling HFpEF SoC + Placebo Cohort 1 patients with: n=24 Washout SoC + 150 mg ulacamten SoC + 300 mg ulacamten • LVEF

  64. Slide 64: Ulacamten: Focusing on Patients with HFpEF

    Ulacamten: Focusing on Patients with HFpEF and EF ≥ 60 7.9M 4.0M (2024) 1.0M (EF>65) to 2.0M (EF > 60) Heart Failure Prevalence in 2024, US 50% of HF with HFpEF (EF ≥ 50%) ~20% of HF with EF ≥ 60% 2024 prevalence calculated using published, historic estimate and projected to 2024 using age adjusted

  65. Slide 65: Ulacamten May Address Unmet Needs of HFpEF Patients

    Ulacamten May Address Unmet Needs of HFpEF Patients Proposed Mechanistic Benefits Target Product Profile • Statistically significant reduction in composite of mortality and • Ulacamten may benefit cardiac relaxation hospitalization outcomes during diastole • Oral QD tablet • Ulacamten may reduce sym

  66. Slide 66: Financials & Milestones

    ——_——rli‘é‘CilS Financials & Milestones ytokinetics’

  67. Slide 67: Strong Financial Position

    Strong Financial Position Well-capitalized to execute launch & advance R&D pipeline ~$1.1B in cash, cash equivalents and investments as of March 31, 2026 $760M in net proceeds from our May 2026 public offering of Recent financing ~11.3M shares of common stock at a price of $71.00 per share Further a

  68. Slide 68: Updated 2026 Financial Guidance

    Updated 2026 Financial Guidance Prior guidance issued on Feb. 24, 2026 and Current guidance issued reiterated on May 5, 2026 on August 6, 2026 GAAP Combined R&D and SG&A Expense $830M to $870M $860M to $890M Non-cash stock-based compensation expense included in GAAP Combined R&D $130M to $120M $140M

  69. Slide 69: 2026 Expected Milestones

    2026 Expected Milestones Omecamtiv Ulacamten CK-089 Mecarbil Submit sNDA for aficamten in nHCM in Q4 2026 sNDA for MAPLE-HCM PDUFA date November 14, 2026 Complete Continue enrollment in Continue the Launch aficamten in the UK in Q4 2026 enrollment in Cohort 1 of second COMET-HF AMBER-HFpEF Phase 1 s

  70. Slide 70: Thank You

    THANK YOU 70

Cytokinetics — Investor Presentation (September 2026) on 6ix