Cytokinetics, Incorporated · NASDAQ:CYTK
Cytokinetics — Investor Presentation (September 2025)
73 slides from Cytokinetics's investor presentation, September 2025
Slide 1: Empowering muscle, empowering lives
EMPOWERING muscle EMPOWERING lives
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
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
Slide 4: A Commitment to Muscle-Directed Cardiac Medicines
A Commitment to Muscle-Directed Cardiac Medicines Protein Target Therapeutic Area Drug Candidate Research Pre-Clinical Phase 1 Phase 2 Phase 3 Approval U.S. PDUFA date 12/26/25 oHCM Aficamten China NDA & EU MAA on file Myosin oHCM Positive results presented at ESC Aficamten in August 2025 (Monothera
Slide 5: Strong Financial Position
Strong Financial Position Well-capitalized to execute launch & advance R&D pipeline ~$1.0B in cash, cash equivalents and investments as of June 30, 2025 Further access to capital Proceeds of $75M from Tranche 4 loan received in April 2025 through term loans[1] with Eligible to draw up to $100M in 20
Slide 6: Myosin Platform Fuels Multiple Milestones and Increased Value
Myosin Platform Fuels Multiple Milestones and Increased Value Potential Regulatory Results Approval For illustrative purposes only Aficamten Aficamten SEQUOIA- oHCM HCM Results Potential Approval Enhancing Aficamten U.S. PDUFA December 26, 2025, Emerging oHCM Mono shareholder China NDA & EU MAA on f
Slide 7: 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
Slide 8: Building a Specialty Cardiology Franchise
Building a Specialty Cardiology Franchise 8
Slide 9: 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 aficamten as Addressing underserved segment of HF Expanding into adjacent populati
Slide 10: Building a Specialty Cardiology Franchise Anchored by Aficamten
Building a Specialty Cardiology Franchise Anchored by Aficamten Potential patient market for specialty cardiology franchise strategy Myosin Myosin-Targeted Therapies 800K4 HFpEF + EF ≥ 65% in 2030 ~840K3 HFrEF + EF <30% in 2029 Ulacamten HFpEF With nHCM as a 250-400K1,2 proxy, potential to nHCM pati
Slide 11: Potential for Multiple Specialty Cardiology Launches
Potential for Multiple Specialty Cardiology Launches Drug Potential Candidate Indication 2024 2025 2026 2027 2028 2029 2030+ oHCM Aficamten oHCM Mono (MAPLE-HCM) nHCM (ACACIA-HCM) Omecamtiv HFrEF Mecarbil Ulacamten HFpEF Aficamten, omecamtiv mecarbil and ulacamten are investigational drugs and are n
Slide 12: Specialty Cardiology Business Has Potential for High ROI
Specialty Cardiology Business Has Potential for High ROI Concentrated Prescribers Higher Revenue Per Prescriber Opportunity To Grow ~80K cardiologists/PCPs treat CV diseases Market Through Diagnosis ~10K $$$$/ DIAGNOSIS 50 % cardiologists HCP treat ~80% HCM $/HCP Distribution Limited to Differentiat
Slide 13: Potential Benefits of a Specialty Cardiology Franchise
Potential Benefits of a Specialty Cardiology Franchise • Significant FTE cost savings • 1:1 customer – rep relationship • Reduced operational support • Single point of contact for teams, IT systems & analytics Customer HCP & office staff enables • Efficiency in sales training, Financial Experience i
Slide 14: HCP & Patient-Directed HCM Awareness Campaigns Launched
HCP & Patient-Directed HCM Awareness Campaigns Launched HCP Portal CRM Registration (Medscape) Paid Social Educational Materials (Facebook) HCP Market Patient Market Development Website Development Website HCMBeyondTheHeart.com/HCP HCMBeyondTheHeart.com Paid Search Programmatic/ Programmatic/Digital
Slide 15: Aficamten
G Cytokinetics’ Aficamten Aficamten 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. 15
Slide 16: Opportunity for CMIs in Diagnosed, Symptomatic HCM Patients
Opportunity for CMIs in Diagnosed, Symptomatic HCM Patients US Prevalence of HCM1 700K to 1.1M ~65% ~35% US oHCM1,3 nHCM1,3 USDiagnosed HCM oHCM Prevalence ~300K2 nHCM Prevalence 450-700K1,3 250-400K1,3 Diagnosed oHCM Diagnosed nHCM ~200K2,3 ~100K2,3 Sympt. Sympt. >130K4,5 >40K4,5 Projections and fo
Slide 17: $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
Slide 18: Market Research Shows Aficamten May Achieve High Share & Grow Category
Market Research Shows Aficamten May Achieve High Share & Grow Category • If approved with target profile, aficamten may expand total CMI market & create opportunity in newly treated CMI patients Key attributes that may drive preference include the potential for: LVOT gradient Change in NYHA Pharmaco
Slide 19: Building the Evidence Base in HCM
Building the Evidence Base in HCM 19
Slide 20: 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
Slide 21: SEQUOIA-HCM: Primary Endpoint
SEQUOIA-HCM: Primary Endpoint Significant improvement in exercise capacity compared to placebo Results presented at Heart Failure 2024 and published in NEJM Absolute Change from Baseline to Week 24 LS mean Change from Baseline to Week 24 Aficamten 2.5 P=0.000002 Placebo 21 2.0 ΔpVO2 (mL/kg/min) pVO2
Slide 22: SEQUOIA-HCM: Secondary & Exploratory Endpoints
SEQUOIA-HCM: Secondary & Exploratory Endpoints Significant improvement in gradients by ~60% with no significant adverse change in LVEF LS mean difference: Resting LVOT-G Valsalva LVOT-G - 50 mmHg P<0.001 P<0.001 100 100 90 90 Resting LVOT-G (mmHg) Valsalva LVOT-G (mmHg) 80 80 70 70 60 60 50 50 40 40
Slide 23: SEQUOIA-HCM: Secondary & Exploratory Endpoints
SEQUOIA-HCM: Secondary & Exploratory Endpoints Significant improvement in patient symptom burden and quality of life KCCQ-OSS2 ≥1 NYHA FC Improvement1 P<0.001 SAQ7-SS2 P<0.001 Proportion of patients with ≥1 100 NYHA FC improvement (%) 90 80 58% 70 60 50 40 30 20 10 0 2 4 6 8 12 16 20 24 Weeks Mean d
Slide 24: SEQUOIA-HCM: Safety Data
SEQUOIA-HCM: Safety Data Placebo Aficamten Event, n (%) (n=140) (n=142) Overall AEs 99 (70.7) 105 (73.9) Headache 10 (7.1) 11 (7.7) Hypertension 3 (2.1) 11 (7.7) Palpitations 4 (2.9) 10 (7.0) AEs with ≥5% incidence Upper respiratory infection 12 (8.6) 9 (6.3) COVID-19 9 (6.4) 8 (5.6) Dyspnea 8 (5.7)
Slide 25: SEQUOIA-HCM: CMR Sub-Study
SEQUOIA-HCM: CMR Sub-Study Aficamten associated with favorable cardiac remodeling Among 50 of the 284 eligible patients who opted to complete the CMR sub-study there was: Left Ventricular Mass Index (LVMI) (g/m2) -15.4 (-24.5,-6.3); P=0.001 • Significant improvement in LVMI • Favorable cardiac remod
Slide 26: MAPLE-HCM: Primary Endpoint
MAPLE-HCM: Primary Endpoint Aficamten superior to standard-of-care beta blocker metoprolol Mean Change from Baseline to Week 24 in pVO2 Aficamten Mean (95% CI) pVO2 (mL/kg/min) 22 Metoprolol 21 20 19 18 17 BL Week 24 LSM difference (SE) vs. metoprolol 2.3 (0.39) mL/kg/min, P<0.0001 Garcia-Pavia, P.
Slide 27: MAPLE-HCM: Primary Endpoint Subgroup Analysis
MAPLE-HCM: Primary Endpoint Subgroup Analysis Pre-specified subgroups show no heterogeneity in pVO2 Change in pVO2 Consistent Across Pre-Specified Subgroups Aficamten Metoprolol LSM Difference no. of patients (95% CI) in pVO2 Overall 88 87 2.3 (1.52, 3.07) Gender Male 52 50 2.18 (1.2, 3.16) Female 3
Slide 28: MAPLE-HCM: Secondary Endpoints
MAPLE-HCM: Secondary Endpoints Aficamten superior to metoprolol in 5 of 6 secondary endpoints Proportion of patients with ≥1 class improvement in 1 P<0.001 NYHA functional class from baseline to Week 24 2 Change in KCCQ-CSS from baseline to Week 24 P<0.002 3 Change in NT-proBNP from baseline to Week
Slide 29: MAPLE-HCM: Functional Class & Symptoms
MAPLE-HCM: Functional Class & Symptoms Substantial improvements in functional class & patient symptom burden NYHA Functional Class By Week Change From Baseline in KCCQ-CSS Aficamten Washout Metoprolol Washout Washout 100 25 Aficamten Metoprolol Patients in each NYHA class, % 20 Least Squares Mean (9
Slide 30: MAPLE-HCM: Secondary Endpoints
MAPLE-HCM: Secondary Endpoints Significant improvements in gradients Resting LVOT Gradient Valsalva LVOT Gradient Washout Washout Aficamten 60 Metoprolol 100 Aficamten Metoprolol 75 LVOT Gradient (mmHg) Mean (95% CI) Valsalva LVOT Gradient (mmHg) Mean (95% CI) Resting 40 30 50 20 25 LSM Diff at Week
Slide 31: MAPLE-HCM: Secondary Endpoints
MAPLE-HCM: Secondary Endpoints Improvements in NT-proBNP & LAVI, suggesting potential favorable cardiac remodeling NT-proBNP Left Atrial Volume Index (LAVI) Washout 750 50 45 Geometric Mean (95%) 500 NT-proBNP (pg/mL) LAVI (mL/m2) 40 Mean (95%) 35 250 30 125 LSM Diff at Week 24 = ‒7.0 mL/m2 P<0.0001
Slide 32: MAPLE-HCM: Change in Mitral Valve Function
MAPLE-HCM: Change in Mitral Valve Function Improvements in NT-proBNP & LAVI, suggesting potential favorable cardiac remodeling Systolic Anterior Motion Mitral Regurgitation None Mild Moderate Severe No SAM SAM SAM + Septal contact Metoprolol 100 Baseline 17 35 49 15 14 14 23 80 Week 24 13 35 53 25 2
Slide 33: 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
Slide 34: 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
Slide 35: Long-Term Treatment with Aficamten in oHCM
Long-Term Treatment with Aficamten in oHCM Sustained improvements in hemodynamic & clinical benefits; low incidence of new-onset AF & LVEF <50% Clinical assessments over time ✓ >352 patient-years of follow up in oHCM associated with early, substantial, sustained improvements in LVOT-G & symptoms ✓
Slide 36: Low Rate of New-Onset AF with Aficamten
Low Rate of New-Onset AF with Aficamten New-onset AF in aficamten studies was similar or lower than that predicted by HCM-AF or CHARGE-AF 1.5%/year Observed Ratea 3.6%/year, interaction p=0.1 During 269 participant-years of follow-up HCM-AF Riskb with aficamten (median 1.7 years): 1.4%/year, • 4/136
Slide 37: Preparing for Potential Commercialization
Preparing for Potential Commercialization 37
Slide 38: Cardiologists Located in Concentrated Geographic Clusters Across the US
Cardiologists Located in Concentrated Geographic Clusters Across the US ~75% of the HCM patient volume is treated by ~10,000 cardiologists HCM Patient Concentration by Cardiologist Geographic Distribution of HCM Patients 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 7,000 10,000 … 30,000 Note: include
Slide 39: U.S. Sales Team Designed Based on Efficiency & Customer Feedback
U.S. Sales Team Designed Based on Efficiency & Customer Feedback Traditional Models Our Design Principles Several functions with very focused roles Simple model creating quality experience Overwhelmed customers, “It’s too much” Hire team with deep experience in specialty Hospital Rep Community Strat
Slide 40: Building a Patient-Centric Treatment Experience
Building a Patient-Centric Treatment Experience Landscape assessment to identify Detailed integrated CMI specific current trends coupled with primary treatment experience build underway and secondary insights to understand in collaboration with clinicians and current challenges and barriers to patie
Slide 41: Strategy in Place to Support Market Access at Launch
Strategy in Place to Support Market Access at Launch Payer value proposition PIE engagements with key Channel & dispensing Patient support strengthened with payer accounts strategy designed to services will provide clinical & HEOR enhance patient robust prior- evidence experience authorization & med
Slide 42: Advancing EU Launch Readiness Activities
Advancing EU Launch Readiness Activities Key Key Hires in Hires Zug andin Europe Munich KeyKey Activities Activities to Support to Support Launch Launch Highly experienced hires in Zug, Switzerland in Design the EU distribution model & select EU 3PL Regulatory, Medical Affairs, Commercial, Market Ac
Slide 43: Gated Build of Commercial Infrastructure
Gated Build of Commercial Infrastructure Sales representative hiring to occur in proximity to approval 2/3 of hiring to occur at-approval Activities initiated upon key de-risking events Underway before SEQUOIA-HCM readout Market access strategy Commercial leadership Pricing strategy Marketing Distri
Slide 44: Global Presence of Aficamten & Progress of Marketing Applications
Global Presence of Aficamten & Progress of Marketing Applications 2025 2025 Partnered with United States China Sanofi in China; U.S. PDUFA NDA on file with date 12/26/25 priority review 2026 Europe Japan MAA on file Partnered with in Europe Bayer in Japan Aficamten is an investigational drug and is
Slide 45: Strategies for Success: First-Time Biotech Launches
Strategies for Success: First-Time Biotech Launches Cytokinetics’ commercial strategy validated by industry findings First-time launchers are more likely to succeed if they: Develop a multi-asset portfolio Invest in SG&A at launch year & continue over subsequent years Leverage precision-based market
Slide 46: Ongoing Clinical Trials of Aficamten
Ongoing Clinical Trials of Aficamten Pivotal Phase 3 clinical Clinical trial in a pediatric Open-label extension trial in nHCM population with oHCM clinical study in HCM Enrollment complete; Expect to complete enrollment Ongoing data expected in 1H 2026 of adolescent cohort in 2H 2025 Aficamten is a
Slide 47: ACACIA-HCM: Pivotal Phase 3 Trial in nHCM
ACACIA-HCM: Pivotal Phase 3 Trial in nHCM Enrollment complete; results expected 1H 2026 Patients with: Randomization • Trial enrolled over 516 Aficamten End of Study Symptomatic symptomatic nHCM patients N = 420 Screening (1:1) (NYHA Class (EOS) II/III) nHCM, • Dual primary endpoint: change KCCQ-CSS
Slide 48: Non-Obstructive HCM: A Growing and Underserved Population
Non-Obstructive HCM: A Growing and Underserved Population Projected HCM Prevalence • Significant underserved segment of the HCM population Present • No effective medical or surgical HCM Prevalence nHCM treatment options (1/2) nHCM • Diagnosis trends indicate that (1/3) nHCM is growing at a faster ra
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
Slide 50: Omecamtiv Mecarbil: Potential for High-Risk Severe HF Patients Despite GDMT
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
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
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
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
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.
Slide 55: Residual Risk is High Despite Best Therapy
Residual Risk is High Despite Best Therapy DAPA-HF Trial: Patients on GDMT including SGLT2-i DAPA-HF Trial Residual Risk DAPA-HF trial (dapagliflozin group) • Primary endpoint: CV Death/HF hospitalization/urgent HF visit • 4744 patients • Renin-angiotensin system blocker 94% • Dapagliflozin 96% • Mi
Slide 56: 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
Slide 57: 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
Slide 58: 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
Slide 59: The Business Case for Omecamtiv Mecarbil
The Business Case for Omecamtiv Mecarbil Significant clinical need, lack of treatments drives higher price potential in HF with severely reduced EF “Severely Reduced EF” US Price Potential Premium to market Disease Severely Reduced EF Market Insights Severity LVEF <30 Payer ~1M patients Positioning
Slide 60: 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. 60
Slide 61: 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
Slide 62: 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 Ulacamten is an investigational drug and is not approved by any regulatory agency. Its sa
Slide 63: 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
Slide 64: 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
Slide 65: Phase 2 Study Schema
Phase 2 Study Schema Currently enrolling AMBER-HFpEF: Assessment of CK-586 in a Multi-Center, Blinded Evaluation of Safety and Tolerability Results in HFpEF 6 WEEKS 6 WEEKS 2 weeks 1 Enrolling HFpEF SoC + Placebo Cohort 1 patients with: n=12 Washout SoC + 150 mg ulacamten SoC + 300 mg ulacamten • LV
Slide 66: Ulacamten: Focusing on Patients with HFpEF and EF ≥60%
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
Slide 67: 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
Slide 68: Financials & Milestones
——_——rli‘é‘CilS Financials & Milestones ytokinetics’
Slide 69: Strong Financial Position
Strong Financial Position Well-capitalized to execute launch & advance R&D pipeline ~$1.0B in cash, cash equivalents and investments as of June 30, 2025 Further access to capital Proceeds of $75M from Tranche 4 loan received in April 2025 through term loans[1] with Eligible to draw up to $100M in 20
Slide 70: 2025 Financial Guidance
2025 Financial Guidance Guidance Issued on Feb. 27, 2025 GAAP Operating Expense[1] $670M to $710M Stock-based Compensation included in GAAP Operating Expense $120M to $110M The financial guidance does not include the effect of GAAP adjustments as may be caused by events that occur subsequent to publ
Slide 71: Robust Pipeline, Upcoming Commercial Launch & Solid Financial Position
Robust Pipeline, Upcoming Commercial Launch & Solid Financial Position U.S. PDUFA date of December 26, 2025 China NDA and Commercial for aficamten EU MAA on file U.S go-to-market strategies anchored in European commercial readiness optimized market access & patient experience activities underway Afi
Slide 72: Expected 2025 Milestones
Expected 2025 Milestones Aficamten Omecamtiv Mecarbil Continue advancing go-to-market strategies & prepare Continue patient enrollment in COMET-HF through to launch aficamten in the U.S. in 2H 2025 2025 with objective to complete enrollment in 2026 Report topline results from MAPLE-HCM in May 2025 U
Slide 73: Thank you
(4 Cytokinetics’
Cytokinetics — Investor Presentation (September 2025) on 6ix