Slide 1: Q1 2026 Financial Results
Q1 2026 Financial Results May 5, 2026 1
Slide 2: Today's Agenda
Today’s Agenda Diane Weiser Introduction SVP, Corporate Affairs Robert Blum First Quarter 2026 Highlights President & CEO Andrew Callos Commercial Updates EVP, Chief Commercial Officer Fady Malik, M.D., Ph.D. Clinical Updates EVP, Research & Development Stuart Kupfer, M.D. Ongoing Clinical Developme
Slide 3: 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 4: Robert Blum
Robert Blum President and CEO 4
Slide 5: Strong Start to 2026
Strong Start to 2026 Q1 2026 & Recent Highlights 2026 Key Activities • MYQORZO® now approved in U.S., EU and China • Continue U.S. commercial launch of MYQORZO • Positive topline results from ACACIA-HCM reported in April 2026 • Launch MYQORZO in Germany in Q2 • U.S. commercial launch of MYQORZO unde
Slide 6: Andrew Callos
Andrew Callos EVP, Chief Commercial Officer 6
Slide 7: Now Available
Now Available 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 7
Slide 8: Foundation of Clinical Differentiation
Foundation of Clinical Differentiation Rapid & sustained Flexibility to rapidly titrate No treatment symptom improvement as early as 2 weeks, with flexible interruptions and reduction in monitoring schedule or worsening HF events obstruction observed in patients with LVEF <50% in SEQUOIA-HCM HF: hea
Slide 9: Strong HCP Awareness and Perception
Strong HCP Awareness and Perception MYQORZO Label Viewed Favorably by HCPs** ✓ Rapid dose titration and reversibility ✓ Flexibility in echo monitoring ✓ No clinically meaningful drug-drug interactions 80% of treating HCPs* report having seen MYQORZO ✓ No DDI monitoring within REMS Prescribing Inform
Slide 10: 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 ✓ At launch, we have a ~21K Non-personal promotion greater emphasis on the top CMI prescribers to build share and depth of CMI nonusers who treat HCM ~8K prescribing Personal promotion ~40%
Slide 11: Measuring Launch Velocity: Key Metrics
Measuring Launch Velocity: 3 Key Metrics Breadth and depth of HCP Volume of patients prescribing of MYQORZO® prescribed MYQORZO Number of HCPs Volume of MYQORZO Number of patients prescribing MYQORZO prescriptions prescribed MYQORZO each HCP writes HCP: healthcare provider Based on internal revenue
Slide 12: Key Metrics: Breadth & Depth of HCP Prescribing
Key Metrics: Breadth & Depth of HCP Prescribing Potential Leading Indicator of Breadth of HCP Prescribing Q1 Depth of HCP Prescribing Future Prescribing As of 3/31/26 1,400+ As of 3/31/26 As of 3/31/26 As of 4/30/26 2.4 >275 >425 Average prescriptions written per HCP REMS-certified HCPs HCPs prescri
Slide 13: Key Metrics: Volume of Patients
Key Metrics: Volume of Patients Volume of Patients Paid Drug in Q1 As of 3/31/26 As of 4/30/26 >70% 680 1,100 Patients on therapy with a paid prescription* Patients Prescribed MYQORZO <2 weeks Average time to convert to paid prescription Source: MYQORZO internal patient prescription data through Apr
Slide 14: Market Access Strategy
Market Access Strategy Grow CMI class & compete via clinical differentiation Securing Market Access MYQORZO® Q1 Payor Mix Q1 2026 Ongoing payor engagement Secured comparable access for Q2 2026 nearly 90% of Medicare lives, Commercial expect parity by end of Q2 2026 34% Medicare* Expect to reach 50%
Slide 15: Advancing Global Availability in 2026
Advancing Global Availability in 2026 Pending Regulatory Clinical Trials Ongoing United States Approval Approved by FDA for adults with symptomatic oHCM to improve functional capacity and symptoms LAUNCHED JAN 2026 Canada New Drug Submission China under review; expect Japan to receive decision in Ph
Slide 16: Fady Malik, M.D., Ph.D.
Fady Malik, M.D., Ph.D. EVP, Research & Development 16
Slide 17: ACACIA-HCM: Phase 3 Trial of Aficamten in nHCM
ACACIA-HCM: Phase 3 Trial of Aficamten in nHCM Full results to be presented at upcoming medical meeting Change from Baseline to Week 36 Aficamten vs Placebo No new safety signals identified Primary Endpoints p-value LSM (95% CI] LSM (95% CI) % participants completing planned dosing: Aficamten Placeb
Slide 18: ACACIA-HCM: Robust & consistent improvements throughout treatment period
ACACIA-HCM: Phase 3 Trial of Aficamten in nHCM Robust & 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) 1.0 Mean Change from Baseline in KCCQ-CSS Titration 0.
Slide 19: Stuart Kupfer, M.D.
Stuart Kupfer, M.D. SVP, Chief Medical Officer 19
Slide 20: Ongoing Programs for Aficamten in HCM
Ongoing Programs for Aficamten in HCM CAMELLIA-HCM Japan Cohort Phase 2/3 trial in Phase 3 trial in Phase 3 trial in pediatric & adolescent Japanese patients with oHCM patients with nHCM patients with oHCM Expect to complete enrollment Enrollment complete, in adolescent cohort Conduct ongoing conduc
Slide 21: 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
Slide 22: 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=12 Washout SoC + 150 mg ulacamten SoC + 300 mg ulacamten • LVEF
Slide 23: Sung Lee
Sung Lee EVP, Chief Financial Officer 23
Slide 24: Q1 2026 Financial Highlights
Q1 2026 Financial Highlights Three months Three months ended March 31, 2026 ended March 31, 2025 MYQORZO® net product revenue $4.8 m - Collaboration revenues $2.6 m $1.6 m License and milestone revenues $11.9 m - Total revenues $19.4 m $1.6 m R&D expenses $95.5 m $98.3 m SG&A expenses $104.9 m $57.4
Slide 25: 2026 Financial Guidance
2026 Financial Guidance Guidance Issued on Feb. 24, 2026 GAAP Combined R&D and SG&A Expense $830M to $870M Non-cash stock-based compensation expense included in $130M to $120M GAAP Combined R&D and SG&A Expense The financial guidance does not include: 1) collaboration expenses which can include reim
Slide 26: Robert Blum
Robert Blum President and CEO 26
Slide 27: 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 ~$1.1B Franchise cash, cash equivalents & investments (as of 3/31/26) sNDA for aficamten based on MAPLE-HCM under
Slide 28: 2026 Expected Milestones
2026 Expected Milestones Omecamtiv Mecarbil Ulacamten Meet with regulatory authorities to discuss results from ACACIA-HCM & plans for submitting sNDA Launch MYQORZO in Germany in Q2 2026 Complete enrollment in sNDA for MAPLE-HCM PDUFA date Continue enrollment in Cohort 1 of November 14, 2026 COMET-H
Slide 29: Thank you
, EMPOWERING G Cytokinetics’ Thank you 29