Cytokinetics, Incorporated · NASDAQ:CYTK
Cytokinetics — Investor Presentation (May 2026)
37 slides from Cytokinetics's investor presentation, May 5, 2026
Slide 1: Cytokinetics
Exhibit 99.1 Cytokinetics
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: 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 4 4
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 SEQUOIA-HCM in US, China & EU** oHCM (vs. metoprolol) Aficamten MAPLE-HCM Pediatric oHCM Aficamten CEDAR-HCM nHCM Aficamte
Slide 6: Positioned for Launch & Sustainable Growth
Positioned for Launch & Sustainable Growth COMMERCIAL RESEARCH & DEVELOPMENT STRONG FINANCIAL POSITION Specialty Muscle-directed platform Cardiology ~$1.1B with multi-program pipeline Franchise cash, cash equivalents & investments (as of 3/31/26) sNDA for aficamten based on MAPLE-HCM under review wi
Slide 7: Vision 2030
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: Potential for Multiple Specialty Cardiology Launches
Potential for Multiple Specialty Cardiology Launches Potential Drug 2024 2025 2026 2027 2028 2029 2030+ Indication Candidate 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 r
Slide 9: MYQORZO (aficamten) Clinical Evidence in oHCM
MYQORZO (aficamten) Clinical Evidence in oHCM Prescribing Information Medication Guide 9
Slide 10: 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 o
Slide 11: SEQUOIA-HCM: Pivotal Phase 3 Trial in oHCM
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 1 -50 mmHg placebo-corrected change in post-Valsalva LVOT-G (p<0.0001) Absolute Change from Baseline to
Slide 12: 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) Dyspnea 8 (5.6) 8
Slide 13: 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: Gradients Mean Change from Baseline to Week 24 in pVO 2 1 LSM difference of -30 mmHg in resting LVOT-G (p<0.0001) 1 LSM difference of -35 mmHg
Slide 14: 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) a metoprolol Patients with AE that led to temporary interruption of aficamten or metoprolol 1 (1.1) 1 (1.1) b c Patie
Slide 15: Aficamten nHCM
Aficamten nHCM Prescribing Information Medication Guide 1 5
Slide 16: ACACIA-HCM: Pivotal Phase 3 Trial in nHCM
ACACIA-HCM: Pivotal Phase 3 Trial in nHCM Patients with: • Trial enrolled over 516 Aficamten Symptomatic symptomatic nHCM patients (NYHA Class II/III) nHCM, • Dual primary endpoint: change KCCQ-CSS Placebo ≥ 30 and ≤ 85 in KCCQ Clinical Summary Score and peak VO2 from LVEF ≥ 60% baseline to Week 36
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: 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 pVO 2 Washout 1.0 Titration 0.5 Primary endpoint 0.0 LSM Difference Primary endpoint 0.67 mL/kg/min LSM Difference (
Slide 19: MYQORZO (aficamten) Commercial Launch
MYQORZO (aficamten) Commercial Launch Prescribing Information Medication Guide 1 9
Slide 20: 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 ü HCM estimated prevalence ~0.3% in the general 1 population ~850K (approximately 1 in 350 individuals) ü Two HCM subtypes: obstructive HCM (oHCM) and 2 nonobstructive H
Slide 21: Key Launch Drivers to Achieve High Share & Grow Category
Key Launch Drivers to Achieve High Share & Grow Category Clinical REMS Patient Support Services Flexibility to rapidly titrate as Provide a compliant single point Rapid & sustained early as 2 weeks of contact model that is flexible 1 symptom improvement and and scalable reduction in obstruction ü Do
Slide 22: Initial Focus on High Volume CMI Prescribers
Initial Focus on High Volume CMI Prescribers HCPs for Personal and Non-Personal Engagement ü At launch, we have a Other CMI non-users Non-personal promotion ~21K greater emphasis on the top CMI prescribers to build share and depth of CMI nonusers who treat HCM ~8K prescribing Personal promotion ~40%
Slide 23: Measuring Launch Progress: Key Metrics
Measuring Launch Progress: 3 Key Metrics Breadth and depth of HCP Volume of patients ® prescribing of MYQORZO prescribed MYQORZO Volume of MYQORZO Number of HCPs Number of patients prescriptions prescribing MYQORZO prescribed MYQORZO each HCP writes HCP: healthcare provider Based on internal revenue
Slide 24: 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 As of 3/31/26 As of 4/30/26 As of 3/31/26 1,400+ 2.4 REMS-certified HCPs Average prescriptions written >275 >425 per HCP HCPs prescri
Slide 25: Key Metrics: Volume of Patients
Key Metrics: Volume of Patients Volume of Patients Paid Drug in Q1 >70% As of 3/31/26 As of 4/30/26 Patients on therapy with a paid prescription* 680 1,100 Patients Prescribed MYQORZO <2 weeks Average time to convert to paid prescription Source: MYQORZO internal patient prescription data through Apr
Slide 26: Market Access Strategy
Market Access Strategy Grow CMI class & compete via clinical differentiation Securing Market Access ® MYQORZO Q1 Payor Mix Ongoing payor engagement Q1 2026 Secured comparable access for nearly 90% of Medicare lives, Q2 2026 Commercial expect parity by end of Q2 2026 34% Medicare* Expect to reach 50%
Slide 27: 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 Japan under review; expect China Phase 3 clinical to recei
Slide 28: Omecamtiv Mecarbil
Omecamtiv Mecarbil Cytokinetics 28
Slide 29: 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 Currently hospitalized for Omecamtiv mecarbil + Standard HF Therapy primary reason of HF (25% of enrollment) History o
Slide 30: Primary Composite Endpoint
Primary Composite Endpoint 50 Placebo HR = 0.92 45 (95% CI, 0.86–0.99) Omecamtiv 40 P = 0.025 mecarbil 35 CV Death 30 HR = 1.01 (95% CI, 0.92–1.11) 25 P = 0.86 20 Omecamtiv 15 mecarbil 10 5 0 0 6 12 18 24 30 36 Months (30 days) since randomization Patients at risk, n Placebo 4112 3310 2889 2102 1349
Slide 31: 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 1.2 50 Placebo 40 Treatment 1.0 Effect 30 0.8 Omecamtiv mecarbil 20 0.6 4,456 patients 3,776 patients 10 10 15 20 25 30 35 10 15 20 25 30 35 Ejection fract
Slide 32: 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 LVEF < 30% within 6 mo • Primary endpoint: time to Omecamtiv Mecarbil + Standard of Care Direct randomization to target dose based on PK during run-in CV death,
Slide 33: Ulacamten
Ulacamten Cytokinetics 33
Slide 34: 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 Washout patients with: n=12 SoC + 150 mg ulacamten SoC + 300 mg ulacamten • LVEF
Slide 35: Financials & Milestones
Financials & Milestones Cytokinetics 35
Slide 36: 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 37: Cytokinetics
CG Cytokinetics