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Cytokinetics, Incorporated

Cytokinetics, Incorporated

NASDAQ•CYTK
CEO: Mr. Robert I. Blum
セクター: Healthcare
業種: Biotechnology
上場日: 2004-04-30
Cytokinetics, Incorporated, a late-stage biopharmaceutical company, focuses on discovering, developing, and commercializing muscle activators and inhibitors as potential treatments for debilitating diseases. It develops small molecule drug candidates primarily engineered to impact muscle function and contractility. The company's drug candidates include omecamtiv mecarbil, a novel cardiac myosin activator that is in Phase III clinical trial in patients with heart failure. It also develops CK-136, a novel cardiac troponin activator that is in Phase I clinical trial; CK-586, a small molecule cardiac myosin inhibitor, that is in Phase I clinical trial; and aficamten, a novel cardiac myosin inhibitor, which is in Phase III clinical trial for the treatment of patients with symptomatic obstructive hypertrophic cardiomyopathy. The company has a strategic alliance with Ji Xing Pharmaceuticals Limited; and a collaboration and license agreement for the development and commercialization of aficamten in Japan for the treatment of patients with obstructive and non-obstructive hypertrophic cardiomyopathy. Cytokinetics, Incorporated was incorporated in 1997 and is headquartered in South San Francisco, California.
連絡先情報
350 Oyster Point Boulevard, South San Francisco, CA, 94080, United States
650-624-3000
www.cytokinetics.com
時価総額
$7.93B
PER (TTM)
-10.3
34.6
配当利回り
--
52週高値
$70.98
52週安値
$29.31
52週レンジ
85%
順位60Top 89.2%
2.1
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 2.1 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2025 データ

売上高

$1.94M+318.14%
直近4四半期の推移

EPS

-$2.55+87.50%
直近4四半期の推移

フリーCF

-$116.86M+12.41%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Nine Month Revenue Surge Total revenues reached $70.3M for nine months ended September 30, 2025, up substantially from $1.5M prior year, driven by milestone recognition.
Aficamten Trial Success MAPLE-HCM Phase 3 trial met primary endpoint, demonstrating statistically significant pVO2 improvement versus metoprolol after 24 weeks of treatment.
Strong Cash Position Cash and marketable securities totaled $1.251B as of September 30, 2025, reflecting a net cash increase of $134.3M for nine months.
Major Debt Issuance Issued $750.0M aggregate principal amount of 2031 Convertible Notes in Q3 2025 to fund ongoing development and operations.

リスク要因

Aficamten Regulatory Delay Aficamten NDA PDUFA date extended to December 26, 2025, due to submission of a proposed REMS as a Major Amendment.
Widening Net Loss Nine-month net loss increased to $(601.9)M from $(439.5)M, driven by higher R&D and G&A expenses for commercial readiness.
Increased Liabilities Total liabilities grew to $1.958B by September 30, 2025, reflecting significant borrowings related to financing arrangements.
Stockholder Litigation Risk Stockholder class action lawsuit filed alleging materially false statements regarding the NDA approval timeline for aficamten.

見通し

Increased Commercial Costs Expect G&A expenses to increase in 2025 due to US and Europe commercial readiness hiring, sales force training, and infrastructure buildout.
Rising R&D Spending Research and development expenses expected to increase in 2025 due to ongoing clinical trials for aficamten, COMET, and CK-089.
Future Capital Requirements Operations require substantial future funding; reliance remains on strategic alliances, equity offerings, and debt financing to sustain activities.
Awaiting NDA Decision Awaiting FDA decision on aficamten NDA by the extended PDUFA target action date of December 26, 2025.

同業比較

売上高 (TTM)

Jazz Pharmaceuticals plcJAZZ
$4.16B
+4.1%
Halozyme Therapeutics, Inc.HALO
$1.24B
+31.2%
Corcept Therapeutics IncorporatedCORT
$741.17M
+17.9%

粗利益率 (最新四半期)

Avidity Biosciences, Inc.RNA
100.0%
+0.0pp
Corcept Therapeutics IncorporatedCORT
97.8%
-0.6pp
Merus N.V.MRUS
94.7%
+55.6pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
RVMD$18.55B-18.9-49.2%7.0%
RNA$10.99B-18.3-37.7%2.3%
JAZZ$10.06B-27.3-9.3%47.8%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-51.5%
成長鈍化
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
0%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年2月26日
|
EPS:-$1.48
|
売上高:$8.02M
財務レポート
財務データ
全年度
  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年11月5日|
    売上高: $1.94M+318.1%
    |
    EPS: $-2.55+87.5%
    予想を下回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月7日|
    売上高: $66.77M+26714.9%
    |
    EPS: $-1.12-14.5%
    予想を上回る
  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月6日|
    売上高: $1.58M+89.1%
    |
    EPS: $-1.36+2.3%
    予想通り
  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月27日|
    売上高: $18.47M+145.3%
    |
    EPS: $-5.26+3.5%
    予想を下回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年11月7日|
    売上高: $463.00K+22.5%
    |
    EPS: $-1.36+0.7%
    予想を下回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月9日|
    売上高: $249.00K-71.3%
    |
    EPS: $-1.31-2.2%
    予想を下回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月10日|
    売上高: $835.00K-81.9%
    |
    EPS: $-1.33-2.2%
    予想を下回る
  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月28日|
    売上高: $7.53M-92.0%
    |
    EPS: $-5.45-25.9%
    予想を下回る