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Jun 30, 2021

Cytokinetics Q2 2021 Earnings Report

Reported financial results for the second quarter of 2021 and provided an update on pipeline progress and financial guidance.

Key Takeaways

Cytokinetics reported a net loss of $61.6 million for the second quarter of 2021. The company is progressing with its late-stage muscle biology-directed pipeline and preparing for its first NDA submission. Following a recent financing, they have more than three years of cash runway.

Submission of NDA for Omecamtiv Mecarbil on track to occur in 2H 2021

Positive Results from REDWOOD-HCM Support Progression of Aficamten (CK-274) to Pivotal Phase 3 Trial in Patients with Obstructive Hypertrophic Cardiomyopathy Expected to Start in Q4

Pivotal Phase 3 Trial of Reldesemtiv in Patients with ALS Now Enrolling

More than Three Years of Cash Runway Following Recent Financing and Updated 2021 Guidance

Total Revenue
$2.84M
Previous year: $3.59M
-20.9%
EPS
-$0.86
Previous year: -$0.68
+26.5%
Net Cash Utilization
$205M
Previous year: $110M
+86.4%
Operating Expenses
$240M
Previous year: $120M
+100.0%
Gross Profit
-$33.6M
Cash and Equivalents
$424M
Previous year: $213M
+99.0%
Free Cash Flow
-$38.3M
Total Assets
$564M

Cytokinetics

Cytokinetics

Forward Guidance

Cytokinetics updated its financial guidance for 2021.

Positive Outlook

  • Revenues for 2021 will be in the range of $23 million to $28 million
  • Includes receipt of $45 million under our funding agreement with RTW Investments, LP
  • Expect to start a Phase 3 clinical trial of aficamten in patients with obstructive HCM in Q4 2021
  • More than three years of cash runway
  • Ended the second quarter with $424 million cash

Challenges Ahead

  • Operating expenses will be in the range of $230 million to $250 million
  • Net cash utilization will be in the range of $195 million to $215 million
  • Includes non-recurring new building construction costs of approximately $35 million
  • Net loss for the second quarter was $61.6 million, or $0.86 per share
  • Changes in revenues are due to changes in reimbursable collaborative activities with Amgen and Astellas.