Form 8-K

8-K — CYTOKINETICS INC

Accession: 0001193125-26-206420

Filed: 2026-05-05

Period: 2026-05-05

CIK: 0001061983

SIC: 2834 (PHARMACEUTICAL PREPARATIONS)

Item: Other Events

Item: Financial Statements and Exhibits

Documents

8-K — d124879d8k.htm (Primary)

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8-K

8-K (Primary)

Filename: d124879d8k.htm · Sequence: 1

8-K

CYTOKINETICS INC false 0001061983 0001061983 2026-05-05 2026-05-05

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): May 5, 2026

Cytokinetics, Incorporated

(Exact name of Registrant as Specified in Its Charter)

Delaware

000-50633

94-3291317

(State or Other Jurisdiction

of Incorporation)

(Commission

File Number)

(IRS Employer

Identification No.)

350 Oyster Point Boulevard

South San Francisco, California

94080

(Address of Principal Executive Offices)

(Zip Code)

(650) 624-3000

(Registrant’s Telephone Number, including Area Code)

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading

Symbol(s)

Name of each exchange

on which registered

Common Stock, $0.001 par value

CYTK

The Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 8.01

Other Events

On May 5, 2026, Cytokinetics, Incorporated released its current corporate presentation, which is attached hereto as Exhibit 99.1 and is incorporated by reference in this Item 8.01.

Item 9.01

Financial Statements and Exhibits.

(d) Exhibits

Exhibit

No.

Description

99.1

Corporate Presentation.

104

Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

CYTOKINETICS, INCORPORATED

Date: May 5, 2026

By:

/s/ John O. Faurescu

John O. Faurescu

SVP, Deputy General Counsel & Secretary

EX-99.1

Filename: d124879dex991.htm · Sequence: 2

EX-99.1

Exhibit 99.1 1

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 harbor

for forward-looking statements. Examples of such statements include, but are not limited to, statements, express or implied, related to Cytokinetics’ research and development activities; clinical trial initiation, design, enrollment, conduct,

progress, continuation, completion, timing and results; regulatory submissions, review processes, approval timing and outcomes, including with respect to supplemental applications and approvals in jurisdictions outside the United States; the scope,

expansion, modification, durability or continuation of labeling and promotional claims; commercial readiness, launch timing, market access and reimbursement; anticipated patient, prescriber and payer adoption; expectations regarding market

opportunity, growth and market share; pipeline development and expansion into additional indications or geographies; access to and use of capital; expected future product launch dates for drug candidates, including the probability of clinical

success, receipt of regulatory approval and the timing thereof; and Cytokinetics’ business strategy, objectives and future plans. Such statements are based on management's current expectations and assumptions; however, actual results may

differ materially due to various risks and uncertainties, including, but not limited to, uncertainties inherent in drug development and commercialization; the timing, conduct and outcomes of clinical trials; regulatory review and approval processes

in the United States and other jurisdictions; differences in regulatory requirements, labeling, market access or promotional restrictions across jurisdictions; the ability to obtain, expand, maintain or continue desired labeling, promotional claims

or commercial positioning for approved products; potential legal, intellectual property or regulatory constraints affecting commercialization and marketing claims; patient and prescriber acceptance of MYQORZO as compared to alternative therapies;

the availability and terms of reimbursement from commercial and government payers; manufacturing, supply and distribution risks; competition; and the availability of sufficient capital to execute Cytokinetics’ business plans. These

forward-looking statements speak only as of the date they are made, and Cytokinetics undertakes no obligation to subsequently update any such statement, except as required by law. For further information regarding these and other risks related to

Cytokinetics’ business, investors should consult Cytokinetics’ filings with the Securities and Exchange Commission (the “SEC”). Cytokinetics has filed a registration statement (including a base prospectus) on Form S-3 (File

No. 333- 283576) and will file a preliminary prospectus supplement with the SEC for the offering to which this presentation relates. Before you invest, you should read the base prospectus in that registration statement, the preliminary prospectus

supplement related to the offering (when available) and other documents Cytokinetics has filed with the SEC for more complete information about Cytokinetics and this offering. You may obtain these documents for free by visiting the SEC website at

www.sec.gov. Alternatively, copies of the preliminary prospectus relating to the proposed offering may be obtained from Morgan Stanley & Co. LLC, Attention: Prospectus Department, 180 Varick Street, 2nd Floor, New York, New York 10014, or by

email at prospectus@morganstanley.com; Goldman Sachs & Co. LLC, Attention: Prospectus Department, 200 West Street, New York, New York 10282, by telephone at (866) 471-2526 or by email at Prospectus-ny@ny.email.gs.com; J.P. Morgan Securities LLC,

Attention: Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, New York 11717, or by email at prospectus-eq_fi@jpmchase.com and postsalemanualrequests@broadridge.com; or Jefferies LLC, Attention: Equity Syndicate Prospectus

Department, 520 Madison Avenue, New York, NY 10022, by telephone at (877) 821-7388, or by email at Prospectus_Department@Jefferies.com. This presentation shall not constitute an offer to sell or the solicitation of an offer to buy these securities,

nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. Disclaimer:

The assumptions used in the preparation of this presentation, although considered reasonable by us at the time of preparation, may prove to be incorrect. You are cautioned that the information is based on assumptions as to many factors and that

actual results may vary from the results projected, and such variations may be material. Accordingly, you should not place undue reliance on any forward-looking statements contained herein or rely on them as predictions of future events. The

trademarks, trade names and service marks appearing in this presentation are the property of their respective owners. Certain information contained in this presentation relates to or is based on studies, publications and other data obtained from

third-party sources, as well as our own internal estimates and research. While we believe these third-party sources to be reliable as of the date of this presentation, we have not independently verified, and make no representation as to the

adequacy, fairness, accuracy or completeness of, any information obtained from third-party sources. 2

Our Mission To bring forward new medicines to improve the healthspan of

people with devastating cardiovascular and neuromuscular diseases of impaired muscle function. 3

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

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 Aficamten

ACACIA-HCM HFpEF Ulacamten AMBER-HFpEF Omecamtiv HFrEF Mecarbil COMET-HF Muscular Dystrophy, CK-089 other Research Muscle Biology Directed *MYQORZO is approved for the treatment of adults with symptomatic oHCM to improve functional capacity and

symptoms. Please see full Prescribing Information, including Boxed WARNING and Medication Guide **MYQORZO is only approved in the U.S., China and the EU for the treatment of adults with symptomatic oHCM. Ulacamten, omecamtiv mecarbil and CK-089 are

investigational agents and have not been approved for use by any regulatory agency. Their safety and efficacy has not been established. oHCM: obstructive hypertrophic cardiomyopathy; nHCM: non-obstructive hypertrophic cardiomyopathy; HFpEF: heart

failure with preserved ejection fraction; HFrEF: heart failure with reserved ejection fraction 5

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 with FDA,

PDUFA November 14, 2026* Access to further capital: • Eligible to draw up to $175M from tranche Potential for aficamten in nHCM based on positive 7 loan provided by Royalty Pharma topline results from ACACIA-HCM Approved for the treatment of

• Up to $150M funding of a pivotal trial of adults with symptomatic oHCM to Expansion & breadth: CEDAR-HCM (pediatric ulacamten by Royalty Pharma at its option improve functional capacity and oHCM) enrolling, FOREST-HCM (HCM OLE) ongoing

symptoms in U.S., China & Europe Building specialty cardiology pipeline: Omecamtiv mecarbil: Ph3 confirmatory trial enrolling (COMET-HF) Ulacamten: Ph2 trial enrolling (AMBER-HFpEF) oHCM: obstructive hypertrophic cardiomyopathy; sNDA:

Supplemental New Drug Application; FDA: Food and Drug Administration; PDUFA: Prescription Drug User Fee Act; nHCM: non-obstructive hypertrophic cardiomyopathy; OLE: open label extension *The results of MAPLE-HCM showed that the mean change in pVO

from baseline to Week 24 for aficamten was +1.1 mL/kg/min and -1.2 mL/kg/min for metoprolol (least-squares mean (LSM) difference between groups of 2.3 mL/kg/min (p<0.0001) 2 MYQORZO is only approved in the U.S., China and the EU for the treatment

of adults with symptomatic oHCM. Ulacamten, omecamtiv mecarbil and CK-089 are investigational agents and have not been approved for use by any regulatory agency. Their safety and efficacy has not been established. 6

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 culture with

emphasis on equitable access INGENUITY Extend leadership in muscle biology deploying multiple therapeutic modalities The company’s Vision 2030 statements are a statement of goals and there can be no assurance that the goal indicated will be

achieved or, if achieved, will be achieved on this timeline. 7

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 respective indication.

The estimated launch date requires positive clinical data and regulatory approval within projected timelines. MYQORZO (aficamten) is only approved in the U.S. and China for oHCM. Ulacamten and omecamtiv mecarbil are investigational drug candidates

and are not approved as safe or effective for any indication. 8

MYQORZO (aficamten) Clinical Evidence in oHCM Prescribing Information

Medication Guide 9

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 oHCM:

obstructive hypertrophic cardiomyopathy; LVOT: left ventricular outflow tract Please see full Prescribing Information, including Boxed WARNING and Medication Guide 1 0

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 Week 24 Symptoms

MYQORZO 2 Placebo +7.9 points in KCCQ-OSS (p<0.0001) 21 2 +7.8 points in SAQ7-SS (p<0.0001) 1 34% of patients had ≥1 class improvement in NYHA Class (p<0.0001) 20 Disease Status 1 78 fewer days eligible for septal reduction therapy

(p<0.0001) 19 Biomarkers 1 80% reduction in NT-proBNP (p<0.001) Δ Δp pV VO O = = 0 0 .0 .0 m m l/l k /g k /g m /m inin 2 2 3 43% reduction in hs-cTnI (p<0.001) 18 Structure, Function & Remodeling Improvements in maximal wall

thickness, septal wall thickness, inferolateral Baseline Week 24 wall thickness, LV mass index, LV end systolic volume index, left atrial pVO peak oxygen uptake; LS: least squares; SE: standard error; LVOT-G: left ventricular outflow tract gradient;

KCCQ-OSS: Kansas City Cardiomyopathy 2: 4 Questionnaire Overall Summary Score; SAQ7-SS: Seattle Angina Questionnaire Summary Score, NYHA: New York Heart Association; NT-pro-BNP: N-terminal volume index, lateral e’ velocity, lateral E/e’

(all p<0.01) prohormone of brain natriuretic peptide: hs-cTnI: high-sensitivity cardiac troponin I; LV: left ventricular Sources: 1. Maron M. Aficamten for Symptomatic Obstructive Hypertrophic Cardiomyopathy. N Engl J Med 2024 May

30;390(20):1849-1861 2. Sherrod C, et al. Effect of Aficamten on Health Status Outcomes in Obstructive Hypertrophic Cardiomyopathy: Results from SEQUOIA-HCM. JACC. 2024. 3. Coats CJ, et al. Cardiac Biomarkers and Effects of Aficamten in Obstructive

Hypertrophic Cardiomyopathy: The SEQUOIA-HCM Trial. Eur Heart J. 2024 4. Hegde S, et al. Impact of Aficamten on Echocardiographic Cardiac Structure and Function in Symptomatic Obstructive Hypertrophic Cardiomyopathy. JACC. 2024. Please see full

Prescribing Information, including Boxed WARNING and Medication Guide 1 1 pVO (mL/kg/min) 2

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 (5.7) There

were no serious adverse cardiovascular SAEs 8 (5.6) 13 (9.3) events associated with Cardiac AEs 24 (16.9) 21 (15.0) MYQORZO treatment in Discontinuations 5 (3.5) 4 (2.9) SEQUOIA-HCM New-onset atrial fibrillation (AF) 1 (0.7) 1 (0.7) Appropriate ICD

shock 0 1 (0.7) a LVEF <50% by core laboratory 5 (3.5) 1 (0.7) Dose reduction based on 7 (4.9) 1 (0.7) site-read LVEF <50% a 1 placebo- and 1 MYQORZO-treated patient overlap with dose reduction based on site-read LVEF <50%. AE, adverse

event; SAE, serious adverse event; ICD: implantable cardioverter defibrillator; LVEF: left ventricular ejection fraction Coats CJ. Dosing and Safety Profile of Aficamten in Symptomatic Obstructive Hypertrophic Cardiomyopathy. J Am Heart Assoc 2024 1

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 in

post-Valsalva LVOT-G (p<0.0001) 22 Symptoms 21 1 LSM difference of +6.9 points in KCCQ-CSS (p<0.0001) 1 51% of patients improved ≥1 NYHA FC (vs. 26% on metoprolol) (p<0.001) 20 Biomarkers 19 2 -81% in NT-proBNP (-73% for aficamten vs.

+42% for metoprolol) (p<0.001) 2 -28% in hs-cTnI (-43% for aficamten vs. -17% for metoprolol) (p<0.001) 18 Aficamten Metoprolol Structure, Function & Remodeling 17 2 1 LSM difference of -7.0 mL/m in left atrial volume index (p<0.0001)

Baseline Week 24 LSM difference (SE) vs. metoprolol 2.3 (0.39) mL/kg/min, P<0.0001 CI: Confidence interval; pVO peak oxygen uptake; LSM: least squares mean; KCCQ-CSS: Kansas City Cardiomyopathy Questionnaire Clinical Summary Score; NYHA FC: New

York Heart Association Functional Class; NT-pro-BNP: N-terminal prohormone of brain natriuretic 2: peptide: hs-cTnI: high-sensitivity cardiac troponin I 1. Garcia-Pavia, P, et al. Aficamten or Metoprolol Monotherapy for Obstructive Hypertrophic

Cardiomyopathy. N Engl J Med. 2025 2. Lakdawala, NK et al. The Effect of Aficamten vs. Metoprolol on Cardiac Biomarkers in Obstructive Hypertrophic Cardiomyopathy. AHA 2025. MYQORZO (aficamten) is only approved in the U.S., China and the EU for the

treatment of adults with symptomatic oHCM. 1 3 Mean (95% CI) pVO (mL/kg/min) 2

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 Patients with dose

reduction due to adverse events 1 (1.1) 4 (4.6) d e Patients with ≥1 dose down-titration 4 (4.5) 26 (29.9) Mean (SD) change in LVEF at Week 24 vs baseline −5.3% (4.7) −0.50% (3.7) f LVEF <50% by core lab 1 (1.1) 0 Values are n

(%). a In the aficamten group, 1 patient had sudden death after a brief viral illness. In the metoprolol group, AEs leading to early treatment discontinuation are ischemic stroke, hypotension, and fractured humerus due to fall (n=1 each). b In the

aficamten group, 1 patient had a dose reduction due to an AE of dizziness. c In the metoprolol group, 4 patients had dose reduction due to AEs of lightheadedness (n=2), bradycardia (n=1), and fatigue (metoprolol, n=1). d In the aficamten group, 3

patients had 4 down-titration events based on site-read LVEF <50% (n=3) and due to an AE (n=1). e In the metoprolol group, 26 patients had 31 down-titration events based on SBP <90 mmHg (n=5), HR <50 bpm (n=17), and AE (n=4). f No

associated AE with this LVEF <50%. Garcia-Pavia, P. et al. Aficamten vs Metoprolol as Monotherapy for Symptomatic Obstructive Hypertrophic Cardiomyopathy. ESC 2025. MYQORZO (aficamten) is only approved in the U.S., China and the EU for the

treatment of adults with symptomatic oHCM. 1 4

Aficamten nHCM Prescribing Information Medication Guide 1 5

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 NT-proBNP ≥ 300 ng/mL • 5-20 mg doses; 6-week titration period • Secondary endpoints: a b Part 1 Part 2 • Change in Ve/VCO2 Study Visits d Titration EOT EOS • Left atrial volume index (LAVI) Screen D1 W2 W4

W6 W8 W12 W24 W36 W48 W60 W72 W76 • NT-proBNP c Echocardiogram • Proportion of patients with ≥1 CPET class improvement in NYHA from KCCQ baseline to Week 36 NYHA • Time to first cardiovascular event Dose Titration Biomarkers

a Part 1: All participants followed until week 36 MYQORZO is only approved in the U.S., China and the EU for the treatment of b Part 2: Participants completing Week 36 continue until either Week 72 (followed by EOS at Week 76) OR the last randomized

participant in Part 1 completes Week adults with symptomatic oHCM. 36. c Site-read focused echocardiogram for titration visit (sole criterion). Aficamten dose range 5-20 mg. d 4-week follow up after last dose 1 6 Screening Review by medical monitor

team Randomization (1:1) N = 420 Week 36 Primary Analysis KCCQ & pVO2 plus Secondary Week 72 End of Treatment (EOT) End of Study (EOS)

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 Placebo Similar

between groups (88.4% on aficamten vs. 90.3% on placebo) KCCQ-CSS 11.4 (9.6 – 13.2) 8.4 (6.6 – 10.2) 3.0 (0.5 - 5.5) 0.021 LVEF <50%: 27 (10%) on aficamten vs. 2 (1%) on placebo; pVO (ml/kg/min) 0.64 (0.32 – 0.95) -0.03 (-0.35

– 0.28) 0.67 (0.22 - 1.1) 0.003 2 2 participants on aficamten had a serious adverse event of HF associated with LVEF <50% Treatment Interruptions Statistically significant (p<0.001) improvements observed in key secondary endpoints:

Treatment interruptions due to LVEF <40% 1. Proportion of participants with improvements in NYHA Functional Class occurred in 3% of patients on aficamten 2. Composite z-score of ventilatory efficiency and pVO 2 3. N-terminal pro-B-type

natriuretic peptide (NT-proBNP) nHCM: non-obstructive hypertrophic cardiomyopathy; pVO : peak oxygen uptake; LSM: least squares mean; CI: confidence interval; KCCQ-CSS: Kansas City Cardiomyopathy Questionnaire Clinical Summary Score; NYHA: New York

Heart Association; CV: cardiovascular; HF: 2 heart failure; LVEF: left ventricular ejection fraction; AE: adverse event MYQORZO is only approved in the U.S., China and the EU for the treatment of adults with symptomatic oHCM. 1 7

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 (p = 0.003) 3.0

(p = 0.021) -0.5 * Placebo Aficamten * EoT visit includes participants who completed Weeks treatment at any time point beyond week 36 Treatment Group nHCM: non-obstructive hypertrophic cardiomyopathy; LS: least squares; KCCQ-CSS: Kansas City

Cardiomyopathy Questionnaire Clinical Summary Score; LSM: least squares mean; EOT: End of Treatment; EOS: End of Study; pVO : peak oxygen uptake 2 MYQORZO is only approved in the U.S., China and the EU for the treatment of adults with symptomatic

oHCM. 1 8 Mean Change from Baseline in KCCQ-CSS Mean Change from Baseline to Week 36 (ml/kg/min)

MYQORZO (aficamten) Commercial Launch Prescribing Information

Medication Guide 1 9

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 HCM

(nHCM) • oHCM has historically represented ~65% of cases nHCM • nHCM diagnosis has been increasing 3 • roughly 50-50 split between HCM subtypes oHCM 4,5 ü >100K oHCM patients are eligible for CMI treatment HCM: hypertrophic

cardiomyopathy; oHCM: obstructive hypertrophic cardiomyopathy; nHCM: non-obstructive hypertrophic cardiomyopathy; CMI: cardiac myosin inhibitor 1. Semsarian C, et al. J Am Coll Cardiol. 2015;65(12):1249-1254. Cardiovascular Research Group: CVrg

Market Strategies: Heart Failure, p 48, Q4 2022; Maron BJ: et al:: Prevalence of Hypertrophic Cardiomyopathy In A General Population of Young Adults, Circulation 1995;92;785-789 2. Zaiser E, et al. J Patient Rep Outcomes. 2020;4(102). 3. Butzner M,

et al. Epidemiology of Hypertrophic Cardiomyopathy in the United States From 2016 to 2023. JACC Adv. 2026. 2026;5(2):102552. doi:10.1016/j.jacadv.2025.102552 4. Lu DY, et al. J Am Heart Assoc. 2018;7. 5. DoF: SHA; Symphony PTD (Patient Transaction

Data): Includes patients diagnosed since 2016 and having any HC transaction in the claims data universe in the year June 2022-May 2023) 2 0

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 Dose may

be titrated after each echocardiogram Deliver a consistent but tailored ü Echocardiogram assessment within user experience based on patient 2 to 8 weeks 2 & provider preferences Flexibility to rapidly titrate ü No monthly DDI screens

required as early as 2 weeks, with flexible with the pharmacy monitoring schedule Enable streamlined & seamless Monitor every 6 months engagement with Cytokinetics 3 systems & programs ü Echocardiogram every 6 mo. for No treatment

interruptions patients with LVEF ≥55% or worsening HF events observed ü Every 3 mo. if LVEF is <55 & ≥50% Build empathetic connections in patients with LVEF <50% in 4 ü No monthly DDI screens required with patients

and providers SEQUOIA-HCM with the pharmacy HF: heart failure; LVEF: left ventricular ejection fraction; REMS: Risk Evaluation and Mitigation Strategies; DDI: drug-drug interaction 2 1

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% detailed

Low volume CMI prescribersü By end of 2026 we aim to in Q1 ‘26 ~2K ~20% of CMI TRx achieve >50% new-to- Personal promotion brand prescription share >90% High volume CMI prescribers ~700 detailed ~80% of CMI TRx in Q1 ‘26

Personal promotion CMI: cardiac myosin inhibitor; HCP: healthcare provider; HCM: hypertrophic cardiomyopathy; TRx: total prescriptions Source: Symphony Health Payer Prescriber Data (CAMZYOS Rx - Apr’22 – Dec’25) / Internal Data on

CAS team engagement / Veeva - Call activity data Please see full Prescribing Information, including Boxed WARNING and Medication Guide 2 2

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 forecast

informed by demand studies Please see full Prescribing Information, including Boxed WARNING and Medication Guide 2 3

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 prescribing

MYQORZO Q1 Exit Share (estimated) As of 3/31/26 As of 3/31/26 2.6 ~50% >30% Average prescriptions written high-volume CMI writers per high volume CMI writer New-to-Brand share Analysis based on projected third party syndicated data HCP:

healthcare provider; CMI: cardiac myosin inhibitor; KOL: Key Opinion Leader, REMS: Risk Evaluation and Mitigation Strategies Source: MYQORZO internal patient prescription data) through Apr’30 (Specialty pharmacies and Integrated Delivery

Networks (IDNs)/REMs Data from PPD Please see full Prescribing Information, including Boxed WARNING and Medication Guide 2 4

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’30

(Specialty pharmacies and Integrated Delivery Networks (IDNs)) *Paid prescriptions calculated using dispensed Rxs Please see full Prescribing Information, including Boxed WARNING and Medication Guide 2 5

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% of

59% Q3 2026 commercial lives covered Medicaid by early Q3 2026 6% Other 1% Expect to achieve parity commercial access Q4 2026 by Q4 2026 CMI: cardiac myosin inhibitor *Government = 66% Source: Managed Markets Insights & Technology, LLC (MMIT);

MMIT Analytics Platform Please see full Prescribing Information, including Boxed WARNING and Medication Guide 2 6

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 receive decision in

trials ongoing in Approved by NMPA for adults with NYHA 2H 2026 class II-III oHCM to improve exercise oHCM & nHCM capacity and symptoms Switzerland MAA submitted LAUNCHED JAN 2026 Q1 2026 European Union Approved by the European Commission for

symptomatic (NYHA class II-III) oHCM in adult patients LAUNCH EXPECTED IN GERMANY Q2 2026 FDA: U.S. Food & Drug Administration; oHCM: obstructive hypertrophic cardiomyopathy; NMPA: National Medical Products Administration; NYHA: New York Heart

Association; MAA: Marketing Authorization Application; EMA: European Medicines Agency; CHMP: Committee for Medicinal Products for Human Use; nHCM: non-obstructive hypertrophic cardiomyopathy MYQORZO is only approved in the U.S., China and the EU for

the treatment of adults with symptomatic oHCM. 2 7

OmecamtivMecarbil 2 8

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 of

hospitalization or ER/ED admission for a Placebo + Standard HF Therapy primary reason of HF within 1 year (75% of enrollment) Study Visits D1 W2 W4 W6 W8 W12 W24 W36 W48 Q16W HFrEF: heart failure with reduced ejection fraction; HF: heart failure;

ER/ED: emergency room/emergency department Omecamtiv mecarbil is an investigational drug and is not approved by any regulatory agency. Its safety and efficacy have not been established. 2 9 Screening Randomization 1:1 End of Study

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 647 141 OM 4120 3391 2953 2158 1430 700 164 Time to first HF event or CV death HR: hazard ratio; CI: confidence interval; CV: cardiovascular; OM: omecamtiv mecarbil Omecamtiv mecarbil is an investigational drug and is not approved by any

regulatory agency. Its safety and efficacy have not been established. 3 0 Cumulative incidence, %

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 fraction (%) Ejection

fraction (%) Baseline ≤ median (28%) 0.84 (0.77, 0.92) Pre- LVEF > median (28%) 1.04 (0.94, 1.16) specified Subgroup Interaction P-value = 0.004 LVEF: left ventricular ejection fraction Teerlink JR., Diaz R., Felker GM., et al. Effect of

Ejection Fraction on Clinical Outcomes in Patients treated with Omecamtiv Mecarbil in GALACTIC-HF. JACC. 2021 Omecamtiv mecarbil is an investigational drug and is not approved by any regulatory agency. Its safety and efficacy have not been

established. 3 1 Incidence Rate (per 100 py) Treatment Effect (Ratio)

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, HF

events, NT-proBNP (n ~ 900) ≥ 1000 pg/mL transplant/LVAD, or stroke On loop • Enriching population for Placebo + Standard of Care diuretic adherence with OM run-in (n ~ 900) HF event period within 12 mo • Pragmatic design elements:

• Remote clinic visits Screening W -4 W -2 D1 W2 W4 W12 W24 W36 W48 W60 W72 W84 W96 Q12W EOS • Limited safety labs & ECGs In-person Visit • Streamlined eligibility and alternating Remote Visit study conduct OM Concentration

• Streamlined AE reporting Dose Adjustment NT-proBNP KCCQ CV: cardiovascular; HF: heart failure; LVAD: left ventricular assist device; OM: omecamtiv mecarbil; ECG: electrocardiogram; AE: adverse event; LVEF: left ventricular ejection fraction;

NT-proBNP: N-terminal pro-B-type natriuretic peptide; PK: pharmacokinetics; KCCQ: Kansas City Cardiomyopathy Questionnaire Omecamtiv mecarbil is an investigational drug and is not approved by any regulatory agency. Its safety and efficacy have not

been established. 3 2 Screening 2-week run-in period 2-week washout period End of Study

Ulacamten 3 3

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

≥ 60% 3 1 • Structural SoC + Placebo abnormality Cohort 2 Washout n=24 SoC + 300 mg ulacamten SoC + 450 mg ulacamten • BMI < 40 3 • NYHA FC II or III 1 SoC + Placebo • NT-proBNP ≥ 300 Cohort 3 Washout n=24 (or

≥ 900 in AF) SoC + 450 mg ulacamten SoC + 600 mg ulacamten 3 HFpEF: heart failure with preserved ejection fraction; LVEF: left ventricular ejection fraction; BMI: body mass index; NYHA FC: New York Heart Association Functional Class; AF:

atrial fibrillation; SoC: standard of care Ulacamten is an investigational drug and is not approved by any regulatory agency. Its safety and efficacy have not been established. 3 4

Financials & Milestones 3 5

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-HF

AMBER-HFpEF through 2026 in 2H 2026 Complete enrollment in the adolescent cohort of CEDAR-HCM in Q4 2026 Potential Health Canada decision on New Drug Submission in 2H 2026 sNDA: Supplemental New Drug Application; oHCM: obstructive hypertrophic

cardiomyopathy; PDUFA: Prescription Drug User Fee Act; HF: heart failure; HFpEF: heart failure with preserved ejection fraction MYQORZO is only approved in the U.S., China and the EU for the treatment of adults with symptomatic oHCM. Ulacamten,

omecamtiv mecarbil and CK-089 are investigational agents and have not been approved for use by any regulatory agency. Their safety and efficacy has not been established. Timing of regulatory approvals is subject to regulatory review and may differ

materially. 3 6

THANK YOU 3 7

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