CYTK at a glance
CYTOKINETICS INC (CYTK, SEC CIK 1061983) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 28, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), CYTOKINETICS INC (CYTK) reported revenue of $88.0 million (up 376.6% from FY2024) and a net loss of $785.0 million. Diluted EPS was -$6.54.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding CYTOKINETICS INC (CYTK) shares worth $5.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Malik Fady Ibraham on October 6, 2026 of 3,500 shares at $61.38 per share.
- In the last 90 days, CYTK insiders reported 0 open-market purchases ($0) and 18 open-market sales ($13.7M) on Form 4, a net sale of $13.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $88.0M
- +376.6% vs prior year
- Insiders · 90 days
- 0 buys · 18 sells
- Net −$13.7M
- 13F holders
- 33 funds
- $5.6B · +0 vs prior quarter
- Latest 8-K
- Aug 28, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: biopharmaceutical development and commercialization focused on muscle biology therapeutics for cardiovascular diseases
- New product launch: MYQORZO approved by FDA in Dec 2025 for symptomatic oHCM, first commercial sales commenced Q1 2026
- Strategic shift: transition from R&D focus to commercial readiness and sales activities for MYQORZO in US and Europe
- Financial metric: cash, cash equivalents, and marketable securities $1.22B (2025), borrowings increased to $1.33B from $805M in 2024
- Noteworthy fact: entered multiple substantial royalty monetization and debt financings including $750M 2031 Notes issuance and renegotiated out-licenses in Greater China and Japan
Risk Factors
- Cybersecurity risk oversight led by Audit Committee with tech, risk, finance expertise and regular briefings from CISO, CEO, CFO
- Dependence on Chief Information Security Officer Eric Brown with 10+ years cybersecurity experience for managing critical security operations
- Cybersecurity incident response plan includes immediate impact mitigation and long-term remediation strategies
- Ongoing Board and Audit Committee dialogue on emerging cybersecurity threats ensures proactive risk governance
- No specific regulatory, geopolitical, operational supply chain, competitive, or financial risks detailed in this section
Management Discussion & Analysis
- Revenue $88.1M in 2025, up $69.6M from $18.5M in 2024, driven by license and milestone revenues from Bayer and Sanofi
- Operating expenses rose sharply: R&D $416.0M (+23% YoY), G&A $284.3M (+32% YoY), reflecting clinical advancement and commercial readiness
- Best segment license/milestone revenues $79.4M in 2025 vs $15.0M in 2024; collaboration revenue $8.7M in 2025 vs $3.5M in 2024
- Cash use in 2025 driven by $100M loan draw, $121.2M debt conversion expense, increased interest expense $45.6M (up $7.9M YoY); expect higher SG&A in 2026 due to commercialization
- Management expects flat to declining R&D in 2026; key risks: regulatory approvals, market acceptance of MYQORZO, limitations from FDA partial clinical hold on CK-089 trial
AI summary of the CYTK 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $28.624M, down $38.145M YoY from $66.769M
- MYQORZO product revenue $25.334M, including U.S. $22.964M and Europe $2.370M
- Collaboration revenue $3.290M, up $0.874M YoY; license and milestone revenue $0 vs $64.353M
- Operating expenses $207.796M, up $29.521M YoY; R&D $97.807M, down $12.331M
- FDA lifted CK-089 partial clinical hold in Q2 2026; CEDAR-HCM enrollment completion expected Q3 2026
Risk Factors
- No material changes to risk factors since the March 31, 2026 Form 10-Q
- Carried-forward risks remain the company’s principal disclosed uncertainties
- No new regulatory, legal, or compliance risk identified this quarter
- No newly disclosed operational, competitive, market, liquidity, debt, currency, or concentration risk identified
AI summary of the CYTK 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- ACACIA-HCM full results presented at ESC Congress 2026, increasing visibility among cardiology specialists and investors
- Results published in the New England Journal of Medicine, providing peer-reviewed validation of the study
Item 8.01: Other Events
- Cytokinetics filed a Delaware lawsuit against Bristol-Myers Squibb and MyoKardia over U.S. Patent No. 12,616,697
- Declaratory judgment seeks findings that MYQORZO (aficamten) does not infringe and the patent claims are invalid
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 with detailed financial results
Item EX-99.1: Item EX-99.1
- Q2 MYQORZO revenue reached $25.3M, including $23.0M U.S. sales and $2.3M from European distributor inventory
- Commercial traction: over 700 prescribers, approximately 1,500 patients dispensed, and over 80% on paid prescriptions
AI summaries of CYTK 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CYTK
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Malik Fady Ibraham | M | Oct 6, 2026 | 3,500 | $7.80 |
| Malik Fady Ibraham | Sell | Oct 6, 2026 | 3,500 | $61.38 |
| Malik Fady Ibraham | M | Oct 6, 2026 | 3,500 | - |
| Blum Robert I | M | Sep 28, 2026 | 7,500 | - |
| Blum Robert I | M | Sep 28, 2026 | 7,500 | $10.60 |
| Blum Robert I | Sell | Sep 28, 2026 | 7,500 | $65.46 |
| Malik Fady Ibraham | M | Sep 22, 2026 | 3,500 | - |
| Malik Fady Ibraham | M | Sep 22, 2026 | 3,500 | $7.80 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $18.5M | $88.0M |
| Operating Income | - | -$536.2M | -$612.3M |
| Net Income | -$526.2M | -$589.5M | -$785.0M |
| Op. Margin | - | -2902.7% | -695.4% |
| Net Margin | - | -3191.1% | -891.6% |
| Balance Sheet | |||
| Total Assets | - | $1.4B | $1.4B |
| Equity | -$386.3M | -$135.4M | -$659.6M |
| ROE | 136.2% | 435.5% | 119.0% |
| Per Share | |||
| EPS | $-5.45 | $-5.26 | $-6.54 |
| Cash Flow | |||
| Operating CF | - | -$395.9M | -$510.0M |
| CapEx | $1.4M | $3.9M | $24.8M |
Source: XBRL data in CYTOKINETICS INC (CYTK)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CYTK share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $5.61B |
| Q1 2026 | 33 | $4.04B |
| Q4 2025 | 30 | $4.10B |
| Q3 2025 | 29 | $3.62B |
| Q2 2025 | 28 | $2.01B |
| Q1 2025 | 26 | $1.68B |
| Q4 2024 | 23 | $1.68B |
| Q3 2024 | 20 | $682.1M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 222 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CYTK filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 8-K | Aug 28, 2026 | - | Analysis | - |
| 4 | Aug 18, 2026 | - | - | - |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| 4 | Aug 10, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
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CYTK SEC filings: frequently asked questions
Are CYTK insiders buying or selling?
In the last 90 days, CYTOKINETICS INC (CYTK) officers, directors and 10% owners reported no open-market purchases and 18 open-market sales worth $13.7 million by 5 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CYTK stock?
As of June 30, 2026, the largest CYTOKINETICS INC (CYTK) holders among the 13F filers tracked by SignalX were BlackRock ($1.7 billion), Vanguard Portfolio Management LLC ($571.8 million), State Street Corp ($553.2 million), Vanguard Capital Management LLC ($521.2 million), FMR LLC (Fidelity) ($428.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CYTK's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), CYTOKINETICS INC (CYTK) reported revenue of $88.0 million (up 376.6% from FY2024) and a net loss of $785.0 million. Diluted EPS was -$6.54. The figures come from the XBRL data in the 10-K.
What are the main risks in CYTK's latest 10-K?
In the 10-K filed February 26, 2026, CYTOKINETICS INC (CYTK) flagged: Cybersecurity risk oversight led by Audit Committee with tech, risk, finance expertise and regular briefings from CISO, CEO, CFO. Dependence on Chief Information Security Officer Eric Brown with 10+ years cybersecurity experience for managing critical security operations. (AI summary of the Risk Factors section.)
What did CYTK report in its latest 8-K?
CYTOKINETICS INC (CYTK) filed an 8-K on August 28, 2026 reporting Item 8.01 (Other Events). ACACIA-HCM full results presented at ESC Congress 2026, increasing visibility among cardiology specialists and investors.
What are the latest CYTK SEC filings?
CYTOKINETICS INC (CYTK) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 28, 2026 and a Form 4 insider filing on October 6, 2026.
What is CYTK's SEC CIK number?
CYTOKINETICS INC (CYTK)'s SEC Central Index Key (CIK) is 1061983. EDGAR lists every CYTK filing under that number.
Ask anything about CYTK
The research agent reads CYTK's filings, financials, insider trades and 13F holders, then answers with sources.