Cytokinetics reported Q3 2026 results

Item 2.02 Results of Operations and Financial Condition.

On November 4, 2026, Cytokinetics, Incorporated announced its financial results for the third quarter ended September 30, 2026.¹ The full text of the press release issued in connection with this announcement is furnished as Exhibit 99.1 to this Current Report on Form 8-K.² The information furnished under this Item 2.02 and under Exhibit 99.1 shall not be considered "filed" under the Securities Exchange Act of 1934, as amended², nor shall it be incorporated by reference into any future filing under the Securities Act of 1933, as amended, or under the Securities Exchange Act of 1934, as amended, unless the Registrant expressly sets forth in such future filing that such information is to be considered "filed" or incorporated by reference therein.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

99.1 Press Release dated November 4, 2026³

104 The cover page of this report has been formatted in Inline XBRL³

SIGNATURES

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

CYTOKINETICS, INCORPORATED

Date:

November 4, 2026

By:

/s/ John O. Faurescu⁴

John O. Faurescu, Esq.⁴

SVP, Deputy General Counsel & Secretary⁴

Cytokinetics Reports Third Quarter 2026 Financial Results and Provides Business Update

MYQORZO ® (aficamten) Net Product Revenue of $44.5 Million⁵

SOUTH SAN FRANCISCO, Calif., Nov. 4, 2026 - Cytokinetics, Incorporated (Nasdaq: CYTK) reported a management update and financial results for the third quarter of 2026.

"Our third quarter results demonstrate continued strong execution as Cytokinetics enters its next phase of growth as a global specialty cardiology biopharmaceutical company," said Robert I. Blum, Cytokinetics' President and Chief Executive Officer. "In the U.S., the launch of MYQORZO continued to build solid momentum and increased velocity with growing adoption across a broadening base of prescribers. Internationally, we continued to expand access to MYQORZO to bring this important medicine to more patients around the world. Now, with our having presented and published the primary results from ACACIA-HCM, the first positive Phase 3 clinical trial in nHCM, we believe aficamten has the potential to become the first and only cardiac myosin inhibitor approved across the full spectrum of HCM. Building on these key results, we are moving swiftly to seek regulatory approvals in both the U.S. and Europe, important next steps toward achieving our Vision 2030."

Q3 and Recent Highlights

Cardiac Muscle Programs

MYQORZO ® ( aficamten ) (cardiac myosin inhibitor)

• Continued to drive launch momentum for MYQORZO. Year-to-date (YTD) as of September 30, 2026:

o Nearly 1,100 unique healthcare providers have prescribed MYQORZO.⁶

o Over 2,800 patients have been dispensed MYQORZO.⁶

• MYQORZO received authorization from Health Canada⁸ for patients with symptomatic obstructive hypertrophic cardiomyopathy (oHCM) of New York Heart Association (NYHA) class II-III in adult patients.

• MYQORZO was granted marketing authorization across the United Kingdom⁸ by the Medicines and Healthcare products Regulatory Agency (MHRA) for the treatment of symptomatic oHCM of NYHA class II-III in adult patients. The National Institute for Health and Care Excellence (NICE) issued guidance recommending aficamten for use in eligible adult patients in England and Wales. We expect to launch MYQORZO in the United Kingdom in Q4 2026⁸ and in additional countries in 2027.

• Presented the positive primary results from ACACIA-HCM, the pivotal Phase 3 clinical trial of aficamten in patients with symptomatic non-obstructive hypertrophic cardiomyopathy (nHCM) in a Hot Line Session at the European Society of Cardiology Congress (ESC) and published in the New England Journal of Medicine . We expect to file a Supplemental New Drug Application (NDA) for nHCM in Q4 2026 and a Type II Variation in the European Union in early 2027.⁷

• Presented analyses from ACACIA-HCM and SEQUOIA-HCM at the HFSA Annual Scientific Meeting 2026, including two late-breaking presentations, further characterizing the efficacy and safety of aficamten in nHCM and oHCM.

• Advanced the ongoing clinical trials program for aficamten:

o Recently initiated ASPEN-HCM, a real-world study of MYQORZO in symptomatic oHCM.

o Completed conduct of the main study treatment period of CAMELLIA-HCM, a Phase 3 clinical trial of aficamten in Japanese patients with oHCM. CAMELLIA-HCM is being conducted by Bayer in collaboration with Cytokinetics to support potential marketing authorization in Japan.

o Recently completed conduct of the Japan cohort of ACACIA-HCM.

o Recently completed conduct of the adolescent cohort of CEDAR-HCM, a clinical trial of aficamten in a pediatric population with symptomatic oHCM. We expect to present topline data in early 2027.

• Published the following manuscripts:

o "Aficamten for Symptomatic Nonobstructive Hypertrophic Cardiomyopathy" in New England Journal of Medicine.

o "Effect of Aficamten on Cardiac Structure and Function in Patients with Symptomatic Nonobstructive Hypertrophic Cardiomyopathy" in Circulation .

o "Global Efficacy of Aficamten in Nonobstructive Hypertrophic Cardiomyopathy: Results From ACACIA-HCM" in Circulation .

o "Efficacy of Aficamten vs Metoprolol According to Pretrial Beta-Blocker Treatment in Obstructive Hypertrophic Cardiomyopathy: Insights From MAPLE-HCM" in JACC: Heart Failure.

omecamtiv mecarbil (cardiac myosin activator)

• Continued conduct of COMET-HF, a confirmatory Phase 3 clinical trial of omecamtiv mecarbil in patients with symptomatic heart failure with severely reduced ejection fraction. We expect enrollment to continue through 2027.

ulacamten (cardiac myosin inhibitor)

• Continued conduct of Cohort 1 of AMBER-HFpEF, a Phase 2 clinical trial of ulacamten in patients with symptomatic heart failure with preserved ejection fraction (HFpEF) with left ventricular ejection fraction (LVEF) ≥ 60%. We expect to complete patient enrollment in Cohort 1 in Q4 of 2026.

CK-4015089 (CK-089, fast skeletal muscle troponin activator)

• Continued conduct of the second Phase 1 randomized, double-blind, placebo-controlled single ascending dose clinical study of CK-4015089 (CK-089) in healthy human participants.

Pre-Clinical Development and Ongoing Research

• Achieved a preclinical development milestone under the 2025 research collaboration and license agreement with Accutar Biotech, triggeri