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Cytokinetics, Incorporated Message Board

  • dctrig dctrig Nov 27, 2012 5:03 PM Flag

    Zacks Has BUY Rating on Cytokinetics

    "We currently have a Neutral recommendation on Cytokinetics. The stock carries a Zacks #2 Rank (Buy rating) in the short run."

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    • Dawson James initiated coverage on Cytokinetics (NASDAQ: CYTK[FREE Stock Trend Analysis]) with a Market Outperform rating and a $2 price target.

      Dawson James said, "Although CYTK's programs are still relatively early, they are based on an understanding of the underlying biology unparalleled in the industry. In addition, the competitive landscape is characterized by few opposing programs. Our company valuation is based primarily on the weighted-probability of the DCF analysis for two tirasemtiv scenarios: approval based on accelerated approval or a subsequent Phase III trial. We believe there is a 70% chance of accelerated approval for tirasemtiv ($2.50) and a 30% chance a Phase III is required ($0.75). We derive our $2 price target from the synthesis of these analyses."

    • Dawson James initiated coverage on Cytokinetics (NASDAQ: CYTK[FREE Stock Trend Analysis]) with a Market Outperform rating and a $2 price target.

      Dawson James said, "Although CYTK's programs are still relatively early, they are based on an understanding of the underlying biology unparalleled in the industry. In addition, the competitive landscape is characterized by few opposing programs. Our company valuation is based primarily on the weighted-probability of the DCF analysis for two tirasemtiv scenarios: approval based on accelerated approval or a subsequent Phase III trial. We believe there is a 70% chance of accelerated approval for tirasemtiv ($2.50) and a 30% chance a Phase III is required ($0.75). We derive our $2 price target from the synthesis of these analyses."

    • Dawson James initiates Coverage

      Sentiment: Buy

    • Dawson James Initiates Cytokinetics at Market Outperform on Competitive Positioning
      12:02p ET November 27, 2012 (Benzinga) Dawson James initiated coverage on Cytokinetics (NASDAQ: CYTK) with a Market Outperform rating and a $2 price target.

      Dawson James said, "Although CYTK's programs are still relatively early, they are based on an understanding of the underlying biology unparalleled in the industry. In addition, the competitive landscape is characterized by few opposing programs. Our company valuation is based primarily on the weighted-probability of the DCF analysis for two tirasemtiv scenarios: approval based on accelerated approval or a subsequent Phase III trial. We believe there is a 70% chance of accelerated approval for tirasemtiv ($2.50) and a 30% chance a Phase III is required ($0.75). We derive our $2 price target from the synthesis of these analyses

      Sentiment: Buy

    • I'm continuing to hold as I still believe in the science and until that changes I'm all in...

      • 1 Reply to hawk25702
      • The science CYTK holds is completely new and revolutionary, just like THLD did with TH-302 in approaching a new way of attacking tumors by the hypoxic environment the cancer is sometimes made off. It took years for investors to understand this new way to treat cancer and IMO it´s only at the beginning stage, even so THLD´s PPS has at least tripled last 9 months. ACAD before today was making an interesting approach and PPS was climbing in views Pimavansering was adjusted for a fase 3 success after 2 previous failures, but they did it and got positive results.

        CYTK has a similar record of being unknown to many as the science they hold in treating neuro-muscle diseases is difficult to understand but of vital importance due to their new approach of treatment without the serious side effects meds are used today for heart (a muscle) and ALS, myastemia gravis,(muscle movements), asthma (lungs) etc, mainly anything that relates to muscle contraction and its energy.. Amgen was the first to assure they wanted to be part of this revolutionary treatment by buying the rights CYTK holds on omecamtiv mercabil for heart disease in a big fortune and up to $600 mill future milestone payments. Heart failure is a huge market as we all know and there is a blockbuster med this company can deliver in the not so far future even with only fase 2 studies depending on next year results. IF this and only OM has a chance to make it for approval we could see a $15-20 stock next year.

        Problem here is everyone has a an eye in Tirasemtiv, a less poorly understood and unknown method of treatment for ALS disease and a VERY COSTLY long term new approach in science that has lead the company to mega.dilution decisions and a heated CEO that will not give-up on delivering another product with a far more less attractive market omecamtiv mercabil has.

        Both product are very high risk and the market is not willing to pay for it, I suspect even last underwriters of the secondary offer in June are playing chicken and unloading the bag. It´s hard to understand why a company with $75 million in cash and no debt can´t have a nice day with a good result in fase 2. or as I said previously, someone or some hedge fund is keeping PPS way down this levels for a buy-out offer. We shall know soon I guess. Partnership talks are a #$%$ story from a stupid CEO.

 
CYTK
7.00+0.22(+3.24%)Aug 28 4:00 PMEDT