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CYCYTK

What CYTOKINETICS promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

15 of 23 judged targets kept · 10 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Completion of enrollment in the adolescent cohort of CEDAR-HCMComplete enrollment in the adolescent cohort of CEDAR-HCM in Q4 2026Dec 2025Jun 2026:during the quarter, we completed enrollment in the adolescent cohort ahead of prior expectations
Call transcript, Jun 2026 · no direct link
Achieved
Completion of patient enrollment in COMET-HFComplete enrollment in COMET-HF in 2026Dec 2024Jun 2026:not providing specific guidance on when we think it will complete enrollment, but it will be into the beginning of 2027 for sure
Call transcript, Jun 2026 · no direct link
Missed
Full-year 2026 GAAP combined R&D and SG&A expense$830 million to $870 millionDec 2025Jun 2026:We are updating full year 2026 GAAP combined R&D and SG&A expense to a range of $860 million to $890 million from the previous range of $830 million to $870 million.
Call transcript, Jun 2026 · no direct link
Revised Down

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open CYTOKINETICS’s full ledger

A free account opens 5 company ledgers a month. All 33 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 33 tracked commitments for CYTOKINETICS

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.