NASDAQ$CYTK

Cytokinetics Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Cytokinetics reported Q2 2025 results driven by a major license milestone from its Bayer collaboration.

Cytokinetics recorded total revenues of $66.8 million in the second quarter, primarily from license and milestone payments. The company posted a net loss of $134.4 million as R&D and G&A expenses rose with ongoing clinical programs and commercial preparations. Cash and investments remained strong at over $1.0 billion supporting pipeline advancement.

  • Total revenues reached $66.8 million, led by $64.4 million in license and milestone revenues from Bayer.
  • Net loss narrowed to $134.4 million compared with $143.3 million in the prior-year quarter.
  • R&D expenses increased to $112.6 million reflecting continued investment in aficamten and other programs.
  • Cash, cash equivalents and investments totaled approximately $1.04 billion at quarter end.

Headline financials

Total Revenue

$66.8M

Previous: $249K+26714.9%
EPS (adj)

-$1.12

Previous: -$1.31+14.5%
Research and development expenses

$113M

No prior period
General and administrative expenses

$65.7M

No prior period
Capital Expenditures

-$9.81M

Previous: -$1.92M-412.2%
Net Income

-$134M

Previous: -$143M+6.2%
Operating Income

-$112M

Previous: -$130M+14.3%
Cash & Equivalents

$74.9M

Previous: $190M-60.6%
Total Assets

$1.23B

Previous: $1.52B-19.6%

Revenue & EPS history

Cytokinetics · Revenue · Quarterly

$66.8M

Q2 2025+26,714.9%vs Q2 2024
Beat estimate in 5 of 16 quarters(31%)
ActualEstimate

Revenue by segment

Cytokinetics · $66.8M total across 2 segments · Q2 2025

  • License and milestone revenues
    $64.4M
  • Collaboration revenues
    $2.42M

Forward guidance

Company continues to advance aficamten toward potential approval with PDUFA target action date of December 26, 2025.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.4%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+2.2%

Avg return

30 days after

49%

32 / 65 earnings

Positive

+21.4%

Q4 2014

Best reaction

-17.7%

Q2 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+16.8%+16.5%+9.5%
Q4 2025-10.3%-12.4%-10.8%
Q3 2025+1.9%+12.4%+10.9%
Q1 2025-2.8%-5.4%-4.9%
Q4 2024-3.1%-7.5%-9.0%
Q3 2024+6.3%+11.6%-3.0%
Q2 2024+8.9%+9.5%+5.6%
Q1 2024-1.9%-11.3%-19.1%
Q4 2023-7.5%-6.4%-11.3%
Q3 2023+3.5%+2.1%-4.4%
Q2 2023+6.8%+2.8%+15.8%
Q1 2023+0.3%-1.3%-1.8%
Q4 2022-8.7%-9.8%-18.8%
Q3 2022-9.8%-8.6%-3.3%
Q2 2022+21.0%+22.5%+26.2%
Q1 2022+0.9%-12.6%+7.2%
Q4 2021+11.7%+14.7%+16.3%
Q3 2021+12.4%+18.2%+2.4%
Q2 2021+7.8%+8.2%+10.0%
Q1 2021+2.8%+0.8%-13.4%
Q4 2020-9.7%-6.4%+15.0%
Q3 2020+5.1%+0.8%+2.4%
Q2 2020-2.8%-4.7%+2.2%
Q1 2020-4.2%+27.8%+23.3%
Q4 2019+4.4%+1.1%-15.4%
Q3 2019-5.5%-6.5%-18.3%
Q2 2019+1.1%-2.0%+5.5%
Q1 2019+12.6%+16.7%+10.4%
Q4 2018-0.8%-2.7%+19.2%
Q3 2018+10.6%+5.7%+17.5%
Q2 2018-5.7%-7.0%-9.5%
Q1 2018+19.3%+14.5%+21.4%
Q4 2017-10.8%-13.9%-2.8%
Q3 2017+6.7%+2.2%-43.1%
Q2 2017-5.6%-11.2%+3.1%
Q1 2017-3.0%-7.7%-16.6%
Q4 2016-1.7%-9.2%+8.3%
Q3 2016+9.3%+6.6%+39.7%
Q2 2016+7.3%+12.8%+18.1%
Q1 2016+3.3%
Q4 2015-3.3%
Q3 2015+13.3%
Q2 2015-17.7%
Q1 2015-15.7%
Q4 2014+21.4%
Q3 2014-1.0%
Q2 2014-1.2%
Q1 2014-9.5%
Q4 2013+0.5%
Q3 2013+0.0%
Q2 2013-7.2%
Q1 2013-1.6%
Q4 2012-1.0%
Q3 2012-1.6%
Q2 2012+6.3%
Q1 2012-4.0%
Q4 2009+0.8%
Q4 2011+0.8%
Q3 2011+3.5%
Q2 2011-14.0%
Q4 2010-14.0%
Q1 2011+2.9%
Q3 2010-4.0%
Q2 2010-14.3%
Q1 2010+0.7%

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