Cytokinetics 2026年季度报告

(Mark One)☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGEACT OF 1934 For the quarterly period ended June 30, 2026 or ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGEACT OF 1934 For the transition period fromtoCommission file number: 000-50633 CYTOKINETICS, INCORPORATED (Exact name of registrant as specified in its charter) 94-3291317(I.R.S. EmployerIdentification No.) Delaware(State or other jurisdiction ofincorporation or organization) South San Francisco, California(Address of principal executive offices) Registrant’s telephone number, including area code: (650) 624-3000 Securities registered pursuant to Section 12(b) of the Act: Trading symbol Name of each exchange on which registered The Nasdaq Global Select Market Common Stock, $0.001 par value Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities ExchangeAct of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has beensubject to such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant toRule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was requiredto submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company” and“emerging growth company” in Rule 12b-2 of the Exchange Act. Accelerated filer☐Non-accelerated filer☐Smaller reporting company☐Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complyingwith any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒ Number of shares of common stock, $0.001 par value, outstanding as of August 4, 2026: 139,023,418 CYTOKINETICS, INCORPORATEDTABLE OF CONTENTS FOR FORM 10-QFOR THE THREE AND SIX MONTHS ENDED JUNE 30, 2026 Glossary of Terms Item 1. Financial Statements (Unaudited)Condensed Consolidated Balance SheetsCondensed Consolidated Statements of Operations and Comprehensive LossCondensed Consolidated Statements of Stockholders’ DeficitCondensed Consolidated Statements of Cash FlowsNotes to Condensed Consolidated Financial StatementsItem 2. Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem 3. Quantitative and Qualitative Disclosures About Market RiskItem 4. Controls and Procedures PART II. OTHER INFORMATIONItem 1. Legal ProceedingsItem 1A. Risk FactorsItem 2. Unregistered Sales of Equity Securities and Use of ProceedsItem 3. Defaults Upon Senior SecuritiesItem 4. Mine Safety DisclosuresItem 5. Other InformationItem 6. Exhibits GLOSSARY OF TERMS Unless the context requires otherwise, references to “Cytokinetics,” “the Company,” “we,” “us” or “our” in this QuarterlyReport on Form 10-Q refer to Cytokinetics, Incorporated and its subsidiaries. References to “Notes” in this Form 10-Q are to theNotes to the Condensed Consolidated Financial Statements in this Form 10-Q. We also have used other specific terms in this Form10-Q, most of which are explained or defined below: This Form 10-Q includes discussion of certain clinical studies relating to various in-line products and/or product candidates.These studies typically are part of a larger body of clinical data relating to such products or product candidates, and the discussionherein should be considered in the context of the larger body of data. In addition, clinical trial data are subject to differinginterpretations, and, even when we view data as sufficient to support the safety and/or effectiveness of a product candidate or a newindication for an in-line product, regulatory authorities may not share our views and may require additional data or may denyapproval altogether. Table of Contents CYTOKINETICS and our C-shaped logo are registered trademarks of Cytokinetics in the U.S. and certain other countries.Other service marks, trademarks and trade names referred to in this report are the property of their respective owners. The information contained on our website, our Facebook, Instagram, YouTube and LinkedIn pages or our X (formerlyTwitter) accounts, or any third-party website, is not incorporated by reference into this Form 10-Q. 6 CYTOKINETICS, INCORPORATEDCONDENSED CONSOLIDATED BALANCE SHEETS(In thousands) (Unaudited) June 30, 2026December 31,2025 CYTOK