Specialist
Director at Providence St Joseph Health
Agenda
- Key developments in the broader heart failure market and HFrEF (heart failure with reduced ejection fraction) – patient population, unmet need and challenges
- Cytokinetics (NASDAQ: CYTK) vs Bristol-Myers Squibb (NYSE: BMY) – omecamtiv mecarbil vs danicamtiv and aficamten vs mavacamten MoA (mechanism of action) for HCM (hypertrophic cardiomyopathy)
- Potential challenges for omecamtiv mecarbil's FDA approval
- 2022 outlook across Cytokinetics’ assets and broader treatment market
Questions
1.
Could you outline the heart failure market, highlighting the standard of care, unmet need and any other impactful factors?
2.
Is there anything else to highlight about therapies and treatments for heart failure?
3.
What’s your assessment of Cytokinetics’ omecamtiv mecarbil for treating heart failure, including the mechanism of action and what makes it unique?
4.
How does omecamtiv compare with danicamtiv, a cardiac myosin activator from BMS [Bristol-Myers Squibb] and MyoKardia?
5.
What benchmarks should we use to interpret success or failure when assessing new data from the GALACTIC-HF and METEORIC-HF trials? What should we be aware of?
6.
Do you remain hopeful that omecamtiv mecarbil will gain FDA approval? What percentage of the patient population would benefit from this drug or receive it, given potential challenges with market adoption?
7.
Is there anything else to note about omecamtiv mecarbil?
8.
What do you make of Cytokinetics’ aficamten for HCM [hypertrophic cardiomyopathy]? What are some of this candidate’s main challenges or advantages vs BMS’s mavacamten and other competition?
9.
Aficamten has gained breakthrough designation for obstructive HCM based on the REDWOOD-HCM phase 2 trial results. What was most or least impressive to you about the results and what should we continue to monitor?
10.
Is there anything else to highlight about Cytokinetics’ assets or the broader space?
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