Cytokinetics Inc at Barclays Global Healthcare Conference Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Carter Gould - Barclays Bank PLC - Analyst : Perfect. Thank you, Robert. Some new slides in there, too.

Question: Carter Gould - Barclays Bank PLC - Analyst : I'm sure we'll be measuring the lifesaver chart there to figure out exactly what that implies for the market cap of the company at the end of decade. But maybe let's start with the SE and the horizon as we all book our travel plans to Portugal, maybe help set expectations around, are we going to be multiple publications? Is just going to be sort of a full presentation of SEQUOIA? Are we going to get some sub cuts there? How you sort of level setting expectations for folks?

Question: Carter Gould - Barclays Bank PLC - Analyst : Okay.

Question: Carter Gould - Barclays Bank PLC - Analyst : Definitely want to come back and touch on REMS. But for a second, when we think about that filing. Any at this point, how are you thinking about then communicating to the street that that's complete? Obviously, you detailed that it's going to be a rolling submission and that you seem pretty far along on a number of the components. But should we expect a PR upon completion, submission? Kind of how are we thinking about that?

Question: Carter Gould - Barclays Bank PLC - Analyst : Okay. One thing that's maybe gone has gotten a little bit less focus is sort of the implications of positive SEQUOIA on MAPLE indication. Can you talk about I mean, on some level, certain help in terms of enthusiasm for enrollment, but what else it means in terms of just derisking those studies and many lessons also from just running studies, large pivotal studies in this space?

Question: Carter Gould - Barclays Bank PLC - Analyst : Okay. You touched on REMS. Robert. Obviously, that has been a main focus. You've talked about your -- I think I asked you a question on the earnings call on the specific topic, and you talked about sort of your still conviction on a differentiated REMS. Maybe to bring Andrew here too. When you think about all the different components of the REMS that exists for your competitor, a potential competitor in the future, which ones are the real sort of sticking points that you think if those were lessened or are we can debate with your label that would have an impact on the market?

Question: Carter Gould - Barclays Bank PLC - Analyst : In discussing what a REMS potentially could look like, one thing you have teased out is a potential risk-based REMS. What conceptually maybe at a high level, maybe frame what that might look like?

Question: Carter Gould - Barclays Bank PLC - Analyst : Fair to say. We'll see some analyses at ESC that are supportive of something along those lines? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. MARCH 13, 2024 / 1:00PM, CYTK.OQ - Cytokinetics Inc at Barclays Global Healthcare Conference

Question: Carter Gould - Barclays Bank PLC - Analyst : Okay. And maybe on the pulling back to MAPLE the beta blocker arm. There's a lot of historical data, but a lot of it historical and some of it's quite old. How should we then think about how that arm might perform in MAPLE?

Question: Carter Gould - Barclays Bank PLC - Analyst : Maybe coming back to commercial. I'm sure you can all chime in here, and that is and just maybe first, the level of heterogeneity you're seeing in the practices today in terms of adoption and how they're adopting of myosin inhibitors. And then, as you think then about your launch. I mean, to what extent do you think you can kind of maybe harmonize that or drive a little more uniformity in how these drugs are potentially being adopted? And maybe we can go from there.

Question: Carter Gould - Barclays Bank PLC - Analyst : Okay. I think at this point, investors have kind of somewhat made up their minds in terms of what's the likelihood of you having a differentiated REMS may or may not look like. How should we expect sort of over the course of this year as you have these regulatory interactions as that progresses, the investment community sort of being updated on the status of those conversations with the FDA, it seems like that might spill into '25?

Question: Carter Gould - Barclays Bank PLC - Analyst : I've got two minutes left, and there's a couple of kind of higher-level strategy and other kind of important questions. You talked about partnering in Asia, in partnering in Japan. The same time, the financing question continues to come up. Can you talk about A, to what extent those are those are linked? If your Japanese partnership doesn't materialize, you decide not to do that, then does that drive a financing decision? And then you've talked about in the past about the number of different levers you could pull on the financing side and how those are sort of being prioritized in your mind today?

Question: Carter Gould - Barclays Bank PLC - Analyst : Right, perfect. Well, we are out of time. Cytokinetics thank you very much for joining us. Look forward to the next couple of months. Thank you.