Takeaways From EDG-7500 Ph2 Part D Update

研报英文原文证据摘录

Takeaways From EDG-7500 Ph2 Part D Update

Update

June 16, 2026 02:40 PM GMT

Morgan Stanley & Co. LLCMCytokinetics Inc | North America Maxwell Skor

Equity Analyst

Takeaways From EDG-7500 Ph2 Maxwell.Skor@morganstanley.comSelena Zhang +1 212 761-4804

Research Associate

Selena.Zhang1@morganstanley.com +1 212 761-1017

Part D Update

Cytokinetics Inc (CYTK.O, CYTK US)

Edgewise Therapeutics (not covered) announces top-line results from the Ph2 Biotechnology | United States of America

Part D CIRRUS-HCM 12-wk trial testing EDG-7500 in hypertrophic Stock Rating Overweight

Industry View Attractive

cardiomyopathy (HCM). Following Ph2 Part B and Part C top-line 4-week results Price target $103.00

Shr price, close (Jun 15, 2026) $71.38

(see note HERE), Edgewise announced Ph2 Part D top-line 12-week results (press

Mkt cap, curr (mm) $8,739

release, presentation). We are focused on this update given read through to 52-Week Range $80.20-31.99

Cytokinetics' aficamten. We note that EDG-7500 is a selective cardiac sarcomere

modulator, while aficamten is a cardiac myosin inhibitor (CMI). EDG-7500 showed

clinically meaningful improvements in echocardiogram parameters, biomarkers,

symptoms and functional status across obstructive and nonobstructive HCM

( Exhibit 1 ). On the two participants that had new onset AF/AFL, both occurred in

oHCM participants and both were deemed unrelated to study drug by the

investigator based on observations of high to very high afib risk calculators

performed as part of standard of care. Recall, this is in addition to the previous 3

oHCM patients and 1 nHCM patient that had new onset atrial fibrillation and note

that two of these events were considered SAE. We note that there was no

difference in atrial fibrillation between aficamten and placebo based on an