NKTR Drug delivery Company Message Board

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Biotech / Medical : NKTR Drug delivery Company

NKTR 59.58

+5.1%

Nov 17 3:59 PM EST

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To: tuck who wrote (1)	12/18/2005 12:40:34 PM
From: Arthur Radley	Read Replies (1) of 507

Tuck...what is you investment approach on NKTR? I've been buying a few shares over the past few weeks thinking that "if" they get the EU approval and FDA approval without too many warnings it will pop a few bucks(Low $20s). IMO Exubera will be a "nice" niche product but as with most new drugs the conversion process to get doctors to change their prescribing habits will be slow going. I'm always a little cautious when one looks and finds that with the panel recommendation and EU stamp of "near" final approval the stock has basically gone nowhere for the year. On Yahoo there are some very exuberant touters thinking this puppy will go to $500...yeah! IMO it will be at least 4-5 years before it will generate enough revenue to throw off that much income to NKTR based on what I think the royalty stream will be...still I find it trading at $16.50 a big discount to the potential for Exubera and the other products in the pipeline. Thanks for any input....Happy Holidays!!

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