anyone knows how does what GNBT offers compared to what NKTR offers ...
From what I understand and have gleaned from some of the other message traffic about GNBT, it appears that NKTR's inhalable diabetes drug is ingested into the lungs, whereas GNBT's RapidMist is only sprayed into the mouth, and never taken into the lungs.
I read one post that assets that PFE's offer to purchase the rights to NKTR's product, DESPITE the lack of official FDA approval, and the unknown consequences of long-term insulin ingestion into the lungs, they were willing to pay $1.3 Billion to NKTR.
Thus, the prevailing question is, if PFE is willing to pay that much to "lock up" the rights to NKTR, the pressure will be on for another Pharmaceutical Giant to lock up the rights to GNBT's product.
So what would a $1 Billion + payment for rights to Rapid Mist mean to the price of the stock??
NKTR has a $1.75 Billion market cap, while GNBT's MC is a measly $59 Million. Granted, NKTR has much stronger fundamentals, but it's a goal for GNBT to shoot for.
That's the upside potential for GNBT, and what makes it a worthwhile speculation. Certainly worth $2-3/share over the next couple of months, IMO.
Hawk |
