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Biotech / Medical : NKTR Drug delivery Company
NKTR 60.28+6.3%11:50 AM EST

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To: tuck who wrote (18)1/19/2006 6:24:05 PM
From: Arthur Radley  Read Replies (1) of 507
 
Tuck,
I don't give any credence to what this analyst said or is accused of saying since I didn't hear the interview.

The key to this drug is the delivery system, so why would the FDA give approval to a drug and not include the key element? The NDA clearly included the inhaler and the powdered insulin...and both PFE and NKTR have clearly stated they are waiting the final approval that should come within days. The 90 day extension clearly indicated it was for review of additional data, etc...nothing about approving just part of the package. Plus, PFE and NKTR have openily discussed how they are building inventory in Indiana for the immediate launch of the product.

With this being said...I think most of the price is already build into the shares and I took some off the table today. I still continue to hold a core position but pulled a sizeable gain because there is still the outside chance that labeling might be a bug-a-boo...and the CEO of PFE will have his hands full trying to explain that debacle.
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