NKTR Drug delivery Company Message Board

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Biotech / Medical : NKTR Drug delivery Company

NKTR 56.70

+5.1%

Nov 14 9:30 AM EST

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To: Ian@SI who wrote (61)	7/17/2006 11:53:42 AM
From: tuck	Read Replies (1) of 507

Worth a check, I suppose; the market didn't take the BMO report seriously for more than a few minutes, whatever the reason. Might be the general bear market. Here's a slightly dated article that gives timelines for the launch of competing products, and which suggests Nektar will quickly lose share because the Lilly/Alkermes and Mannkind devices are even more convenient and less bulky. It even suggests AERx will make it to market in 2010. pharmaceutical-business-review.com Given that Pfizer called it the most complicated filing they ever made, I have to wonder about the above timelines, which suggest no further regulatory setbacks. Added to my position just now. Cheers, Tuck

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