NKTR Drug delivery Company Message Board

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Biotech / Medical : NKTR Drug delivery Company

NKTR 56.70

+5.1%

Nov 14 3:59 PM EST

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To: Arthur Radley who wrote (69)	7/20/2006 7:39:31 PM
From: tuck	Read Replies (1) of 507

The important thing near to intermediate term, is that last sentence: >>Nektar said most of the revenue would be generated by manufacturing.<< Remember the royalty is fairly small. As long as Pfizer keeps building inventory, it barely matters to Nektar that they aren't yet selling it, as the manufacturing revenue will still be rolling in. Hence the raised forecast. That said, yes, it would have been nice to be on track. But the stock was being overly punished for the delay, because, again, Nektar will still be getting revenue from manufacturing. Now if the launch and subsequent acceptance really suck, OK, that will hurt. It'll be towards year end before we really get a feel for that. Cheers, Tuck

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