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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: david nordic who wrote (77)7/24/2006 12:45:44 PM
From: Ian@SI  Read Replies (1) of 507
 
D.,

Unless I misread the PR, Hematide is not in NKTR's pipeline, it's in another company's. Purchasers of technology have the right to expect confidentiality. e.g. - INTC doesn't allow capital equipment companies to disclose its purchases from them. I see no reason why biotechs would want to provide an early indication of areas in which they are innovating.

Unless and until royalties/license fees start rolling in, this will remain (rightly so IMO) a hidden asset not valued by the market.

Ian
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