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: Arthur Radley who wrote (83)	8/2/2006 1:12:29 PM
From: tuck	Read Replies (2) of 507

Follow EMIS loosely. I seem to recall they had difficulties in the clinic with their oral insulin, not sure if it's dead or not. Same with GNBT's buccal delivery system. Miljenko might know the status of EMIS' program if no one else does; he used to follow EMIS pretty closely. Edit: I think this may have been telegraphed/leaked, as the stock has weakened even after the delayed launch was priced in. Had I connected the dots on July 12th, I would have seen this coming. Initial digging leads me to believe Novo's position is tenuous, and I think it's unlikely they'll get an injunction. If they do, I'll be out of NKTR for a while. Cheers, Tuck

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