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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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From: tuck9/8/2006 4:25:05 PM
   of 507
 
This patent from late last year describes the probable next generation formulation of Exubera. You guessed it: inhalable PEG-insulin. Supposed to be better behaved than long acting injectable insulin. This could mean fewer puffs which in turn interferes less with pulmonary function and I believe less antibody response. Both those characteristics will help overcome physician acceptance, and also to go beyond the meal time injection segment of the market.

patft.uspto.gov

I am hearing that Exubera has been launched, about a week ago, but I haven't heard the trumpets. Confused, but also hearing insurance companies are paying for Exubera and that it's widely available. Wild rumors? Certainly the Street isn't liking the low fanfare launch, or perhaps there's early scrip numbers and they don't look good? Then I remember seeing somewhere that an investment bank recently hosted a multi-doctor conference call, and most seemed to favor Byetta. I'm seeing the several months old opinion by the German equivalent of NICE being recirculated as if it was brand new.

There is a large short position, so I could be paranoid for a moment and say this is a short attack. Or sell the news. Tempted to double down again. My last put sale at these levels worked out well.

Cheers, Tuck
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