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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 (128)9/15/2006 1:36:35 PM
From: tuck  Read Replies (1) of 507
 
Stepped in front of the train and sold some October puts. this looks climactic to me. Got to admit disappointment in the magnitude of the launch, but this seems overdone, and Cimzia seems on track for next year. Given this and other shots on goal, I'm willing to be patient. Didn't Cramer reiterate his bear call a week or so ago? Wonder if that's what's playing out here. He might know who the bailer is.

Cheers, Tuck
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