NKTR Drug delivery Company Message Board

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Biotech / Medical : NKTR Drug delivery Company

NKTR 55.19

+2.2%

12:53 PM EST

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To: tuck who wrote (135)	9/15/2006 3:17:13 PM
From: Arthur Radley	Read Replies (1) of 507

My ardor for this stock gets colder and colder as I look at the info NKTR is telling us. Remember, the numbers that are bantered around is that this will be a billion dollar + drug, but I've pointed out that it appears NKTR isn't building inventory to meet such a demand to generate any meaningful goals. Go back to their last Q report...basically, they are saying the second half sales revenue will only be the same as the first half sales....remember this drug is already on the market in Germany and Ireland and has been for four months. Wouldn't logic be that if they are launching the drug in the US that revenue would be up from pre-launch revenue..so why would revenue projections be flat for the second half 2006. My prediction...when PFE announces their 3rd Q....revenue for Exubera will horrible. With that said, NKTR has over $400M in cash, and if it drops to around $12.00 I would be a buyer because of their cash position and pipeline. In the interim, to PFE reports...stock will continue downward (IMO).

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