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Biotech / Medical : NKTR Drug delivery Company
NKTR 53.98-6.5%Nov 13 3:59 PM EST

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To: Ian@SI who wrote (168)10/28/2006 12:28:27 PM
From: tuck  Read Replies (1) of 507
 
>>Does anyone know the extent to which NKTR has patents on Pegylation Technology? Any tie in to VRTX HCV tx?<<

This is a bit complicated. Inhale acquired Shearwater, which was one of two companies doing PEGging. The other was Enzon. There was litigation, and settlement, and cross-licensing.

nektar.com

To read this, you would think Nektar own all the PEGged stuff in the HCV space, but I believe Enzon developed SGP's version of PEG interferon before the settlement. You might have to ask investor relations to clear up what the royalties are, and who owes how much to whom on a given product. In general, I believe Nektar's products have been more successful, and as such is getting more revenue from the deal , but paying out more in licensing royalties, too. Here's the PR about the settlement and subsequent collaboration. Most of the other stuff in the collaboration has quietly died, I think, or perhaps just moved really slowly.

investor.enzon.com

Cheers, Tuck
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