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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: technetium who wrote (197)	2/16/2007 12:55:09 PM
From: tuck	Read Replies (1) of 507

ARDM is pretty crispy, yes. But the program lives on. NVO bought the rights and the IP a while back, leaving ARDM with a potential royalty stream should AERx make it. NVO is redoing the PIII program and has three PIIIs recruiting: clinicaltrials.gov Meanwhile, NVO is using the purchased IP to try and hamstring Exubera legally. I doubt they will succeed, but they will distract Pfizer a bit, and the lawyers will all make money. It is unlikely NVO will be on the market before '09, even if they manage to sidestep the problem encountered in the earlier PIIIs this time around. NVO never really came clean as to what that problem was, so far as I know. There were some antibodies, though clinical relevance of those is debatable. The main problem seemed to be a decrease in night time plasma glucose levels relative to the comparator. Hard to know what adjustments they might have made to deal with this. They are still a potential threat, though the more immediate problem may be the apparent success of the DPP-IV drugs. Cheers, Tuck

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