NKTR Drug delivery Company Message Board

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Biotech / Medical : NKTR Drug delivery Company

NKTR 59.32

+2.3%

Nov 11 3:59 PM EST

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To: david nordic who wrote (234)	6/5/2007 10:10:04 AM
From: tuck	Read Replies (4) of 507

Notable calls summarizes Soleil's buy reiteration: notablecalls.blogspot.com I see NKTR share price hasn't responded. I don't know what to make of the Cimzia situation. It seems as though there's been a fair amount of time gone by for mere label negotiations or submissions of new data, and there is a camp that believes the situation for Cimzia is more dire, that the FDA is asking for a trial before approval. The shriller members of that camp believe the one case of tuberculosis could be a stumbling block, both in the regulatory and marketing arenas. Even Mircera is slightly in doubt. A couple of analysts say that even though Roche was given a draft label, there is a slim chance that there are larger issues for it. I believe, though that the share is close to reflecting these concerns. I expect the market to consolidate this summer, and will be watching to go long NKTR again. Cheers, Tuck

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