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Biotech / Medical : NKTR Drug delivery Company
NKTR 57.74-2.7%3:59 PM EST

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To: tuck who wrote (235)6/8/2007 12:15:18 PM
From: Arthur Radley  Read Replies (1) of 507
 
In current issue of Kiplinger's magazine they have interiew with Bill Miller(Legg,Mason), the top stock picker in beating the S&P averages until losing out for the first time last year when he didn't.

Anyway, one of his current picks in (MANN). His justification is that their "inhaler" will be smaller than (NKTRs) and he expects their market share to be in the billions.

IMO Miller is barking up the wrong tree...it isn't the size that caused NKTRs problems, it's doctors having concerns about the safety of long term use of a inhaled drug.
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