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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 (317)6/10/2010 9:57:29 AM
From: david nordic1 Recommendation  Read Replies (2) of 507
 
Ovarian Cancer NKTR 102 Phase IIB is being extended with 50 patients. NEKTAR is going to aggressively seek approval within 6 months, based on Phase IIB data. The results are superior to any single cancer agent marketed or in clinical today. The best cancer drug in 25 years per the lead cancer investigator.

NKTR 102 - Pegylated Irinotecan with a half life extended from 40 hours to 50+ days. 145mg/m2 Q21 was superior to 145mg/m2 Q14
Dosing less often improves the results. 48% response rate for patients with no treatment options. The toxics side effects are in the single digit range. Off patent Irinotecan vs NKTR 102 with patent protection to 2026.

Short term value driver for NEKTAR
Amgen Neulasta (3B) deal with Nektar ends in July 2010. Nektar royalties are less than 1% and Nektar is prepared to walk away from the deal renewal if the deal is not sweetened to 6%. Interesting! Robin (CEO) said it not worth Nektar's time and effort.
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