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Biotech / Medical : NKTR Drug delivery Company
NKTR 56.31+0.6%11:42 AM EST

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To: Miljenko Zuanic who wrote (414)10/1/2018 11:39:26 AM
From: ghmm  Read Replies (1) of 507
 
They have a slide presentation and report. I didn't read both just skimming through the slides a couple things:
- Not that I am strong in science, but they compare mouse dosing to human dosing when favorable to their argument doesn't seem right.
- IL-2 is administered in the ICU and almost no one can get 14 cycles. Yes, NKTR-214 monotherapy was disappointing, however, the premise of it increasing TIL's and providing synergy with other mechanisms has not been disapproved.
- Didn't see a price target. NKTR has 2B cash, was a couple Billion before 214 run up AND NKTR-181 hadn't had successful P3 before run-up (which was 1b+).
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