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Biotech / Medical : NKTR Drug delivery Company -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (51)7/5/2006 1:54:33 PM
From: Ian@SI  Respond to of 507
 
Actually I suspect that the real competition may well come from oral insulin. EMIS had a product in clinical trials.

At the time they were hyping their Oral Heparin program, they also seemed to be having considerable success with an insulin product in PhII trials.

Fortunately I sold them for a small profit when I began to feel that there was more BS than substance with the heparin PRs. I haven't followed them since.

Ian



To: tuck who wrote (51)7/6/2006 2:33:56 PM
From: Ian@SI  Read Replies (1) | Respond to of 507
 
Hi Tuck,

Last night on Mad Money, Cramer panned NKTR saying,

"I thought Exubera would ship in June. It Didn't. Thus they'll have a dismal Q. Sell it."

I'm under the impression that it will have a limited shelf life; that the market will react to the IMS sales figures; and that this reaction will most likely happen by the end of July.

Any views?

Thanks,
Ian


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