Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: tuck who wrote (54)	7/6/2006 7:13:31 PM
From: Arthur Radley	Read Replies (1) \| Respond to of 507

Tuck, I think Cramer often let's his mouth get ahead of his brain! However, with that said, I know that NKTR and PFE were stating early in the year how they were building up inventory in their Indiana warehouse for an immediate launch upon FDA approval. I personally got lucky with NKTR as I caught the run from $15.00 to $20.00 because of what I perceived as over expectations for the acceptance of Exubera..both by patients and what insurance companies would be willing to pay. Personally, I think PFE is having a hard time convincing insurance companies to pay the rate they initially wanted for a drug that doesn't show any better efficacy that the current dosage regimens and this seems to be supported in this following coverage on NKTR... thestreet.com Appears the pricing is coming under scrutiny and thus royalties to NKTR will be major impacted. All just MO! Plus coming competition will have a major impact also. One more thing..on June 10th PFE had a release that they expected the launch to occur in mid-July.