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

To: tuck who wrote (157)	10/10/2006 2:20:11 AM
From: tuck	Read Replies (1) \| Respond to of 507

Further slumming on the Yahoo NKTR board did turn up one pretty good thread, in which a couple of posters claiming to be doctors actually can talk the talk: messages.finance.yahoo.com Of course, one has to wade through a fair amount of BS, but it helps put things in context. The one nugget I really found helpful was that endocrinologists only write about 5% of scrips for diabetics. Since a few of those are the initial targets of the launch, it is not surprising we're ot seeing much in the numbers. If this nugget is correct in saying that other practitioners will be targeted in December, that's when we should see some real ramp up in the scrips. So I'll keep writing the calls against my position through December, then stop. Maybe sell some puts if the stock pulls back, maybe even buy calls if it's still sluggish around the holidays. Interesting to me that as the stock tanked out of base when folks with short time frames found out the launch was going to be slow, and TexasDude warned us all how dire things were, the stock rebounded immediately afterwards. Buy the Gloom! stockcharts.com I sold some Oct 12.5 puts when it went below 13. Didn't get a whole lot for them, but I think I'll get to keep the money. Cheers, Tuck