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


To: tuck who wrote (235)6/8/2007 12:15:18 PM
From: Arthur Radley  Read Replies (1) | Respond to of 507
 
In current issue of Kiplinger's magazine they have interiew with Bill Miller(Legg,Mason), the top stock picker in beating the S&P averages until losing out for the first time last year when he didn't.

Anyway, one of his current picks in (MANN). His justification is that their "inhaler" will be smaller than (NKTRs) and he expects their market share to be in the billions.

IMO Miller is barking up the wrong tree...it isn't the size that caused NKTRs problems, it's doctors having concerns about the safety of long term use of a inhaled drug.



To: tuck who wrote (235)6/21/2007 1:56:37 PM
From: tuck  Respond to of 507
 
Notable Calls out with a blurb from a diabetes newsletter writer via Barrons online, suggesting that the safest investments in the space are with companies with products out:

notablecalls.blogspot.com

Cheers, Tuck



To: tuck who wrote (235)6/21/2007 1:57:04 PM
From: tuck  Respond to of 507
 
Notable Calls out with a blurb from a diabetes newsletter writer via Barrons online, suggesting that the safest investments in the space are with companies with products out, including Nektar:

notablecalls.blogspot.com

Cheers, Tuck



To: tuck who wrote (235)10/23/2007 12:10:06 PM
From: tuck  Read Replies (2) | Respond to of 507
 
Mircera blocked:

Message 23991285

This is not good news for NKTR, but the stock doesn't seem to be suffering much since the news was announced. Even AMGN isn't rallying that much. I think the decision was widely expected. Cimzia . . . still haven't heard anything new. Given the FDA's state of mind these days, I think it's in trouble, too.

NKTR appears to be on its own with its early pipe.

Cheers, Tuck