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

To: tuck who wrote (243)	6/27/2007 11:43:30 AM
From: tuck	Respond to of 507

Notable Calls highlights Cowen's ongoing support of the company, with Cowen saying that Pfizer is still behind Exubera, and that reps were talking it up at the ADA meeting: notablecalls.blogspot.com Clinician sentiment turning, eh? With the incoming ADA president -- the top dog in that field -- being against it, how does that square with reality? Anyhow, NKTR has bounced somewhat on the call, but is still below $10. I'd be a buyer at $9.50. Cheers, Tuck

To: tuck who wrote (243)	4/22/2008 4:27:26 PM
From: tuck	Read Replies (1) \| Respond to of 507

Cimzia approved by the FDA for Crohn's, but with a pretty tough label. One wonders how much will be sold. Probably more than Exubera, though! The Crohn's market is not as big, but still nothing to sneeze at. siliconinvestor.com NKTR's share price reaction is mild. Stock is unchanged on the day in a tough day, perhaps reflecting my guarded optimism about Cimzia -- which IS a change from my previous guarded pessimism. But it's still near lows. Perhaps this helps put the floor in. There's still RA, and other indications, but I'm not super optimistic for those, either. Still, NKTR just sits back and collects the royalties . . . Cheers, Tuck