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

To: david nordic who wrote (317)	6/10/2010 9:56:06 AM
From: Arthur Radley	Respond to of 507

The gap open today gives a bullish trend for those who are technical with their stock buying. IMO--the trend is in our favor and the announcement of a deal for the cancer program will give us a nice bump. One can hope!

To: david nordic who wrote (317)	6/10/2010 9:57:29 AM
From: david nordic	1 Recommendation Read Replies (2) \| Respond to of 507

Ovarian Cancer NKTR 102 Phase IIB is being extended with 50 patients. NEKTAR is going to aggressively seek approval within 6 months, based on Phase IIB data. The results are superior to any single cancer agent marketed or in clinical today. The best cancer drug in 25 years per the lead cancer investigator. NKTR 102 - Pegylated Irinotecan with a half life extended from 40 hours to 50+ days. 145mg/m2 Q21 was superior to 145mg/m2 Q14 Dosing less often improves the results. 48% response rate for patients with no treatment options. The toxics side effects are in the single digit range. Off patent Irinotecan vs NKTR 102 with patent protection to 2026. Short term value driver for NEKTAR Amgen Neulasta (3B) deal with Nektar ends in July 2010. Nektar royalties are less than 1% and Nektar is prepared to walk away from the deal renewal if the deal is not sweetened to 6%. Interesting! Robin (CEO) said it not worth Nektar's time and effort.