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: idos who wrote (346)	12/14/2010 12:54:58 PM
From: Arthur Radley	Respond to of 507

The CEO really threw us a curve ball, after being so forceful about doing a partnership deal. The data did appear to be good and improving from earlier data, however, short-term this decision to go it alone will put a damper on the stock. If the drug is a good as it appears(but sure is early data to put blockbuster by their name)then the decision to keep full control will be the wise option, but keeping their pipeline moving forward will require additional dilution.......ARRRGGGGH!

To: idos who wrote (346)	3/15/2011 7:15:23 PM
From: ghmm	Read Replies (2) \| Respond to of 507

Anyone have thoughts on the Phase 2 Ovarian data seen thus-far? I hope I am wrong but don't see the data being strong enough for a single arm accelerated approval. I was trying to speculate if the company possibly expanded enrollment for another reason (get more data to go into Phase 3, attract a partner) but I think they are really shooting for the accelerated approval. If anyone has links to studies/meta analysis of this patient population would appreciate any links.