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

To: Miljenko Zuanic who wrote (428)	10/4/2018 8:29:56 PM
From: DewDiligence_on_SI	Read Replies (2) \| Respond to of 507

After examining the "rebuttal" text more closely, I'm certain that it's not actually from NKTR.

To: Miljenko Zuanic who wrote (428)	10/4/2018 8:49:11 PM
From: ghmm	Read Replies (1) \| Respond to of 507

Though its certainly lacking management has given an explanation (the data need to mature). Whether that proves accurate or management can be trusted is a different issue. I just don't like the back and forth with a short seller it lowers management to their level and reduces their own creditability. The only thing that can happen with a rebuttal is another set of comments from the short and they'll criticize management more for feeling compelled to rebut them. The data certainly is not as good as initially presented. I remain long thinking the totality of the data still indicates a very active drug with potential in multiple indications. Perhaps it doesn't end up working in half the indications but the valuation has dropped substantially to reflect that (probably 0 for Lung Cancer). The other thing I like is they continue to combine 214 with other modalities (their own and others) with some interesting preclinical data behind several so the drug is far from dead IMO.