NKTR - FYI

Necktar will release more 214/262 preclinical combo data tomorrow (Monday).
It will include info on adoptive cell therapy.

This is not really actionable data but for those following the stock it should be informative. Trial results will tell the true story.

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Looks like this is the related press release.

https://seekingalpha.com/pr/17129565-nektar-therapeutics-pre…

Looks like the poster for tomorrow is already available from the Nektar site:
http://www.nektar.com/application/files/1415/2364/7401/2018_…

Many more Nektar scientific posters are available from this page:
http://www.nektar.com/science/scientific-posters

One presentation of particular interest from that page would seem to be this one about the combo of NKTR-214 and NKTR-262 presented in 2017:
http://www.nektar.com/download_file/580/0

Guessing some of the folks here like HeartMD, Saul, hydemarsh, GauchoChris, Cosmid, CMFTedyun, and others may have already perused these, but if not, please dig in and provide your thoughts.

-volfan84

Link to Ted’s prior discussion of Nektar:
http://discussion.fool.com/nktr-nktr-214-deep-dive-33021896.aspx…

Link to Saul’s post on finally getting checkpoint inhibitors subsequent to reading Ted’s post:
http://discussion.fool.com/okay-i-finally-get-checkpoint-inhibit…

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It’s encouraging pre-clinical data. That’s all you can say about it. It looks promising based upon the study of NKTR-214 and ENTINOSTAT combo. The combo enhanced CD8 T-cell activation and cytotoxicity while also reducing regulatory T-cells (these are the ones they want to suppress) thereby inhibiting tumor growth. This is early stuff, mice models. Don’t get excited.

MC

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The market doesn’t seem to like it much.

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The market doesn’t seem to like it much.

I noticed that FMI is down a lot this morning too, so maybe it is a sector-wide thing. I haven’t looked at any other biopharm-related prices this morning though.

I picked up another 20 shares at $92 and change. This is probably stop losses being triggered. Most articles Ive read are more than impressed with NKTR’s pipeline. So …one investors garbage looks like another man’s treasure.

Dominic
long NKTR

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Low $80’s now!!

Very tempted to look at some calls…definitely seems to be some stop losses in play here.

This Stocktwit post mentions some Keytruda data.

http://stocktwits.com/mdsinvestments/message/120076823

This Stocktwit post mentions some Keytruda data.

I wouldn’t rely on a guy’s opinion when he uses a picture from “Grand Theft Auto” as his profile picture, but that’s just me.

Dominic

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https://www.forbes.com/sites/matthewherper/2018/04/16/adding…

…the Keytruda data

HP

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The market doesn’t seem to like it much.

The market is bipolar.

Peace,
Dana

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I wouldn’t rely on a guy’s opinion when he uses a picture from “Grand Theft Auto” as his profile picture, but that’s just me.

No worries, not relying on it… but still a good tidbit.

Seems that the positive Keytruda data is causing the market to see less of a need for NKTR-214/262 or at least projection less potential future revenue or margins for Nektar’s offerings. That part seems fairly logical to me…and overall, should be good news for humankind for improving cancer treatments.

Isn’t NKTR also running trials with Keyturda? If Keyturda and Opdivo are enhanced in combination with NKTR-214 seems like a win either way. Understanding that this is a big IF, but still, I don’t see the big sell off making sense just yet.
Mike

1 Like