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Nektar Therapeutics (NKTR) Message Board

callbuyinfool 15 posts  |  Last Activity: Jul 9, 2014 2:23 PM Member since: May 19, 2006
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  • callbuyinfool callbuyinfool Jul 9, 2014 2:23 PM Flag

    Yeah, I'm sure it's me who doesn't understand.

  • callbuyinfool callbuyinfool Jul 9, 2014 12:31 PM Flag

    you were the idiot telling everyone how this was going to 20 a few months ago, right? You're a great contrarian signal. It's probably going to 20 in the near-term, since you excel at being wrong.

  • Reply to

    why is this down?

    by yaleloe Jul 7, 2014 1:31 PM
    callbuyinfool callbuyinfool Jul 8, 2014 11:45 AM Flag

    I think NKTR gets hit harder than others because the company doesn't seem to have heard the terms "press release" or "investor relations". The BIS and other ETFs have to sell/short something. NKTR is a good candidate because, hey, what the heck are the odds that tomorrow there will be a positive press release. Pretty slim

  • Reply to

    why is this down?

    by yaleloe Jul 7, 2014 1:31 PM
    callbuyinfool callbuyinfool Jul 7, 2014 4:27 PM Flag

    Well, all biotech is down, for one thing. But this is an outperformer (or underperformer, depending on your view). It could have something to do with the BDSI news. That appears to be on opiod, not in the category of Nektar's candidate. But, it is a pain drug that met its primary endpoint, while Nektar's drug didn't. That's my best guess. Of course, it's probably some completely unrelated bads news that only market makers and hedge funds know about, and the rest of us schmucks will discover when it's too late to sell.

  • Reply to

    I think we will see

    by junkbond13 Jul 7, 2014 11:01 AM
    callbuyinfool callbuyinfool Jul 7, 2014 1:17 PM Flag

    #$%$? What market are you watching? Pretty clear there's not much buying going on.

  • Reply to

    Another FDA meeting delay?

    by callbuyinfool Jun 3, 2014 11:54 AM
    callbuyinfool callbuyinfool Jun 3, 2014 3:03 PM Flag

    I'm with you, eagles. Obviously you are being hyperbolic, since many small biotechs have gone "poof" and people have lost their entire investment. But this stock has one of the higher "hype and promise to disappointment" ratios going. But in the end biotech investing is just Powerball for the educated. They can fool themselves into thinking they aren't gambling, but they really are. I'll be first to admit it. No one here who is honest with himself can call this an investment. Google is an investment. Apple is an investment. Nektar is a long, drawn out, boring #$%$ shoot. There are too many unknown variables to look someone honestly in the eye and say " I know Nektar's pipeline will bare fruit".

  • callbuyinfool by callbuyinfool Jun 3, 2014 11:54 AM Flag

    There's no way this is just "noise". NKTR is the worst-performing of about 40 biotechs I watch....I wonder what the bad news is this time.

  • callbuyinfool by callbuyinfool May 22, 2014 3:17 PM Flag

    imagine how much we would gain if they fired HR! 40%, I'd bet

  • Does that make any sense? The more I think about it, the more I can't see how things go well at the FDA next month. Doesn't it all come down to the FDA saying " is the fact that some people get constipated from opiates outweighed by the fact that there's still some room for doubt on the safety of this drug?". How can they possibly not order a CV study "Just to be on the safe side"? Can someone on this board muster a reasonable argument against this line of logic? (and since I said "Reasonable argument", that means no reply from Klaus, please).

  • Reply to

    Jan 7 2007 Compared to today... Thanks HR

    by pettitmb May 9, 2014 11:33 AM
    callbuyinfool callbuyinfool May 11, 2014 5:13 PM Flag

    Just my two cents, but the stock has been REALLY weak the past few weeks. I'm betting that the stock will be driven below 10 in the next few weeks. So you might want to go easy on loading up under 11 and change that to loading up under 10. Then, I think the mm's will drive it to high 11's (and maybe hitting 12) just before June 11. They will unload a good chunk onto the speculative buyers right before the meeting. They don't want to hold a lot of this going into the meeting, because the downside risk is too big. And as for the upside risk, well, they'll just push the bid up so high after a positive outcome that sellers come out in droves, and they'll be alright. It's always easier to find sellers than buyers.

  • Reply to

    AZN and PFE ...what does it do for NKTR

    by pettitmb May 4, 2014 10:39 AM
    callbuyinfool callbuyinfool May 4, 2014 7:13 PM Flag

    Well, this could be wishful thinking on my part, but...AZN doesn't really want to be bought (at least, not at any price PFE is willing to pay). AZN *may* start doing things to prove that it has plans that don't include PFE. Buying Nektar could be one way to say #$%$, Pfizer, we're doing our own thing". Paying 3B wouldn't be totally crazy. I know some may argue that nothing will happen until after approval/disapproval of naloxegol, but there's always the "contingent value rights" approach that Furiex Pharma received. Pay ~2.3 or ~2.4 billion ($18 or $19 a share) and slap on another billion or so in contingent rights. But I think if someone offered anything close to $25 a share, HR would be a fool not to take it (and, he'd pretty much be breaching his fiduciary duty if he didn't). Most biopharmas are still way over-valued, even with the recent slide. BMRN, ALXN, and all the others are too pricey. Given the over-pricing of most names, Nektar is actually pretty reasonably priced, given the possible upside.

  • likely the same from now until the end of the decade. This is the most f-d up stock I've ever seen.

  • callbuyinfool callbuyinfool Apr 21, 2014 2:49 PM Flag

    No doubt most of the 100 Billion dollars in valuation was due to the AZN-Nektar partnership. PFE offered the 100 Billion to Nektar directly, but HR didn't bite (he's read Klaus' posts and really believes the 1000 share price hallucinations that Klaus has). So PFE figured they might as well buy AZN, as it's the next best thing to owning NKTR.

  • Reply to

    I was waiting for nktr to go

    by junkbond13 Apr 15, 2014 3:54 PM
    callbuyinfool callbuyinfool Apr 16, 2014 4:59 PM Flag

    Well, it all depends upon what the range IS, now doesn't it? 2-30? More than likely. 10-12? I doubt it. Volatility is quite pronounced right now, as is volume. The funny thing about the market, and a stock like this, is that just when you think you know what the future holds - you learn you don't.

  • Reply to

    new news

    by kklausbeckerman Apr 15, 2014 9:56 PM
    callbuyinfool callbuyinfool Apr 15, 2014 10:19 PM Flag

    I saw that too, Klaus. It doesn't seem like a "poison pill", per se, but it does mention something to the effect of "anyone buying Nektar shares, by virtue of buying, agrees to have any dispute adjudicated in the state of Delaware " (i.e., a state known for having laws favorable to companies and not so much to shareholders).

    If Nektar is up a bunch tomorrow, it means that the takeover wonks who live and breathe this stuff have interpreted this as spelling "hostile takeover imminent". However, my guess is that this isn't earth-shattering and is just a curious filing, perhaps the result of an ex-employee's lawsuit causing Nektar's lawyers to dot their i and cross their t's for future lawsuits, but I guess we'll know for sure in the morning.

NKTR
12.58+0.29(+2.36%)Jul 11 3:59 PMEDT

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