NKTR Nektar Therapeutics

$NKTR 1. I added some NKTR before the market closed today, taking advantage of Friday's selloff in the XBI. 2. NKTR trading just slightly above cash. 3. Love the odds of a possible squeeze.

$NKTR the stock started going down right at the start of the trial. Even without any news or catalyst. The juror question spooked the market a bit and rightfully so. However, it certainly appears that shorts had coordinated on a pre-determined basis to use the trial and AA readout as catalysts to start pounding the stock. First the trial result was positive, not negative. Nktr won over $100MM with interest. That’s not chump change. The $1 billion ask was obviously high. Second when the AA new came out the stock initially went up in the pre-market. That was also good news. So the narrative became the injection site reactions-news that was over one year old and that existed when new, sophisticated investors invested almost $1BILLION at prices as high as $92/share. Finally for all the chart experts, old support around this level was before the balance sheet was fortified with $1BILLION. I know the price action is horrible but imho temporary. Stay long; stay strong. . .

$NKTR My intuition has been gnawing at me. I read what most AI say about Phase 3 clinical trial that know few details about rezpeg. I asked the right question the right way and this is what I got. The bottom line is by using 850 people in phase 3 AA will only help amplify what we have already seen. Because they used a small sample size in phase 2b the response was muted. We have already seen the tip of the iceberg. The tip of the iceberg is this: -1/4 people respond to rezpeg. The 2b study for AA showed 8-12% received a SALT score less than 10 by week 36. A SALT score of 10 means they re grew 90% of their scalp hair. People said 8-12% is not alot but that was because the sample size was small. There is an outlying number of high responders to rezpeg. We have only the tip of the iceberg. here is my post : I posted my question first. If you had to guess what rezpeg could do in phase 3 . It very well could be that there are some people who respond hightly to rezpeg also. Maybe not but you will see in full color what is actually happening Thought for 23s My informed guess for Phase 3 (ZENITH-AA in severe-to-very-severe alopecia areata): There is a reasonable chance it succeeds on the primary endpoint (SALT ≤20 at week 52), with a clear separation from placebo, and that the trial will show a real subgroup of high responders—while also making the overall effect size and limitations fully visible. Why this is plausible Phase 2b (REZOLVE-AA) already showed: Roughly 26–28% of patients on rezpeg reaching SALT ≤20 (≥80% scalp coverage) by week 52 versus ~7% on placebo. Responses that continued to deepen with longer treatment (new responders appearing between weeks 36–52). Some deeper responses (SALT ≤10) and encouraging off-treatment durability in those who responded (many maintained the SALT ≤20 response months after stopping). A clean safety profile so far (mainly injection-site reactions). The Phase 3 design (~850 patients, 24 µg/kg every 2 weeks for a full 52-week induction, primary endpoint at week 52) was deliberately chosen because of that deepening signal. With a sample size this large and the trial powered accordingly, if the true effect is even modestly similar to Phase 2, you should see a statistically significant result and a precise picture of the response rate.⁠Hcplive What “full color” will likely look like Overall response rate: Probably lands somewhere in the low-to-mid 20s to low 30s percent for SALT ≤20 (comparable to or a bit below high-dose baricitinib’s ~36–41% at 52 weeks in its Phase 3 trials, and closer to the low-dose baricitinib range). Including prior JAK-inhibitor patients and adolescents could pull the number a bit lower than the pure Phase 2 population. High responders: Yes—there will almost certainly be a visible subset who respond strongly (substantial or near-complete regrowth, SALT ≤10, good eyebrow/eyelash gains in some). Phase 2 already hinted at this, and the larger trial will quantify exactly how many, how deep, and how durable. Time course and durability: Expect the data to show responses building over the year (not a quick peak-and-plateau like some JAKs) and, among responders, a chance to test less frequent maintenance dosing or even off-treatment durability. Differentiation: If positive, the story will be a novel non-JAK mechanism (Treg stimulation) with potentially better long-term durability and a different safety profile than the oral JAKs. Realistic caveats In short: the large Phase 3 should give a high-resolution view of exactly how many people respond, how strongly some of them respond, and whether the durability advantage holds up. Based on the Phase 2 trajectory so far, a positive (or at least directionally supportive) outcome on the primary endpoint is a plausible base case, with a identifiable high-responder subgroup. The actual numbers will decide it.

$NKTR Does anyone not disagree that there is a possibility that the jury verdict did not cover legal fees expended by the company? Sounds like a lot for a moral victory.

$NKTR Nektar Therapeutics Price Target Announced at $130.00/Share by Leerink Partners. One of the most renowned analyst firms in the biotech sector.

$NKTR More than half of adults with atopic dermatitis report inadequately controlled disease despite treatment with currently available biologics that target type 2 inflammation, underscoring the complexity of treating this heterogeneous disease and leaving a major unmet need for a novel approach to immune modulation," said Emma Guttman-Yassky, M.D., Ph.D., Waldman Professor of Dermatology and Immunology and Health System Chair of the Kimberly and Eric J. Waldman Department of Dermatology at the Icahn School of Medicine at Mount Sinai. "These data show that rezpegaldesleukin's novel approach to regulatory Tcell stimulation has the potential to treat patients with heterogeneous disease in atopic dermatitis and other autoimmune disease settings." Dr. Guttman-Yassky continued, "Within 2 weeks of treatment, we observed significant systemic and cutaneous normalization across multiple disease associated pathways

$NKTR I have really come to enjoy all these days of constant fingering. Reminds of 2023/2024/H12025

Ticker SCAG had huge news, could go parabolic: Scage Future Enters into Strategic Cooperation Agreement with China Huaye Group SCAG has only 1.3 million shares float - Chinese - Watch it 👀🚀 $NKTR $VWAV $ARTV $JOBY EO

$NKTR Calling the bottom at 34. The weird part about this stock is that the fundamentals haven't changed at all, yet the price just keeps bleeding out. This manipulation has got to stop.

$NKTR It’s approaching another buy target. Painful to watch my gains slowly diminish but excited to add more at much much lower price levels.

$NKTR NKTR cannot find a big pharma partner who is capable of carrying out phase 3 trials for REZ-PEG and is going to do them on their own. Considering NKTR's DEEP track records and REZ-PEG's side effects profile for non-life threatening indications, one can be certain it will not end well. And I am certain LLY will prevail in appeal thanks to newly disclosed prevalent side effects of REZ-PEG.

$NKTR continued…Importantly, these early molecular changes correlated with clinical outcomes at Week 16 only in the rezpegaldesleukin-treated patients, providing a meaningful link between the biological activity of rezpegaldesleukin and the subsequent clinical benefit."