Biotech Values

[ghmm]

NKTR:

Sorry don't know if they are presenting anything at ESMO. They just presented PIVOT data and PROPEL has been active for less than 6 months so doubt they have any data for that.

Its noteworthy that Robin hasn't done a financing and with all the studies they're paying for the already high burn will go up in '18. For all his critics he's done a few things well one being execute meaningful partnerships (and prior to Nektar he sold Sirna at a peek who sold the assets to ALNY at a fraction of what Merck paid). So I am hopefully of a meaningful upfront for 181, perhaps a meaningful milestone if its approved on just the 1 efficacy study too.