Biotech Values

[ghmm]

NKTR:

For what its worth if one believes in actions speak louder than words one of the two planned early (mid '18) Phase 3 initiations is RCC the other being Melanoma.

Oncology is certainly an area I don't know well. In my NKTR-214 position, I've thought Melanoma and Sarcoma where two of the indications I felt had a higher chance of success. I am sure Howard Robin highlighted what was better data to share and there are/will be some indications where 214 doesn't do as well. Maybe the stock will have some disappointment when that happens? On the plus side though Nektar may soon have some other molecules that could generate some additional buzz which may give the illusion (false or real?) of them being more than a one-trick pony.