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Re: DewDiligence post# 228259

Sunday, 01/19/2020 8:34:30 PM

Sunday, January 19, 2020 8:34:30 PM

Post# of 257553
NKTR—A SeelingAlpha blogger lifted language from my recent tweet:

https://twitter.com/DewDiligence/status/1217249665407750145 (from 1/14/20):

$NKTR JPM Q&A session (20min) was unusually informative. It revealed how colossally chaotic the bempeg program has become and how much time and expense has been squandered. I still think bempeg is likely an approvable drug, however.

https://seekingalpha.com/article/4317787-still-chaos-nektar-value-in-pipeline (from 1/19/20):

...listening to the question and answer session at JPMorgan, I get a sense of a lot of chaos and wasted time and money in the bempeg partnership.

Emphasis added by me.

“The efficient-market hypothesis may be
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