Nektar Therapeutics (NKTR)

[ghmm]

I wouldn't put too high of expectations. I was very bullish on 102 in Ovarian cancer but the company talking less about it and the enrollment being stopped early (perhaps due to shortages of doxil?) make odds on an accelerated filing very, very unlikely.

On the 118 front AZ has two more studies look like drug-drug interaction studies. For whatever people may say about competition in the space by the number of trials and AZ continuing to feature it I think we stand a good chance to perhaps get a broader label and certainly have a strong marketing effort (presuming the data look good and we get approved of course).
http://www.clinicaltrials.gov/ct2/show/NCT01533870
http://www.clinicaltrials.gov/ct2/show/NCT01533155