Biotech Values

[bladerunner1717]

Dew and rfj,

This week Evan Sturza, a biotech newsletter writer and hedge fund manager came out with a strong buy on NKTR. Besides their interest in Exubera--which Sturza expects to be approved in the first quarter of 2006--Sturza says that NKTR has an interest in Neulasta. (as well as in Roche's Cera, which Sturza expects to be a $3 billion drug). To what extent is this true? How do you guys feel about NKTR?


Bladerunner