Biotech Values

[ghmm]

NKTR:

I was actually disappointed with the FVIII results (was hoping for weekly dosing) do you think different?

I am guessing the recent strength in Nektar is related to the pain (efficacy) data coming in Summer. I did a quick listen of the abuse call but always worried more about efficacy given the indication has a high placebo response (despite what they may do in design) or the low abuse leads to less efficacy.