1. NKTR118, at least now we know why AZN delayed 118 for so long. They have been opimizing dosing for phase III. Phase III dosage are 12.5mg, 25mg while phase II dosage were 5mg, 25mg, 50mg, 100mg.
2. NKTR102 Ovarian. They are adding 60 patients for potential accelerated approval. The data so far are strong enough for this possibility. It also could give information on phase III design, mainly size of study. Phase III most likely will be randomized to NKTR102 vs investigator's choice. The more data you have, the more precise you can design phase III, especially on trial size.
3. NKTR is definitely compelling value wise right now. Since it got to this point, it has stabilized even during sharp market downturn.
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