The delay is for the safety portion. Efficacy results should be out long before then (I think that portion of the study is 12 weeks). I wasn't familiar with PGNX's compound but did a quick lookup and saw its sub-q. 118 would have the added benefit of being oral. Do you happen to have any links to its (RELISTOR's) efficacy?
If your hoping for a negative (sorry I am not :-)) NKTR hasn't tested the 12.5mg dose and 5 only showed a trend but 25mg was very efficacious.
Do you see the potential for NKTR118 being a sufficient overhang for PGNX for some time?
Not really. NKTR118 had been known quantity for sometime. Oral Relistor is still ahead of NKTR118 in development. The market is big enough for two oral products. The key to PGNX is to get Relistor subc approved for general population, and Salix does a better job than Wyeth in generating sales. If there weren't oral Relistor, NKTR118 definitely would have pose serious risk on Relistor subc.
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