Replies to post #20147 on Biotech Values

[DewDiligence]

Re: 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?<

NKTR’s involvement with Neulasta and Cera is in the public domain:

http://www.nektar.com/content/amgen
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Amgen uses a Nektar proprietary 20 kDa polyethylene glycol (PEG) derivative in the manufacture of Neulasta™ (pegfilgrastim). The sustained duration form of Neupogen™, Neulasta is used to treat neutropenia, a decrease in white blood cells resulting from chemotherapy.
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http://www.nektar.com/content/pr_1075758697
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February 02, 2004

Nektar Therapeutics (Nasdaq:NKTR) announced today the existence of a collaboration with Roche under which Nektar has licensed a proprietary PEG (PEGylation) reagent used in the manufacture of Roche's product CERA (Continuous Erythropoiesis Receptor Activator). Under the three-year old collaboration, Nektar receives milestone and manufacturing revenues during development and will receive royalty and manufacturing revenues upon successful commercialization of the product
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>How do you guys feel about NKTR?<

I haven’t followed them closely, but perhaps I should. Regards, Dew