@mister42.bsky.social

@Liv4theBeat it's truly bizarre. hard to believe. but we've been gifted an inexplicably low price before. the market is quick to punish NKTR and slow to reward them, but it eventually does happen. I will load up again as much as I can. High conviction.

So if I have this straight, $NKTR had a bull case readout on an indication it was already receiving 0 EV for, and the stock went down? Make it make sense

@ZhaoyuWang15 Nobody cares about that. Angry investors who lost money on calls or whatever sue companies all the time. It never amounts to anything. If you have ever invested in any company, they have had class action lawsuits from angry investors thrown at them, and it never matters.

No one talking about the Class Action lawsuit against $NKTR?

@LFCUSA @GEODISPark $162 for the cheapest, worst seats in the stadium for a preseason friendly against... Sunderland... right...

Nashville, we're coming to YOUR city 🤠🔴 We can't wait to see you at @GEODISPark this summer. Secure your seat today! 🎟️🔗: ticketmaster.com/event/1B006459…

@ASchulz888 @tallnfat @andrewpaleogos @biotech_hunter Success in p3 for both indications (and other indications beginning being studied) would probably fetch more like $9B, maybe more

With success in both ph3's, doesn't that number sound low? In AD and AA combined, peak sales of $5 billion+ are not that difficult to imagine. Though I agree there is a lot of uncertainty in both figures, particularly in AA (how much does a clean biologic grow the market? what is payor stance? etc.)

Biotech has seen a number of deals this year. In your opinion, which of these biotechs will be acquired first? $ABVX, $NKTR, or $VKTX? Or is this day dreaming, and none of them will be acquired?

@aggregategains In the same boat. I feel so gaslit by this market response. Surely nobody is listening to that dimwit SA

@mister42 Market really playing games here. My May 15th calls up 1000% now down to 300% Half a milly up and down in a week

$nktr after 36wk AA data I said NKTR at ~$40 would be the easiest long of my life. Turns out it's #2. NKTR at ~$91 after AA extension data is much more derisked with market-expanding profile: safe, effective, no plateau after 52 wks, novel MoA = 1st line. Oh, plus Atopic Derm...

@aggregategains Bro, this is absolutely crazy what we're seeing here

@mister42 Let’s all hold hands and sing kumbaya.

@A_May_MD Somebody will be suing "AppliedXL Automation"

Anyone wondering what that >10% flash crash was for $ABVX at close? Bloomberg published a blurb saying that their P2 ulcerative colitis trial has been delayed by 2+ years. The issue? That trial already read out 4 years ago 🤣 Clearly spooked someone who spooked some algos who spooked some more algos. It has all recovered back to closing price ~$112 already obviously. Was in the high $90s for a couple minutes! Shoutout to @KevinLMak who brought this to my attention so quickly that I was actually able to grab a few cheapies 😅

@tallnfat @seedy19tron 24 week off-drug data for AA. If, 24 weeks off of treatment patients are still showing a response, it would signal a remittive or disease-modifying effect and would be a big deal. However 52 week off-drug data is coming in Q1 2027 for AtD which may be a bigger deal

@seedy19tron What’s the big on in NKTR? Litigation news (hopefully settlement?) or something else not on my radar?

Just some quick commentary $nktr offering closed and then you have a few more catalysts and the big one Q4 + litigation news. Ph3 cash concerns sorted pretty much. My EOY TP $160 $abvx there’s a very good chance maint hit, Crohn’s hit. Or shall I say non zero chance for both events to readout positive and stock could close at $275+ by YE. $cogt gist is real , only game in town $70 by YE $bcrx earnings based on script data should be good and a few other catalysts YE TP $21 $anl I shed half at ~$16, letting the rest run $nxtc sold all at $12 was a tiny position anyways

@A_May_MD I got vitamin D results recently and they told me my number was 4. Uh, yeah, the 'D' is for depression!

Dire news. I’m dangerously close to losing my dermatology board certification. Open to thoughts on how to get these numbers back down.

@tallnfat @Octopusking77 Wouldn't worry about it. Every time there's been good data there has been a weeks/months-long grind upward. Market quick to punish but slow to reward.

@Octopusking77 There’s just zero confidence in management and the name. Pretty amazing actually

$NKTR יום אחרי גיוס הון וביום ש ה $XBI יורד המהלך צפוי. יעשה סגירת גאפ ינקה את הגרף ונוכל להתקדם אחלה הנחה למי שבעניין

@psaibuhr @A_May_MD Tell me you haven't read his diligence documents without telling me you haven't read his diligence documents

@A_May_MD would you, as an actual dermatologist, prescribe the bejesus out of Rezpeg if it were approved?

$NKTR offering! There you go. Wasted no time there! Now can it get on with rallying 40%+ like it did after the last offering??? This afternoon I noticed volume was surprisingly low, which basically guaranteed this was coming. The real buyers were on the sidelines waiting.

$nktr DEEPENING

@dabongohead Is your snoopy stuff licensed?

@svarre001 This is not new. Was the case a few months ago. Think it has to do with them being Chinese, or still being considered by fidelity to be a penny stock in terms of mcap which some brokers limit exposure to or put safeguards in for.

$ANL was blocked on Fidelity for trading due to fraudulent activity. Had to call them and place an order.

@BioSyncopation was it only 17k shares? I see a 70k candle around open and a 180k candle around 10:15

@An1mal_M0ther_ There is no pattern. Who says they "should" have released the data by now? Your expiring options by chance? The company is studying the data and extrapolating everything they can and will release it in April as has been communicated

Whats going on with $NKTR? If anyone can correct me but seems they're taking longer than they should to release AA Maintenance. AD Maintenance was released 10FEB...

@Liv4theBeat It's insane for you to characterize it as "late" - late for whom? Late for your options expiring? Late because you compared it to other data releases? The company set no date, only setting a quiet period and an expectation the data would arrive in April.

$NKTR So…everyone just bullish going into AA readout (which is now late), or someone know something the commoners don’t?

@tradingsssss @HOThomasWPhelps Maybe they raise cash if afforded opportunity after AA ext, maybe they get a partner, maybe they get settlement $, maybe they get dapi royalty, could be a lot of things. If the data shows meaningful signals they will find the $. Not having the cash today is no reason to shelve it

@mister42 @HOThomasWPhelps how are you paying for it?

$NKTR "planning to initiate the Phase 3 ZENITH-AD program of rezpegaldesleukin in moderate-to-severe atopic dermatitis patients in the second quarter of 2026" Insight from AAD26: 1. Considering grouping biologic naive and experienced pts in one trial, but would include subgroup analysis for biologic experienced vs naive pts 2. Cash runway not be sufficient to fund full Ph3b, exploring financing options going forward (partnerships and royalty deals, but not out-licensing deal w/ Rezpeg) ir.nektar.com/news-releases/…

@dragonballchad @bin2gray @AffusoFrancesco Smaller pool of data this time to be fair. Would make sense if it came sooner. But we'll see.

@bin2gray @AffusoFrancesco their AA quiet period took around 3.5 weeks last time

$NKTR when do you guys think rezpeg readout in AA will be presented? My guess is early Q2 (mid-to-late April)