Re: No IL-2 competition ? Are the Inhaled Amikacin trials complete?
Thanks again Hijacked:
I did look back on CT.gov at Amikacin trials. I'm assuming you are referring to Inhale 1 and Inhale 2 trials. Both trials in October, 2016, under changes tab indicate an ADDITION of patients from 650 to 724. Am I looking at the right trials?
I can't seem to locate anything on Onzeald under EMA website. How did you find the information?
My thoughts (please comment if you have time): The driving factors of the SP this year will be partnership agreements on 181 and 358 and positive 214 combo data. We have an idea the partnership agreement on 181 will probably occur after the second HAL study results which we should know in about a month or so. I can't see a partnership agreement for 358 until very late in the year until the partner would have an idea if the drug is working in humans as it was designed to do. 214 combo data we also wouldn't know until later in the year. Additionally, one would expect positive preliminary data on 214 at ASCO, which could give the SP a bump. I would think that the above factors which would be influencing the SP upward should be much stronger than negative news on Amikacin and 102 in EU, albeit Amikacin's fat royalty. As I mentioned previously, I would have made a lot of money trading in and out of NKTR if I was that good...but I pretty much held most of my position over the 5 years or so I've owned the stock. I actually plan on selling half of my remaining position in SGEN at a 65% profit and half my position in GILD at a 30% loss (all in my IRA) and moving more into NKTR - purchasing some before ASCO and the balance hopefully before a partnership in 181 is announced. SGEN's E1 study results are coming in a month or so and are expected to be good, and I wouldn't be surprised if GILD takes out SGEN, but I think NKTR's SP with the above catalysts should rise more than I anticipate SGEN and GILD to. Of course, I could be completely wrong!
I purchased back 1,300 shares of NKTR of the 2,000 I sold in March, ranging in price from $18-$22, so I probably should have had more patience there. Just thinking of the magnitude of the impact a successful outcome on 214, 358, 262/214 combo and of course 181 HAL studies is intoxicating, and difficult for me to sell anything now.