Nektar Therapeutics - was will man mehr??? - 500 Beiträge pro Seite

[Der.Eroberer]

Nektar Therapeutics (NKTR)

Marketcap: $ 480 Mio
Cash (30.09.): $ 458 Mio

Reicht das? Es kommt noch mehr:

Pipeline

5x Phase III
4x Phase II
2x Phase I
7x Preclinical
http://www.nektar.com/product_pipeline/all_phases.html

Es wird noch besser:

Partner

AstraZeneca
UCB
Bayer
Baxter
MAP
Affymax

Heute habe ich zu $ 4,20 den Einstieg gefunden. Ein Langzeitinvestment, dass nächstes Jahr
das Fliegen erlernen wird.

Keine Kauf- oder Verkaufsempfehlung

[kmastra]

Antwort auf Beitrag Nr.: 42.380.707 von Der.Eroberer am 21.11.11 20:55:55

Gefällt mir gut.
Und es kommt sogar noch mehr.
Es sind schon einige Produkte am Markt:

http://www.nektar.com/platform_technologies/approved_product…

Im letzten Quartal reichte das für 10 Mio royalties.
Besonders Cimzia scheint interessant. Ein Blockbusterkandidat mit wohl ca. 5 % royalties...

[Der.Eroberer]

Danke für die Ergänzung. 9 Produkte tragen schon zum Royaltystrom bei.

Diese Kombination aus Marketcap, Cash und Pipeline ist sehr beeindruckend.

[kiefernberg]

der Chart sieht nach "Vorsicht!" aus, offensichtlich traut der Markt trotz anhaltender Biotech-Euphorie der Firma nichts zu....


hier mal als Vergleich der Index dazu:

[Der.Eroberer]

Der Kursverlauf wurde maßgeblich beeinflusst von der Entscheidung, dass Phase III zu NKTR-102 ohne Partner angegangen wird. Was allerdings nicht bedeutet, dass dies so bleibt. Nektar ist weiterhin aktiv auf der Suche nach einem Partner.

[Ahorne]

Antwort auf Beitrag Nr.: 42.380.707 von Der.Eroberer am 21.11.11 20:55:55

lesezeichen.

Danke für die Infos!
Werde mich mal einlesen.

[Fruehrentner]

Könntet ihr diesen thread mal mit dem WO-Chart verlinken lassen?

Danke.

[kmastra]

Habe mal die zugelassenen Produkte genauer angesehen. Da sind einige Blockbuster dabei. Blöd nur, dass einige der deals älter sind und Nektar keine Royalties bekommt, sondern nur material sales. Trotzdem spricht das m.E. erstmal für die Plattform von Nektar.

2010 Umsätze:
Neulasta - Amgen: 4,6 Milliarden
Pegasys - Roche: 1,6 Milliarden
Peg-Intron - Merck: 737 Mio
Cimzia - UBS: 200 Mio wobei hier starkes Wachstum und schon 445 Mio in den ersten 9 Monaten in 2011
Mircera - Roche: ca. 350 Mio in 2011 hier auch starkes Wachstum

Interessant ist für die Zukunft, dass Nektar für die letzten beiden Medikamente eben auch royalties bekommt.Leider weiß man nicht wieviel % genau. Wie für so viele andere biotechs gilt hier: je neuer die deals, desto besser die Konditionen.
Hinzu kommt natürlich die breite pipeline, in denen dann schon bis zu 30 % royalties drin sind...

[Der.Eroberer]

Die 5 Dollar wurden glatt geknackt. Die Story ist weiter intakt.
Hier ist die Luft noch längst nicht raus...

[Der.Eroberer]

Weitere Royalties im Anmarsch:

Nektar Reports Affymax Announced FDA Advisory Committee Voted in Favor of Benefit/Risk Profile for Peginesatide for Treatment of Anemia in Chronic Kidney Disease Patients on Dialysis


SAN FRANCISCO, Dec. 8, 2011 /PRNewswire/ -- Nektar Therapeutics (NASDAQ:NKTR) today reported that its partner Affymax, Inc. announced that the U.S. Food and Drug Administration (FDA) Oncologic Drugs Advisory Committee (ODAC) voted 15 to 1, with 1 abstention, that peginesatide demonstrated a favorable benefit/risk profile for use in the treatment of dialysis patients with anemia due to chronic kidney disease (CKD).

Nektar and Affymax have an exclusive agreement under which Nektar provides Affymax with its proprietary PEGylation technology for use in peginesatide. Under the terms of the agreement, Nektar receives manufacturing revenue, milestone and other payments, and is entitled to receive royalties on the global sales of peginesatide for all indications.

Nektar's technology has enabled seven approved products in the U.S. or Europe through partnerships with leading biopharmaceutical companies, including UCB's Cimzia® for Crohn's disease and rheumatoid arthritis, Pfizer's Somavert® for acromegaly, Roche's MIRCERA® for anemia, Roche's PEGASYS® for hepatitis C, and Amgen's Neulasta® for neutropenia.

While the FDA is not bound by the recommendations of its advisory committees, their guidance will be considered by the FDA in its review of the New Drug Application (NDA) that was submitted by Affymax, Inc. for peginesatide in May 2011. The scheduled Prescription Drug User Fee Act (PDUFA) date for peginesatide is March 27, 2012.

[Der.Eroberer]

Nektar Therapeutics Initiates Phase 3 BEACON Trial of NKTR-102 in Women with Metastatic Breast Cancer
Study Design Highlighted at 2011 CTRC-AACR San Antonio Breast Cancer Symposium (SABCS) in Trials in Progress Session

SAN FRANCISCO , Dec. 12, 2011 /PRNewswire/ -- Nektar Therapeutics (Nasdaq: NKTR - News) announced today that the company has initiated its pivotal Phase 3 global clinical trial evaluating NKTR-102 as a single agent in women with metastatic breast cancer. NKTR-102 is a next-generation topoisomerase I inhibitor designed using Nektar's proprietary polymer conjugate technology, and is being developed in multiple tumor settings. The BEACON Study (BrEAst Cancer Outcomes with NKTR-102) is designed to include approximately 840 metastatic breast cancer patients who have had prior treatment with anthracycline, taxane and capecitabine in either the adjuvant or metastatic setting.

"We are pleased to begin the enrollment in this important pivotal study of NKTR-102 for women with metastatic breast cancer," said Dr. Javier Cortes , Director of the Breast Cancer Program at Vall d'Hebron University Hospital in Spain and lead investigator in the European Union for the BEACON Study. "The study design builds on the highly positive data from the Phase 2 study of NKTR-102 presented at the 2011 ASCO Meeting. BEACON will investigate the inhibition of topoisomerase I as a new mechanism of action to treat breast cancer, which could address the challenge of resistance from treatment with anthracyclines and taxanes for women with this devastating disease."

Dr. Edith Perez , Deputy Director of the Mayo Clinic Cancer Center, will serve as the lead investigator in the United States for the BEACON study. Dr. Perez is also Director of the Breast Program at Mayo Clinic, and a Serene M. and Frances C. Durling Professor of Medicine with College of Medicine, Mayo Clinic.

BEACON is a Phase 3, open-label, randomized, multicenter study of NKTR-102 and will be conducted in approximately 160 sites worldwide including North America , Eastern and Western Europe , and certain countries in Asia /Pacific. Patients will be randomized on a 1:1 basis to receive 145 mg/m2 of single-agent NKTR-102 once every three weeks or a single agent of physician's choice. The physician's choice agents will include: ixabepilone, vinorelbine, gemcitabine, eribulin, or a taxane. Randomization will be stratified by geographic region, prior use of eribulin and receptor status.

The primary endpoint of the BEACON study will be overall survival, and secondary endpoints will include progression-free survival and objective tumor response rates (ORR). Secondary endpoints also include clinical benefit rate, duration of response, PK data, safety profiles, quality-of-life measurements, and pharmacoeconomic implications. Exploratory objectives of the study will include collecting specific biomarker data to correlate with objective tumor response rates, progression-free survival, overall survival and selected toxicities.

"In our Phase 2 study, NKTR-102 resulted in a 30% RECIST response rate and excellent clinical benefit for patients with very aggressive disease," said Robert Medve , MD, Chief Medical Officer of Nektar Therapeutics. "Women with metastatic breast cancer who have progressed after treatment with anthracycline, taxane and capecitabine, have limited treatment options to help them manage their disease. Recognizing this high unmet need, we are excited about the opening of enrollment for our pivotal study of single-agent NKTR-102 in this setting."

More than one million women worldwide are diagnosed with breast cancer every year and the disease is the leading cause of cancer-related death among women.(1)

The design of the BEACON study was presented during the Trials in Progress Session at the 2011 CTRC-AACR San Antonio Breast Cancer Symposium, which was held from December 6 through December 10, 2011 in San Antonio , Texas. The presentation is available on Nektar's website at http://www.nektar.com/pdf/pipeline/NKTR-102/SABCS_2011_NKTR-…

The phase 3 trial has been designed by Nektar in collaboration with internationally renowned experts in the field of metastatic breast cancer, including Drs. Perez and Cortes, Dr. Ahmad Awada , Head of the Medical Oncology Clinic at Institut Jules Bordet in Brussels, Belgium , Dr. Hope Rugo , Director of Breast Oncology and Clinical Trials Education and Professor of Medicine at the UCSF Helen Diller Comprehensive Cancer Center in San Francisco, California , and Dr. Joyce O'Shaughnessy, Co-Director of Breast Cancer Research for US Oncology's Research and the Celebrated Women Chair in Breast Cancer Research at the Baylor-Sammons Cancer Center.

Information about enrolling in the BEACON study will be made available on www.clinicaltrials.gov.

http://finance.yahoo.com/news/Nektar-Therapeutics-Initiates-…

[Der.Eroberer]

Nektar Announces Positive Clinical Data from Second Phase 1 Clinical Study of NKTR-181, a Novel Opioid Analgesic Molecule to Treat Chronic Pain

NKTR-181 Exhibits Sustained and Dose-Dependent Analgesic Effect, Reduced Rate of Entry into the CNS and Wide Therapeutic Window

SAN FRANCISCO , Dec. 13, 2011 /PRNewswire/ -- Nektar Therapeutics (Nasdaq: NKTR - News) today announced positive data from a Phase 1 clinical study of NKTR-181 evaluating multiple ascending oral doses of NKTR-181 over an 8-day treatment period in healthy subjects. NKTR-181 is Nektar's new oral opioid analgesic candidate designed to address the abuse liability and serious central nervous system (CNS) side effects associated with current opioid therapies. In this multiple dose Phase 1 study, NKTR-181 exhibited a sustained analgesic response, supporting its development as a twice-daily oral tablet for the treatment of chronic pain conditions. Pupillometry data from the study demonstrated that NKTR-181's centrally-mediated opioid effects are dose-dependent and that the molecule enters the brain slowly, which could reduce the euphoria and other CNS side effects that are associated with current opioids. NKTR-181 was also well-tolerated over the entire 8-day dosing period in the study at all doses evaluated.

NKTR-181 is a novel mu-opioid agonist molecule created using Nektar's proprietary polymer conjugate technology and its differentiating properties are inherent to the design of the new molecule. As a new molecular structure, NKTR-181 is unique in that it does not rely on a formulation approach to prevent its conversion into a more abusable form of an opioid.

"NKTR-181 is emerging as an exciting new development in the treatment of chronic pain," said Lynn R. Webster , MD, Medical Director of Lifetree Clinical Research. "The positive findings from both of the Phase 1 studies for NKTR-181 demonstrate that NKTR-181 has a unique and highly attractive therapeutic profile that is inherent to its new molecular structure. As a novel opioid that could provide sustained analgesia with less CNS side effects and euphoria than existing opioids, NKTR-181 provides great promise for pain practitioners and for patients."

In the Phase 1 multiple ascending dose study, NKTR-181 produced a dose-dependent and sustained analgesic response in a model of pain used in healthy subjects to measure central analgesic activity. NKTR-181 exhibited predictable dose-linear pharmacokinetics across all dose levels with an average half-life of approximately 12 hours and no evidence of pharmacological tolerance over the 8 days of twice-daily dosing. The sustained central response, analgesic effect and safety profile over a 12-hour period supports a twice-daily (BID) dosing schedule.

Full results and data from this multiple ascending dose Phase 1 study of NKTR-181 have been accepted for presentation at the 2012 American Academy of Pain Medicine's 28th Annual Meeting to be held February 23 – 26, 2012.

"These exciting clinical results underscore our enthusiasm for advancing NKTR-181 into Phase 2 development in chronic pain patients," said Robert Medve , MD, Chief Medical Officer at Nektar Therapeutics. "As a new mu-opioid analgesic molecule that does not rely on a formulation approach, NKTR-181 has the potential to transform the treatment of chronic pain by providing effective pain relief with less CNS-related side effects than traditional opioid therapies. Our clinical results to-date suggest that NKTR-181 exhibits a continuous analgesic effect over a 12-hour period, with a slower rate of entry into the CNS, which could greatly reduce its potential dangerous CNS-related side effects and the euphoria that leads to abuse of traditional opioids. We look forward to initiating our Phase 2 clinical study of NKTR-181 in mid-2012."

Chronic pain conditions, such as osteoarthritis, back pain and cancer pain, affect at least 126 million adults in the U.S. annually and contribute to over $100 billion a year in lost productivity.(1)

http://finance.yahoo.com/news/Nektar-Announces-Positive-prne…

[Der.Eroberer]

Nun liegt NKTR gut 60% seit Threaderöffnung vorne. Der Wert fliegt weiterhin unter
dem Radar. Wenn man sich die Kursentwicklung ansieht, dann erkennt man, dass der
Anstieg kontinuierlich ausgebildet wurde. Das gibt mir ein gutes Gefühl, dass
der Anstieg noch nicht am Ende ist. Wie auch immer, werde ich am Montag bei
anhaltend starken Kursen einen Teilexit suchen. Den Rest lasse ich mit Kursziel 10 Dollar
mal laufen.

[Der.Eroberer]

Nun doch mal der erste Teilverkauf. Verkaufe die Hälfte meiner Position zu $ 7,30 mit +69%. Rest bleibt vorerst drin...

[Der.Eroberer]

Verkauf Rest zu $ 7,45 mit +77%.

Die Story könnte weiterlaufen, aber ich konzentriere mich nun auf andere Werte.

[Der.Eroberer]

Nektar Reports that Partner Affymax Has Announced FDA Approval of OMONTYS® (Peginesatide) Injection for the Treatment of Anemia Due to Chronic Kidney Disease in Adult Patients on Dialysis

SAN FRANCISCO, March 28, 2012 /PRNewswire/ -- Nektar Therapeutics (NASDAQ: NKTR - News) today reported that its partner Affymax, Inc. announced that the U.S. Food and Drug Administration (FDA) has approved OMONTYS® (peginesatide) Injection for the treatment of anemia due to chronic kidney disease (CKD) in adult patients on dialysis.

Nektar and Affymax have an exclusive agreement under which Nektar provides Affymax with its proprietary PEGylation technology for use in OMONTYS®. Under the terms of the agreement, Nektar is entitled to milestones, manufacturing revenues, and royalties on the global sales of OMONTYS®.

Nektar's technology has now enabled eight approved products in the U.S. or Europe through partnerships with leading biopharmaceutical companies, including Affymax's OMONTYS®, UCB's Cimzia® for Crohn's disease and rheumatoid arthritis, Pfizer's Somavert® for acromegaly, Roche's MIRCERA® for anemia, Roche's PEGASYS® for hepatitis C, and Amgen's Neulasta® for neutropenia.

http://finance.yahoo.com/news/nektar-reports-partner-affymax…