Added to YB: 2026-06-10
Pitch date: 2026-06-08
NKTR [bullish]
Nektar Therapeutics
-1.35%
current return
Author Info
No bio for this author
Company Info
Nektar Therapeutics, a biopharmaceutical company, focuses on discovering and developing medicines in the field of immunotherapy in the United States and internationally.
Market Cap
$1.9B
Pitch Price
$57.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
-11.47
P/E
-7.00
EV/Sales
23.81
Sector
Pharmaceuticals
Category
special_situation
Nektar Therapeutics Thesis
NKTR: M&A thesis—Incyte CEO Meury seeking I&I bolt-on; NKTR fits as plug-and-play with existing Oplezura team, no incremental salesforce. Rezpeg ph3-ready, novel MoA, clean safety. Aligns w/ Incyte's ex-Jakafi rev goal (~1/3 by 2030). Board overlap (Whitfield), aging CEO open to sale. Awaiting legal resolution.
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