Professional
Added to YB: 2026-04-14
Pitch date: 2026-04-10
NKTR [neutral]
Nektar Therapeutics
-11.3%
current return
Author Info
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
$77.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
-11.47
P/E
-7.00
EV/Sales
23.81
Sector
Pharmaceuticals
Category
growth
Cedar Grove Capital Management Portfolio Holding: Nektar Therapeutics
NKTR (holding update): Biotech w/ rezpegaldesleukin targeting atopic dermatitis (80M patients globally, >$50B market) & alopecia areata. Competitive efficacy vs JAK inhibitors but cleaner safety profile, strong durability, quarterly dosing = best-in-class potential post-biologics. Peak sales $3-$5B vs ~$2B EV. Catalyst: P3 data. Prefer buyout over commercialization.
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