Added to YB: 2026-04-22
Pitch date: 2026-04-20
NKTR [neutral]
Nektar Therapeutics
-11.4%
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
$2.4B
Pitch Price
$103.00
Price Target
200.00 (+115%)
Dividend
N/A
EV/EBITDA
-18.94
P/E
-8.73
EV/Sales
42.32
Sector
Pharmaceuticals
Category
growth
NKTR: 'Winning By Being Second'
NKTR: P2b AtD shows Rezpeg beats Dupixent on EASI-75/90 maintenance; Q12W dosing = Q4W (major convenience win). 2L+ positioning vs IL-4/IL-13 biologics post-Dupixent failure, avoiding JAKi black box risks. $3.5B AtD peak sales by 2035 → $168/share (~98% upside). AA 'call option' adds $1B peak → $200+/share (>140% return). P2 AA maintenance data drops April 20th.
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