Added to YB: 2026-09-25
Pitch date: 2026-09-23
NKTR [bullish]
Nektar Therapeutics
+2.33%
current return
Author Info
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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
$2.1B
Pitch Price
$58.03
Price Target
120.00 (+102%)
Dividend
N/A
EV/EBITDA
-12.76
P/E
-9.43
EV/Sales
28.09
Sector
Pharmaceuticals
Category
special_situation
The Weekly #2 - Nektar Therapeutics
NKTR (added to position): Added shares ahead of the expected verdict and owns October $80 calls. The trial assessment is that liability is trending Nektar, with a predicted $531M award; from a $62 spot, the appeal- and timing-discounted verdict scenario is ~$75, while 9% prejudgment interest could add another $12-$15 per share. The unresolved risks are the jury’s decision, appeal and collection timing.
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