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NKTR
In-depth coverage
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Episodes
Latest attributed ideas · most recent first
10 JUN10 JUNYET ANOTHER VALUE PODCAST · 07:15
Nectar Therapeutics sell-off seen as overdone
“The guest argued that Nectar's recent stock decline is an overreaction to transient headwinds like litigation and perceived competition, leaving the underlying asset undervalued.”
In depth · 4/5Verify in source →
23 MAR23 MARYET ANOTHER VALUE PODCAST · 10:00
Nectar's ResPeg: Eli Lilly botched data analysis
“The bull case for Nectar Therapeutics was that Eli Lilly's initial negative analysis of the ResPeg eczema drug was a misanalysis, and the corrected data showed a competitive efficacy delta in the low 20s.”
Core thesis · 5/5Verify in source →
23 MAR23 MARYET ANOTHER VALUE PODCAST · 15:00
Phase one data skewed by bad luck at week 12
“The guest discovered that a single patient missing an appointment and a single placebo responder at the exact week 12 endpoint artificially compressed the efficacy delta in Nectar's phase one data.”
Core thesis · 5/5Verify in source →
23 MAR23 MARYET ANOTHER VALUE PODCAST · 12:30
Huge unmet need in post-Dupixent eczema market
“The guest argued there is a massive, underappreciated need for new eczema drugs because about half of patients fail first-line treatments like Dupixent.”
In depth · 4/5Verify in source →
23 MAR23 MARYET ANOTHER VALUE PODCAST · 28:00
OX40 competitor failures create vacuum for Nectar
“The guest argued that the efficacy collapse and safety issues (Kaposi's sarcoma) of competing OX40-class drugs from Amgen and Sanofi have created a massive market-share vacuum for Nectar's ResPeg.”
In depth · 4/5Verify in source →
23 MAR23 MARYET ANOTHER VALUE PODCAST · 25:00
Exceptional maintenance data strengthens ResPeg profile
“The bull case was strengthened by ResPeg's strong maintenance data, showing a high percentage of patients maintained response with a convenient dosing schedule of just four shots a year.”
In depth · 4/5Verify in source →
23 MAR23 MARYET ANOTHER VALUE PODCAST · 32:00
ResPeg's unique Treg mechanism offers remittive potential
“The guest argued ResPeg's mechanism of action - inducing anti-inflammatory Treg cells - is unique and may offer 'remittive potential,' allowing patients to maintain response after stopping treatment.”
Substantive discussion · 3/5Verify in source →
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