NKTR Drug delivery Company | Stock Discussion Forums

To: idos who wrote (352)	3/16/2011 9:27:42 AM
From: ghmm	of 389

The official line is that even if they get accelerated approval would need the Phase 3 for full approval. I don't think they are over promising their shot at at accelerated approval. What I am more wondering is if they will need the full Phase 2 data before even starting the Phase 3 which would mean the Phase 3 wouldn't start till 2H '12 (if not later). The expansion of the Phase 2 study is what has me puzzled. If they really have little to no chance why delay things by expanding the Phase 2? At the Cowen conference Robin said that 125 patients are being added and the results would be pushed back about 4 months (from original end of 11 target). I was curious if they chance is 0 or something slightly higher :-) so was curious on how the data may compare with what may be expected in that patient population (the company says expected overall survival is about 8 months but I'd like to see some studies).

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