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Biotech / Medical : NKTR Drug delivery Company
NKTR 18.91-5.0%Sep 23 4:00 PM EDT

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To: Arthur Radley who wrote (482)8/9/2019 1:44:34 PM
From: Miljenko Zuanic   of 508

I am as much frustrated as you are, or even more...because I did try to educate myself on PEG-chemistry, how it works in conjugation with proteins and what are objective in specific drugs/target.
I am short in capacity, when IL-2/IL2R interaction are evaluated.,, how specific pegylation of IL-2 (6-->5-->4--> 3-->2...) influence interaction with IL-2 sub-type receptors.. and hydrolysis rate and chemistry.. that dictate plasma life of the ACTIVE 2PEG-IL2/1PEG-IL2..and so many other questions.. there is no BLENDING od components....there is real science that is not easy to understand and interpret. Mistakes and missteps can be made so easily. That is why BMY paid big bucks to be part of efforts.

Now, IF it is chemistry (CMC) to blame, I am all for it. IF there is true understanding, chemistry can be fixed and bring candidate forward.
IF it is something else,.. first euforia and than reality sink in...declining activity due to *regular* nature of the drug development (selection of the specific population), than it is more devastating then first explanation (chemistry).

In all this, the tricky point is why did BMY reduced target indications? They do not need to develop and pay for development for all those 18 specific indications. If 214 can be used with any anti PD1 drug, they make money as % of TOTAL sale on 214 as well as their own anti-PD1 drug.

So lawsuit will not serve me, you or any other SH, but Robin should return his gain from stock sale, be removed as CEO, and let NEW management do their job.

Bottom line, at this point one should not be seller, maybe not buyer as well, let dust settle and see more clearly what future hold.
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