NKTR Nektar Therapeutics Loading... : Bullish and Bearish Analyst Opinions
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22:35
Sep 02
Sep 02
"NKTR settlement or trial week ahead."
"Court order in NKTR v LLY leaves two outcomes: a settlement docket entry or trial where LLY's internal messages may be admitted; no explicit directional position stated."
MED
22:30
Sep 02
Sep 02
NKTR legal win pressure on LLY settlement
Court ruling favors NKTR's patent case, as judge excludes broad reference to lebrikizumab at trial; pressures LLY's position and likely raises settling price, benefitting NKTR shares.
MED
13:43
Sep 02
Sep 02
Author explicitly shorted more MRNA at $155 with 30% of portfolio.
Author explicitly shorted more MRNA at $155 with 30% of portfolio, while expressing excitement for NKTR, KOD, VERA and noting momentum shifts in other biotechs without clear directional calls.
LOW
23:50
Aug 31
Aug 31
Author details a portfolio shift to 70/30 long/short, explicitly shorting MRNA and ABCL.
Author details a portfolio shift to 70/30 long/short, explicitly shorting MRNA and ABCL, holding longs in COGT, VERA, KOD, ABVX, and NKTR, and closing TENX after a filing-driven squeeze.
16:49
Aug 31
Aug 31
NKTR catalyst days away, no direction
Author notes NKTR is days away from an unspecified catalyst, but does not name the event or direction.
LOW
02:14
Aug 29
Aug 29
NKTR v LLY legal catalyst flagged
Highlights NKTR v LLY legal case with trial set for September 8 and court-ordered mediation underway; no directional view stated.
LOW
15:13
Aug 28
Aug 28
The tweet details ongoing litigation and settlement dynamics between Nektar and Eli Lilly.
The tweet details ongoing litigation and settlement dynamics between Nektar and Eli Lilly without expressing a directional trading view on either stock.
LOW
19:01
Aug 24
Aug 24
NKTR cited as sentiment-washout bounce analog
NKTR is referenced as bouncing after sentiment dropped despite a catalyst desert; used as an analog for sentiment-driven biotech rebounds without a directional call.
LOW
14:53
Aug 23
Aug 23
NKTR long thesis, 2-4x EV potential
Author presents a detailed long thesis on NKTR, arguing the market undervalues Rezpeg's AtD potential (base case $1.5B peak sales) and that the APGE/ABBV deal validates a 2-4x risk-adjusted re-rating of the current ~$1B EV, ahead of Ph3.
MED
13:41
Aug 23
Aug 23
NKTR long into impending catalyst
Author identifies NKTR as having an impending catalyst and notes his investing strength lies positioned around such catalysts, implying an active long bias into the event.
MED
18:37
Aug 22
Aug 22
Author defends their track record citing NKTR and ABVX as past 10x pitches.
Author defends their track record citing NKTR and ABVX as past 10x pitches, but this is retrospective defense, not a current position or forward call.
16:22
Aug 22
Aug 22
The author defends their track record by citing two past 10x winners while disputing a critic's.
The author defends their track record by citing two past 10x winners while disputing a critic's fabricated example, but makes no current forward-looking trade calls.
LOW
19:22
Aug 21
Aug 21
The author analyzes a legal dispute where Eli Lilly's chats may become public and Nektar must.
The author analyzes a legal dispute where Eli Lilly's chats may become public and Nektar must disclose partnership talks by August 28, but no explicit position is stated.
LOW
09:57
Aug 21
Aug 21
A news wire reports a broad list of price target raises, cuts.
A news wire reports a broad list of price target raises, cuts, and coverage initiations across numerous stocks from various analysts, with no personal market view expressed.
23:38
Aug 19
Aug 19
The author lists speculative biotech catalysts and best ideas by therapeutic area.
The author lists speculative biotech catalysts and best ideas by therapeutic area as research/watchlist content, not explicit current positions or forward calls.
23:36
Aug 19
Aug 19
Top biotech picks across various therapeutic areas
Author lists these biotech names as their best ideas across various therapeutic areas with the sector near all-time highs.
MED
11:19
Aug 19
Aug 19
NKTR filing alleges rezpeg shelving plan
Cites NKTR's filing alleging LLY internal chats planned to shelve rezpeg while a competing drug advanced; litigation development noted.
MED
13:11
Aug 18
Aug 18
NKTR settlement floor estimated at $400M
Author estimates NKTR's minimum acceptable settlement at $400M ($200M termination payment plus $160M legal fees), a litigation update without directional stance.
LOW
02:51
Aug 18
Aug 18
Long NKTR into stacked AA/AtD catalysts
Buy NKTR: FDA agreement on a single 850-patient AA study saves ~$100M and 12-18 months, and with $250M modeled lawsuit recovery plus September trial verdict, REZOLVE 4Q26, and AtD 1Q27 catalysts, shares offer stacked asymmetric upside.
HIGH
13:21
Aug 17
Aug 17
Street love and major fund additions
Author holds in their portfolio, noting the stock is finally getting street love with net additions from major funds.
MED
07:45
Aug 16
Aug 16
Author discloses a small 2% position that stung and notes weekly declines in ABVX, NKTR.
Author discloses a small 2% position that stung and notes weekly declines in ABVX, NKTR, and VERA without any forward-looking trade call.
LOW
02:38
Aug 16
Aug 16
Covered NKTR 65 puts to fund new positions
Author closed (covered) NKTR 65 put options to free up capital for new portfolio additions.
MED
14:22
Aug 14
Aug 14
NKTR trial imminent, $85+ price target
Buy NKTR ahead of an imminent clinical trial readout, with author setting an $85+ price target and expressing high conviction the catalyst is near-term and positive.
MED
12:15
Aug 14
Aug 14
NKTR hidden BD process hints at takeout
Buy NKTR speculatively ahead of a potential settlement-plus-partnership or takeout catalyst; NKTR's willingness to forfeit a damages category rather than disclose recent BD documents implies an active business development process around Rezpeg, corroborated by $1M+ premium in $100 Sept calls.
MED
17:25
Aug 10
Aug 10
Highlights past successful biotech valuation calls.
Author lists numerous biotech and pharma tickers as past successful valuation calls, offering no current directional view.
LOW
17:11
Aug 10
Aug 10
The author defends their binary event call accuracy by listing past winners and losers.
The author defends their binary event call accuracy by listing past winners and losers, but frames it as a track record defense rather than a current position or forward call.
LOW
01:47
Aug 10
Aug 10
Author explicitly states NKTR is a no-brainer buy after Apogee's acquisition.
Author explicitly states NKTR is a no-brainer buy after Apogee's acquisition, framing it as a high-conviction long opportunity.
01:21
Aug 10
Aug 10
Author notes institutional dislike for NKTR management persists despite the stock's past-year.
Author notes institutional dislike for NKTR management persists despite the stock's past-year run, but expresses no personal position or forward call.
LOW
01:04
Aug 10
Aug 10
NKTR long on large call flow, M&A expected
Long NKTR on unusual September 100-strike call options flow exceeding $1M in premium, suggesting informed positioning ahead of a potential royalty deal or M&A announcement within 4–6 weeks; stock already up ~$20 since author's prior pitch.
MED
14:50
Aug 07
Aug 07
NKTR long on $300-600M settlement catalyst
Buy NKTR ahead of the September 3rd trial; court-ordered mediation before trial creates a high-probability settlement catalyst in the $300-600M range, with the speaker projecting an $80+ stock reaction on any news — small wins at pre-trial conference (damages expert allowed, Lilly's layoff/Bempeg references excluded) tilt the setup favorably.
MED
About NKTR Analyst Coverage
Buzzberg tracks NKTR (Nektar Therapeutics) across 3 sources. 68 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (53%). 129 total trade ideas tracked. Past 7 days: 5 watch. Latest voices: seedy19tron, A May MD, DeItaone.