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Added to YB: 2026-04-13

Pitch date: 2026-04-10

NKTR [neutral]

Nektar Therapeutics

-51.03%

current return

Author Info

No bio for this author

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

$1.4B

Pitch Price

$77.02

Price Target

N/A

Dividend

N/A

EV/EBITDA

-7.43

P/E

-6.53

EV/Sales

16.36

Sector

Biotechnology

Category

growth

Show full summary:
Cedar Grove Capital Management Portfolio Holding: Nektar Therapeutics

NKTR (holding update): Biotech w/ rezpegaldesleukin targeting atopic dermatitis (80M patients globally, >$50B market) & alopecia areata. Competitive efficacy vs JAK inhibitors but cleaner safety profile, strong durability, quarterly dosing = best-in-class potential post-biologics. Peak sales $3-$5B vs ~$2B EV. Catalyst: P3 data. Prefer buyout over commercialization.

Read full article (1 min)