Stocks / Pharmaceuticals
NKTRPharmaceuticals
Nektar Therapeutics
$68.501d +2.2%5d -2.9%settled close · 2026-09-17
Mkt cap $2.1B (3/25)β 1.1452w $56–98Shares 28.7MInd. Pharmaceutical PreparationsNasdaq since 1994Emp. 63HQ San Francisco, CAnektar.com
The tape, with the calls on it
Who said what, and what NKTR did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about NKTR
2 longlatest 2026-06-10
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-06-10 | Adam MayPhysician & Biotech Investor | Bullish | Yet Another Value Podcast | Alopecia areata data showed deepening responses with longer treatment confirming a legitimate signal, the… |
| 2026-03-23 | Adam MayPhysician & Biotech Investor | Bullish | Yet Another Value Podcast | Rezpeg's eczema efficacy is materially understated due to Eli Lilly's botched data analysis and a… |
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Earnings
Next report: 4 Nov 2026 after the close
Confirmed date · consensus EPS -2.17. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 13 Aug 2026 | after the close | -1.23 vs -2.02 | -2.7% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where NKTR’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 10 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-17 | ||||||
| 2026-09-15 | ||||||
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| 2026-08-13 | ||||||
| 2026-08-07 | ||||||
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| 2026-07-06 | ||||||
| 2026-06-30 | ||||||
| 2026-06-22 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
NKTR is in this morning’s Brief.
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