Nektar's (NKTR) Billion-Dollar Balance Sheet Faces A Multi-Year Test
On August 13, Nektar Therapeutics (NASDAQ:NKTR) held its second-quarter earnings call and laid out where its lead drug candidate stands after years of development.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Two Seas Capital Sina Toussi | 3,092,234 | $215,868,856 | +58% | 4.28% |
| 2. | Biotechnology Value Fund / BVF Inc Mark Lampert | 2,391,075 | $166,920,946 | -7% | 4.27% |
| 3. | Vestal Point Capital Ryan Wilder | 1,000,000 | $69,810,000 | +251% | 1.63% |
| 4. | Prosight Capital Lawrence Hawkins | 810,000 | $56,546,100 | +11% | 9.74% |
| 5. | Armistice Capital Steven Boyd | 724,000 | $50,542,440 | +26% | 0.62% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $17.28 | 15,000 | $259,200.00 | 107,668 | 2019-09-05 | Filing | |
| $59.80 | 1,400 | $83,720.00 | 177,000 | 2018-06-06 | Filing | |
| $59.07 | 2,000 | $118,140.00 | 175,600 | 2018-06-06 | Filing | |
| $55.22 | 1,600 | $88,352.00 | 173,600 | 2018-06-05 | Filing | |
| $17.95 | 35,000 | $628,250.00 | 133,000 | 2017-08-10 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $71.98 | 186 | $13,388.28 | 9,570 | 2026-08-18 | Filing | |
| $71.98 | 418 | $30,087.64 | 54,627 | 2026-08-18 | Filing | |
| $70.00 | 5,681 | $397,670.00 | 9,756 | 2026-06-30 | Filing | |
| $61.65 | 4,500 | $277,425.00 | 55,045 | 2026-06-17 | Filing | |
| $60.81 | 5,500 | $334,455.00 | 59,545 | 2026-06-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,067,920 | $353,791,520 | 0.02% | |
| 2. | 2,941,851 | $205,370,620 | 0% | |
| 3. | 1,496,849 | $104,495,029 | 0% | |
| 4. | 936,560 | $65,381,263 | 0% | |
| 5. | 909,679 | $63,504,691 | 0% |