Nektar Therapeutics ( NKTR ) is continuing on with development of rezpegaldesleukin, following successful results in atopic dermatitis and this week's results in alopecia areata. I haven't written about NKTR since November 2024, when IScientist and trader of biotech stock. Focus on trading around events such as trial results and NDA/BLA approvals. Also covering companies in industries regulated by the FDA. Articles present my opinion on stocks, but don't constitute investment advice.Analyst’s Disclosure:I/w ...

Core Insights - Iovance Biotherapeutics (IOVA) has shown improvement in its Q2'25 earnings, indicating a positive step forward for the company [1] - Despite the progress, there are concerns regarding the previous challenges faced during the launch of Amtagvi, leading to a cautious stance on recommending the stock as a buy [1] Company Analysis - The company is involved in the biotech sector, focusing on trading around significant events such as trial results and NDA/BLA approvals [1] - There is a recognition of the regulatory environment, particularly the influence of the FDA on the company's operations and market performance [1]

Core Insights - The stock market has reached record highs following a cooling Consumer Price Index (CPI), which has positively impacted biotech stocks that had previously struggled since early 2021 [1][2]. Biotech Sector Performance - Biotech stocks, particularly those in the SPDR S&P Biotech ETF (XBI), have shown signs of recovery after a prolonged period below the 200-day moving average, indicating a potential upward trend [3][4]. - The XBI ETF provides diversified exposure to the biotech sector, mitigating risks associated with individual stocks that may lack earnings or revenue [2]. Trading Strategy and Position Management - The company adopted a patient trading strategy, initially entering a position in XBI when it retook its 200-day line, resulting in a small gain despite subsequent market fluctuations [4][5]. - Adjustments were made to positions based on market performance, with quick exits from underperforming trades to focus on stronger opportunities [5][6]. Future Opportunities - The biotech sector remains a focus for future trades, with recent upside reversals providing new entry points for investment [7][8]. - Despite previous missed opportunities, the sector's resilience post-sell-off suggests potential for further gains, warranting continued monitoring and strategic positioning [8].

Core Viewpoint - Geron Corporation (NASDAQ: GERN) has experienced a potential plateau in the sales of its product Rytelo (imetelstat) shortly after its launch in mid-2025, which may be causing market concerns [1] Company Summary - Geron Corporation has only reported two full quarters of sales for Rytelo since its introduction [1] - The market appears to be reacting to the stagnation in sales growth following the product's launch [1]