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Reponse to ALKS/NKTR

Our first post! Time for a whisky -- well, it is almost always time for a whisky.

Yes, I still like ALKS and NKTR -- Alkermes had very strong earnings in Q4, announced after the close today, and raised guidance for 2007. And Vivitrol, the alcoholism treatment that disappointed last year, had smallish ($5MM) but better than expected sales.

Nektar seems to have a solid technical floor at $12 -- I am a bull on this stock despite its steady decline.

Michael

Comments (2)

messmore Kendall:

i am interested in gnvc which is appearing at the conference if you can please comment on their future

I will visit with them, thanks for the input.

MS

Michael:

Michael, thanks for the blog. The more real-time, personal contact will be very helpful to me with trading bio-tech stocks.

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