Nektar Therapeutics

NKTR

Held by 1 specialist biotech fund

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Fund Holdings

BVF Partners

AI Signal

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Catalysts

No catalysts tracked.

Activist Filings

SC 13G/ARA Capital Management0.0%Feb 14, 2024

SC 13GRA Capital Management9.8%Aug 17, 2023

Position Details

BVF PartnersNEWFeb 17, 2026

Shares: 1,559,595Value: $65.9M

# Signal Note: BVF Partners Initiates $65.9M Position in Nektar Therapeutics Mark Lampert's concentrated biotech value fund establishing a material 1.6M share position suggests conviction in NKTR's pipeline catalysts, likely centered on BAY 1905254 (MORPHOTEK bispecific) in solid tumors and potentially the company's IO combination programs. The timing may reflect confidence in near-term clinical readouts or valuation reset following previous portfolio underperformance. Watch for 2024-2025 data releases on lead programs as the catalyst trigger for this entry.

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Insider Signals

No insider signals tracked.

Also Held by These Funds

ANNX1 fund ACIU1 fund CMPS1 fund PEPG1 fund TENX1 fund XNCR1 fund CBIO1 fund IMA

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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