Nektar Therapeutics maintains a Strong Buy rating, driven by REZPEG's late-stage development in atopic dermatitis [AD] and alopecia areata [AA]. The Phase 3 ZENITH AD program is underway, with three pivotal studies targeting moderate-to-severe AD subpopulations; topline data is expected mid-2028. REZPEG's differentiated mechanism aims for long-term disease control and safety advantages over current AD therapies, addressing a $37.3B global market.
NKTR's Q2 earnings beat estimates, but revenues fall short. Investor focus stays on rezpeg as late-stage studies advance in autoimmune diseases.
Nektar Therapeutics (NKTR) Q2 2026 Earnings Call Transcript
Nektar Therapeutics NASDAQ: NKTR said it initiated its global Phase III ZENITH AD program for rezpegaldesleukin, or REZPEG, in moderate-to-severe atopic dermatitis during July, while also finalizing plans for a registrational Phase III trial in alopecia areata following an end-of-Phase II meeting with the U.S. Food and Drug Administration.
Nektar Therapeutics (NKTR) came out with a quarterly loss of $1.23 per share versus the Zacks Consensus Estimate of a loss of $2.06. This compares to a loss of $2.78 per share a year ago.
The average of price targets set by Wall Street analysts indicates a potential upside of 104.1% in Nektar (NKTR). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Nektar begins two phase III ZENITH AD studies of rezpeg for moderate-to-severe atopic dermatitis, with a third study set to start in September. Shares rise.
Nektar Therapeutics NASDAQ: NKTR outlined plans to advance its lead regulatory T-cell (Treg) therapy rezpegaldesleukin (REZPEG) into late-stage development, while also reporting first-quarter 2026 financial results and providing updates across its pipeline during its earnings call. Get Nektar Therapeutics alerts:Sign UpREZPEG positioned for phase III in atopic dermatitis President and CEO Howard Robin said the company is “exceptionally proud” of progress over the past year and highlighted phase IIb results in atopic dermatitis and alopecia areata that he said demonstrate clinically meaningful outcomes in two “distinct autoimmune and inflammatory disease settings.
NKTR misses Q1 earnings and revenue estimates. Investor focus stays on rezpeg as the company advances late-stage studies in autoimmune diseases.
Nektar Therapeutics (NKTR) Q1 2026 Earnings Call Transcript
Nektar (NKTR) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
Nektar Therapeutics: 'Strong Buy' On REZPEG POC Established In AD/AA And Late-Stage Development