200 million eczema sufferers. A leading drug that fails more than half of them. A cancer-causing alternative that still projects $5 billion in sales. And a tiny 60-person San Francisco biotech that may have cracked the code — with a Nobel Prize-validated mechanism the market is somehow pricing at near-zero. This week, Krzysztof goes full deep-dive on Nectar Therapeutics ($NKTR), while Luke — self-confessed biotech skeptic — has the options chain open and his wallet ready.

📊 Why the world’s most common skin disease has NO good cure yet — and why that $50B market opportunity is hiding in plain sight

💊 The cancer-warning drug that still projects $3–5B in revenue: what that tells you about how desperate patients really are

🎓 Res-peg explained without the jargon: the Nobel Prize-backed immune reset mechanism that makes $NKTR different from every other AD drug on the market

💀 The 33% single-day crash that Monkey calls ‘borderline irrational’ — and why buying that dip may have been one of the most logical trades of the year

🎯 Bull, base, and bear: a $240–$320 price target vs. today’s ~$82 — and the position sizing rules that keep this from becoming a gamble

🧠 Why the market can’t walk and chew gum: how $NKTR’s alopecia data confusion is creating a ‘free call option’ that most investors are completely missing

🌐 The imminent April catalyst that could reprice this stock overnight — and why Monkey says a negative surprise would be the real shock

Sources:
Adam May (biotech investor): https://x.com/A_May_MD

Segments:
00:00:00 The Disease Affecting 200 Million People With No Real Cure
00:05:00 What Is Atopic Dermatitis (Eczema) — And Why It’s a $50B Market
00:10:00 Why the Best Drug on the Market Only Works for Half of Patients
00:15:00 The Cancer-Warning Drug Still Projecting $5B in Sales
00:20:00 $NKTR’s Res-Peg: The Nobel Prize-Backed Mechanism Explained
00:27:00 The Phase 2 Data That Sent $NKTR From $6 to $80
00:33:00 The Alopecia Trial Disaster — And Why Monkey Says the Market Overreacted
00:43:00 Valuation Deep Dive: Is $NKTR Worth 4x From Here?
00:48:00 Upcoming Catalysts: What to Watch in April 2025 and Beyond
00:54:00 Position Sizing in Biotech — How Much Is Too Much?
01:01:00 Options Strategy for $NKTR: Calls vs. Shares vs. Selling Puts

**********
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Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.
Get 15% off any premium plan with:
fiscal.ai/wildlife
**********
Monkey’s “Zen, Nietzsche, How to Live” Substack:
firephilosophy.substack.com
**********
To use the same portfolio tracking tool as Luke, check-out:
portseido.com/?fpr=lukehallard
**********
Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation
**********
Fed up with the stock market giving you a hard time?

– Invest like seasoned pros with over 40 years in the game
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– Sharpen your best investing practices and ditch the worst
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The AI arms race is here, and it’s shaking up the cybersecurity landscape. Is it time to panic, or is this a buying opportunity? We dive deep into the AI doomsday fears and how it could impact our portfolios.

Plus:
🧠 Axon’s stock-based comp problem: a great company, TERRIBLE stock? $AXON
📊 Wise’s Nasdaq listing is imminent: what does it mean for investors? $WISE $WIZEY
💊 Krzysztof’s selling Coherus for a NEW biotech play: $CHRS $NKTR $ABCL

Segments:
00:00:00 Cold Open
00:01:47 Subscriber Growth Slowdown: Are We Boring?
00:03:57 Mama Monkey’s Patreon Offer
00:05:51 Claude Mythos & Cybersecurity Apocalypse?
00:11:06 Is AI a Tailwind or Headwind for Cybersecurity Stocks?
00:11:46 $CRWD CrowdStrike: Time to Buy?
00:22:26 $NKTR Nectar Therapeutics: Krzysztof’s New Biotech Pick
00:28:05 $AXON Axon Enterprise: Great Company, Terrible Stock?
00:30:52 Stock-Based Compensation Explained
00:42:37 $WISE Wise PLC: Nasdaq Listing Incoming!
00:45:19 Investor’s Mirror App Update
00:50:54 Closing

**********
SUPPORT THE SHOW AND BECOME A PATREON:
wallstreetwildlife.com
**********
Follow us at:
⁠⁠x.com/7LukeHallard
⁠x.com/7FlyingPlatypus
**********
Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.
Get 15% off any premium plan with:
fiscal.ai/wildlife
**********
Monkey’s “Zen, Nietzsche, How to Live” Substack:
firephilosophy.substack.com
**********
To use the same portfolio tracking tool as Luke, check-out:
portseido.com/?fpr=lukehallard
**********
Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation
**********
Fed up with the stock market giving you a hard time?

– Invest like seasoned pros with over 40 years in the game
– Discover the world’s leading companies
– Sharpen your best investing practices and ditch the worst
– Learn how to start investing
– Essential investing principles to boost your returns