My Portfolio / Every company I’ve owned /
$NKTR · Nektar Therapeutics
My position since Apr 2026 · 1 buy · still held · Healthcare
What the pick did
0.5×
The stock in pounds, while I held it; 0.5× in dollars
S&P 500, same time1.1×
What my money did
0.5×
Pounds back (sold, still held and dividends) for every pound in, after costs
Still held · all of the money in0.5×
S&P 500, same buys and sells1.1×
Every decision
- 16 April 2026Bought
K's pitch - good progress in Atopic Dermatitis, badly structured clinical trial in Alopecia, but better results expected later this year. Massive underserved market for both therpeutics
On the podcast and in writing
In percentages and multiples, as one portfolio. Past performance is not a guide to future returns. Nothing here is financial advice, and I may buy or sell at any time.