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Cedar Grove Capital Management's investment thesis on Nektar Therapeutics ($NKTR) — Q2 2026 | Buyside Digest

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$NKTRNASDAQNektar Therapeutics

NEUTRAL

Cedar Grove Capital Management—NKTR

Fund Letter

Q2 2026

Published July 15, 2026

View Fund Profile

$73.25USD

-1.3% vs last month

$68.26Pitched

+7.3% since pitch

Market Cap$2.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Cedar Grove Capital Management returned 12.8% net in Q2 2026, rebounding from a difficult Q1 marked by the SaaS downturn and US-Iran conflict. The fund now...

— Paul Cerro

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