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Nektar Therapeutics Announces Proposed Public Offering

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Rhea-AI Sentiment
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Nektar Therapeutics (Nasdaq: NKTR) has commenced a proposed underwritten public offering of $250,000,000 of common stock and, in lieu of common shares for certain investors, pre-funded warrants. Nektar may grant underwriters a 30-day option to purchase up to an additional $37,500,000 of common stock.

Proceeds are intended for general corporate purposes, including R&D and Phase 3 trials for rezpegaldesleukin in atopic dermatitis and alopecia areata. The offering is subject to market conditions and may not be completed as proposed.

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Positive

  • $250M capital raise initiated
  • Optional $37.5M underwriter greenshoe capacity
  • Proceeds targeted to Phase 3 trials for rezpegaldesleukin

Negative

  • Offering may cause shareholder dilution
  • Completion is subject to market and other conditions

News Market Reaction – NKTR

-2.18% 4.0x vol
24 alerts
-2.18% News Effect
+22.7% Peak in 7 hr 48 min
-$70M Valuation Impact
$3.13B Market Cap
4.0x Rel. Volume

On the day this news was published, NKTR declined 2.18%, reflecting a moderate negative market reaction. Argus tracked a peak move of +22.7% during that session. Our momentum scanner triggered 24 alerts that day, indicating elevated trading interest and price volatility. This price movement removed approximately $70M from the company's valuation, bringing the market cap to $3.13B at that time. Trading volume was very high at 4.0x the daily average, suggesting heavy selling pressure.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Proposed offering size: $250,000,000 Underwriters’ option: $37,500,000 Phase 3 trials: Phase 3 +2 more
5 metrics
Proposed offering size $250,000,000 Underwritten public offering of common stock and pre-funded warrants
Underwriters’ option $37,500,000 30-day option to purchase additional common shares
Phase 3 trials Phase 3 Planned trials for rezpegaldesleukin in atopic dermatitis and alopecia areata
Form number No. 333-291466 Registration statement referenced for this offering
Filing date November 12, 2025 Date registration statement was filed with the SEC

Market Reality Check

Price: $83.81 Vol: Volume 507,800 versus 20-...
low vol
$83.81 Last Close
Volume Volume 507,800 versus 20-day average of 762,218, indicating activity below recent norms ahead of the offering. low
Technical Shares at $84.86 are trading above the 200-day MA of $50.48 and sit 2.4% below the 52-week high of $86.95.

Peers on Argus

NKTR faced an offering announcement while peer moves were mixed: scanner data on...
1 Down

NKTR faced an offering announcement while peer moves were mixed: scanner data only flagged ABUS moving down, with no broad biotechnology momentum signal and no same-day peer news.

Previous Offering Reports

5 past events · Latest: Feb 13 (Neutral)
Same Type Pattern 5 events
Date Event Sentiment Move Catalyst
Feb 13 Offering closed Neutral +3.5% Closed $460M equity offering including full exercise of underwriters’ option.
Feb 11 Offering priced Neutral +7.0% Priced upsized $400M public offering with 30-day underwriter option.
Feb 10 Offering proposed Neutral +18.5% Proposed $300M offering plus $45M underwriter option for development funding.
Jul 02 Offering closed Neutral -3.0% Closed $115M stock offering including full exercise of underwriters’ option.
Jul 01 Offering priced Neutral -4.8% Priced $100M offering at $23.50 per share with 30-day upsize option.
Pattern Detected

Offering-related announcements have previously coincided with notable price moves, with an average move of 4.22% across recent capital-raising events.

Recent Company History

Over the last year, Nektar has repeatedly tapped equity markets, with five offering-tagged releases ranging from a $100M deal in July 2025 to a $460M public offering in February 2026. These financings used common stock and pre-funded warrants, often with 30-day underwriter options and led by Jefferies, TD Cowen, and Piper Sandler. Price reactions to these offerings varied but averaged a 4.22% move, framing today’s proposed raise as part of a continuing capital-access strategy.

Historical Comparison

+4.2% avg move · In recent cycles, NKTR issued 5 offering-related releases with an average move of 4.22%, placing thi...
offering
+4.2%
Average Historical Move offering

In recent cycles, NKTR issued 5 offering-related releases with an average move of 4.22%, placing this new proposed raise within a well-established financing pattern.

The company has progressed through multiple equity financings, from mid-2025 raises to larger February 2026 offerings, consistently using common stock and pre-funded warrants to support late-stage rezpegaldesleukin development.

Market Pulse Summary

This announcement outlines a proposed $250,000,000 underwritten offering, with an additional $37,500...
Analysis

This announcement outlines a proposed $250,000,000 underwritten offering, with an additional $37,500,000 underwriter option, to fund general corporate purposes and Phase 3 rezpegaldesleukin programs. Historically, Nektar has relied on multiple offerings to support late-stage trials and its immunotherapy pipeline. Investors may monitor final deal terms, completion of the transaction, and subsequent updates on Phase 3 timelines and development milestones when assessing ongoing capital needs.

Key Terms

underwritten public offering, pre-funded warrants, prospectus supplement, Phase 3 trials
4 terms
underwritten public offering financial
"it has commenced an underwritten public offering of $250,000,000 of its shares"
An underwritten public offering is when a company sells new shares of its stock to the public with the help of a financial firm, called an underwriter. The underwriter agrees to buy all the shares upfront, reducing the company's risk, and then sells them to investors. This process helps companies raise money quickly and confidently from a wide range of buyers.
pre-funded warrants financial
"in lieu of common stock to certain investors, pre-funded warrants to purchase shares"
Pre-funded warrants are financial instruments that give investors the right to purchase a company's stock at a set price, but with most or all of the purchase price paid upfront. They function like a coupon or gift card for stock, allowing investors to buy shares later at a fixed price, which can be beneficial if they want to avoid future price increases. This makes them important for investors seeking flexibility and certainty in their investment plans.
prospectus supplement regulatory
"A preliminary prospectus supplement related to and describing the terms"
A prospectus supplement is an additional document provided alongside a company's main offering details, offering updated or extra information about a specific financial product being sold. It helps investors understand the latest terms, risks, and details of the investment, similar to how an update or revision clarifies or expands on original instructions, ensuring they have current and complete information before making a decision.
Phase 3 trials medical
"may include research and development, clinical development (including Phase 3 trials"
Phase 3 trials are the large-scale stage of testing for a new medical treatment or vaccine where the goal is to confirm effectiveness, monitor side effects, and compare it to existing options across hundreds to thousands of people. For investors, these trials are like a final dress rehearsal: their success or failure is the most powerful signal of whether a product can win regulatory approval, reach the market, and support future revenue, so results often drive stock value sharply.

AI-generated analysis. Not financial advice.

SAN FRANCISCO, April 20, 2026 /PRNewswire/ -- Nektar Therapeutics (Nasdaq: NKTR), a clinical-stage biotechnology company focused on the development of innovative medicines in the field of immunotherapy, today announced that it has commenced an underwritten public offering of $250,000,000 of its shares of its common stock and, in lieu of common stock to certain investors, pre-funded warrants to purchase shares of its common stock. All of the shares of common stock and pre-funded warrants to be sold in this offering are being offered by Nektar. In addition, Nektar intends to grant the underwriters a 30-day option to purchase up to an additional $37,500,000 of shares of its common stock at the public offering price per share, less underwriting discounts and commissions. The proposed offering is subject to market and other conditions, and there can be no assurance as to whether or when the offering may be completed, or as to the actual size or terms of the offering.

Nektar intends to use the net proceeds from the offering for general corporate purposes, which may include research and development, clinical development (including Phase 3 trials for rezpegaldesleukin in atopic dermatitis and alopecia areata) and manufacturing costs to support the advancement of its drug candidates, as well as other general corporate purposes.

Jefferies, TD Cowen, and Piper Sandler are acting as joint bookrunning managers for the offering.

The securities described above are being offered pursuant to a shelf registration statement on Form S-3ASR (No. 333-291466) that was filed with the U.S. Securities and Exchange Commission (the "SEC") on November 12, 2025 and automatically became effective upon filing. This offering is being made only by means of a prospectus supplement and an accompanying prospectus that form a part of the registration statement.

A preliminary prospectus supplement related to and describing the terms of the offering will be filed with the SEC and will be available on the SEC's website located at www.sec.gov. Copies of the preliminary prospectus supplement and an accompanying prospectus related to the offering may also be obtained, when available, from Jefferies LLC, Attention: Equity Syndicate Prospectus Department, 520 Madison Avenue, New York, NY 10022, by telephone at (877) 821-7388, or by email at prospectus_department@jefferies.com; TD Securities (USA) LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717 or by email at TDManualrequest@broadridge.com; or Piper Sandler & Co., 350 North 5th Street, Suite 1000, Minneapolis, MN 55401, Attention: Prospectus Department, by telephone at (800) 747-3924, or by email at prospectus@psc.com.

This press release shall not constitute an offer to sell or a solicitation of an offer to buy nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of that state or jurisdiction.

About Nektar Therapeutics
Nektar Therapeutics is a clinical-stage biotechnology company focused on developing treatments that address the underlying immunological dysfunction in autoimmune and chronic inflammatory diseases. Nektar's lead product candidate, rezpegaldesleukin (REZPEG, or NKTR-358), is a novel, first-in-class regulatory T cell stimulator being evaluated in one Phase 2b clinical trial in atopic dermatitis, one Phase 2b clinical trial in alopecia areata, and in one Phase 2 clinical trial in Type 1 diabetes mellitus. Nektar's pipeline also includes a preclinical bivalent tumor necrosis factor receptor type II (TNFR2) antibody and bispecific programs, NKTR-0165 and NKTR-0166, and a modified hematopoietic colony stimulating factor (CSF) protein, NKTR-422.

Nektar is headquartered in San Francisco, California.

Cautionary Note Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which can be identified by words such as: "will," "expect," "develop," "potential," "plan," and similar references to future periods. Examples of forward-looking statements include, among others, statements regarding the size and expected gross proceeds from the offering, completion and timing of the public offering, the anticipated use of proceeds from the offering and the expectation to grant the underwriters a 30-day option to purchase additional shares. Nektar intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 21E of the Securities Exchange Act of 1934 and the Private Securities Litigation Reform Act of 1995. Forward-looking statements are neither historical facts nor assurances of future performance. Instead, they are based only on Nektar's current beliefs, expectations, and assumptions. Because forward-looking statements relate to the future, they are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict and many of which are outside of the control of Nektar. The actual results may differ materially from those indicated in the forward-looking statements. Therefore, you should not rely on any of these forward-looking statements. Important factors that could cause the actual results to differ materially from those indicated in the forward-looking statements include, among others, the risks and uncertainties set forth in Nektar's Annual Report on Form 10-K filed with the Securities and Exchange Commission on March 13, 2026 as well as the risks identified in the registration statement and the preliminary prospectus supplement relating to the offering. Any forward-looking statement made by Nektar in this press release is based only on information currently available to Nektar and speaks only as of the date on which it is made. Nektar undertakes no obligation to update any forward-looking statement, whether written or oral, that may be made from time to time, whether as a result of new information, future developments or otherwise.

For Investors:

Vivian Wu
628-895-0661
VWu@nektar.com

Corey Davis, Ph.D.
LifeSci Advisors
212-915-2577
cdavis@lifesciadvisors.com       

For Media:

Jonathan Pappas
LifeSci Communications
857-205-4403
jpappas@lifescicomms.com

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/nektar-therapeutics-announces-proposed-public-offering-302747681.html

SOURCE Nektar Therapeutics

FAQ

What size public offering did Nektar (NKTR) announce on April 20, 2026?

Nektar announced a proposed underwritten offering of $250,000,000 of common stock. According to Nektar, underwriters may also purchase up to an additional $37,500,000 within 30 days as an option.

How does the proposed NKTR offering affect rezpegaldesleukin Phase 3 plans?

Proceeds are intended to support Phase 3 trials for rezpegaldesleukin in atopic dermatitis and alopecia areata. According to Nektar, net proceeds may fund R&D, clinical development, and manufacturing costs tied to those programs.

Who are the joint bookrunners for Nektar's (NKTR) April 2026 offering?

Jefferies, TD Cowen, and Piper Sandler are acting as joint bookrunning managers. According to Nektar, these firms will handle syndication and prospectus distribution for the offering.

What are the risks investors should note about the NKTR offering announced April 20, 2026?

The offering is subject to market and other conditions and may not be completed as proposed. According to Nektar, there is no assurance as to the timing, size, or final terms of the offering.

How will Nektar (NKTR) use the net proceeds from the proposed offering?

Nektar intends to use net proceeds for general corporate purposes, including research and development and manufacturing. According to Nektar, this may specifically include Phase 3 trials for rezpegaldesleukin and related costs.