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PersimmonTI Avatar Persimmon Tree Investments @PersimmonTI on x 9586 followers Created: 2025-07-17 12:56:22 UTC

$NKTR and $LLY

Just a very quick take on legal dispute—

Think that motion for summary judgment will be denied by judge.

To me, the case seems a fairly strong one for $NKTR, but by no means a matter which will reach the very high bar of MSJ in $NKTR favor — too fact specific.

As for settlement with $LLY — it takes two to tango, and Lilly has more money than anyone. Usually, the Goliath is willing to push their stack around.

$LLY counterclaim is pretty standard, but consistent with a defendant that isn’t going to go down easily…

JMTC.

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Related Topics money tango just a $lly $nktr $psnl eli lilly stocks healthcare

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