Insider Trading January 22, 2026

Nektar Therapeutics’ Chief R&D Officer Disposes $137,935 Worth of Shares Amidst Mixed Trial Outcomes

Jonathan Zalevsky reduces stake while analysts respond variably to recent trial data and executive compensation updates

By Ajmal Hussain NKTR
Nektar Therapeutics’ Chief R&D Officer Disposes $137,935 Worth of Shares Amidst Mixed Trial Outcomes
NKTR

Jonathan Zalevsky, Chief Research and Development Officer at biopharmaceutical company Nektar Therapeutics, sold 3,867 company shares worth approximately $137,935 at an average price of $35.67 on January 20, 2026. This transaction follows recent mixed results from Nektar's Phase 2b REZOLVE-AA trial for alopecia areata, which narrowly missed its primary goal yet showed promise in post-hoc analyses. Analyst reactions have been largely positive despite trial setbacks, accompanied by Nektar's announcement of executive compensation adjustments.

Key Points

  • Jonathan Zalevsky, Nektar Therapeutics' Chief R&D Officer, sold 3,867 shares for approximately $137,935 at an average price of $35.67.
  • The Phase 2b REZOLVE-AA trial for alopecia areata narrowly missed its primary endpoint, but post-hoc analyses excluding certain patients showed statistically significant results.
  • Analysts from H.C. Wainwright, Jefferies, and Oppenheimer maintained or raised price targets, highlighting trial safety and efficacy despite mixed primary outcomes.
  • Terra Innovatum Global approved new executive compensation agreements for key officers, including CEO, CSO, and COO, covering 2025 and 2026 fiscal years.

On January 20, 2026, Jonathan Zalevsky, serving as Chief Research and Development Officer at Nektar Therapeutics (NASDAQ: NKTR), officially sold 3,867 shares of the company's common stock. This transaction was documented in a Form 4 filing submitted to the U.S. Securities and Exchange Commission. The sale price varied slightly per share, ranging from $35.17 up to $36.23, resulting in a weighted average sale price of $35.67 per share. Overall, the disposition totaled $137,935 in value.

Post-sale, Zalevsky retains direct ownership of 21,354 shares in Nektar Therapeutics, maintaining a significant equity position within the organization.

In recent developments, Nektar Therapeutics has been under analyst scrutiny following the results of its Phase 2b REZOLVE-AA clinical study targeting alopecia areata. While the trial did not meet its primary endpoint—statistical significance was narrowly missed—the results sparked interest due to meaningful findings revealed through post-hoc analyses excluding certain patient subsets. In response, H.C. Wainwright raised its price target for Nektar to $135, corroborating their Buy stance. Similarly, Jefferies reaffirmed its Buy rating with a target price maintained at $121, emphasizing the confirmed safety and efficacy of the treatment under study.

Oppenheimer also uplifted its price target to $115, underscoring the potential importance of efficacy signals emerging when excluding specific patient cohorts in the analysis. Despite these analyst endorsements, the primary endpoint remained unachieved, with the 24 µg/kg dosage arm demonstrating a 28.2% reduction in the Severity of Alopecia Tool (SALT) score compared to an 11.2% improvement seen in the placebo group.

Meanwhile, Terra Innovatum Global disclosed updates regarding executive remuneration, revealing new compensation agreements and bonuses for key leadership figures. The company's Remuneration Committee ratified directorship agreements for CEO Alessandro Petruzzi, CSO Massimo Morichi, and COO Cesare Frepoli, setting fixed yearly compensations for fiscal years 2025 and 2026.

Risks

  • The primary endpoint of Nektar’s Phase 2b alopecia areata trial was not met, indicating uncertainty regarding treatment effectiveness for the broader patient population.
  • Post-hoc analyses demonstrating significance exclude certain patients, which may affect the generalizability of results and investor confidence.
  • Executive stock sales by senior management can sometimes be perceived as a lack of confidence in the company, potentially impacting investor sentiment.

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