PTLA—The author of the iVillage message you posted is drowning in details that ultimately won’t matter much from business standpoint, IMO.
Eliquis, Xarelto, and Pradaxa are well-entrenched in the marketplace. Yes, Bevyxxa can capture some market share, but it will costly to do so in terms of either PTLA’s internal SG&A spending or PTLA’s ceding a big chunk of the Bevyxxa economics to a partner.
Bottom line: Bevyxxa can be a decent-selling drug, but it won’t be the mega-blockbuster that some people seem in your milieu seem to be expecting.
“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”