Biotech Values

[quantumdot]

Re: Complexities of the coagulation cascade

Dew - where does fondaparinux fit into this? My understanding was that as a selective FXa inhibitor it was superior to enoxaparin in treating ACS and DVT/PE. Plus it is entirely synthetic.

(See http://content.nejm.org/cgi/content/short/354/14/1464 and http://content.nejm.org/cgi/content/abstract/345/18/1305 amongst others.)

Sales have not exactly taken off but Arixtra is finally gaining some momentum (sales just exceeded $100MM in 2006). Given the growing body of superior head to head trial results against Lovenox why is it having such a hard time gaining share?

My particular interest in this is because a small Aussie company Alchemia (ALC.AX) has the front running for a generic fondaparinux - perhaps on market in 2008 - and greater uptake of Arixtra would certainly benefit them.