Biotech Values

[DewDiligence]

ANTICOAGULANT INDEX

[TB-402 advances in phase-2; ARYX’s Tecarfarin whiffs;
Xarelto has a long way to go in ACS.
Please see MNTA ‘ReadMeFirst’ for info on M118.]


General
#msg-37480173 Market overview from May 2009 Nature
#msg-25160571 Anticoagulant market has large potential (WSJ 2007)
#msg-26899903 Anticoagulant market has large potential (graphic)
#msg-26451612 VTE is a big, big problem (Lancet 2008)
#msg-26701803 Technical information on traditional anticoagulants


Xarelto (rivaroxaban)
#msg-38215993 Xarelto can move the needle even for JNJ
#msg-30972846 EMEA approves Xarelto for VTE prevention
#msg-38200098 FDA requests more data on NDA in VTE prevention
#msg-34103973 Phase-3 data in VTE prevention (JNJ PR)
#msg-29661234 Phase-3 data in VTE prevention (Reuters)
#msg-31857009 Bayer accelerates Xarelto development in ACS, but…
#msg-39151366 Xarleto (still) has a long way to go in ACS
#msg-33517140 Phase-2 data in ACS
#msg-24337258 Bayer plans 50,000-patient DVT study
#msg-29662519 Rationale for Xarelto program


Apixaban
#msg-31742223 Apixaban fails vs Lovenox in phase-3
#msg-32024540 Tepid phase-2 results in ACS
#msg-19134406 PFE, BMY ink $1B collaboration
#msg-29928836 Seventh and eighth phase-3 trials begin
#msg-21044973 Apixaban non-inferior to Warfarin in phase-2


Pradaxa (dabigatran)
#msg-32382343 NICE approves Pradaxa in only six months
#msg-27956748 EU approves Pradaxa for VTE prevention
#msg-26086079 BI completes enrollment of huge AF trial
#msg-25152872 BI starts phase-2 in ACS
#msg-21155926 Dabigatran non-inferior to Lovenox in VTE prevention


DU-176b
#msg-34100821 Phase-3 begins in AF
#msg-34100787 Comparable Safety to Warfarin in AF (phase-2)
#msg-31950663 Phase-2 data in hip surgery


Lovenox
#msg-26739674 US market share
#msg-28936334 Where Lovenox sales come from
#msg-33630772 Lovenox not more costly than Arixtra (CHEST 2008)
#msg-11669012 Lovenox more economical than unfractionated heparin


Miscellaneous (in alphabetical order)
#msg-36667428 Ablynx reports phase-1b ALX-0681 results in PCI
#msg-10569101 Arixtra bests Lovenox in ACS
#msg-27043616 ART-123 from Artisan Pharma
#msg-39348082 ARYX’s Tecarfarin whiffs in phase-3
#msg-22938795 AVE5026 and otamixaban (SR123781 dropped Feb08)
#msg-36811828 AZN reports phase-2 data for AZD0837
#msg-26298260 Biotinylated idraparinux causes excess bleeding
#msg-30965016 LLY terminates FXa program
#msg-30353872 MYGN MPC-0920 begins phase-1
#msg-31461171 NUVO reports phase-1b data for NU172
#msg-27187973 Paion’s Solulin completes phase-1
#msg-28742653 Paion acquires flovagatran rights
#msg-21106352 Portola’s phase-2 data not impressive (IMO)
#msg-32171800 Regado reports phase-1 data for aptamer
#msg-39349539 TB-402 (a FVIII inhibitor) advances in phase-2
#msg-37562465 Warfarin genetic test rejected by Medicare