Biotech Values

[DewDiligence]

ANTICOAGULANT INDEX

[Updates:
ASH-related entries for Pradaxa, Xarelto, Apixaban;
3Q09 Lovenox sales.
(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) from JNJ/Bayer
#msg-44245112 JNJ revokes guidance for timing of response to FDA
#msg-38200098 FDA requests more data on NDA in VTE prevention
#msg-44245112 Troublesome bleeding in VTE extension study
#msg-30972846 EMEA approves Xarelto for 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 ...Xarelto still has a long way to go in ACS!
#msg-33517140 Phase-2 data in ACS
#msg-29662519 Checklist rationale for Xarelto program


Pradaxa (dabigatran) from Boehringer Ingelheim
#msg-41018490 Pradaxa bests warfarin in AF/stroke prevention (PR)
#msg-41014644 Pradaxa bests warfarin in AF/stroke prevention (WSJ)
#msg-41024424 Pradaxa bests warfarin in AF/stroke prevention (Forbes)
#msg-44244839 Phase-3 Pradaxa data in acute VTE (ASH 2009)
#msg-27956748 EU approves Pradaxa for VTE prevention
#msg-32382343 NICE approves reimbursement for VTE prevention
#msg-21155926 Phase-3 data in VTE prevention non-inferior to Lovenox
#msg-25152872 BI starts phase-2 trial in ACS


Apixaban from PFE/BMY
#msg-44219816 VTE-prevention MAA 1H10 (where are ADVANCE-3 data?)
#msg-31742223 ADVANCE-1 phase-3 in VTE prevention fails
#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


DU-176b from Daiichi Sankyo
#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


Betrixaban from MRK/Portola
#msg-39418241 MRK licenses betrixaban (WSJ)
#msg-39388813 MRK licenses betrixaban (MRK/Portola PR)
#msg-21106352 Phase-2 data in VTE prevention


Lovenox from SNY
#msg-43119870 Lovenox sells $4.4B/yr, 60% in US
#msg-26739674 US market shares of heparin-based drugs (2007 data)
#msg-28936334 Proportion of Lovenox sales in various indications
#msg-33630772 Lovenox not more costly than Arixtra (CHEST 2008)
#msg-11669012 Lovenox more economical than unfractionated heparin


Miscellaneous (in alphabetical order)
#msg-41143344 Ablynx starts phase-2 of ALX-0081 in PCI
#msg-40720487 Ablynx phase-1 ALX-0681 results in healthy volunteers
#msg-10569101 Arixtra bests Lovenox in ACS
#msg-27043616 ART-123 from Artisan Pharma
#msg-39348082 ARYX’s Tecarfarin whiffs in phase-3
#msg-36811828 AZN reports phase-2 data for AZD0837
#msg-30965016 LLY terminates FXa program
#msg-30353872 MYRX MPC-0920 begins phase-1
#msg-31461171 NUVO reports phase-1b data for NU172
#msg-41012818 Otamixaban unimpressive in phase-2 ACS trial
#msg-27187973 Paion’s Solulin completes phase-1
#msg-28742653 Paion acquires flovagatran rights
#msg-32171800 Regado reports phase-1 data for aptamer
#msg-41018456 Sanofi’s shrinking stable of anticoagulant aspirants
#msg-43004355 TB-402 (FVIII inhibitor) advances in phase-2
#msg-37562465 Warfarin genetic test rejected by Medicare