Biotech Values

[DewDiligence]

Does anyone here care to comment on Xarelto? It’s a potentially consequential drug for several companies—not just for JNJ and Bayer—and it’s an especially hard program to handicap, IMO.

Here are a few posts for background reading in case anyone is interested:

#msg-38200098 FDA issues CRL (no response submitted yet)
#msg-44245112 Safety signal in EINSTEIN-EXT study
#msg-34103973 Phase-3 data in VTE prevention
#msg-39151366 Xarelto prospects in ACS