Biotech Values

[urche]

Lovenox competition

60% of Lovenox US sales (and 70% of unit volume) are in the hospital setting, where docs are less likely to abandon a tried and true injectable drug to a newfangled oral agent.

I definitely agree with you about DVT prophylaxis for medical patients. But, my hunch is that orthopedists will rapidly adopt an oral drug with only one dose to remember for post op prophylaxis. Especially since the drug is only needed for a few weeks post-op the oral drug would obviate teaching the patient how to do injections and the cost concerns for the expensive pill would be relatively low. Plus, the drug can be started right after surgery and continued in the home or rehab setting.

Let’s have this discussion again after one of the oral anticoagulants is approved by the FDA for the more consequential indications of primary or secondary VTE prevention.

Good idea.