Biotech Values

[DewDiligence]

Re: Lovenox competition from new oral anticoagulants

In #msg-58480094, you asked how the new oral anticoagulants—especially Xarelto, Eliquis, and Pradaxa—would affect sales of Lovenox. In reply (#msg-58484489), I said:

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

Inasmuch as this has now happened — Xarelto was approved for primary VTE prevention following hip/knee surgery two days ago (#msg-64830766) — I conducted an assessment of the proportion of US Lovenox sales that is exposed to competition from the new oral anticoagulants. Please see the next post. Regards, Dew