Biotech Values

[DewDiligence]

Re: How will Xarelto/Eliquis/Pradaxa affect US Lovenox sales?

Thank you, urche, for your detailed feedback to the discussion in #msg-64848575. If we use your 50% figure for the expected loss of Lovenox sales in the pre-discharge portion of the hip/knee indication, it increases the bottom-line figure in the competitive analysis—the overall loss of US Lovenox market share to new oral anticoagulants—to 28% rather than my figure of 25%. Of your 28% figure, 23% comes from the hip/knee indication (5% from the pre-discharge period and 18% from the post-discharge period), 5% from acute VTE treatment, and nothing from the other Lovenox indications (primary prevention of immobilized patients, secondary prevention, and ACS).

In the next post, I reworked the competitive analysis to include your feedback as well as the comments from other posters. Regards, Dew