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Re: genisi post# 131019

Monday, 11/14/2011 11:46:30 AM

Monday, November 14, 2011 11:46:30 AM

Post# of 252658

My own view is that the 2.5mg [Xarelto] dose will cause more than 1% loss of overall US Lovenox sales attributable to ACS.

Just to be clear: the 1% absolute loss cited in the model in #msg-68940203 comes from a 10% loss in the ACS indication and a 10% segment weighting for ACS in the US Lovenox market—i.e. 10% x 10% = 1%.

If you think the 1% figure is too, how much higher do you think it should be?

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