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?
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”
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