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DewDiligence

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DewDiligence

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Re: genisi post# 131026

Monday, 11/14/2011 3:20:06 PM

Monday, November 14, 2011 3:20:06 PM

Post# of 252795
Re: Xarelto results in ACS

[The hit to US sales of Lovenox will be] perhaps 50% x 10% = 5%, just guesstimates.

I have more reading to do on this subject, but based on a cursory look I’m not sure I concur with your assessment.

If the Xarelto results in ACS were as good as you say, why would Bayer’s share price have closed down 2.2% today? Xarelto is far and away the most important drug in Bayer’s portfolio.

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

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