Biotech Values

[iwfal]

I'm referring to warfarin prescriptions in general, not just new-patient starts.

What is your source for that? It seems non-credible given what i know since as recently as late 2011 and early 2012 there are European medical blogs that refer to the SOC being warfarin for atrial fib. And given that there are substantial fractions of the patient population that are contraindicated for some newer drugs (e.g. Pradaxa and patients over 75) ... .

If the market has indeed overcome these impediments I'd be interested in the driver. E.g. Policy changes at the insurers (due to lower cost due to lack on routine INR checks?)? Patient driven demand? Or did I miss a magic bullet - e.g. I asked in an earlier threwd whether there was a class effect about being contraindicated in older patients. I assume there is, but haven't checked.