Biotech Values

[iwfal]

In any case these bleeding issues with Pradaxa should help Eliquis in AF.

Agreed. And agree that Eliquis will, in a clinical sense, perform substantially better than Pradaxa in the real world. The only question is whether it will do better than warfarin in the real world SAE. E.g. I would speculate that it will still report more bleeding related deaths than warfarin due to the lack of reversibility. (Yes, it has somewhat fewer bleeding events than warfarin, but a meaningfully higher fraction are likely to result in death due to lack of reversibility).

Note: Unlike with Pradaxa I think I would recommend Eliquis to friends that were on warfarin for atrial fib and had problems maintaining INR, because the lower rate of strokes would more than offset the higher rate of death via hemoraging. But I probably still would not reco it to a friend who kept their INR in therapeutic range more than 70% of the time.