Replies to post #180159 on Biotech Values

[NP1986]

Moreover, my sense is that the Big Pharma companies with FXa inhibitors (PFE/BMY, Bayer/JNJ, Daiichi Sankyo) are reluctant to make the availability of an antidote a focal point of their marketing campaigns because doing do would suggest that the drugs are unsafe. Any of the above Big Pharma could easily afford to munch PTLA if they thought it was strategic to control of the first FXa antidote, so we’re left with the inference that they don’t think it is.

I don't think an antidote is synergistic with FXa inhibitors from a marketing perspective, so I don't see a lack of interest from the Big Pharma companies as a red flag. They wouldn't be promoting andexanet alfa to the same physicians that prescribe FXa inhibitors, so there's no real strategic advantage in having both the antidote and the FXa inhibitor.

I have no arguments in defense of betrixaban. The fact that they persisted with it even after MRK dropped it is probably an example of Zebra's Law.

[masterlongevity]

PTLA

Do you or others have any thoughts on Cerdulatinib? The barrier for entry is pretty high in NHL/CLL.