Replies to post #181582 on Biotech Values

[kamehameha]

in absolute terms the benefit of the LCZ 696 combo is less than 3%
http://www.ncbi.nlm.nih.gov/pubmed/?term=Angiotensin-Neprilysin+Inhibition+versus+Enalapril+in+Heart+Failure

there is no biz like show-biz ;-)

[DewDiligence]

A skeptic speaks out re NVS’ LCZ trial design and findings:

http://www.cardioexchange.org/voices/lets-scrutinize-paradigm-hf/

Some of the criticisms in the above may be valid from a medical standpoint; however, NVS was clearly seeking a “lifecycle management” solution for Diovan, and hence testing LCZ vs Diovan alone or testing Sacubutil (the second constituent drug in LCZ) vs placebo as an addend to Diovan (or another ARB drug) were not appealing options.

H/t Matt Herper.

[DewDiligence]

NVS presents pharmacoeconomic data on LCZ696:

http://in.reuters.com/article/2014/11/17/us-health-heart-novartis-idINKCN0J12AV20141117