Xarelto addendum: The most outspoken critic during the panel discussion does not think total VTE (i.e. symptomatic + asymptomatic) is a valid clinical endpoint. He holds this view despite the fact that total VTE is the primary metric the FDA has used for decades to evaluate anticoagulant applications and the fact that the FDA agreed to making total VTE the primary endpoint in all four of the Xarelto phase-3 studies.
Fortunately for JNJ and Bayer, no one else on the panel shared this viewpoint. (The other No vote was for a different reason.)
Investing relevance • Above figures expected to double between now and 2030 • Boomers aren’t getting any younger! • Strong tail wind for such companies as SYK and ZMH