Perhaps the most astonishing thing about the Xarelto NDA:
If the FDA approves Xarelto, it will be the first new oral anticoagulant in the US since 1954 (!) — the year the FDA approved Coumadin. (Note: Plavix is not an anticoagulant.)
Above figures expected to double between now and 2030
That's long term, but in current economic headwinds, procedure volumes of hip and knee replacement should decrease more than those of less discretionary orthopedic reconstruction. So, which company do you think should be less vulnerable in the near future?