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Replies to #74780 on Biotech Values
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DewDiligence

03/19/09 9:22 PM

#74781 RE: DewDiligence #74780

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.)
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genisi

03/21/09 1:56 PM

#74819 RE: DewDiligence #74780

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?