Replies to post #100784 on Biotech Values

[DewDiligence]

Bayer/JNJ/MNTA—I’ll be paying attention on Aug 31 when these phase-3 Xarelto data are presented at ESC to see if the EINSTEIN-DVT study gets Xarelto back on track after the setback from the safety signal seen in the EINSTEIN-Extension study (#msg-44245112). There’s a lot at stake here for several players in the anticoagulant arena.

[DewDiligence]

Does anyone here care to comment on Xarelto? It’s a potentially consequential drug for several companies—not just for JNJ and Bayer—and it’s an especially hard program to handicap, IMO.

Here are a few posts for background reading in case anyone is interested:

#msg-38200098 FDA issues CRL (no response submitted yet)
#msg-44245112 Safety signal in EINSTEIN-EXT study
#msg-34103973 Phase-3 data in VTE prevention
#msg-39151366 Xarelto prospects in ACS