Replies to post #109696 on Biotech Values

[NYPharmer1]

Nice DD post DD!! thank you!

[DewDiligence]

Edoxaban phase-3 trial shows NI—but not superiority—to warfarin in AF/stroke prevention:

http://in.reuters.com/article/2013/11/19/us-heart-daiichi-bloodthinner-idINBRE9AI0SP20131119

At the higher of two doses, Edoxaban was non-inferior to warfarin on efficacy and statsig superior on safety (i.e. major bleeding), so this isn’t a bad outcome for Daiichi Sankyo.

For hemorrhagic strokes, specifically, Edoxaban was statsig superior to warfarin on both efficacy and safety at both doses.

Edoxaban is a Factor Xa inhibitor—the same MoA as Xarelto and Eliquis; like Xarelto, Edoxaban is dosed qD. All told, Edoxaban looks like a very good drug, but it’s late to the game in major markets other than Japan, where it was approved for VTE prevention in 2011 using the brand name, Lixiana (#msg-62357482).