Replies to post #112454 on Biotech Values

[dewophile]

ACS is proving to be a tough indication. xarelto data in ACS is due mid-year, and i expect it to fail too in light of apixaban's failure (similar MOA). i agree with the general sentiment on this board that M118 is on life support, but if xarelto fails there will then be a total of 5 large pharmas that have had recent failures in ACS - one of them just might be interested in M118

[DewDiligence]

MRK—The bearish buzz picked up by my antennae about TRA/Vorapaxar was accurate after all—see #msg-56170699 and #msg-56164887.