Replies to post #117795 on Biotech Values

[DewDiligence]

Xarelto-vs-Lovenox addendum—Bayer’s US shares (which closely track the trading in Europe) were down 4% yesterday, although they gained back 1% today:

http://finance.yahoo.com/q/hp?s=BAYRY.PK+Historical+Prices

4% is a very big 1-day move for Bayer.

[genisi]

Re: Xarelto vs Lovenox in immobilized patients (MAGELLAN study)

Xarelto is probably dead in this indication

We're yet to see if Apixaban can produce a better profile (I think it has a better shot) in this indication from this study:

http://clinicaltrials.gov/show/NCT00457002

[sodrock]

This indication is VERY important in the hospital setting as 60% of the usage comes from what they call the medical prophylaxsis (immobilized patients at risk of VTE). If the anti Xa oral Meds fail here or increase the risk of bleeding, this protects a large portion of business for menox going forward. However I believe what the injectable anti Xa Meds will have in their favor in the hospital setting are that they are not self administered and will be less expensive thus making it difficult for the new orals to be added to hospital protocol as a first line prophylaxsis choice.