Replies to post #119225 on Biotech Values

[DewDiligence]

[CV] is a good area for PFE to stay or get back in if they have good mechanisms to go after. PFE needs blockbusters.

They may have one with Apixaban, although half of the worldwide profits belong to BMY.

[poorgradstudent]

CV:

I think the next movement in CV is going to be remodeling agents for stage IV NYHA (and then going backwards from there). This is a niche area that is amenable to smaller trials with less of a requirement for a pristine side effect profile (median survival for Stage IV is ~ 6 months, not unlike many cancers).

I agree that the current SOC, which is started much earlier on, is not going to be meaningfully changed by any NCE. This area is going to be a fight between SOC drug treatment versus intervention for the next little while.