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DewDiligence

07/03/11 2:24 PM

#122784 RE: Regulardoc #122782

You raise a good point. Pricing of the new oral anticoagulants will cause a dilemma for the sponsors of these drugs when they are approved in multiple indications with different durations of treatment and different competitors (e.g. warfarin in AF; Lovenox in VTE prevention following hip/knee surgery).

When the dust settles, however, I expect generic Lovenox to have a lower copayment than the new oral agents for most patients who receive these drugs for VTE prevention following hip/knee surgery. Hence, I don’t think my estimates of 20% share loss for Lovenox during these patients' pre-discharge period and 60% loss during their post-discharge period (paragraph A in #msg-64848575) are unduly bullish for MNTA.
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DewDiligence

07/03/11 4:13 PM

#122795 RE: Regulardoc #122782

Xarelto’s list price is $6.75/day, according to JNJ (http://online.wsj.com/article/SB10001424052702304584004576420222679007478.html ). Thus, Xarelto and Pradaxa have close to the same daily price in the US market.