Replies to post #130845 on Biotech Values

[DewDiligence]

I thought we might see a slight fall-off [in Lovenox scripts] due to Xarelto, and while many factors influence script volume, seems not to have had any significant effect.

It’s too soon to assess the effect, IMO; the Xarelto approval in VTE prevention was in July (#msg-64830766), and the Xarelto approval in AF/stroke prevention was in early November (#msg-68690569).

You previously questioned how JNJ will handle the Xarelto pricing for these disparate indications in a way that makes economic sense. Do you have any new information to share about this?