Replies to post #131019 on Biotech Values

[genisi]

The New England Journal of Medicine paper:

Rivaroxaban in Patients with a Recent Acute Coronary Syndrome

http://www.nejm.org/doi/full/10.1056/NEJMoa1112277?query=OF#t=articleBackground

And the accompanying editorial:

http://www.nejm.org/doi/full/10.1056/NEJMe1112770?query=OF

[DewDiligence]

My own view is that the 2.5mg [Xarelto] dose will cause more than 1% loss of overall US Lovenox sales attributable to ACS.

Just to be clear: the 1% absolute loss cited in the model in #msg-68940203 comes from a 10% loss in the ACS indication and a 10% segment weighting for ACS in the US Lovenox market—i.e. 10% x 10% = 1%.

If you think the 1% figure is too, how much higher do you think it should be?