Replies to post #131026 on Biotech Values

[DewDiligence]

Re: Xarelto results in ACS

[The hit to US sales of Lovenox will be] perhaps 50% x 10% = 5%, just guesstimates.

I have more reading to do on this subject, but based on a cursory look I’m not sure I concur with your assessment.

If the Xarelto results in ACS were as good as you say, why would Bayer’s share price have closed down 2.2% today? Xarelto is far and away the most important drug in Bayer’s portfolio.