Replies to post #131470 on Biotech Values

[genisi]

When I posted #msg-68962285 and the following #msg-68969140, I haven't read the paper and I have to admit that even after reading it I didn't pay attention to the 'median of 4.7 days after the acute incident'. I think you're right that it is very unlikely that in this setting Xarelto will impact on Lovenox in ACS. That doesn't change my view on Xarelto results in ACS #msg-68991909.

[DewDiligence]

FDA grants priority review for Xarelto in ACS:

http://www.reuters.com/article/2012/02/27/jj-xarelto-idUSL4E8DRAC420120227

I’m a little surprised at the FDA’s decision here. The PDUFA date is in Jun 2012.

I previously opined—and continue to believe—that Xarelto will not take any significant market share from Lovenox in this indication (#msg-69172520).