Replies to post #131487 on Biotech Values

[DewDiligence]

…after reading [the NEJM paper on Xarelto] 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.

Thanks, Idit. I value your opinion highly, so it’s good to know that we’re on the same wavelength. Regards, Dew

[DewDiligence]

JNJ submits sNDA for Xarelto in ACS:

http://finance.yahoo.com/news/Janssen-Research-Development-prnews-2281138537.html?x=0

For the reasons mentioned in #msg-69172520, I don’t expect Xarelto to have any impact on Lovenox sales in this particular indication.

[DewDiligence]

Re: Xarelto vs Lovenox in ACS

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.

It’s even less likely now that the FDA issued a CRL :- )