Replies to post #151716 on Biotech Values

[DewDiligence]

Re: Asymmetric information for Pradaxa vs warfarin

Thanks for weighing in. Please see my reply to iwfal in the immediately preceding post. Regards, Dew

[iwfal]

What really is important is what you don't see and that is a substantial reduction in thromboembolic events.

Not true. Pradaxa provides no advantage in this regard over warfarin. But it provides multiple disadvantages:

1) even with the same number of bleeding events it will produce many more deaths or serious long term sequelae due to lack of reversibility.

2) it has significantly worse bleeding issues than warfarin among older patients - the primary users of warfarin for AF.

Both of these problems are indisputably real. And are equally undoubtably at the heart of the NY Times article. Hence my post that it was incorrect to bin the article as being a 'perfect case of distorted perceptions'.