1. Xarelto is growing but Xa inhibitors will turn generic starting 2023 2. Bevyxxa could offset Xarelto generic loss and grow especially with talented Janssen reps 3. Andexxa is the only antidotefor Xa's 4. JNJ could grow cerdulatinib beyond what a small company like Portola can do It makes too much sense for Janssen/JNJ to do this, ideally before Pfizer/BMS tries to swoop in and buy PTLA as a hedge for their Eliquis business also going generic in 2023.
1. xarelto is not growing. 2. jnj is too busy figuring out how to fuck up xarelto to bother themselves worrying about bevyxxa. 3. bayer would be more likely to purchase andexxa than jnj. unlike jnj, bayer is beating eliquis in the ww market. 4. ill give you that one, the portola marketing team seems even more inept than jnjs. it might just be me, but i think jnj is done investing in cvm. invokana is a dumpster fire, eliquis is destroying xarelto, and the company will never get a roi on mariner, canvas, compass, or pretty much any recent study. the party is over.
Yes their US sales and marketing leadership is inept (Cleveland Browns-level bad). Watching them botch Bevyxxa was painful.
