Re: great stock ... where to from here ... buy out?
Eliquis might be the better and safer drug than Xarelto. Having said that though, a big chunk of the revenue/profit miss at JNJ was due to their vouchers to try and get market share from Eliquis and it might be a little too early to say if that works or not. I do know that for patients leaving a hospital that Xarelto has a bigger chance of getting business from the get-go based on those vouchers.
As an aside, Bayer has the rights to the drug that may take over three different anticoauglation needs. That being treating patients with Stage V CKD with concomitant atrial fibrillation....for which there are no drugs really liked or used for this indication, patients with mechanical heart valves for which there really is only Coumadin, and the third big group IMO will be anyone that has had a major bleed on any of the other drugs out there including Coumadin, the Factor IIa inhibitor, and the Factor Xa inhibitors. Look for the Factor XI inhibitor from Bayer to maybe move into those spaces over the next two to three years. t