"Analysts have peak sales for Andexxa slated for 2025, but may actually be 2035 or even further out"
Biologics do have a much more effective moat than small molecules. But for A to hold an essential long lived monopoly position assumes that future competition would only be from a biosimilar, essentially a generic version of A. It is entirely possible that non-biologic could target the same indication. We'll see.
"2. I anticipate the PCC study to be insightful, but does anyone think this will change hearts and minds knowing that this is a study from a biased stakeholder?"
As long as the study design does not in some way unfairly favor the A treated patients, I believe the results will be considered a valid comparison. Even though a study may be sponsored (funded) by an interested stakeholder, the actual studies are carried out by CRO's and institutions that have a larger vested interest in maintaining their reputation for impartiality than in a achieving specific trial outcome.