Bristol Myers, Pfizer - ARISTOTLE at ESC - Key Takeaways
On 28th August at ESC, BMY announced the much awaited data from ARISTOTLE study. The data is convincing and warrants an approval for Eliquis. Overall, efficacy and bleeding was impressive, with an exception that Eliquis efficacy advantage was muted in EU population (n=7343, ~40% of trial population), while we have not observed such discrepancy in Pradaxa/Xarelto. AF prevalence is much higher in EU compared to US (4.4m patients in EU vs. 2.5m in the US). The efficacy was also muted in patients aged <65 years. A cross trial comparison and subgroup analysis gives a clue on how the new generation anticoagulants (Pradaxa, Eliquis and Xarelto) would be positioned in the SPAF market.
COMPANIES MENTIONED
PFIZER, BRISTOL MYERS SQUIBB, BAYER, JOHNSON & JOHNSON
PFIZER, BRISTOL MYERS SQUIBB, BAYER, JOHNSON & JOHNSON
