Yesterday, Daiichi Sankyo presented the complete data for edoxaban, the latest new oral anticoagulant, in the ENGAGE AF TIMI 48 study. The data showed that edoxaban met its primary endpoint of non-inferiority on efficacy compared to Warfarin for the prevention of stroke or systemic embolic events in patients with non-valvular atrial fibrillation. We consider that these results are broadly close to those of the ROCKET AF study by Bayer, the ARISTOTLE study by Pfizer and the RELY student essay on Pradaxa by Boehringer Ingelheim. Thus we do not move our figures and maintain our peak sales on Xarelto from Bayer at EUR2.5m in 2021. We maintain our BUY recommendation.
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