Biotech Values

[DewDiligence]

Addendum on off-label Avastin:

What DNA is trying to do—cutting the compounding pharmacies out of the supply chain—is somewhat similar to the steps drug companies take in Europe to prevent distributors from buying drugs in EU countries with low prices and reselling them in EU countries with higher prices. The drug companies' supply restrictions impede this to a limited degree, but there is still a lot of cross-border reselling.

In the case of Avastin, I wonder if the main impact of DNA’s new distribution policy isn’t psychological.