Biotech Values

[DewDiligence]

DNA – Addendum to the addendum on Avastin for AMD:

[Reposted from #msg-23644496 on the IMCL board.]

>I personally think they made a mistake by ever allowing compounding pharmacies to aliquot Avastin [for AMD]<

Neither DNA nor the FDA has the legal authority to prevent licensed compounding pharmacies from compounding. All DNA can do is try to make it as difficult as possible.

DNA’s effort is mainly psychological, IMHO. I.e., DNA wants docs to feel guilty about producing Avastin for AMD because they are “breaking the rules.” Maybe a patient will say, “Hey, isn’t that illegal? I read something about that in the newspaper.”

When the dust settles, I think DNA’s new supply policy will have only a modest effect on the market share of Lucentis vs Avastin. The more relevant driver of market share will be the results of the NIH’s head-to-head study.