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Replies to #53357 on Biotech Values
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DewDiligence

10/11/07 5:41 PM

#53358 RE: DewDiligence #53357

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.
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masterlongevity

10/11/07 7:16 PM

#53366 RE: DewDiligence #53357

they should have done this the month that Lucentis was approved. it would have saved thema huge headache and would ahve seemed more justified at that point when the safety and efficacy of avastin was still in doubt.

poor mgmt decision making to wait so long, IMHO