>> Is this Avastin warning serious, or a non-event? <<
Somewhere in between, IMHO. I don't think the warning will have a huge lasting effect on sales, but it may impede off-label use, particularly in the second-line colorectal setting for patients who already received Avastin the first line.
According to DNA, off-label use outside of colorectal cancer makes up about 5% of Avastin sales, and these sales may be affected too.
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