SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biotech Valuation
CRSP 55.55-1.3%12:43 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Biomaven who wrote (24818)10/12/2007 2:42:08 PM
From: DewDiligence_on_SI  Read Replies (1) of 52153
 
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.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext