In the last one month, Grifols has been the worst performer in the AV smaller pharma universe. While sector-specific factors have contributed to this downturn, the US CBP’s decision to deem plasma donations by Mexican immigrants on visitor visas illegal was the main pain-point. Interestingly, plasma donations by these immigrants have been one of the principal contributors to the global supply network, and this new rule has further deteriorated the plasma market’s supply-demand dynamics.
15 Jul 2021
Mexican plasma – no longer a cure
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Mexican plasma – no longer a cure
- Published:
15 Jul 2021 -
Author:
Amandeep Goyal - Pages:
In the last one month, Grifols has been the worst performer in the AV smaller pharma universe. While sector-specific factors have contributed to this downturn, the US CBP’s decision to deem plasma donations by Mexican immigrants on visitor visas illegal was the main pain-point. Interestingly, plasma donations by these immigrants have been one of the principal contributors to the global supply network, and this new rule has further deteriorated the plasma market’s supply-demand dynamics.