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Re: DewDiligence post# 63214

Thursday, 12/04/2008 1:54:08 AM

Thursday, December 04, 2008 1:54:08 AM

Post# of 257253
Lumilash update (including before/after photos):

The FDA briefing docs are out for Friday’s panel meeting, and they appear to be good for AGN.

http://www.reuters.com/article/marketsNews/idINN0332186720081203

Before and After Photos of Lumilash
from Allergan’s clinical trial. The p-value
was <0.0000000000000000000001.


Lumilash is going to be one of the biggest-selling cosmeceuticals of all time, IMO. It’s the kind of product that marketing people dream about: blowout efficacy, minimal side effects, trivially easy administration, and the need to continue use forever to maintain results.

AGN estimates that the product will do $500M in peak annual sales, but I think they are deliberately low-balling.


“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
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