Biotech Values

[DewDiligence]

Re: Iris pigmentation vs eyelid pigmentation

>Note the different language describing the possibility of iris pigmentation v. lid pigmentation. For the former, they state iris pigmentation happens with Lumigan but was not observed with Latisse, but they don't make the same statement for lid pigmentation.<

Mu bad—you were talking about the latter while I was talking about the former because I misread your prior post.

>Still, the lid darkening, unlike the iris darkening, is temporary, so you can always stop if it happens, which suggests that this may not be a significant sales issue even if it happens on occasion.<

Agreed. It’s the possibility of permanent iris pigmentation, not temporary eyelid pigmentation, that might render Latisse a non-blockbuster. If iris pigmentation does not happen in real-world use, I think AGN’s $500M peak-sales forecast will turn out to be conservative.