Biotech Values

[DewDiligence]

Re: Latisse

It seems a couple of bottles of Lumigan samples fell into my pocket at work and before I could say boo, my wife had started using them :)

LOL but, in all seriousness, you raise a pertinent question: Will Latisse sales be undercut by off-label use of Lumigan in the same way Lucentis sales have been hampered by off-label use of Avastin? I would think not, due to the liability issues; however, it would be helpful to know if there is any economic incentive for such off-label use.

On today’s CC, AGN said the list price of Latisse paid by MD’s is $72 (and the suggested end-user price is $120). As you probably know, AGN offers tiered discounts for its best MD customers, so the ASP for Latisse will be somewhat less than $72 — let’s say $65.

Does a $65 ASP for Latisse leave any wiggle room for docs and patients to save money by using Lumigan instead? T.i.a.