Replies to post #63214 on Biotech Values

[DewDiligence]

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



Source: Allergan (from 4-Jun-2008 R&D webcast)

[DewDiligence]

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.