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To get an idea why Vuity isn't a big hit I acquired a prescription and tried it for the first time today. It cost $72 at my pharmacy for what I think is a months supply. I put the drops in at noon, and they worked fairly quickly. I could read my computer screens and phone screen without glasses or squinting. No headache or red eyes, but I could feel a little tension in my eyes that always reminded me that I had taken the drops. Then about 4 PM I noticed the effect was fading.

So overall I like the effect but can see why customers sour on it because of how quickly it fades. Its a lot to pay for only a half work day of effect. If LENZ truly doubles the effect time as it claims it should be a significant competitive benefit. I'm also wondering if the eye tension that I felt would not be as noticable given LENZs lower impact on the Cillial muscle.

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Feb 6Liked by nVariant Capital Fund

Hey - I wrote this up: https://amadeusvalue.substack.com/p/aclaris-therapeutics-acrs

Would love to hear your thoughts.

Best,

Amadeus

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