Alcon Ag · SIX:ALC
Alcon — Morgan Stanley Global Healthcare Conference 2020
12 slides from Alcon's conference presentation, Sep 16, 2020
Slide 1: Morgan Stanley Investor Conference
Morgan Stanley Investor Conference Sept. 16, 2020 Business Use Only | 1
Slide 2: Legal Disclaimers
Legal Disclaimers Forward-Looking Statements This document contains “forward-looking statements” within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. Forward- looking statements can be identified by words such as: “anticipate,” “inte
Slide 3: Healthy market fundamentals
2.6 billion 1.8 billion People with Near-sighted presbyopia people Healthy Growing prevalence in all age groups Market fundamentals $25 billion Industry mid-single digit growth in 2019 Business Use Only | 3
Slide 4: Strong market share
50%+ 28% Share in US OTC ocular allergy market Share in global daily Strong SiHy market Market share 70%+ Share in US PC IOL market 60%+ Share in Japan PC IOL market Led by the record- breaking launch Source: Company internal estimates as of Q2 20 of PANOPTIX Business Use Only | 4
Slide 5: Resourceful
75% 90% Patients willing to pay Consumers expect to more for an normalize contact innovative lens2 lens Resourceful routine in 2-3 months2 Customer solutions Surgical markets 80-90% capacity (China) >90% capacity (US) 1 1 Source: Internal estimates as of Q2 20 2 Source: Proprietary MarketVision Surv
Slide 6: Robust pipeline of innovative products
Surgical 100+ Patent PanOptix, Vivity, Argos applications1 Biometer Vision Care Robust Precision1, Precision1 and Dailies Total1 for Astigmatism, Pataday Pipeline of innovative products One of the most prolific years in Alcon’s history of innovation 1 As of 2019 Business Use Only | 6
Slide 7: First and only trifocal in the US
FIRST AND ONLY TRIFOCAL IN THE US Patient Profile Market Outlook • Ideal for presbyopic patients • One of the most successful seeking acuity across near, launches in Alcon’s recent history intermediate and distance • Ongoing launch in the US and Japan • Typically active patients with high- • Recent
Slide 8: First of its kind non-diffractive PC-IOL
FIRST OF ITS KIND NON-DIFFRACTIVE PC-IOL Patient Profile Market Outlook • Provides PC-IOL performance • Positive feedback with KOL with the ease of monofocal launch in Canada and select patient management EU countries • Ideal for patients seeking PC-IOL • Full launch by Q4 2020, rolling performance
Slide 9: Contact lens market share growth
CONTACT LENS MARKET SHARE GROWTH Investing in fast growing categories • New manufacturing expansion enables unconstrained Dailies SiHy 14% capacity for supply • Precision1 gaining launch momentum Dailies SiHy toric 38% • Launch of Dailies Total1 and Precision1 for Astigmatism later this year Dailies
Slide 10: Market leadership in ocular health
MARKET LEADERSHIP IN OCULAR HEALTH Investing in fast growing categories • Continuing Systane's market expansion with new MDPF formulation in Europe • Successful OTC switch of Pataday expands presence in US ocular allergy market • Continued innovation to address adjacent needs Business Use Only | 10
Slide 11: Investing for long-term sustainable growth
Investing for long-term sustainable growth Fundamentals are healthy Durable, universal demand for eye care Separation, transformation on track Continued investment in innovation Long term goals • Sales growth in excess of market • Margin expansion from leverage and mix • Earnings growth that outpace
Slide 12: Alcon - See Brilliantly
Alcon SEE BRILLIANTLY Alcon
Alcon — Morgan Stanley Global Healthcare Conference 2020 on 6ix