Alcon Ag · SIX:ALC
Alcon — 43rd Annual J.P. Morgan Healthcare Conference (January 2025)
19 slides from Alcon's conference presentation, Jan 14, 2025
Slide 1: J.P. Morgan Healthcare Conference
J.P. Morgan Healthcare Conference David J. Endicott Chief Executive Officer January 14, 2025
Slide 2: Safe harbor
Safe harbor Forward-looking statements This document contains, and our officers and representatives may from time to time make, certain “forward-looking statements” within the meaning of the safe harbor provisions of the US Private Securities Litigation Reform Act of 1995. Forward-looking statements
Slide 3: Alcon at a glance
Alcon Alcon ata glance
Slide 4: Alcon at a glance
Alcon offers the widest array of surgical equipment, ocular health products and contact lenses in the industry. We touch millions of lives Alcon in over 140 countries. at a glance Our Surgical products rank number one in market position globally. Our Vision Care products are among the world’s most t
Slide 5: Alcon strategy: we focus on eye care
Alcon strategy: we focus on eye care Attract, develop and retain experts in eye care customers and technology Reinvest in R&D Leverage expertise We create value by and product to invent or acquire applying specialty market development innovative products knowledge and specialty technical knowledge t
Slide 6: Vision Care Innovation
Alcon Vision Care Innovation
Slide 7: Significant Vision Care product flow in recent years
Significant Vision Care product flow in recent years Vision Care innovation 2021–2024 2025–2026 for Astigmatism Sphere Complete, Ultra and Hydration MDPF Sphere, for Astigmatism, Multifocal Multifocal Toric AR-15512 (Acoltremon, Dry Eye) List is no t exhaustive. New product launches may not be liste
Slide 8: Introducing a new, weekly modality: Precision7
Introducing a new, weekly modality: Precision7 Start and end every week fresh $B Sell-in by modality 10.8 2.8 Monthly (26%) 1.4 2-Week (13%) 4.2 DD SiHy (39%) 2.4 DD non-SiHy (Value) (22%) 20241 1. Global CLI Q3 2024, MAT Q4-23 to Q3-24 sales including Cosmetic. GfK Q1 2024 Point of Sales for availa
Slide 9: AR-15512: The only eye drop that rapidly increases natural tears
AR-15512: The only eye drop that rapidly increases natural tears AR-15512 (Acoltremon Ophthalmic Solution 0.003% ) is an investigational product and is pending US FDA approval Delivers rapid onset as early as day 1 and sustained through day 90 AR-15512 Up to 80% of patients achieved normal tear prod
Slide 10: Systane innovation underpins continued YoY double-digit growth
Systane innovation underpins continued YoY double-digit growth SYSTANE PRO PF: THE ONLY MDPF TRIPLE-ACTION FORMULA SYSTANE GLOBAL GROWTH1 VS. PRIOR YEARS 10+ hours of symptom relief 16% 15% 14% 10% 10% Triple action dry eye relief with hyaluronate (HA) Hydrates, restores & protects for all types of
Slide 11: Surgical Innovation
Alcon Surgical Innovation
Slide 12: Significant Surgical product flow since spin
Significant Surgical product flow since spin 2021–2024 2025–2026 NEXT-GEN PHACO-VIT & CONSUMABLES CLAREON PANOPTIX PRO DSLT – GLAUCOMA1 (US) NEXT-GEN DIAGNOSTIC List is not exhaustive. New product launches may not be listed in chronological order. See Safe harbor statement and the assumptions underl
Slide 13: Next-generation vit-cataract system: UNITY VCS/CS
Next-generation vit-cataract system: UNITY VCS/CS Superior efficiency in a dual-function console to drive upgrades and capture share TODAY PIPELINE: UNITY VCS/CS SUPERIOR EFFICIENCY1 Designed to safely improve OR throughput Up to 2X faster Phaco with 40% less energy from UNITY 4D Phaco 1.5X faster v
Slide 14: Next-generation vit-cataract system: CONSUMABLES
Next-generation vit-cataract system: CONSUMABLES Designed to increase operating room efficiency and improve user experience UNITY Cataract UNITY Vitrectomy Consumables Consumables Premium cassette with balanced tip to power Premium cassette with a less invasive 27- 4D phaco for a more efficient surg
Slide 15: Next-generation trifocal IOL: PanOptix Pro
Next-generation trifocal IOL: PanOptix Pro The power of pro Clareon® Clareon® PanOptix® Pro PanOptix® • Next Generation PanOptix® optics with AcrySof® most light utilization in a trifocal IOL PanOptix® • New Clareon® • Designed for: BioMaterial • 50% less light scatter • ENLIGHTEN • Pre-loaded in Te
Slide 16: Alcon's Glaucoma portfolio across the disease continuum
Alcon’s Glaucoma portfolio across the disease continuum Shifting the treatment paradigm from pharma to laser-first with DSLT Disease Drug therapy Mild-to-moderate Severe Early stage progression (pharma) (surgical cataract combo) (surgical) Est. US procedures 600K 6,500K1 250K 100K Alcon’s portfolio
Slide 17: Voyager DSLT
Voyager DSLT First-in-line for treatment of glaucoma VOYAGER DSLT BUSINESS MODEL LAUNCH TIMELINE Existing reimbursement Received US FDA 510k clearance in Dec 2023 Recurring revenue of Launched with direct >80% in steady state salesforce in select EU markets Laser energy to stimulate eye’s natural re
Slide 18: Key takeaways
Key takeaways • Winning in durable, resilient markets • Driving above-market topline growth through innovation & product launches • Accelerating innovation (~$4B invested in R&D since spin) • Expanding margin through operating leverage • Generating strong free cash flow
Slide 19: Thank You
Alcon 5 > Sz Cc 4) io -
Alcon — 43rd Annual J.P. Morgan Healthcare Conference (January 2025) on 6ix