Alcon Ag · SIX:ALC
Alcon — Baird 2025 Global Healthcare Conference
16 slides from Alcon's conference presentation, Sep 9, 2025
Slide 1: Baird 2025 Global Healthcare Conference
Baird 2025 Global Healthcare Conference David Endicott Chief Executive Officer September 9th, 2025
Slide 2: Safe harbor
Safe harbor Forward-looking statements This press release 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 state
Slide 3: New product launches
Alcon New product ) a i O c =| fe
Slide 4: Launching new products in attractive areas of unmet need
Launching new products in attractive areas of unmet need Systane Evo ® Pro PF Visian ICL2 Voyager PanOptix DSLT Pro Tryptyr Valeda® prescription Light eye drop for Delivery treatment of System ALLY ® dry eye Precision7 weekly Cataract contact lens Laser System1 Cataract Retina Glaucoma Refractive Dr
Slide 5: Cataract market trends
Alcon Cataract market trends
Slide 6: Global cataract procedure volumes grow in line with population
Global cataract procedure volumes • Cataract grow in line with population... procedure volumes have Takeaways Global Cataract surgery volume, 2015-2024 grown steadily MM units ~4% in line with the 22.2 23.5 24.2 25.5 27.2 25.0 27.8 29.2 30.3 aging 20.4 population, reflecting 2015 2016 2017 2018 2019
Slide 7: US cataract procedure volumes grow ~3% annually on average, ±2 points
US cataract procedure volumes grow ~3% annually on average, ±2 points US cataract procedure growth as measured by foldable intraocular lens volume Quarterly data, year-over-year procedure growth % ~3% +2 points -2 points average annual US procedural growth 2016 2017 2018 2019 2020 2021 2022 2023 202
Slide 8: Contact lens market trends
Alcon Contact lens market trends
Slide 9: The contact lens market reliably grows mid-single digits
The contact lens market reliably • Consistent grows mid-single digits mid-single digit growth Global contact lens market value growth over 10+ Annual data, year-over-year growth % years 11% • Stronger 7% 7% 7% contribution 6% 6% 6% from price in 5% 5% 5% 2023 and 4% 4% 2024 • Sticky customers and -4
Slide 10: Unity VCS & CS Launch Update
Alcon Unity VCS & CS Launch Update
Slide 11: Unity VCS & CS: on track to ~3,000+ installations per year
Unity VCS & CS: on track to ~3,000+ Vitreoretinal Cataract installations per year System CENTURION & UNITY VCS and CS — CONSTELLATION • Deliberately UNITY VCS launched May 20252, UNITY CS launching late 20252 Annual installations, managing pace Illustrative data of installations ~3.7k ~4k • Launched
Slide 12: Intended acquisition of STAAR Surgical
Intended acquisition of STAAR Surgical
Slide 13: Implantable collamer lenses are a natural, unique adjacency for Alcon
Implantable collamer lenses are a natural, unique adjacency for Alcon Expands Alcon's presence in the rapidly growing myopia market with entry into the ICL category Complementary to Alcon's existing refractive portfolio, allowing us to provide solutions across the spectrum of myopia Category leaders
Slide 14: Transaction details
Transaction details • $28 per share in cash, which represents a ~59% premium to STAAR's Purchase price 90-day volume-weighted average price prior to the announcement • Represents a total equity value of ~$1.5 billion • Immediately growth accretive Financial impact • Significant synergy potential lev
Slide 15: Thank you
Thank you
Slide 16: Slide 16