Alcon Ag · SIX:ALC
Alcon — J.P. Morgan Healthcare Conference 2026
24 slides from Alcon's conference presentation, Jan 13, 2026
Slide 1: J.P. Morgan Healthcare Conference
J.P. Morgan Healthcare Conference David J. Endicott Chief Executive Officer January 13th, 2026
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. Alcon sales: Our Vision Care products are among the w
Slide 5: Alcon strategy
Alcon strategy Attract, develop and retain experts in eye care customers and technology Reinvest in R&D Leverage expertise We focus on eye care and product to invent or acquire development innovative products We create value by applying specialty market knowledge and specialty technical knowledge to
Slide 6: Innovating in Ophthalmic Surgery
Innovating in Ophthalmic Surgery
Slide 7: Global cataract procedure volumes grow largely in line with population
Global cataract procedure volumes grow largely in line with population... Global cataract surgery volume, 2015-2025 • Cataract Units, billions procedure volumes have 29.2 30.4 30.9 grown steadily (4- 27.2 27.8 22.2 23.5 24.2 25.5 20.4 25.0 5%) in line with the aging Long-term population, market grow
Slide 8: Significant Surgical product flow
Significant Surgical product flow 2022–2025 2026–2027 NEXT-GEN PHACO (Unity CS launched Q4-25) NEXT-GEN DIAGNOSTIC NEXT-GEN MICROSCOPE NEXT-GEN CLAREON MONO + & TORIC + NEXT-GEN CLAREON VIVITY Dry AMD NEXT-GEN CATARACT PLANNER Note: List is not exhaustive. New product launches may not be listed in c
Slide 9: Surgical ecosystem: full portfolio offering by 2027
Surgical ecosystem: full portfolio offering by 2027 Suite of best-in-class devices that span across clinic, cloud and operating room, working in concert Clinic Cloud Operating Room (OR) • Transmit surgical plan to OR Surgical Planner Unity M Clinical decision support w/ Unity GPS, and remote plannin
Slide 10: Unity VCS & CS
Unity VCS & CS Large installed base for strong replacement pipeline >30k Centurion & ~3k average Unity VCS & CS placements, Constellation driving equipment revenue installed base ~10-year replacement cycle, from date of acquisition 20252: launched Unity VCS first, to… o Address older installed b
Slide 11: Unity VCS / CS comparison vs. Centurion
Unity VCS / CS comparison vs. Centurion Unity 4D phaco is twice as fast as Centurion Ozil 4D Phaco Video Content Not Included in PDF Phacoemulsification This slide featured video content during the live vs. presentation. Due to format limitations, videos are not available in the PDF version of this
Slide 12: Clareon PanOptix Pro
Clareon PanOptix Pro Driving US momentum in 2025 and planned international launches in 2026 Launched Q2 2025 (US) Results to Date Looking Forward • Designed for • Stabilizing share • Expect to launch o Half the light scatter dynamics in US internationally in key of PanOptix trifocal category markets
Slide 13: TruPlus: next-generation monofocal + / monofocal toric +
TruPlus is an investigational product and is pending US FDA approval TruPlus: next-generation monofocal + / monofocal toric + Enhanced intermediate vision; ~$100m US market, ~20% CAGR Planned US launch in mid-2026, globally in 2027 New monofocal + / To drive monofocal / monofocal toric + monofocal t
Slide 14: Innovating in Vision Care
Alcon Innovating In Vision Care
Slide 15: The contact lens market reliably grows mid-single digits
The contact lens market reliably grows mid-single digits • Consistent mid- single digit Global contact lens market value growth growth over Trailing-Twelve Months (TTM ending Q3) growth % 10+ years +6% p.a. • Stronger contribution from price in 2023 and 2024 Long-term • Established market growth 201
Slide 16: Significant Vision Care product flow
Significant Vision Care product flow 2022–2025 2026–2027 for Astigmatism (US, EU) (INTL ex-EU) 2 for Astigmatism, Multifocal 1 New (’26-’27, INTL rollout) Formulation (’26-’27, INTL rollout) List is not exhaustive. New product launches may not be listed in chronological order. See Safe Harbor statem
Slide 17: Launching Total30 multifocal toric lens
Launching Total30 multifocal toric lens – increased comfort for astigmatic patients as their vision needs change Multifocal toric market is estimated at ~$100m+, ~15%+ CAGR US launch expected Q1 2026 Excellent end-of-day comfort¨ Wearers rated Total30 Multifocal for Astigmatism nearly 8/10 for end-o
Slide 18: Systane gaining share in fast-growing preservative-free market segments
Systane gaining share in fast-growing preservative-free market segments • Multi-dose Fast-growing and sizable global artificial tears market: ~$4b, ~9% CAGR preservative-free (MDPF) and unit- Global Artificial Tears Market1 2023-25 CAGR2 dose preservative- USDm by category free (UDPF) Market Systane
Slide 19: Ocular health: expanding into new categories
BRYTLY is an investigational product and is pending US FDA approval Ocular health: expanding into new categories Entry into new, fast growing (~$300m+, ~10%+ CAGR1) eye whitener category US launch expected in Q1 2027 Lasts up to 12 hrs2 Potential to be longest lasting in category Works in 60 seconds
Slide 20: Tryptyr: off to a strong start
Tryptyr: off to a strong start Positive market acceptance (through December 2025) in a ~$1.5b market Prescribers Patients Payors Unique Trending refill Commercial 6,600+ Prescribers2 70%+ 1 in 3 rate3 lives covered Strong recall of unique MoA Real world feedback suggests Wins with Express Scripts, &
Slide 21: Tryptyr: rapid natural tear production as early as day 1
Tryptyr: rapid natural tear production as early as day 1 Video Content Not Included in PDF This slide featured video content during the live presentation. Due to format limitations, videos are not available in the PDF version of this presentation. For the full experience or additional information, p
Slide 22: Key Takeaways
Winning in durable, resilient markets Driving above-market topline growth through innovation & product launches Key Takeaways Accelerating innovation (~$5b invested in R&D since spin) Expanding margin through operating leverage Generating strong free cash flow 22
Slide 23: Thank you
Alcon Thank you
Slide 24: Slide 24