Alcon Ag · SIX:ALC
Alcon — 40th Annual J.P. Morgan Healthcare Conference 2022
22 slides from Alcon's conference presentation, Jan 12, 2022
Slide 1: JP Morgan Healthcare Conference Investor Presentation
JP Morgan Investor Healthcare Presentation Conference JANUARY 12, 2022 1
Slide 2: Legal disclaimers
Legal disclaimers 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 stat
Slide 3: We aspire to lead the world in eye care innovation
We aspire to lead the world in eye care innovation 32 surgical launches 19 vision care +15% core R&D investment since 2018 launches since 2018 in 2020 versus 2018 1.8K R&D associates in ~11K active patent rights1 100+ active projects 2020 in development 1. As of January 2022. 3
Slide 4: Favorable megatrends underpin solid markets
Favorable megatrends underpin solid markets Aging Increasing Increasing New Increasing sense population wealth myopia technologies of wellness By 2050, more than The middle class An estimated 50% Improving patient People are more 2 billion people will will grow by ~1.7 of the world will be outcomes
Slide 5: Innovation drives our growth and profitability
Innovation drives our growth and profitability Research & Development breakdown Recent launches Future launches • PanOptix and Vivity • Next-gen IOL delivery system • Clareon with AutonoMe • NGENUITY 2.0 10% • Clareon Monarch IV reusable • All-in-one diagnostics delivery system • InnovEyes 10% ARGOS
Slide 6: Investing in high-growth markets and share opportunities
Investing in high-growth markets and share opportunities FAST PRECISION1 toric Vivity PanOptix DAILIES TOTAL1 toric Hydrus Microstent Pataday MARKET GROWTH Systane MDPF PRECISION1 Next-gen Phaco-Vit Console* TOTAL30 SLOW Diagnostics LOW MARKET SHARE HIGH Illustrative purposes only MDPF: Multi-Dose P
Slide 7: Surgical
Surgical Alcon
Slide 8: Advanced technology intraocular lenses
SURGICAL Advanced technology intraocular lenses PanOptix Vivity • Leading PCIOL market Trifocal IOL Extended Depth of Vision IOL share both in the US and worldwide • ATIOL penetration rates accelerating in the US • Limited cannibalization: Vivity largely incremental to PanOptix • 20/20 near, interme
Slide 9: Breakthrough ATIOLs: customization & accommodation
SURGICAL Breakthrough ATIOLs: customization & accommodation Customizable Accommodating • Lens power adjusted with non-invasive • Lens mimics the eye’s natural crystalline application of energy lens • Refining technology and addressing • Optimizing technology and addressing commercialization topics c
Slide 10: Glaucoma: Hydrus Microstent
SURGICAL Glaucoma: Hydrus Microstent • Five-year pivotal data, the longest continuous follow-up of a MIGS device • Strong safety and efficacy profile evidenced by clinical data • Compelling efficacy effectiveness and sustained treatment duration • 65% of patients medication free at 5 years • Over 60
Slide 11: Driving efficiency and improving outcomes with an interconnected digital ecosystem
SURGICAL Driving efficiency and improving outcomes with an interconnected digital ecosystem Efficiency Outcomes1 Cloud-based Artificial Intelligence Planner Planner 90 EMR Visualization 73 55 Console 30 1990 2009 2018 Target Office OR with AI Pre-op Post-op % patients within +/- 0.5D of target Diagn
Slide 12: A connected and integrated surgical ecosystem
SURGICAL A connected and integrated surgical ecosystem NGENUITY ARGOS Intra-operative In-office pre-operative visualization, heads-up biometer for 3D display cataract diagnostics LuxOR Revalia Alcon SMART Solutions: Intra-operative Equipment SMARTCataract SMARTCataract visualization, digital Cloud-b
Slide 13: Next-generation Phaco-Vitreoretinal console
SURGICAL Next-generation Phaco-Vitreoretinal console that increases safety, surgeon confidence and efficiency Best-in-class dual- Renewing our anchoring technologies in the OR function console Securing the next decade of consumables Customer optionality with a dual- or single-function console Creati
Slide 14: Vision Care
Vision Care Alcon
Slide 15: Leading the premium contact lens category with the TOTAL brand
VISION CARE Leading the premium contact lens category with the TOTAL brand DAILIES TOTAL1 for Astigmatism: • Completes the TOTAL portfolio of lens offerings for SiHy premium dailies • Toric is the fastest-growing contact lens segment* TOTAL30: • The first-and-only water gradient reusable lens • Favo
Slide 16: Winning the mainstream contact lens category with PRECISION1
VISION CARE Winning the mainstream contact lens category with PRECISION1 Establishing a Preference study finds leading 5x more customers prefer PRECISION1 over position in the the leading fast-growing daily lens* DD SiHy category Concurrent PRECISION1 sphere and toric launches to drive share in the
Slide 17: Delivering the eye drop portfolio to the ophthalmic channel
VISION CARE Delivering the eye drop portfolio to the ophthalmic channel • Dedicated sales force to deliver eye drops to the ophthalmic channel • Portfolio includes ophthalmic Rx (Simbrinza), dry eye (Systane) products and ocular allergy (Pataday) • Extending the Systane product family with preservat
Slide 18: Envisioning the future of Vision Care
VISION CARE Envisioning the future of Vision Care Leverage Alcon’s expertise in Leverage our new flexible Explore novel delivery – optical design and surface contact lens manufacturing beyond the drop – to treat a chemistry technology to create platform for further innovation range of eye conditions
Slide 19: Capital Allocation
Capital Allocation Alcon
Slide 20: Capital allocation priorities remain consistent
FINANCIAL & CAPITAL ALLOCATION Capital allocation priorities remain consistent Invest in Invest in BD&L Return to organic growth and M&A shareholders • R&D investments in • Agnostic to the source of • Continued dividend pending developing next-gen IOLs, innovation annual board approval surgical suit
Slide 21: Key takeaways
Key takeaways • Eye care markets are durable and underpinned by favorable megatrends • Investing in high growth markets and share opportunities • Strengthening our leadership in Surgical with best-in-class products, innovation and a digital ecosystem • Accelerating growth in Vision Care with innovat
Slide 22: Alcon
Alcon
Alcon — 40th Annual J.P. Morgan Healthcare Conference 2022 on 6ix