Bausch + Lomb Corporation (BLCO) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

news to hum, and the steady introduction of innovative products across categories. Pharmaceuticals was a standout thanks to $84 million in Mibo revenue. Mibo growth helped bolster our comprehensive drive portfolio, which is front and center for eye care professionals, patients, and consumers. Effective selling has also meant more surgeons implanting Invista intraocular lenses, helping drive 27% constant currency revenue growth in premium IOLs. Our loaded and differentiated pipeline will be on full display in just a few weeks at Investor Day. Importantly, the pipeline products we'll highlight aren't aspirational. These are clinical stage programs with anticipated launches over the next several years. Every part of our nearly three-year journey since I returned as CEO has been aligned to one or more of three categories you've all become familiar with. selling excellence, operational excellence, and disruptive innovation. Those aren't optional. They're imperatives. While our journey is nowhere near complete, given how far we've come, we've introduced a fourth category, financial excellence. This is our opportunity to deliver sustained, profitable growth that reflects our real potential. We'll show you what that looks like at Investor Day when we share our three-year plan. We've reached a pivotal point in our journey to becoming the best eye health company. Being the best means elevating the standard of care in eye health, which is why our pipeline is filled with products that have the potential to be truly disruptive and reset expectations for eye care professionals, patients, and consumers. You'll learn much more about the science behind our pipeline and market opportunity at Investor Day. But here's a sneak peek. In consumer, new formulations of Lumify, Preservision, ...