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Alcon Vision LLC-2026-JPM.pdf

上传人: 明**** 编号:1069693 2026-01-17 24页 4.35MB

1、J.P.Morgan Healthcare ConferenceDavid J.EndicottChief Executive OfficerJanuary 13th,2026Safe harbor2Forward-looking statementsThis 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

2、the US Private Securities Litigation Reform Act of 1995.Forward-looking statements can be identified by words such as“anticipate,”“intend,”“commitment,”“look forward,”“maintain,”“plan,”“goal,”“seek,”“target,”“assume,”“believe,”“project,”“estimate,”“expect,”“strategy,”“future,”“likely,”“may,”“should,

3、”“will”and similar references to future periods.Examples of forward-looking statements include,among others,statements we make regarding our 2025 outlook,liquidity,revenue,gross margin,operating margin,effective tax rate,foreign currency exchange movements,earnings per share,our plans and decisions

4、relating to various capital expenditures,capital allocation priorities and other discretionary items such as our market growth assumptions,our social impact and sustainability plans,targets,goals and expectations,and generally,our expectations concerning our future performance.Forward-looking statem

5、ents are neither historical facts nor assurances of future performance.Instead,they are based only on our current beliefs,expectations and assumptions regarding the future of our business,future plans and strategies,and other future conditions.Because forward-looking statements relate to the future,

6、they are subject to inherent uncertainties and risks that are difficult to predict such as:cybersecurity breaches or other disruptions of our information technology systems;our ability to effectively manage the risks associated with the ethical use of disruptive technologies;compliance with data pri

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1. **公司概况**:Alcon是全球眼科医疗领导者,2024年销售额98亿美元,业务覆盖140余国,手术设备全球第一,视力护理产品广受信赖。 2. **市场机遇**:全球眼科市场规模350亿美元(2024年),主要疾病患者基数庞大(如白内障6500万、干眼16亿人)。 3. **战略重点**:聚焦眼科创新,通过研发投入(分拆后超50亿美元)推动产品迭代,如新一代超声乳化设备Unity VCS/CS、TruPlus隐形眼镜等。 4. **增长动力**:手术设备(30k+装机量,10年替换周期)与视力护理(接触镜市场年增4-6%)双轮驱动,加速全球化布局。 5. **财务表现**:目标通过创新实现高于市场的收入增长,提升运营效率,生成强劲自由现金流。
眼科市场有多大? 创新产品有哪些? 未来增长如何?
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