法巴BNP Paribas:眼科护理行业研究:角膜接触镜与近视管理专家观点反馈-250909(英文版)(18页).pdf

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法巴BNP Paribas:眼科护理行业研究:角膜接触镜与近视管理专家观点反馈-250909(英文版)(18页).pdf

1、 EQUITIES MEDTECH&SERVICES EYE CARE Feedback from our KOL on Contact Lenses,Myopia mgmt 9 SEPTEMBER 2025 Securities Research Report Production time:20:41*(London time)Research Analysts&Publishing EntitiesResearch Analysts&Publishing Entities We hosted a call with Dr.Alice Mann,Optometrist&owner.Deta

2、iled notes&replay upon request.Our expert has seen growth improve recently Growth in our experts practice improved over the last few months(since July).Going forward,our expert believes MSD market growth should be sustainable.Ordering shorter periods of supply for contact lenses has become more comm

3、on,as has patients ordering directly from the manufacturer.Multifocal and Multifocal Torics represent a need for innovation with ageing population Multifocal and Multifocal Toric are categories our expert indicated could be ripe for innovation.As the disparity between distance and reading requiremen

4、ts gets worse,current CL options fall short.Hence,a more effective solution could capture a sizeable opportunity,with little price sensitivity.Myopia management could become standard of care within five years Myopia is becoming increasingly prevalent globally and parents are becoming more aware.Our

5、expert views MiSight as a solid solution,while adding upcoming FDA approval of SightGlass Vision and Stellest should support Myopia mgmt.becoming standard of care,potentially within five years.CooperVision:Key differentiation includes MyDay Energys,MiSight,and portfolio breadth Our expert indicated

6、some of Coopers key portfolio differentiation includes MyDay Energys,good for patients with long hours looking at screens,MiSight as the only FDA approved Myopia management CL,and their largest breadth of products allowing for tailoring to unique patient needs.Alcon:Precision 7 has seen solid tracti

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