JP Morgan Healthcare Conference Innovation Update
VISION CARE INNOVATION
CONTACT LENS: RECENT INNOVATIONS IN DAILIES AND REUSABLES ARE
WINNING IN THE MARKET
ALC GLOBAL CONTACT LENS MARKET SHARE EVOLUTION¹
~260 basis points of share growth²
1 POINT OF SHARE GROWTH
= ~$100M IN ALC REVENUE³
DT1 MF US
and INT launch
Alcon
P1 Sph
US launch
24
DT1 Tor. US launch
24
25
25
-26%²
T30 EU launch
T30 US launch
P1 Sph/Tor INT launch
P1 Toric US launch
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3
-16 -16 -16 -16 -17 -17 -17 -17 -18 -18 -18 -18 -19 -19 -19 -19 -20 -20 -20 -20 -21 -21 -21 -21 -22 -22 -22 -22 -23 -23 -23
ALC CL REVENUE GROWTH VS. PRIOR YEARS
2%
2016
4% 4% 4%
2017
2018
1. Source: GfK Market Intelligence: growth rate Q3 2022 vs Q3 2019 in sales value for panel in US, JP, KR, SG, MY, CH, DE, ES, DK, FR, GB, IT, NO, PL, RU, SE.
Excludes China. Note that panel market coverage may vary over time.
2. Source: GfK Market Intelligence; brand share based on sales value in Q1 2011 and Q1 2023 for panel markets in same countries as in 1.
3. Source: Internal Calculations
7%
2019 2021 vs.
I
2019
PAGE 10
9%
2022
11%
2023
9m YTD
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