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Bausch + Lomb (BLCO) investor relations material

Bausch + Lomb Morgan Stanley 23rd Annual Global Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Morgan Stanley 23rd Annual Global Healthcare Conference summary8 Sep, 2025

Strategic progress and operational focus

  • Achieved approximately 24% top-line growth since 2023, driven by selling excellence, operational improvements, and robust product launches.

  • Stabilized supply chain and addressed post-pandemic disruptions, notably resolving a major surgical recall faster than expected.

  • Emphasized a culture of accountability and grit, reducing bureaucracy and fostering resilience during challenges.

  • Built a strong innovation pipeline, with a deep dive planned for Investor Day on November 13th.

  • Focused on comprehensive eye care, integrating pharma, consumer, and surgical businesses for synergistic growth.

Financial performance and capital allocation

  • Financial results reflect significant commercial excellence and asset optimization, with a shift toward margin expansion in the next phase.

  • Capital allocation is guided by ROI, supporting high-growth areas like daily contact lenses and dry eye solutions.

  • Disciplined approach to M&A, prioritizing strategic fit and intellectual property, with no urgent need for large acquisitions.

  • Vision 27 initiative aims to set long-term financial metrics, focusing on margin improvement and sustainable growth.

Market trends and product highlights

  • Consumer demand remains strong, though retailers have reduced inventory, causing a temporary disconnect between consumption and sales.

  • Miebo eye drop launch exceeded expectations, with continued growth and a transition from launch to profitability expected by 2027–2028.

  • OTC brands like Lumify and Blink are performing well, with innovative DTC and AI-driven marketing strategies boosting sales.

  • Contact lens segment is the fastest growing in the space, with new and legacy products both contributing to growth.

  • Biomimetic contact lens material entering clinical trials, with potential for breakthrough impact and scalable production.

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Frequently asked questions

Bausch + Lomb Corporation is a global healthcare company specializing in eye health products. The company offers a wide range of products across three primary segments: Vision Care, Ophthalmic Pharmaceuticals, and Surgical. Its portfolio includes contact lenses, lens care solutions, prescription eye medications, over-the-counter eye care products, and surgical devices for cataract, vitreoretinal, and refractive procedures. The company is headquartered in Vaughan, Canada, and its shares are listed on the NYSE (New York Stock Exchange).

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