Bausch + Lomb – IPO Spin-off & Surgical Portfolio Analysis

  • Credit
  • Healthcare
  • North America


Former senior executive at Bausch + Lomb Inc


  • Likely rationale and breakdown of Bausch + Lomb’s (NYSE: BHC) spin-off from Bausch Health (NYSE: BHC) – impact on wider ophthalmology competitive dynamics
  • Bausch + Lomb’s surgical portfolio, focusing on US market positioning vs players such as Alcon (NYSE: ALC) and Johnson & Johnson (NYSE: JNJ)
  • Surgical portfolio quality, including IOLs (intraocular lenses) and potential pipeline launches
  • Mid-term company outlook including potential R&D investment and rising threat of Carl Zeiss (ETR: AFX)


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