Alcon Inc (CHIX:ALCz)

CHF 76.46 0.44 (0.58%) Market Cap: 37.82 Bil Enterprise Value: 41.16 Bil PE Ratio: 37.50 PB Ratio: 2.02 GF Score: 73/100

Alcon AG at Morgan Stanley Healthcare Conference Transcript

Sep 10, 2019 / 12:00PM GMT

Transcript

David Ryan Lewis

Morgan Stanley, Research Division - MD

So thanks for joining us here. My name is David Lewis, medical advisor analyst here at Morgan Stanley. It's my pleasure to have this year, Alcon, and this is the first time Alcon sort of in this iteration has been in front of the Morgan Stanley conference. So we're -- obviously a pleasure to have them. We'll talk about that a little bit. But we have 2 members of management here from Alcon, actually 3 members here actually on stage. We have CEO, Dave Endicott; CFO, Tim Stonesifer; and Karen King as many of you obviously know.

Questions & Answers

David Ryan Lewis

Morgan Stanley, Research Division - MD

David, I want to start actually with kind of a strategic question. This came up in our morning session yesterday about the recent medtech spins. We talk about this a lot. Medtech spins "always work." It's a bit of lore out there. One of the things we've talked about is that medical device spins, medical -- besides pharma, never mix, that this is not a very good marriage. And we think Alcon Novartis

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