Dennis Resnick's questions to Bausch + Lomb Corp (BLCO) leadership • Q4 2024
Question
Dennis Resnick, on for Gary Nachman, asked about the dry eye franchise, requesting metrics on patient compliance and refill rates for Miebo. He also inquired about the conversion efforts from sampling the larger 1.6 mL bottle and its impact on activating new prescribers.
Answer
Chairman and CEO Brenton L. Saunders explained that a key differentiator for Miebo is its significantly higher refill rate compared to other drugs in the category, which he attributed to its strong clinical and safety profile. He described it as a 'stickier' and 'harder working' prescription, which supports the long-term investment and outlook for the product. He did not provide specific metrics on the 1.6 mL bottle conversion.