Kavya Deshpande's questions to Alcon AG (ALC) leadership • Q4 2024
Question
Kavya Deshpande inquired about the potential significance and expected ramp-up of the recently acquired BELKIN Vision (Voyager) SLT device.
Answer
CEO David Endicott described the ramp-up as the 'tricky part' but sees a significant opportunity, estimating a potential market in the $75-150 million range. He believes the device fills a critical gap by making the preferred SLT procedure much easier for physicians to perform, which should drive adoption. The speed of the ramp remains the key question as the company focuses on the launch.