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Kavya Deshpande

Wall Street Analyst at UBS Asset Management Americas Inc.

United Kingdom

Kavya Deshpande is a Wall Street Analyst at UBS, specializing in equity research with coverage focused on the general sector across major European markets such as Germany, France, and Italy. She covers a select group of public companies including DiaSorin S.p.A. and bioMérieux, and has achieved a notable success rate of over 92% on her stock ratings, generating an average return of 9.9% per recommendation over the past year. Ranked within the top 4,000 Wall Street analysts and active since at least early 2024, her recommendations include a balanced distribution of Buy, Hold, and Sell calls. Kavya is recognized for her strong performance track record and active presence in international markets, with professional standing at UBS but specific detail on securities licenses or prior employers is not publicly available.

Kavya Deshpande's questions to ALCON (ALC) leadership

Question · Q4 2024

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.

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