Contact Lens Maker Alcon's Has New Growth Avenues, Analyst Upgrades Stock
Contact Lens Maker Alcon's Has New Growth Avenues, Analyst Upgrades Stock
Oppenheimer has upgraded Alcon Inc (NYSE:ALC) following firm first-quarter earnings and several new drivers coming into view.
在第一季度财报稳健和几项新驱动因素浮出水面之后，奥本海默对爱尔康公司（纽约证券交易所代码：ALC）进行了上调。
The analyst sees a new opportunity in glaucoma with the announced acquisition of BELKIN Vision for $60 million immediately and up to $335 million with milestone payments.
这位分析师看到了青光眼领域的新机遇，他宣布立即以6000万美元的价格收购BELKIN Vision，并以里程碑式的付款收购高达3.35亿美元。
Via the BELKIN Vision deal, Alcon adds FDA-approved Eagle direct-SLT for glaucoma. Selective Laser Trabeculoplasty (SLT) stimulates the trabecular meshwork to increase fluid drainage/lower Intraocular pressure (IOP).
通过BELKIN Vision协议，爱尔康增加了经美国食品药品管理局批准的用于青光眼的Eagle Direct-SLT。选择性激光小梁成形术（SLT）刺激小梁网以增加液体流失/降低眼压（IOP）。
The analyst also writes that Eagle has differentiating characteristics including shorter treatment time. Once closed, BELKIN will broaden ALC's reach into glaucoma treatment.
该分析师还写道，Eagle具有与众不同的特征，包括更短的治疗时间。一旦关闭，贝尔金将扩大ALC在青光眼治疗领域的覆盖范围。
The analyst also highlights:
该分析师还强调了：
- The approval of two enhancements to PanOptix IOL, with one likely launching in a year or more.
- Significant new capital upgrade cycle opportunity beginning later this year in Surgical.
- Market share opportunity in AT-IOLs in China following a VBP win.
- PanOptix IOL的两项增强功能已获批准，其中一项可能在一年或更长时间内推出。
- 今年晚些时候，Surgical将迎来重大新的资本升级周期机会。
- 在VBP获胜之后，中国AT-IOL的市场份额机会。
Oppenheimer has upgraded Alcon shares from Perform to Outperform, with a price target of $103.
奥本海默已将爱尔康的股票从表现上调至跑赢大盘，目标股价为103美元。
Monday, Alcon reported first-quarter adjusted EPS of $0.78, beating the consensus of $0.73.
周一，爱尔康公布的第一季度调整后每股收益为0.78美元，超过市场预期的0.73美元。
Sales increased $2.44 billion, almost in line with the consensus of $2.46 billion, up 5%, or 7% constant currency.
销售额增长了24.4亿美元，几乎与市场共识的24.6亿美元持平，增长了5％，按固定汇率增长了7％。
Oppenheimer writes that contact Lenses (11% cc) were the lead driver of the first quarter beat as Alcon continues to benefit from an increased presence in premium (toric/multifocal) lenses, and price increases were a driver.
奥本海默写道，隐形眼镜（11% cc）是第一季度业绩的主要驱动力，因为爱尔康继续受益于高端（复曲面/多焦距）镜片的增长，而价格上涨是推动力。
Price Action: ALC shares are up 0.87% at $89.70 at the last check on Wednesday.
价格走势：在周三的最后一次支票中，ALC股价上涨0.87％，至89.70美元。
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照片来自 Shutterstock