J&J will put an end to Alcon

And the IOL recall that's just starting at AMO is going to take them a good 2 years to recover from. About the time our IOL pipeline is dumping into the market so not much will come of this.

 

Please God tell me this is a joke. Maybe use the information super highway or ask your intelligent mobile device. JNJ has approx 200 companies several of which are very successful surgical divisions. Ever hear of Ethicon?

 

Right? Their Surgical businesses are only like a third of JnJs total revenue... These people are clueless! JnJ is one of the only big companies to have a successful track record in Surgical.

 

So sad J&J didn't get Alcon the first time. It would have turned out much differently.

 

JNJ Worldwide Medical Devices sales of $25.1 billion for the full-year 2015.

 

Is Abbott Optics going to report to Ethicon?

 

Does it matter? Point is they know surgical. Far cry from Novartis.

 

And J&J know a bit about eyecare as well - a far cry from Abbott
Look at AMO global IOL sales
double digit growth v Alcon the market leader? Its just a matter of time and J&J are likely to make it happen sooner

 

if Alcon doesnt't improve soon, NVS might be forced to sell it urgently before it loses market share to JnJ. rock and a hard place to be in.

 

Search the FDA site for safety notifications and recalls
No sign of an AMO lens recall

 

Hey kids....sutures and scalpels ain't IOL's! Good god! Fucking get over yourselves!

 

https://www.leighday.co.uk/News/News-2016/September-2016/Recall-of-Intraocular-lenses-by-manufacurer-AMO

 

https://www.leighday.co.uk/News/News-2016/September-2016/Recall-of-Intraocular-lenses-by-manufacurer-AMO

 

Alcon's current phaco machines Infinity & Centurion have about an 80% market share. All those accounts are therefore buying cassettes and in most cases custom packs and OVDs. 3 of every 4 femto lasers is a LenSx meaning all the disposables are also Alcon PIs. ORAV+ has no competition at the moment. Alcon surgical isn't going anywhere (maybe sold) but certainly not disappearing b/c JNJ bought AMO. Sure Alcon could use new IOLs but nobody has the perfect IOL...yet. Alcon is still the 800lb Gorilla, well maybe 700lbs now.

 

i don't really give shit about alcon or Novartis BUT, reading this response and the underlying hubris it just reminds of the typical alcon attitudes that continue take this company down the shitter.

 

This is spot on. Alcon will continue to keep is market share.

 

Total BUll shit. alcon share by market scope is no where near 80% ... you are living in delusion !!!!.... Maybe in the US!!! by a far shot.... but across the world it has fallen from the 55's to the 47-48% shares and not all centurion as Alcon would hope. There is delusion across disposables like Knives drapes etc which is also falling by way side.. Surgeons and customers have understood the game.. Yes,maybe Alcon wont be dead so soon, but is bleeding and bleeding fast.......The valuation that NOvartis paid alcon .. demonstrates how Novartis for all so called expertise in corporate game were taken for a royal ride.... If AMO was brought for 4.8B.. then at most Alcon valuation would be Bargained at 8 B....say for thoughts sake... Its Over.... no talent , no Vision ... No respect as a Leader....

 

Then why the hell are you here, assclown?

 

Alcon Phaco machine share in US is 78%. You don't know you're stuff.

 

In her U.S. market share is indeed 80 percent.