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2026-07-13 15:26 12d ago
2026-07-13 10:40 12d ago
Alcon a RxSight budou vyvíjet nastavitelné nitrooční čočky po operaci šedého zákalu
ALC Alcon
FMP Stock News 78
Original source text
Key Takeaways Alcon and RxSight will develop adjustable PCIOLs that surgeons can fine-tune after cataract surgery.RxSight will receive $60M upfront and may earn up to $140M in development and regulatory milestones.Alcon will lead global commercialization, while RxSight will handle development and manufacturing. Alcon (ALC - Free Report) recently entered into a non-exclusive collaboration with RxSight (RXST - Free Report) to develop adjustable presbyopia-correcting intraocular lenses (PCIOLs) for cataract patients. The partnership will combine Alcon’s advanced PCIOL optical designs with RxSight’s post-operative light-adjustable technology, enabling surgeons to fine-tune patients’ visual outcomes after surgery.

The collaboration reflects both companies’ commitment to advancing customized vision care and expanding access to innovative cataract treatment solutions that improve patient outcomes.

Per management, Alcon’s leading PCIOLs have helped millions of cataract patients reduce or eliminate their dependence on glasses after surgery. By combining these lenses with RxSight’s technology, the company aims to develop tunable PCIOLs that will give surgeons greater confidence to refine post-surgery outcomes.

Likely Trend of ALC Stock Following the NewsShares of ALC have lost 0.8% since the announcement on July 6. Year to date, the stock has lost 14% compared with the industry’s 13.2% decline. However, the S&P 500 has risen 10.7% in the same timeframe.

The collaboration is expected to strengthen Alcon's position in the premium cataract surgery market by combining its PCIOL expertise with RxSight's light-adjustable technology. The partnership expands Alcon's innovation pipeline and supports the growing demand for personalized vision correction. With Alcon leading global commercialization and RxSight handling development and manufacturing, the companies can leverage their respective strengths. If successfully commercialized, the co-developed technology could accelerate the adoption of adjustable PCIOLs and support Alcon's long-term growth in advanced cataract care.

ALC currently has a market capitalization of $33.54 billion.

Image Source: Zacks Investment Research

More on the NewsUnder the agreement, RxSight will receive an upfront payment of $60 million to initiate development and may earn up to an additional $140 million upon achieving specified development and regulatory milestones. Alcon will oversee the global commercialization of the co-developed technology, while RxSight will be responsible for product development and manufacturing and will receive royalties based on future net sales.

RxSight expects its collaboration with Alcon to broaden patient access to customized visual outcomes after cataract surgery. The company believes the partnership highlights the importance of adjustable lens technology and will help accelerate its adoption among a larger patient population.

Industry Prospects Favoring the MarketGoing by data provided by Future Market Report, the presbyopia corrective intraocular lens (PCIOL) market is anticipated to be valued at $320.75 million in 2026 and is expected to witness a CAGR of 12.96% through 2033.

Factors like the rising prevalence of presbyopia and cataracts among aging populations, technological advancements in PCIOLs, growing adoption of cataract surgeries worldwide and increasing healthcare investments, favorable reimbursement policies and higher disposable incomes are driving the market’s growth.

Other NewsIn April, Alcon launched Clareon TruPlus, an enhanced monofocal and toric intraocular lens available in both standard and toric versions. The lens is designed to increase depth of focus while preserving high-quality distance vision. TruPlus demonstrated improved distance image quality, better simulated visual acuity at intermediate distances, lower glare and halo profiles and strong performance across varying pupil sizes and lighting conditions.

ALC’s Zacks Rank & Other Key PicksCurrently, ALC carries a Zacks Rank #2 (Buy).

Some other top-ranked stocks from the broader medical space are Veracyte (VCYT - Free Report) and West Pharmaceutical (WST - Free Report) .

Veracyte, currently sporting a Zacks Rank #1 (Strong Buy), reported first-quarter 2026 adjusted earnings of 52 cents per share, which beat the Zacks Consensus Estimate by 52.9%. Revenues of $139.1 million surpassed the Zacks Consensus Estimate by 6.6%. You can see the complete list of today’s Zacks #1 Rank stocks here.

Veracyte has an estimated earnings growth rate of 5.1% for 2026. VCYT’s earnings surpassed estimates in the trailing four quarters, the average surprise being 45.9%.

West Pharmaceutical, currently carrying a Zacks Rank #2, reported first-quarter 2026 earnings per share of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%.

West Pharmaceutical has an estimated long-term earnings growth rate of 13.9%. WST’s earnings surpassed estimates in the trailing four quarters, the average surprise being 19.4%.
2026-07-06 20:22 19d ago
2026-07-06 16:15 19d ago
Alcon a RxSight vyvíjejí nastavitelné nitrooční čočky po operaci šedého zákalu
ALC Alcon
FMP Stock News 86
Original source text
July 06, 2026 16:15 ET  | Source: RxSight, Inc.

Non-exclusive license agreement for the development and commercialization of novel post-operative light adjustable PCIOL technologiesCollaboration aims to combine best-in-class PCIOL optics with first-in-class platform to enable fine-tuning of visual outcomes after cataract surgery ALISO VIEJO, Calif., July 06, 2026 (GLOBE NEWSWIRE) -- Alcon (SIX/NYSE: ALC), the global leader in eye care dedicated to helping people see brilliantly, and RxSight, Inc. (NASDAQ: RXST), an ophthalmic medical device company dedicated to providing high-quality customized vision to patients following cataract surgery, today announced a non-exclusive collaboration to jointly develop adjustable presbyopia-correcting intraocular lenses (PCIOLs).

Under the collaboration, the companies will be innovating on their respective platforms – RxSight's post-operative light-adjustable technology and Alcon's PCIOL optical designs – and combining them to create a co-developed technology that enables surgeons to fine-tune visual outcomes for their cataract patients who choose a PCIOL.

“Our leading PCIOLs have helped millions of patients reduce or eliminate the need for glasses after cataract surgery,” said David J. Endicott, Chief Executive Officer of Alcon. “Together with RxSight’s technology, we have the opportunity to develop tunable PCIOLs, giving surgeons even greater confidence to refine outcomes after surgery.”

“We are excited to work with Alcon to provide patients greater access to outcomes customized to their needs after surgery,” said Ron Kurtz, President and Chief Executive Officer of RxSight. “This collaboration underscores our belief in the importance of adjustability and will help accelerate its expansion across a wider base of patients.”

As part of the agreement, RxSight will receive a $60 million upfront payment to begin development. RxSight could receive up to an additional $140 million in payments as development and regulatory milestones are met. Under the agreement, Alcon will lead global commercialization, while RxSight will be responsible for development and manufacturing and receive royalties on net sales.

About Alcon
Alcon helps people see brilliantly. As the global leader in eye care with a heritage spanning over 75 years, we offer the broadest portfolio of products to enhance sight and improve people’s lives. Our Surgical and Vision Care products touch the lives of more than 260 million people in over 140 countries and territories each year living with conditions like cataracts, glaucoma, retinal diseases and refractive errors. Our more than 25,000 associates are enhancing the quality of life through innovative products, partnerships with Eye Care Professionals and programs that advance access to quality eye care. Learn more at www.alcon.com.

About RxSight, Inc.
RxSight, Inc. is an ophthalmic medical device company dedicated to providing high-quality customized vision to patients following cataract surgery. The RxSight® Light Adjustable Lens system, comprised of the RxSight Light Adjustable Lens® (LAL®/LAL+®, collectively the “LAL”), RxSight Light Delivery Device (LDD™) and accessories, is the first and only commercially available intraocular lens (IOL) technology that can be adjusted after surgery, enabling doctors to customize and deliver high-quality vision to patients after cataract surgery. Additional information about RxSight can be found at www.rxsight.com.

Forward-looking Statements

This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act. All statements in this press release that are not purely historical are forward-looking statements, including, without limitation, statements regarding: potential payments that may be received by us in connection with the collaboration, including potential milestone payments and royalties; and RxSight’s and Alcon’s respective rights and obligations under the collaboration agreement, a description of which (including material terms and conditions) may be found in the Current Report on Form 8-K filed of even date herewith with the Securities and Exchange Commission (SEC). The forward-looking statements contained herein are based upon our current expectations and involve assumptions that may never materialize or may prove to be incorrect. These forward-looking statements are neither promises nor guarantees and are subject to a variety of risks and uncertainties, including, without limitation, uncertainty as to whether the anticipated benefits and opportunities of the proposed collaboration may be realized or make take longer to realize or may cost more than expected; risks of unexpected hurdles, costs or delays; challenges in technology transfer and manufacturing; challenges inherent in new product candidate development, including obtaining regulatory approvals; challenges associated with collaborating with third parties, including intellectual property, operational, financial and other risks; uncertainty of commercial success for new products; the ability of RxSight and Alcon to successfully execute their respective strategic plans; and other risks that may be found in the section entitled Part II, Item 1A (Risk Factors) in the Quarterly Report on Form 10-Q for the period ended March 31, 2026, filed with the Securities and Exchange Commission (SEC) on May 6, 2026, and other documents that RxSight files from time to time with the SEC. These forward-looking statements are made as of the date of this press release, and RxSight assumes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.

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2026-07-02 20:33 23d ago
2026-07-02 15:16 23d ago
Alcon roste díky Unity a PanOptix Pro
ALC Alcon
FMP Stock News 72
Original source text
Key Takeaways Alcon's new platforms and lenses are gaining adoption, while dry eye momentum supports future growth. Unity VCS, Unity CS and PanOptix Pro are driving equipment and implantables momentum for Alcon. ALC faces macro pressure, $33M in tariffs and intense competition across both operating segments. Alcon’s (ALC - Free Report) new platforms and lenses are gaining adoption. Dry eye momentum is likely to support growth in the upcoming quarters. However, adverse macroeconomic conditions and intense competition may harm the company’s operations.

In the past year, this Zacks Rank #3 (Hold) stock has dipped 25.1% compared with the industry’s 10.4% decline. The S&P 500 composite has risen 23.9% in the same time frame.

The renowned pharmaceutical and medical device manufacturer has a market capitalization of $32.77 billion. ALC’s earnings surpassed estimates in three of the trailing four quarters and missed in one, delivering an average surprise of 3.7%.

Let’s delve deeper.

Upsides for ALCBusiness Development Activities: Strategic asset additions have enabled Alcon to broaden its technology portfolio across both franchises, reinforcing a multi-year innovation pipeline that complements its internal R&D programs. In March 2026, Alcon and LENSAR agreed to terminate the previously announced merger agreement, which removes a near-term integration item and keeps capital available for other bolt-on opportunities.

In 2025, the company acquired a majority interest in Aurion Biotech to advance AURN001, a corneal cell therapy candidate that targets a large transplant market constrained by donor availability. Alcon also completed the acquisition of LumiThera and its Valeda photobiomodulation device for early and intermediate dry AMD. 

New Products to Drive Growth: Unity VCS and Unity CS are at the center of the current equipment cycle, with management highlighting continued momentum in the first quarter of 2026 as installations expand and surgeon feedback emphasizes workflow integration. In implantables, PanOptix Pro is being rolled out internationally following U.S. adoption. 

Alcon reported share gains in U.S. AT-IOLs and is preparing to launch an upgraded Vivity lens in early 2027. TruPlus adds a monofocal plus option with toric availability at launch, supporting broader coverage of astigmatism correction. Alcon also continues to scale Tryptyr and Systane in dry eye and broaden its contact lens lineup with TOTAL30 and PRECISION7, including a multifocal toric extension of TOTAL30 introduced in early 2026. 

Image Source: Zacks Investment Research

Downsides for ALCPersistent Macroeconomic Pressure: Alcon remains exposed to geopolitical and trade volatility that can disrupt supply chains and raise input costs, particularly as tariffs continue to evolve. In the first quarter of 2026, incremental tariffs in the United States and China totaled $33 million, and management cited a 120 basis points drag on core gross margin. 

Tough Competitive Landscape: Competition remains intense across both segments and is showing up most clearly where Alcon is defending share outside the United States and managing mix transitions. The category also remains competitive as newer entrants target value tiers and the market continues shifting toward daily lenses and advanced materials. These dynamics increase reliance on newer platforms to sustain growth, requiring continued investment in commercialization and physician education to maintain pricing power and market positioning over time.

ALC Stock Estimate Trend The Zacks Consensus Estimate for 2026 earnings per share has remained unchanged at $3.48 in the past 30 days.

The Zacks Consensus Estimate for 2026 revenues is pegged at $11.06 billion, suggesting a 7.2% rise from the year-ago reported number.

Key PicksSome better-ranked stocks in the broader medical space are Globus Medical (GMED - Free Report) , Integra LifeSciences (IART - Free Report) and Phibro Animal Health (PAHC - Free Report) . 

Globus Medical has an earnings yield of 5.5%, well ahead of the industry’s negative 3% yield. Its earnings surpassed estimates in each of the trailing four quarters, the average surprise being 26.3%. The company’s shares have rallied 43.8% against the industry’s 4.8% decline over the past year.

GMED carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Integra LifeSciences, carrying a Zacks Rank #2 at present, has an earnings yield of 16% against the industry’s negative 3% yield. Shares of the company have gained 22.8% compared with the industry’s 4.8% growth. IART’s earnings topped estimates in each of the trailing four quarters, the average surprise being 16.8%.

Phibro Animal Health, carrying a Zacks Rank #2 at present, has an earnings yield of 9.2% compared with the industry’s 2.8% yield. Shares of the company have climbed 43.1% against the industry’s 27.9% decline. PAHC’s earnings beat estimates in each of the trailing four quarters, the average surprise being 16.3%.