Top 3 Bears Arguments
The recall of ReNu with MoistureLoc lens-cleaning solution severely set back Bausch's lens care business, and it is uncertain whether the company can regain its dominance in this market. Bausch faces significant challenges in rebuilding brand image and compensating for this lost revenue.
Over the last several years, major health insurance companies, including the government insurance plans Medicare and Medicaid, set more stringent policies for reimbursements of cataract surgery and intraocular lenses. Bausch's products in this market are negatively affected, as health care providers and patients became more reluctant to pay for products that are not covered by insurance. Cost reduction trends in health insurance may negatively impact other products as well.
Apart from a few notable areas of growth, such as its silicone hydrogel lenses and ocular vitamins, many of Bausch's product lines represent older technology, and face slower or negative growth.
