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RxSight (RXST) investor relations material
RxSight Morgan Stanley 23rd Annual Global Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley 23rd Annual Global Healthcare Conference summary8 Sep, 2025
Market trends and dynamics
Cataract surgery volumes in the U.S. saw an unexpected decline at the start of the year, with some patients delaying procedures or opting for less expensive monofocal lenses due to macroeconomic factors.
Premium intraocular lens (IOL) demand remained more stable, with toric lenses gaining favor due to their high quality and minimal side effects.
Medicare reimbursement cuts for monofocal lenses are pushing practices to convert more patients to premium options to maintain profitability.
Private equity-backed ophthalmology practices are incentivized to increase premium lens adoption, leveraging broader practice teams to drive growth.
Increased competition in the premium IOL market, with new entrants and product launches, has intensified market dynamics and share shifts.
Company strategy and operational changes
Recent cohorts of new customers have adopted Light Adjustable Lens (LAL) technology more slowly, prompting a shift in sales and clinical support structure.
The company combined its LAL sales and clinical teams by territory to better support customer onboarding and practice conversion, aiming for improved account growth.
Ongoing investment in clinical support staff is planned as the installed base grows, with a focus on optimizing customer experience and outcomes.
The company is prioritizing targeted customer selection and learning from new account ramp-up to refine growth strategies through 2025.
International expansion and market opportunities
Early commercialization has begun in Europe and South Korea following regulatory approvals, with further expansion planned in major global markets.
The company is leveraging U.S. clinical data and experience to support international launches, focusing on building local key opinion leader (KOL) support.
International markets are more fragmented, requiring tailored strategies for each country, but represent a significant growth opportunity as 80% of premium lenses are sold outside the U.S.
How will new sales structure boost LAL adoption?
PE practices: LAL conversion vs. other premium?
OUS: How to replicate US LAL success in fragmented markets?
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Next RxSight earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
RxSight Inc. is a medical technology company focused on developing and commercializing adjustable intraocular lenses (IOLs) for patients undergoing cataract surgery. The company's flagship product, the Light Adjustable Lens (LAL), allows for non-invasive adjustments to the lens after implantation, improving visual outcomes. RxSight's technology provides cataract patients with more precise vision correction by enabling post-surgical adjustments tailored to individual needs. The company is headquartered in Aliso Viejo, California, and its shares are listed on the NASDAQ.
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