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RxSight (RXST) investor relations material
RxSight 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business highlights and performance
Achieved 12% year-over-year growth in procedures and nearly 20% increase in installed base for 2025.
Fourth-quarter sales pre-announced at $32.6 million, surpassing expectations by about $5 million.
Installed base now covers about 1,100 ophthalmic offices, with over 2,500 surgeons trained and 10–12% U.S. premium IOL market share.
Announced new CFO, Mark Wilterding, bringing extensive MedTech and banking experience.
Ended the year with approximately $225 million in cash, supporting future growth.
Market and technology overview
Focused on premium intraocular lens (IOL) market, offering adjustable lenses that allow post-surgical customization.
Adjustability enables patients to trial and personalize vision outcomes, leading to high refractive accuracy and satisfaction.
About 40% of LAL patients would have otherwise received non-premium lenses, expanding the premium segment.
Each LAL procedure generates about $2,000 in additional revenue for practices.
Growth strategy and operational changes
Emphasis on increasing same-store sales and utilization within existing installed base.
Organizational changes made to better align sales and clinical teams, improving customer support and adoption.
Focused on leveraging learnings from early adopters to support newer customers and reduce workflow friction.
Ongoing technical improvements, with over 40 PMA supplements introduced in five years.
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