RxSight
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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.
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44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026

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.

How will sales force changes boost LAL utilization?
What barriers protect RxSight's adjustable IOL lead?
What is the international expansion strategy?
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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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