Sight Sciences, Inc. (NASDAQ:SGHT) Q4 2022 Earnings Conference Call March 13, 2023 4:30 PM ET Company Participants Philip Taylor - Investor Relations, Gilmartin Group Paul Badawi - Chief Executive Officer Jim Rodberg - Interim Chief Financial Officer Tom Huang - Head of Corporate Strategy Conference Call Participants Thomas Stephan - Stifel Financial Corp. Craig Bijou - Bank of America Securities, Inc. Joanne Wuensch - Citi Cecilia Furlong - Morgan Stanley Margaret Kaczor - William Blair Matthew O'Brien - P ...

Sight Sciences, Inc. (NASDAQ:SGHT) Q3 2022 Earnings Conference Call November 10, 2022 4:30 PM ET Company Participants Philip Taylor - Investor Relations, Gilmartin Group Paul Badawi - Chief Executive Officer Jesse Selnick - Chief Financial Officer Conference Call Participants Cecilia Furlong - Morgan Stanley David Saxon - Needham & company Thomas Stephan - Stifel Financial Corp. Craig Bijou - Bank of America Securities, Inc. Operator Good day, and thank you for standing by. Welcome to the Sight Sciences Thi ...

™ Delivering the Power of Sight Investor Presentation August 2022 1 Forward Looking Statements This presentation, together with other statements and information publicly disseminated by the Company, contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. The Company intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statemen ...

Sight Sciences, Inc. (NASDAQ:SGHT) Q2 2022 Earnings Conference Call August 11, 2022 4:30 PM ET Company Participants Philip Taylor - Investor Relations Paul Badawi - Co-Founder & Chief Executive Officer Jesse Selnick - Chief Financial Officer Conference Call Participants Cecilia Furlong - Morgan Stanley Andrew Brackmann - William Blair Matthew O'Brien - Piper Sandler Joanne Wuensch - Citibank Tom Stephan - Stifel Operator Hello and welcome to the Sight Sciences' Second Quarter 2022 Earnings Results Conferenc ...

™ Delivering the Power of Sight Investor Presentation May 2022 1 Forward Looking Statements This presentation, together with other statements and information publicly disseminated by the Company, contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. The Company intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements ...

Financial Data and Key Metrics Changes - Total revenue for Q1 2022 was $14.9 million, a 72% increase from $8.6 million in Q1 2021 and a 1% increase from Q4 2021 [31][41] - Surgical glaucoma revenue was $13.9 million, up 70% year-over-year and flat sequentially compared to Q4 2021 [31][32] - Dry eye revenue reached $1 million, up over 100% year-over-year and 33% sequentially from Q4 2021 [31][38] - Gross margin for the quarter was 80%, compared to 73% in the prior year and 87% in Q4 2021 [38] - Net loss for Q1 2022 was $23.3 million, or $0.49 per share, compared to a net loss of $12.2 million, or $1.29 per share, in Q1 2021 [41] Business Line Data and Key Metrics Changes - Surgical glaucoma segment revenues increased significantly, with a year-over-year growth rate of 70% [31][32] - Dry eye segment revenues showed strong growth, with a 104% increase year-over-year [31][38] - Customer retention rate for developed customers was 99.8%, indicating strong customer loyalty [36] Market Data and Key Metrics Changes - The U.S. combination cataract claims grew at a 17% CAGR from 2018 to 2021, while claims that included both cataract surgery and canaloplasty grew at an 81% CAGR [14][16] - Canaloplasty claims had a 71% CAGR from 2018 to 2021, with OMNI shipments growing at 122% during the same period [17] Company Strategy and Development Direction - The company focuses on three primary strategic growth initiatives: increasing adoption of OMNI in combination cataract MIGS, pioneering the stand-alone MIGS market, and developing the market for reimbursed dry eye treatments [12][26] - The company aims to educate the glaucoma community about the benefits of earlier interventions using OMNI [22][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth drivers and the overall market potential, despite some expected seasonality in Q2 [42][44] - The company has a strong cash position of $238 million, providing flexibility for long-term strategic decisions [12][42] Other Important Information - The company has trained nearly 1,600 surgeons on OMNI, with 105 new facilities ordering OMNI in Q1 2022 [33][35] - The dry eye segment's gross margin was negatively impacted by a one-time program to upgrade smart hubs, but would have been positive without these charges [38] Q&A Session Summary Question: Expectations for Q2 and contributions from new products - Management indicated limited contributions from new products and a conservative view on growth in Q2 due to seasonality and competitive trialing [48][49] Question: Headwinds from COVID and competitive dynamics - Management noted that COVID impacted the initial trialing sessions and overall case load, but the number of new facilities ordered was strong [51][52] Question: Competitive environment and trialing period - Management emphasized the importance of educating the market on OMNI's advantages to potentially shorten the trialing period [54][55] Question: Impact of the "Don't Wait for Too Late" campaign - The campaign has received positive feedback and aims to educate primary eye care providers about the benefits of OMNI [60][61] Question: Reimbursement concerns - Management clarified that OMNI's reimbursement code is clear and well-defined, which supports its market position [81] Question: Sales force build-out - The company has expanded its sales force significantly, particularly with the addition of glaucoma clinical consultants to support stand-alone initiatives [83][85]

™ Delivering the Power of Sight Investor Presentation March 2022 1 Forward Looking Statements This presentation, together with other statements and information publicly disseminated by the Company, contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. The Company intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statement ...

Sight Sciences, Inc. (NASDAQ:SGHT) Q4 2021 Earnings Conference Call March 24, 2022 4:30 PM ET Company Participants Philip Taylor - Investor Relations Paul Badawi - Co-Founder and Chief Executive Officer Jesse Selnick - Chief Financial Officer Shawn OÂ'Neil - Chief Commercial Officer Conference Call Participants Joanne Wuensch - Citibank Cecilia Furlong - Morgan Stanley Andrew Brackmann - William Blair Operator Good day, ladies and gentlemen and welcome to the Sight Sciences Fourth Quarter and Full Year 2021 ...

™ Delivering the Power of Sight Investor Presentation January 2022 1 Forward Looking Statements This presentation, together with other statements and information publicly disseminated by the Company, contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. The Company intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking stateme ...

Sight Sciences Inc. (NASDAQ:SGHT) Q3 2021 Results Conference Call November 10, 2021 4:30 PM ET Company Participants Philip Taylor - Gilmartin Group Paul Badawi - Co-Founder, CEO Jesse Selnick - CFO Shawn O'Neil - Chief Commercial Officer Conference Call Participants Cecilia Furlong - Morgan Stanley Matt O'Brien - Piper Sandler Operator Greetings, and welcome to the Sight Sciences Third Quarter 2021 Earnings Results Conference Call. [Operator instructions] This call is recorded. It is my pleasure to introduc ...