RxSight (RXST) Earnings Call Presentation

RxSight LAL Technology & Benefits - The Light Adjustable Lens (LAL) is the only customizable IOL for optimized vision without glasses[11] - LAL eyes have better odds of achieving optimal visual outcomes (absolute MRSE and MRCyl ≤ 050 D)[15] - 92% of surveyed customers believe LAL provides the highest quality of vision[25] - Over 90% of patients achieved 20/25 distance and J2 near vision without glasses in real-world data from over 3,000 eyes[25] - In an RxSight customer survey, 40% of LAL patients would have received a non-premium IOL[26] Market & Financial Performance - Approximately 32 million global cataract procedures are performed annually, including about 5 million in the U.S[9] - The global premium IOL market sees approximately 5 million procedures annually, including about 1 million in the U S[10] - Average additional practice net revenue per LAL implanted is $2,064[27,28] - RxSight's total revenue in Q1 2025 reached $34 million, a 36% growth compared to Q1 2024[30] - The LDD installed base grew by 43% compared to Q1 2024[30] Future Growth & Expansion - US Premium Cataract Surgery is expected to grow from 20% to approximately 35% of overall cataract procedures[32] - Key OUS markets make up >80% of global procedures with growing procedure potential[39]