Angela Runyararo Kumirai's questions to Rxsight Inc (RXST) leadership • Q1 2025
Question
Angela Runyararo Kumirai of UBS Group followed up on the lack of a typical March sales ramp, asking about visibility into Q2 case schedules. She also asked for the profile of practices reporting workload challenges and how RxSight addresses the post-operative adjustment process as a perceived barrier.
Answer
CFO Shelley Thunen reiterated that while they have real-time data on implants, they lack visibility into future schedules, justifying the cautionary Q2 tone. President and CEO Dr. Ron Kurtz explained that concerns about workflow and the adjustment process are typical early objections to any paradigm-shifting technology, and the company has developed effective strategies and success stories to help new practices overcome these initial hurdles.