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    Kyle Winborne • Piper Sandler Companies

    Kyle Winborne is a Research Analyst at Piper Sandler Companies, specializing in equity research with a focus on medical technology companies such as Tactile Systems Technology. He joined Piper Sandler in 2023 after previously serving as an Investment Analyst at Octavian Capital, bringing a strong background in financial analysis and investment research. While specific performance metrics and industry rankings are limited, Winborne is actively engaged in covering select medtech firms and has contributed to earnings call analysis. He holds relevant professional credentials and is noted for his analytical insight within the sectors he covers.

    Kyle Winborne's questions to Sight Sciences Inc (SGHT) leadership

    Kyle Winborne's questions to Sight Sciences Inc (SGHT) leadership • Q2 2025

    Question

    Kyle Winborne of Piper Sandler Companies asked for an update on competitive dynamics in the MIGS market, specifically if headwinds were abating and if Sight Sciences was gaining share. He also requested clarification on the revenue cadence for Q3 and Q4 implied by the new annual guidance.

    Answer

    Chief Commercial Officer Matt Link stated that while the market remains competitive, Sight Sciences' team is executing better in a more stable environment, leveraging the OMNI and SION platforms. CFO Ali Bauerlein outlined the guidance cadence, projecting a mid-single-digit decline for surgical glaucoma in Q3 against a tough comparison, which implies a return to growth in Q4 against an easier year-over-year comparison.

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    Kyle Winborne's questions to Tactile Systems Technology Inc (TCMD) leadership

    Kyle Winborne's questions to Tactile Systems Technology Inc (TCMD) leadership • Q2 2025

    Question

    Kyle Winborne of Piper Sandler Companies questioned why Tactile Medical's full-year guidance was not raised more significantly despite a strong Q2 revenue beat and inquired about the timeline for the six-month head and neck lymphedema data release and its potential impact on payer coverage and the P&L.

    Answer

    CEO Sheri Dodd explained that while Q2 performance provided confidence to raise the low end of guidance, the company remains cautious due to potential short-term disruptions from upcoming AI tool implementations, drawing on lessons learned from the Q1 CRM rollout. Regarding the head and neck data, Dodd confirmed a Q4 manuscript submission and clarified the goal is to influence commercial payer coverage, which currently deems the treatment experimental. She noted that while discussions are active, policy changes are on payer timelines, and a more significant financial impact is expected in 2026 and beyond.

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