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    Michael Arens • William Blair

    Michael Arens is an Equity Research Analyst at William Blair, specializing in coverage of medical technology and life sciences companies. He has provided research and investment analysis on firms such as Sight Sciences, demonstrating strong sector expertise through detailed earnings call participation and actionable investment recommendations. Arens began his career in investment research and has built a reputation for insightful company coverage and thorough sector analysis since joining William Blair. He holds industry-standard credentials and securities licenses, underscoring his commitment to regulatory compliance and professional development.

    Michael Arens's questions to Sight Sciences Inc (SGHT) leadership

    Michael Arens's questions to Sight Sciences Inc (SGHT) leadership • Q3 2024

    Question

    Michael Arens inquired about the confidence in a Q4 sequential sales increase for surgical glaucoma, given underperforming sales reps and LCD headwinds, and also asked for clarity on why the OMNI procedure's device-intensive status calculation changed in the final Medicare rule.

    Answer

    CFO Alison Bauerlein cited typical Q4 seasonality, early positive trends, and a targeted execution plan as reasons for confidence. Executive Paul Badawi added that LCD finalization provides market certainty, aiding sales efforts. Executive Matthew Link explained they lack the detailed claims data behind the final device-intensive calculation but will investigate once it's public, reiterating their belief that OMNI qualifies.

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