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    Xuyang Li • Jefferies Financial Group Inc.

    Xuyang Li's questions to SI-BONE Inc (SIBN) leadership

    Xuyang Li's questions to SI-BONE Inc (SIBN) leadership • Q3 2024

    Question

    Xuyang Li of Jefferies asked for a high-level assessment of the SI joint fusion market's health and competitive dynamics. He also questioned the drivers of sales representative productivity, the path to exceeding $2 million per territory, and the rationale for increasing rep hiring.

    Answer

    CEO Laura Francis affirmed SI-BONE's position as the market leader, citing a comprehensive product portfolio and strong educational approach. CFO Anshul Maheshwari added that over 60% of new active physicians perform multiple procedure types. Regarding sales productivity, Francis credited the hybrid model of direct reps and agents, while Maheshwari noted top territories reach $4 million and the company plans to expand to 100 territories over 18-24 months to support its growing platform.

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    Xuyang Li's questions to Bausch + Lomb Corp (BLCO) leadership

    Xuyang Li's questions to Bausch + Lomb Corp (BLCO) leadership • Q3 2024

    Question

    Xuyang Li inquired about the sustainability of growth in the dry eye portfolio, including the halo effect on OTC products, and asked about the health of the U.S. consumer and dynamics in the contact lens market.

    Answer

    CEO Brenton L. Saunders highlighted the comprehensive dry eye strategy, noting a large untapped market for both prescription (Miebo, Xiidra) and OTC products (Blink, Artelac), suggesting a long runway for growth. For contact lenses, he pointed to sustained momentum from the global rollout of the full Daily SiHy portfolio. Regarding the consumer market, he acknowledged retailer destocking but emphasized that underlying consumption data remains very strong.

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