Professional
Added to YB: 2025-07-09
Pitch date: 2025-07-06
RXST [bullish]
RxSight, Inc.
-4.9%
current return
Author Info
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Company Info
RxSight, Inc., a commercial-stage medical technology company, engages in the research and development, manufacture, and sale of light adjustable intraocular lenses (LAL) used in cataract surgery in the United States.
Market Cap
$400.1M
Pitch Price
$13.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
-4.60
P/E
-11.07
EV/Sales
1.30
Sector
Health Care Equipment and Supplies
Category
growth
Rodrigo Fund Portfolio Holding: RxSight, Inc.
RXST: Light Adjustable Lens (LAL) provides unique post-surgical UV customization of intraocular lenses, offering better outcomes than traditional IOLs with 10% premium market share. Q1 revenue missed by 15% due to macro uncertainty & competitor launches. Trading <2x sales with $230M cash ($530M market cap). Valuation compelling if H2 growth resumes as management suggests.
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