Sight Sciences (SGHT) Bank of America Global Healthcare Conference 2026 summary

Strategic vision and market positioning

• Focus on developing transformative interventional technologies for glaucoma and dry eye disease, targeting large and growing segments in eye care.

• Pioneering reimbursed procedural dry eye as a new category, with initial payer successes and ongoing efforts to expand market access.

• Emphasis on early intervention for better patient outcomes, with a strategic roadmap to educate and activate both providers and patients.

• Building synergies between glaucoma and dry eye businesses, leveraging overlapping patient and provider bases.

• Strong balance sheet supports selective investments and commercial growth initiatives.

Glaucoma business and technology

• OMNI technology enables comprehensive, minimally invasive glaucoma surgery (MIGS) with proven safety and efficacy.

• OMNI is FDA-indicated for lowering intraocular pressure in adults with primary open-angle glaucoma, addressing both combo cataract and standalone markets.

• MIGS market is largely driven by combo cataract procedures, but standalone market represents a significant growth opportunity.

• 85% of OMNI revenue comes from combo cataract, with dedicated efforts to expand the standalone segment.

• Addressable U.S. glaucoma market estimated at $6 billion, with over 4 million diagnosed patients.

Dry eye disease and TearCare system

• Majority of dry eye disease is caused by meibomian gland dysfunction, addressed by the TearCare system.

• TearCare demonstrated superiority over RESTASIS in a two-year RCT, with durable improvements in signs and symptoms.

• In-office procedure provides immediate and lasting relief, with efficient commercialization in covered territories.

• Large U.S. market opportunity with 19 million dry eye patients, and 7–8 million moderate to severe MGD cases.

• Ongoing expansion of payer coverage and creation of a new procedural dry eye treatment category.