In the US, I think it is more that ECPs don't like to use...

In the US, I think it is more that ECPs don't like to use off-label products - and they don't need to with Misight being available.

Both Naturalvue and Misight are fairly expensive for families, so the FDA approval probably carries considerable weight in such a decision for a family. Insurance for myopia treatment is starting to be available in the US from memory, and should lift all boats.

I don't think we'll see a material lift in US sales until FDA approval - early 2026 if 3 years data is needed as expected.

We could get some uplift if the 1-yr RCT results are published in a peer-reviewed paper that the ECPs are exposed to during their CPD - the results are very good, particularly the latest statistical analysis by the CRO. ECPs I think would generally like some independent verification of the efficacy, and a peer-reviewed paper would give that.

In Europe, things could be more positive earlier as we already have an indication for Myopia, and the paper might be sufficient to get ECP attention - just a thought. Menicon are also clearly spending on marketing in Europe. Our problem is that we get a much lower margin on menicon bloom sales.

All just my opinion.