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Glaukos (GKOS) investor relations material
Glaukos Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic vision and innovation
Focus on transforming chronic eye disease care through innovative pharmaceutical-device hybrids and dropless therapies targeting large or underserved populations.
Proven track record as a market pioneer, building new markets and advancing standards of care.
Over $800 million invested in R&D since 2018, supporting a robust pipeline with 13 disclosed programs and 12 commercialized products.
Interventional glaucoma advancements
Shift from compliance-dependent topical drops to proactive, procedural therapies like iDose TR, which delivers up to 3 years of drug therapy and is FDA-approved for re-administration.
iDose TR shows strong clinical outcomes: 81% of subjects free of IOP-lowering drops at 12 months, and 70% well-controlled at 3 years.
Pipeline includes iDose TRIO and TREX, aiming for longer duration and easier administration, with positive early clinical data.
iStent infinite offers best-in-class MIGS therapy, providing up to 240° of outflow coverage and supported by 14 years of commercial leadership.
IG therapies expected to match cataract procedure volumes by 2035, creating long-term patient relationships and new specialist roles.
Interventional keratoconus innovation
Keratoconus is a rare, sight-threatening disease, often underdiagnosed and undertreated, with only 13% diagnosed before age 18 and <20% receiving timely therapy.
Epioxa, the first FDA-approved epithelium-on therapy, offers incision-free, single-administration treatment with faster recovery and improved patient experience.
Launch of Epioxa in 2026 is supported by new infrastructure for patient access, education, and payer coverage.
Next-gen iLink therapy in Phase 2 aims to deliver customized, biomechanically modeled treatments for further improved outcomes.
- Record 2025 sales and Glaucoma growth drive strong 2026 outlook, despite impairment.GKOS
Q4 202518 Feb 2026 - Record revenue and margin gains driven by iDose, with Epioxa launch and payer expansion ahead.GKOS
Stephens Annual Investment Conference3 Feb 2026 - iDose launch accelerates interventional glaucoma shift, with full reimbursement and pipeline growth ahead.GKOS
2024 Truist Securities MedTech Conference3 Feb 2026 - Record Q2 sales and raised guidance highlight strong glaucoma growth despite wider net loss.GKOS
Q2 20242 Feb 2026 - iDose launch and pipeline innovation set the stage for long-term growth in ophthalmology.GKOS
The 44th Annual William Blair Growth Stock Conference1 Feb 2026 - iDose and iStent infinite drive growth as clinical adoption and coverage expand in 2025.GKOS
2024 Wells Fargo Healthcare Conference22 Jan 2026 - iDose drives a shift to proactive glaucoma care, supported by strong feedback and market growth.GKOS
Morgan Stanley 22nd Annual Global Healthcare Conference22 Jan 2026 - Record Q3 sales, raised guidance, and narrowed net loss highlight strong glaucoma growth.GKOS
Q3 202417 Jan 2026 - Strong innovation and new therapies drive growth, with robust financials and expanding markets.GKOS
44th Annual J.P. Morgan Healthcare Conference14 Jan 2026
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