Glaukos (GKOS) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
4 May, 2026Innovation and market leadership
Focuses on pioneering solutions for chronic eye diseases, leveraging a hybrid pharmaceutical-device model to address large and underserved populations.
Invested over $800 million in R&D since 2018, supporting a robust pipeline with 13 disclosed programs and 12 commercialized products.
Recognized as a new market pioneer, building durable markets and advancing standards of care.
Interventional glaucoma advancements
Introduced iDose TR, a long-duration, FDA-approved intracameral implant for glaucoma, designed to address patient non-compliance and deliver up to 3 years of therapy.
Expanding the iDose platform with next-generation products (TRIO, TREX) to extend duration and facilitate in-office administration, with positive early clinical results.
iStent infinite, a best-in-class MIGS therapy, provides up to 240° of outflow coverage and is supported by 14 years of commercial leadership and 300+ publications.
Product roadmap includes multiple FDA-approved and late-stage pipeline products targeting various glaucoma severities.
Interventional keratoconus innovation
Epioxa, the first FDA-approved epithelium-on therapy for keratoconus, offers a streamlined, incision-free procedure with faster recovery and is now commercially available.
Less than 20% of newly diagnosed progressive keratoconus eyes currently access approved therapy, highlighting significant unmet need.
Pipeline includes a third-generation iLink therapy using biomechanical modeling for customized treatment, currently in Phase 2 trials.
Latest events from Glaukos
- Q1 2026 sales up 41% to $150.6M, guidance raised, driven by iDose TR and Epioxa launches.GKOS
Q1 202630 Apr 2026 - 2025 saw strong growth, robust governance, and ESG progress, with pay tied to performance.GKOS
Proxy filing16 Apr 2026 - Virtual annual meeting to vote on directors, executive pay, and auditor ratification.GKOS
Proxy filing16 Apr 2026 - Market-leading therapies and innovation fuel strong growth and pipeline expansion.GKOS
Investor presentation5 Mar 2026 - 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