Glaukos (GKOS) Investor presentation summary

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.