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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.
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Investor presentation summary1 May, 2026

Innovation 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.

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