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Glaukos (GKOS) investor relations material
Glaukos Stephens Annual Investment Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Stephens Annual Investment Conference summary18 Nov, 2025
Financial performance and business highlights
Achieved record quarterly revenue of $133.5 million, with mid-to-high 30% growth rates across franchises.
U.S. glaucoma revenue reached $81 million (57% YoY growth), international glaucoma $29 million (20% YoY), and corneal health $23 million (13% YoY).
Gross margin approached 84%, driven by high-margin iDose product.
Cash balance at $277.5 million, with a focus on approaching cash flow breakeven.
Preliminary 2026 revenue guidance set at $600–$620 million, supported by multiple growth drivers.
iDose adoption, reimbursement, and market dynamics
80% of iDose volumes came from three MACs with established pro fees; NGS recently added, expected to drive further growth.
Operationalizing new MAC coverage takes several months to a couple of quarters due to training and billing processes.
Majority of iDose use remains standalone, but combo procedures are increasing in MACs with pro fees.
Patient mix includes post-SLT, post-Durysta, and those intolerant to drops, with a large total addressable market.
Surgeon training is not a barrier; both new and existing trained surgeons contribute to growth.
Commercial and Medicare Advantage coverage
About 50% of commercial plans have stated iDose coverage; de facto coverage exists in many silent plans.
Medicare and Medicare Advantage patients make up the bulk of current users, with commercial mix expected to grow over time.
Medicare Advantage presents challenges due to out-of-pocket requirements and legal restrictions on copay assistance.
Epiox: 2026 commercial coverage targets
iDose: Ocular hypertension patient uptake
iDose impact on core iStent business growth
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Citi Annual Global Healthcare Conference 20253 Dec, 2025
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Frequently asked questions
Glaukos Corporation develops and commercializes medical devices and pharmaceuticals for the treatment of glaucoma, corneal disorders, and retinal diseases. The company is known for its minimally invasive surgical technologies and ophthalmic drug delivery platforms. The company is headquartered in Aliso Viejo, California, and its shares are listed on the NYSE.
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