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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
Focuses on transforming chronic eye disease care through innovative pharmaceutical-device hybrids and dropless therapies.
Pioneers new markets and challenges conventional treatment paradigms to improve patient outcomes.
Invested over $900 million in R&D since 2018, supporting a robust pipeline of 20+ programs.
Interventional glaucoma advancements
Introduced iDose TR, a long-duration, FDA-approved implant for glaucoma, reducing reliance on topical drops and improving compliance.
Expanding the iDose platform with next-gen products (TRIO, TREX) to extend drug delivery duration and facilitate in-office administration.
iStent technologies provide minimally invasive glaucoma surgery (MIGS) options, supported by 14 years of commercial use and 300+ publications.
Product roadmap includes multiple FDA-approved and late-stage pipeline products for comprehensive glaucoma care.
Interventional keratoconus innovation
Epioxa, the first FDA-approved epithelium-on therapy, offers incision-free, single-administration treatment for keratoconus, launched in March 2026.
Photrexa remains the only FDA-approved cross-linking therapy, but access remains limited; new infrastructure aims to improve patient reach.
Pipeline includes a third-generation iLink therapy using customized, biomechanical modeling for personalized treatment.
- Q2 2026 net sales surged 50% to $185.6M, led by iDose TR and Epioxa, with guidance raised to $680–$700M.GKOS
Q2 202629 Jul 2026 - Record Q2 sales and raised guidance highlight strong glaucoma growth despite wider net loss.GKOS
Q2 20249 Jul 2026 - iDose launch drives growth, with broader coverage and new product milestones expected in 2025.GKOS
2024 Wells Fargo Healthcare Conference8 Jul 2026 - iDose adoption accelerates with reimbursement progress as pipeline and global competition advance.GKOS
Stephens 26th Annual Investment Conference | NASH20248 Jul 2026 - Record Q3 sales, raised guidance, and narrowed net loss highlight strong glaucoma growth.GKOS
Q3 20248 Jul 2026 - iDose's rapid growth and improving reimbursement position it as a key driver for near-term profitability.GKOS
Piper Sandler 36th Annual Healthcare Conference8 Jul 2026 - Strong revenue and margin growth, with iDose and Epioxa driving future expansion.GKOS
Stephens Annual Investment Conference8 Jul 2026 - iDose and Epioxa show strong growth amid evolving reimbursement and regulatory landscapes.GKOS
Truist Securities MedTech Conference 202616 Jun 2026 - Draft LCD challenges addressed, Epioxa launch strong, and pipeline innovation continues.GKOS
Jefferies Global Healthcare Conference 20263 Jun 2026
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