Glaukos (GKOS) Investor presentation summary

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.