Glaukos Corporation · NYSE:GKOS

Glaukos — Investor Presentation (May 2026)

28 slides from Glaukos's investor presentation, May 4, 2026

  1. Slide 1: Investor Presentation May 2026

    Investor Presentation MAY 2026 Exhibit 99.1

  2. Slide 2: Disclaimer

    Disclaimer All statements other than statements of historical facts included in this presentation that address activities, events or developments that we expect, believe or anticipate will or may occur in the future are forward-looking statements. These statements are based on management’s current e

  3. Slide 3: We'll Go First: Innovation at the Core

    WE’LL Innovation is at the core of everything we do. We push the limits of science and technology to solve unmet needs in chronic eye diseases for the benefit of patients worldwide. Dropless Therapies Challenging conventional paradigms to advance the standards of care and improve outcomes Proven New

  4. Slide 4: Best-in-Class Growth Company with Industry-Leading Pipeline

    Best-in-Class Growth Company with Industry-Leading Pipeline 13 Disclosed pipeline programs 12 Currently commercialized products iStent Micro-Scale iDose Sustained-Release iLink Bio-Activated iLution Eyelid Delivery Retina XR Bio-Erodible IVT Ocular Hypertension and Open-Angle Glaucoma Keratoconus Bl

  5. Slide 5: Two Unmet Clinical Needs = Robust Long-Term Growth Opportunities

    Two Unmet Clinical Needs = Robust Long-Term Growth Opportunities Fundamentally resets how keratoconus is diagnosed, managed and treated to dramatically improve patient awareness and access to effective care INTERVENTIONAL KERATOCONUS Radically improves the conventional “drops first” care paradigm wi

  6. Slide 6: Major Problem in Glaucoma Care: Non-Compliance with Topical Eye Drops

    Major Problem in Glaucoma Care: Non-Compliance with Topical Eye Drops 1 Nordstrom BL et al. Am J Ophthalmol. 2005;140(4): 598-606. % 90 are non-compliant with topical drops 50 ~ % purposely discontinue topical drops within 6 months Patients aren’t compliant with drop regimens1 > Topical medications

  7. Slide 7: Glaukos is Ideally Positioned to Lead the IG Paradigm Shift

    Glaukos is Ideally Positioned to Lead the IG Paradigm Shift OCULAR HYPERTENSION ADVANCED MODERATE MILD REFRACTORY The IG workhorse: Foundational therapy across the entire disease stage spectrum For patients who have failed surgical and medical therapy IG PARADIGM SLT PROCEDURAL PHARMACEUTICALS MIGS

  8. Slide 8: iDose TR: Long-Duration Drug Therapy Addresses Patient Non-Compliance

    iDose TR: Long-Duration Drug Therapy Addresses Patient Non-Compliance Anchors securely into scleral tissue for continual elution of unique, highly concentrated travoprost directly into anterior chamber Designed to deliver up to 3 years of drug therapy; proven favorable safety and tolerability profil

  9. Slide 9: iDose TR is Just the Beginning

    iDose TR is Just the Beginning IG PARADIGM SLT PROCEDURAL PHARMACEUTICALS MIGS MIBS FILTRATION SURGERY Topical meds as bridge therapy Designed to streamline insertion to help facilitate potential future in-office administration IND amendment filed December 2025; completed patient enrollment in Phase

  10. Slide 10: iStent infinite: Best-in-Class MIGS Therapy for Long-Term IOP Control

    iStent infinite: Best-in-Class MIGS Therapy for Long-Term IOP Control IG PARADIGM SLT PROCEDURAL PHARMACEUTICALS MIGS MIBS FILTRATION SURGERY Topical meds as bridge therapy 2012 Pioneered MIGS with iStent approval iStent technologies supported by 300+ peer-reviewed publications 2018 Launched iStent

  11. Slide 11: IG Represents the Next Wave for Comprehensive Ophthalmology Practices

    IG Represents the Next Wave for Comprehensive Ophthalmology Practices 1 Market Scope 2025 Glaucoma Surgical Device Report 2 Market Scope 2024 Glaucoma Pharmaceutical Report; includes glaucoma and OHT patients; assumes bilateral rate of 1.8x IG creates “forever patients” by providing comprehensive op

  12. Slide 12: IG: A Vision for the Next 10 Years

    Ophthalmic surgeons seek to offset continued cataract surgery pro fee reductions, helping to drive adoption and utilization of IG therapy 1 3 In-office injectable delivery of iDose and repeat administration approval can drive inflection in iDose role and IG therapy adoption 2 Combination therapy has

  13. Slide 13: Product Roadmap Underscores Extensive IG Product Depth

    Product Roadmap Underscores Extensive IG Product Depth PRODUCT PATIENT STATUS iStent / iStent inject / iStent inject W Mild-to-Moderate Glaucoma with Cataract FDA Approved (2012, 2018, 2020) iStent infinite Glaucoma (failed on prior therapy) FDA Cleared (2022) iStent infinite Glaucoma (label expansi

  14. Slide 14: Two Unmet Clinical Needs = Robust Long-Term Growth Opportunities

    Two Unmet Clinical Needs = Robust Long-Term Growth Opportunities Fundamentally resets how keratoconus is diagnosed, managed and treated to dramatically improve patient awareness and access to effective care INTERVENTIONAL KERATOCONUS INTERVENTIONAL GLAUCOMA Radically improves the conventional “drops

  15. Slide 15: Keratoconus: Debilitating, Sight-Threatening Rare Disease

    Keratoconus (KC): Debilitating, Sight-Threatening Rare Disease Topical medications used as a supplement (“bridge therapy”) as needed OR KC is characterized by thinning and steepening of the cornea Typical onset in teenage years, most aggressively advancing in patients under age 30 ~90% of cases are

  16. Slide 16: KC: Vastly Underdiagnosed, Misdiagnosed, Undertreated Disease

    KC: Vastly Underdiagnosed, Misdiagnosed, Undertreated Disease Topical medications used as a supplement (“bridge therapy”) as needed 1 Kreps EO, et al. Cont Lens Anterior Eye. 2021:44(3):101 2 Based on annual Glaukos procedure volumes and internal analysis 3 Syed ZA, et al. Ophthalmology. 2024;131(8)

  17. Slide 17: Transformative Epioxa Therapy Ushers in New Standard of KC Care

    Transformative Epioxa Therapy Ushers in New Standard of KC Care First and only FDA-approved epithelium-on treatment Incision-free, topical drug therapy catalyzed by oxygen and light Designed to slow or halt KC progression with a single administration Streamlined Procedure and Faster Recovery Time Mo

  18. Slide 18: Rare Disease: Significant Investment to Improve KC Patient Access

    Rare Disease: Significant Investment to Dramatically Improve KC Patient Access Patient Education Advocacy Engagement Provider Awareness, Detection Centers & Tools Patient Service & Market Access Support Integrated IT Deployment Epioxa Sites of Care Specialty Pharma Support Engaged OD-MD Networks OTH

  19. Slide 19: Launch Timing for Epioxa & New Rare Disease Infrastructure

    Launch Timing for Epioxa & New Rare Disease Infrastructure 1Q 26 2Q 26 3Q 26 4Q 26 2027+ Go live with patient service and support hub Drug availability/launch Establish site of care network Establish payer coverage Support advocacy efforts and contracting processes J-Code Effective Date Accelerate m

  20. Slide 20: Next Game-Changing Program: Customized, Spherical Therapy for KC

    WHAT IF? CUSTOMIZED, SPHERICAL THERAPY Use biomechanical modeling to deliver customized, patterned treatment that matches each patient’s unique corneal topography Use proprietary algorithm to precisely target UV energy for maximum CXL efficacy 3rd Gen iLink is not approved by the FDA Next Game-Chang

  21. Slide 21: Product Roadmap for Sustained Leadership in Effective KC Care

    Product Roadmap for Sustained Leadership in Effective KC Care PRODUCT PATIENT STATUS Photrexa (Epi-off) Keratoconus FDA Approved (2016) Epioxa (Epi-on) Keratoconus FDA Approved (2025) iLink 3rd Generation Keratoconus Phase 2 iVeena (IVMED-80) Keratoconus Phase 2 iLinko2n KC Screening Device Keratoco

  22. Slide 22: Novel Eyelid Drug Delivery Platform Spearheads Entry into Anterior Segment

    Novel Eyelid Drug Delivery Platform Spearheads Glaukos’ Entry into Anterior Segment Part D Pharmaceuticals 1 O'Dell L, Dierker DS, Devries DK, et al. Psychosocial Impact of Demodex Blepharitis. Clin Ophthalmol. 2022;16:2979-2987 2 Publicly available market estimates iLution therapies are not approve

  23. Slide 23: Biodegradable Implants Designed to Provide Long-Duration Efficacy

    Biodegradable Implants Designed to Provide Long-Duration Efficacy 1 Market Scope 2 Long-term Experience With Intravitreal Anti-VDGF Treatment in Patients with AMD: Analysis of IRIS Registry Database (presented at 39th Annual Meeting of the American Society of Retina Specialists by Theodore Leng, MD)

  24. Slide 24: Disrupting Paradigms with One of the Industry's Most Formidable Portfolios

    Disrupting Paradigms with One of the Industry’s Most Formidable Portfolios PRODUCT PATIENT STATUS iStent / iStent inject / iStent inject W Mild-to-Moderate Glaucoma with Cataract FDA Approved (2012, 2018, 2020) GLAUCOMA iStent infinite Glaucoma (failed on prior therapy) FDA Cleared (2022) iStent inf

  25. Slide 25: Solid Financial Footing Supports Future Pipeline Delivery & Growth Plans

    Solid Financial Footing Supports Future Pipeline Delivery & Growth Plans net sales1 (in millions) 2022 2023 $315 $283 $383 2024 $507 2025 Global infrastructure 17 Countries with direct operations 300+ Global commercial personnel Gross margin2 (1Q 2026) 84 % Sales mix (1Q 2026) US Glaucoma Corneal He

  26. Slide 26: We'll Go First

    WE’LL GO FIRST Innovation is at the core of everything we do. At Glaukos, we push the limits of science and technology to solve unmet needs in chronic eye diseases.

  27. Slide 27: Glaukos: Transforming Vision

    \ | GLAUKOS TRANSFORMING VISION Sf

  28. Slide 28: Appendix: GAAP to Non-GAAP

    ABOUT GL Appendix GAAP to Non-GAAP Net Sales Cost of Sales Gross Profit, [Gross Margin = 10 2026 (in thousands) 1Q 2026 GAAP Amort. of Dev 1Q 2026 Non-GAAP Gross Margin | | Tech Intangibles Gross Margin and Developed IP $ 150,571 $ 150,571 $ 33,339 $ (8,675) $ 24,664 $117,232 $ 3675 $ 125,907 78% 84

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