Glaukos Corporation · NYSE:GKOS

Glaukos — Q4 2021 Earnings Presentation

19 slides from Glaukos's earnings presentation, Feb 22, 2022

  1. Slide 1: We'll Go First

    WE'LL GO FIRST "novation is tthe core of everthing we do, At Glaukon, ‘we ph the init of scene and technoigy to deetirieiainpn ot aeny GLAUKOS ‘TRANSFORMING VISION,

  2. Slide 2: Adjusting for our acquisition of Avedro

    Adjusting for our acquisition of Avedro in November 2019, both the fourth quarter and full year 2021 results rose versus comparable 2019 periods on a pro forma basis (please see “Additional Pro Forma Reconciliation” at the end of this document for more information).

  3. Slide 3: U.S. Glaucoma

    U.S. Glaucoma Our fourth quarter U.S. Glaucoma net revenues were approximately $41.2 million, down year-over-year reflecting a combination of pandemic-related dynamics, and the impact of the 2022 CMS combination-cataract reimbursement on customer ordering patterns and competitive trialing activities

  4. Slide 4: Glaukos Pipeline Summary

    Glaukos Pipeline Summary Maret Pltorm Product Patent Us sais () Prine Dever of seoeasc ring ophthalmic surgery FA Clearance Received son Slmtinga/Steminjeaw Mit-o-naderate pinay opange glaucoma —— Rete art 1s i _combination with cataract surger Mon catatad wie =a Tico fated on or sural thro inane ro

  5. Slide 5: Annual Supplement

    Annual Supplement Provided annually in conjunction with the fourth quarter earnings call

  6. Slide 6: 2021 was a year of remaining focused and executing

    2021 was a year of remaining focused and executing through external challenges. One , we successfully executed in our current core franchises by driving new adoption and deeper penetration globally for our transformative MIGS and iLink solutions, realizing considerable improvement in the CMS 2022 Fi

  7. Slide 7: As we enter the next phase

    As we enter the next phase of our pioneering journey and look forward to 2022, we hope to: ü evolve our combo-cataract MIGS franchise through new product offerings while entering into the standalone glaucoma market and expand our International Glaucoma and Corneal Health franchises; ü deliver our ne

  8. Slide 8: Our mission is

    Our mission is to disrupt conventional treatment paradigms to advance the existing standard of care and enrich the lives and treatment alternatives for patients worldwide suffering from sight-threatening chronic eye diseases. We believe our platforms and product candidates have the ability to genera

  9. Slide 9: A decade-long cascade of new, market-expanding products

    itutionOryeye fink NextGen “+ lution Presbyepia| + Retina X:Tamcinclone Dose TEx "Dose Rock ‘A decade-long cascade of new, market- expanding products @ é Complemented by additional new platforms and programs, yet to be disclosed OPPORTUNITY. 95, 3008

  10. Slide 10: Further we believe

    Further we believe the strong financial profile and capital position we’ve built provides a solid foundation that has allowed us to remain on offense when it comes to successfully investing for our future, leaving us well-positioned for the next phase of our pioneering journey as we target clinical,

  11. Slide 11: Cash and equivalents

    amon 75% 85% cast ano equvstents? farmer! aa $424

  12. Slide 12: One such big idea: dropless alternatives to eye drops

    One such “big idea” that has underlined each of our platforms to-date is the disruption of conventional topical eye drop therapies through dropless alternatives. It is worth reminding investors that topical therapies are frequently the mainstay of ophthalmic treatment, they are often effective for m

  13. Slide 13: These outcomes also reinforce our confidence

    These outcomes also reinforce our confidence that this technology may also effectively serve as an earlier intervention for the treatment of glaucoma.

  14. Slide 14: Importantly, a single iDose TR implant

    Importantly, a single iDose TR implant is being compared to the timolol control arm that received twice-daily drops, or 2,190 eye drops per eye per protocol, over the 36-month evaluation period.

  15. Slide 15: As a reminder, iDose TR is implanted

    As a reminder, iDose TR is implanted into the trabecular meshwork to avoid migration through a very facile procedure and is designed so the surgeon can safely exchange the iDose TR with a new implant when the original therapy has fully depleted its pharmaceutical payload. The most recent Phase 2 dat

  16. Slide 16: Epi-on's

    Epi-on’s positive Phase 3 results are expected to support a U.S. NDA submission in 2022 and we are targeting FDA approval for Epi-on in 2023. As we do with all of our platforms, we continue to drive subsequent generations of future innovation, and we are targeting the commencement of clinical trials

  17. Slide 17: Lacrimal Function Unit

    Lacrimal Function Unit: integrated system comprising the lacrimal glands, ocular surface (cornea, conjunctiva and meibomian glands) and lids, and the sensory and motor nerves that connect them. Last month, we announced the commencement of patient enrollment in two Phase 2 clinical trials, including

  18. Slide 18: FA Leakage

    FA LEAKAGE CHANGE FROM BASELINE IN MULTI- KINASE INHIBITOR CANDIDATE AND. PLACEBO-TREATED DL-AAA EYES. Leveraging 20+ years of development expertie 40 Vascular Leakage Score Control arm implant 2 implants

  19. Slide 19: Additional Information

    Additional Information

Glaukos — Q4 2021 Earnings Presentation on 6ix