Glaukos Corporation · NYSE:GKOS

Glaukos — FY2023 Earnings Presentation

16 slides from Glaukos's earnings presentation, Feb 21, 2024

  1. Slide 1: Glaukos: We'll Go First

    GLAUKOS 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.

  2. Slide 2: Fiscal year 2023 net revenues

    For fiscal year 2023, net revenues were approximately $315 million, up 11% on a reported basis, or up 12% on a constant currency basis, compared to net revenues of approximately $283 million in 2022.

  3. Slide 3: Annual Reported Net Sales

    Annual Reported Net Sales (in millions) $315 $294 $46 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 10-Yr CAGR: 30%+

  4. Slide 4: U.S. Glaucoma and International Glaucoma

    ​ ​ U.S. Glaucoma Our fourth quarter U.S. Glaucoma net revenues were approximately $38.7 million, representing year-over-year growth of 10% versus 4Q 2023. For fiscal year 2023, U.S. Glaucoma net revenues were approximately $151.5 million, representing year-over-year growth of 5% versus fiscal year

  5. Slide 5: Dry Eye, Glaucoma, Presbyopia, Keratoconus

    Dry Eye Glaucoma Presbyopia Ocular Hypertension and Open-Angle Glaucoma ———— Keratoconus

  6. Slide 6: Product Patient Status

    PRODUCT PATIENT STATUS Mild-to-Moderate Glaucoma with Cataract FDA Approved (2012, 2018, 2020) Glaucoma (failed on prior therapy) FDA Cleared (2022) Glaucoma (label expansion) ‘Active PMA Study 2 Advanced-Refractory Glaucoma US approved / US IDE open 5 Ocular Hypertension - Glaucoma FDA Approved (20

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  8. Slide 8: 2024 pipeline milestones

    Our achievements in 2023 leave us excited about our prospects and well-positioned for the next phase of our pioneering journey. In 2024, we aim to accomplish the following pipeline milestones:

  9. Slide 9: Program, Patient, Clinical Benefit, 2024 Milestone Target

    PROGRAM PATIENT CLINICALBENEFIT 2024 MILESTONE TARGET GLAUCOMA Mild-to-Moderate wage thera Advance enrollment in PMA Glaucoma PY. pivotal trial PRESERFLO -f ue Advanced-Refractory 91 terns device far bate-staige glaucoma Commence US IDE trial in 2024 MicroShunt Glaucoma Increased drug payload design

  10. Slide 10: Our mission

    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

  11. Slide 11: Major 2023 accomplishments

    Major 2023 accomplishments ... @ iC) iC) er iDose TR approved; completion of new manufacturing facilities with unblemished PAI; US commercial team readied for launch Interventional Glaucoma (IG) introduced, realizing Glaukos’ founding promise to radically improve the conventional treatment paradigm

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  13. Slide 13: Patient Status

    PATIENT STATUS Mild-to-Moderate Glaucoma with Cataract FDA Approved (2012, 2018, 2020) Glaucoma (alle on prior therapy) FDA Cleared (2022) Glaucoma (label expansion Active PMA Study Avance Refractory laicorva US approved / US IDE open

  14. Slide 14: iLution Transdermal Pharmaceuticals

    ​ iLution Transdermal Pharmaceuticals Our iLution transdermal pharmaceutical platform, which consists of patented cream-based drug formulations, are applied to the outer surface of the eyelid for dropless transdermal delivery of pharmaceutically active compounds for the treatment of eye disorders. W

  15. Slide 15: Product Patient Status

    PRODUCT PATIENT STATUS jprost (GLK-: | Ocular Hypertension - Glaucoma Phase 2 | Dry Eye Phase 2 Presbyopia Ble Demodex Blepharitis

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Glaukos — FY2023 Earnings Presentation on 6ix