Glaukos Corporation · NYSE:GKOS

Glaukos — Q3 2023 Earnings Presentation

10 slides from Glaukos's earnings presentation, Nov 1, 2023

  1. Slide 1: Innovation is at the core of everything we do

    GLAUKOS 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: Franchise Revenue Performance

    Franchise Revenue Performance

  3. Slide 3: 3Q 2023 Revenue Mix

    3Q 2023 Revenue Mix Corneal Health $19.7M U.S Glaucoma $38.1M International Glaucoma $20.3M

  4. Slide 4: Glaukos Pipeline Summary

    laukos Pipeline Summary tear =a act rs CG) vere Daler of cnt ing ophtalnk surgery FOA Clerance Received iam rl cng fT geile (oA Gnas Reabed Pr ree neers oa vee | BaR/ te ere meses pia nerd ay soe ros = Ca eee eS 4 ‘soe daze nl gas) ee ty 3 — i ERR Monat = aol Cy = cca Neeson os vented = smecmensianl

  5. Slide 5: Exhibit 99.2

    ​ ​ ​ Exhibit 99.2

  6. Slide 6: Condensed Consolidated Statements of Operations

    GLAUKOS CORPORATION CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (unaudited) (in thousands, except per share amounts) Net sales Cost of sales Gross profit Operating expenses: Selling, general and administrative Research and development Acquired in-process research and development Litigation-relat

  7. Slide 7: Condensed Consolidated Balance Sheets

    GLAUKOS CORPORATION CONDENSED CONSOLIDATED BALANCE SHEETS. (in thousands, except par values) September 30, December 31, 2023 2022 (unaudited) Assets Current assets: Cash and cash equivalents $ 108,929 $ 119,525 Short-term investments 191,928 233,170 Accounts receivable, net 39,326 36,073 Inventory 3

  8. Slide 8: GAAP to Non-GAAP Reconciliations

    GLAUKOS CORPORATION GAAP to Non-GAAP Reconciliations (in thousands, except per share amounts and percentage data) (unaudited) Q3 2023 Q3 2022 GAAP Adjustments Non-GAAP. GAAP Adjustments Non-GAAP Cost of sales $ 18510 $ (5,523) (a) $ 12,987 $ 16861 $ (5,536) (a) $ 11,325 Gross Margin 76.3% 7.1% 83.4%

  9. Slide 9: GAAP to Non-GAAP Reconciliations

    GLAUKOS CORPORATION GAAP to Non-GAAP Reconciliations (in thousands, except per share amounts and percentage data) (unaudited) Year-to-Date Q3 2023 Year-to-Date Q3 2022 GAAP. Adjustments Non-GAAP GAAP. Adjustments Non-GAAP Cost of sales S 56,684 ~$ (16,569) (a) S$ 40,115 $ 51,757 $ (16,633) (a) $ 35,

  10. Slide 10: Non-GAAP disclosures for past quarterly results

    ​ For Non-GAAP disclosures associated with the company’s past quarterly results, included with respect to the sequential comparisons included herein, please see reconciliations here.

Glaukos — Q3 2023 Earnings Presentation on 6ix