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Glaukos: The Niche Epioxa Strategy That Forces A Completely Different Go-To-Market Playbook!

Glaukos Corporation recently reported its financial results for the third quarter of 2025, showcasing a significant achievement with record consolidated net sales of $133.5 million. This marks a 38% increase on a reported basis compared to the same period last year. The company has subsequently raised its full-year 2025 net sales guidance to $490 million – $495 million. This growth is largely driven by the increased adoption of iDose TR, contributing approximately $40 million in sales. This product is positioned as a pioneering therapeutic option in the management of glaucoma. The U.S. Glaucoma franchise demonstrated a strong performance with net sales of $80.8 million, reflecting a 57% year-over-year growth. Internationally, the glaucoma segment also showed robust growth, with net sales rising by 20% year-over-year on a reported basis. This was driven by efforts to position micro-invasive glaucoma surgery (MIGS) as the standard of care globally.