Glaukos - iStent. iDose. Procedural Pharma Pioneer - $GKOS

Podcast: Empor.top - The Stories of Top Companies · Empor.top

Opublikowano: 2026-10-01

When Glaukos Corporation pioneered micro-invasive glaucoma surgery with a titanium stent no thicker than a few sheets of paper, it built a high-margin medtech franchise by attaching directly to the massive volume of routine cataract operations. But when Medicare proposed cutting surgeon reimbursement for the procedure by roughly 90% in 2021, the company faced a stark reality: the government, not the market, held ultimate pricing power over its core product. Rather than accepting managed decline, Glaukos executed a high-stakes strategic pivot, re-architecting its micro-implant into a sustained drug-delivery platform (iDose TR) to migrate from a squeeze-prone device fee schedule into the...