GKOS · Glaukos Corporation — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on GKOS. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About GKOS · Glaukos Corporation
Glaukos Corporation, an ophthalmic pharmaceutical and medical technology company, develops therapies for the treatment of glaucoma, corneal disorders, and retinal diseases in the United States and internationally. It offers iStent and iStent inject W micro-bypass stents designed to treat mild-to-moderate open-angle glaucoma through the restoration of the natural physiologic outflow pathways for aqueous humor. The company also provides iStent infinite indicated for use in the treatment of patients with glaucoma uncontrolled by prior medical and surgical therapy; and iDose TR, an intracameral procedural pharmaceutical therapy indicated for the reduction of intraocular pressure in patients with open-angle glaucoma or ocular hypertension. In addition, the company develops iLink, a device used for the treatment of keratoconus without the removal of the epithelium; ILution, a platform of cream-based drug formulation applied to the outer surface of the eyelid for drop less transdermal delivery of pharmaceutically active compounds for the treatment of anterior segment eye disorders; and retinal XR platform to treat age-related macular degeneration, diabetic macular edema, retinal vein occlusion, and other posterior segment retinal diseases. It sells its products to ambulatory surgery centers, hospitals, and physician private practices through a direct sales organization, direct sales subsidiaries, and distributors. The company was formerly known as Transdx, Inc. Glaukos Corporation was incorporated in 1998 and is headquartered in Aliso Viejo, California.
Live Quote
BUY (score +7) · 12-1 mom 38.8% · RSI 60.4 · above_both · -6.5% from high
Targets blend Wall Street consensus (12 analysts: low $138.00 / mean $157.50 / high $170.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
Extreme valuation (303x FWD P/E), material insider selling ($3.2M vs $0 buys), and absence of asymmetric upside or clear income structure setup make this a non-starter. The market has fully priced in near-term catalysts, and the lack of mispricing or smart-money support provides no actionable edge.
Extreme valuation (303x FWD P/E), material insider selling ($3.2M vs $0 buys), and absence of asymmetric upside or clear income structure setup make this a non-starter. The market has fully priced in near-term catalysts, and the lack of mispricing or smart-money support provides no actionable edge.
The investigation trigger was a cluster of 30 Form 4 filings in 14 days, but upon detailed reading all were routine director RSU grants (vested at $0) from the May 28 annual meeting — zero open-market purchases confirmed. Two notable selling events exist: CEO/CFO Navratil executed Rule 10b5-1 sales of ~$200K on April 10 and a final tranche of ~$201K on June 16, while COO Gilliam sold $2.8M on May 1 near the 52-week high ($143.54). The stock is within 9% of its all-time high, has run +34% YTD, and trades at an extreme forward P/E of 303x with negative FCF — a classic fully-valued mega-cap growth/medtech profile where IV elevation (50-60%) makes income strategies the only structure worth pursuing. No material mispricing was identified; no edge in data.