ThesisGlaukos: the setup is constructive — US iStent procedure volume growth and ASP trends - quarterly unit sales and pricing dynamics drive 70%+ of revenue
Watch on earnings: US MIGS procedure volume growth rate (industry-wide data from ophthalmology societies), Medicare reimbursement rates for CPT codes 0191T/0376T (MIGS procedures), FDA approval timeline and PDUFA dates for iDose TR and pipeline products.
One Sentence Summary:
The bull case is simple: analysts see revenue climbing from $691M to $850M as us istent procedure volume growth and asp trends - quarterly unit sales and pricing dynamics drive 70%+ of revenue.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.