Eye Disease-Focused Glaukos' 'Investor Interest Should Continue To Gain Momentum:' Analyst
Eye Disease-Focused Glaukos' 'Investor Interest Should Continue To Gain Momentum:' Analyst
Thursday, Glaukos Corporation (NYSE:GKOS) reported a first-quarter adjusted EPS loss of $(0.70), up from $(0.59) a year ago, missing the consensus of $(0.57).
週四，格勞科斯公司（紐約證券交易所代碼：GKOS）報告稱，第一季度調整後的每股收益虧損爲0.70美元（0.70美元），高於去年同期的0.59美元，未達到共識的0.57美元。
The company reported sales of $85.6 million, up 16% Y/Y, beating the consensus of $79.6 million.
該公司公佈的銷售額爲8,560萬美元，同比增長16％，超過了市場預期的7,960萬美元。
Guidance: Glaukos expects 2024 sales of $357 million-$365 million, compared to the consensus of $357.934 million.
指導：格勞科斯預計，2024年的銷售額爲3.57億美元至3.65億美元，而市場普遍預期爲3.57934億美元。
William Blair reports that iDose exceeded expectations during its initial quarter of launch, with the iStent franchise experiencing growth in the mid-teens, surpassing expectations as well. The growth was driven by the demand for the iStent infinite product, which not only contributed to market expansion but also captured market share in the core combo-cataract segment.
威廉·布萊爾報告說，iDose在推出的第一季度超出了預期，iStent系列在十幾歲時實現了增長，也超出了預期。增長是由對iStent infinite產品的需求推動的，這不僅促進了市場擴張，而且還佔領了核心組合白內障細分市場的市場份額。
"Clearly, the glaucoma business is firing on all cylinders, and with iDose access set to improve in the second quarter and beyond, the outlook remains quite positive," William Blair analyst said.
威廉·布萊爾分析師表示：“顯然，青光眼業務正在全力以赴，隨着iDose的准入將在第二季度及以後有所改善，前景仍然相當樂觀。”
Throughout the first half of 2024, Glaukos has achieved significant reimbursement and commercial milestones.
在整個 2024 年上半年，Glaukos 已經實現了重要的報銷和商業里程碑。
With the full launch of iDose expected to commence, the company anticipates experiencing substantial growth in the latter half of the year.
隨着iDose的全面推出預計將開始，該公司預計將在下半年實現大幅增長。
Analysts suggest that as Glaukos is likely to shift its focus from surgical MIGS to a broader range of ophthalmic solutions, establishing itself as a hybrid pharma/device powerhouse, "investor interest should continue to gain momentum," the analyst writes.
分析師認爲，隨着Glaukos可能會將重點從手術MIGS轉移到更廣泛的眼科解決方案，從而將自己確立爲混合製藥/設備巨頭的地位，“投資者的興趣應繼續增強，” 該分析師寫道。
William Blair rates the stock Outperform.
威廉·布萊爾將該股評爲跑贏大盤。
Other analyst reactions:
其他分析師的反應：
- BTIG maintains Buy on Glaukos, with a price target of $112, up from $107.
- JP Morgan maintains Glaukos with an Overweight rating and raises the price target from $108 to $110.
- Wells Fargo maintains Glaukos with an Overweight rating with a higher price target of $110, up from $103.
- Needham, too, maintains with a Buy and raises the price target from $108 to $113.
- Truist Securities reiterates Glaukos with a Buy and raises the price target from $120 to $125.
- BTIG維持對Glaukos的買入，目標股價爲112美元，高於107美元。
- 摩根大通維持格勞科斯的增持評級，並將目標股價從108美元上調至110美元。
- 富國銀行維持Glaukos的增持評級，目標股價從103美元上調至110美元。
- 尼德姆也維持買入並將目標股價從108美元上調至113美元。
- Truist Securities重申對格勞科斯的買入，並將目標股價從120美元上調至125美元。
Price Action: GKOS shares are up 6.69% at $105.53 at last check Thursday.
價格走勢：週四最後一次檢查時，GKOS股價上漲6.69％，至105.53美元。
Photo by Amanda Dalbjörn on Unsplash
阿曼達·達爾布約恩在 Unsplash 上拍攝的照片
譯文內容由第三人軟體翻譯。