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    K. Gong • JPMorgan Chase & Co.

    K. Gong's questions to Establishment Labs Holdings Inc (ESTA) leadership

    K. Gong's questions to Establishment Labs Holdings Inc (ESTA) leadership • Q1 2025

    Question

    K. Gong questioned the company's spending profile, asking if the quarterly operating expense guidance of $45-$46 million remains the correct target. He also asked why full-year revenue guidance was reiterated despite the strong U.S. launch momentum and potential foreign exchange tailwinds.

    Answer

    Executive Rajbir Denhoy confirmed that modeling $45-$46 million in quarterly operating expenses is the correct approach, which will drive leverage as U.S. revenue grows. He explained that while the U.S. launch is tracking well, the company is maintaining its conservative revenue guidance due to broader macroeconomic uncertainty.

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    K. Gong's questions to Establishment Labs Holdings Inc (ESTA) leadership • Q3 2024

    Question

    K. Gong of JPMorgan Chase & Co. inquired about the key assumptions behind the 2025 U.S. revenue forecast of over $35 million and the rationale for the conservative mid-single-digit growth outlook for the OUS (Outside the U.S.) business.

    Answer

    CEO Juan Jose Quiros attributed the strong U.S. outlook to the high quality of the 32 new sales reps, the rapid onboarding of over 250 accounts, and significant social media buzz creating a paradigm shift. Executive Rajbir Denhoy explained the OUS forecast is a conservative initial budget number intended to ensure the company achieves its goal of reaching an EBITDA positive quarter in 2025.

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    K. Gong's questions to Glaukos Corp (GKOS) leadership

    K. Gong's questions to Glaukos Corp (GKOS) leadership • Q3 2024

    Question

    Allen Gong (K. Gong) asked for more detail on the Q4 guidance, specifically the mix of growth from iDose versus iStent. He also inquired about the company's confidence in Epioxa's approval and the long-term growth outlook for the Corneal Health business.

    Answer

    President and COO Joseph Gilliam stated the Q4 guide implies continued acceleration in U.S. glaucoma, driven by strong growth from both iDose and iStent. Chairman and CEO Thomas Burns expressed high confidence in Epioxa's approval, citing positive FDA feedback from a pre-NDA meeting and its non-invasive benefits. He positioned Epioxa as a major growth catalyst for the Corneal Health franchise beginning in 2026.

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