GKOS
Medical Devices · Healthcare
Analyst
JPMorgan (on for Robbie Marcus)
Equibles does not estimate personal net worth.
Alan Gong is recorded as Analyst at JPMorgan (on for Robbie Marcus). Alan Gong has spoken on 14 earnings calls across 6 companies, most recently for GLAUKOS Corp on October 28, 2026. Those appearances were for GLAUKOS Corp (GKOS), iRhythm Holdings, Inc. (IRTC), Haemonetics Corp (HAE), Establishment Labs Holdings Inc. (ESTA), SkinHealth Systems Inc. (SKIN) and 1 other company. The companies whose calls Alan Gong spoke on are classified in the Healthcare and Consumer Defensive sectors.
“Kind of piggybacking on the cost discussion, you know, I think you're talking about a lot of commercial activities to make sure that you're getting Epioxa, the kind of support that it needs to succeed, and clearly we're seeing that work in third quarter.”
“I guess I want to dive a little bit deeper into a question I was like just asked. So, you know, I understand that Vital Connect helps expand, you know, the remaining 50% of the market.”
“I suppose I just had one on, you know, the margin performance in the quarter. So, you know, I think we saw gross margins, you know, excluding the comp, expanding nicely over last year.”
“I guess starting off on like a different tack, you know, I think not only did the top line do quite well, it looks as though your performance on the P&L is also, you know, quite strong once we back out of the one-time SBC charge that you look to have recognized in SG&A. So, you know, I know that in the past, the…”
“Just a quick one on the guide and, you know, the cadence that you expect to see throughout the balance of the year. You know, I think previously we had been hoping that there would be a, you know, return to modest growth in the back half of the year off of some easing comps and off of some continued stabilization.”
JPMorgan (on for Robbie Marcus)
Analyst
Source not stated
GKOS
Medical Devices · Healthcare
HAE
Medical Devices · Healthcare
Household & Personal Products · Consumer Defensive