Feed / Theme
Confirmed

Glaucoma and Utilities

4 names are moving together; 50% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
NGGNational Grid Transco, PLC NatiUtilities+0.1%Group member
OTTROtter Tail CorporationIndustrials+1.4%Group member
GKOSGlaukos CorporationHealthcare-0.1%Group member
SPRCSciSparc Ltd.Healthcare-8.8%Most structurally connected

Why we believe this

Cohort

4 names

Participation

50% this session

Observed history

1 daily builds

Filing coverage

2/4 members

demand / volume affecting revenue

This increase is primarily due to higher volumes sold of iDose TR , which has a higher net sales price than our other products, partially offset by lower volumes sold of our iStent family of products primarily due to the MIGS restrictions associated with the final LCDs issued by the five MACs as described above in the Market and Business Update section. ​ International sales of glaucoma products for the nine months ended September 30, 2025 and September 30, 2024 were $89.7 million and $75.8 million, respectively, increasing by 18%.

GKOS 10-Q

credit / rates affecting interest expense

The change primarily relates to a change in unrealized foreign currency amounts recognized of approximately $4.2 million due to intercompany loan balances denominated in, and impacted by, changes in foreign currency exchange rates, as compared to the three months ended September 30, 2024, partially offset by a decrease of $0.5 million in interest expense on our Convertible Notes.

GKOS 10-Q

demand / volume affecting expense

We have experienced, and may in the future experience, financial and operational impacts as a result of public health crises, which may be material, including: • Impacts or delays to our product development efforts, including due to slowdown of new patient enrollment in clinical trials, such as we experienced in our 2020 and 2021 iDose clinical trial, or regulatory clearances and approvals; • Costs associated with protecting the health of our employees and adhering to any guidance or orders of various governmental authorities, such as masking, testing, and social distancing requirements; • Risks associated with remote work, including increased cybersecurity risk;

GKOS 10-Q

Glaucoma and Utilities can stay leader-led if secondary names fail to join while SPRC keeps moving.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.