交易概述 - Brown Capital Management在第三季度出售了376,359股Glaukos Corporation股票，交易估值约为3460万美元[1][2] - 此次减持后，该基金仍持有762,760股Glaukos股票，截至季度末价值为6220万美元[2] - 交易完成后，Glaukos在Brown Capital Management投资组合中的权重降至13F申报资产的2.6%[3] 公司股价表现 - 截至周三收盘，Glaukos股价为84.35美元，过去一年下跌约34%，表现远逊于同期上涨近15%的标普500指数[3] - 股价大幅下跌主要发生在公司2月20日公布财报之后，尽管财报显示季度收入同比增长28%至1.055亿美元，但亏损超出预期且支出增加令投资者失望[7] 公司财务与业务概况 - 公司过去十二个月（TTM）收入为4.33亿美元，净亏损9280万美元[4] - 当前市值为48亿美元，周三收盘价为84.35美元[4] - 公司是领先的眼科医疗技术公司，专注于针对青光眼及相关眼部疾病的创新微尺度设备和药物解决方案[5] - 核心竞争力在于微创疗法和针对多种眼科适应症的强大产品管线[5] - 管理层预计2025年销售额将在4.75亿至4.85亿美元之间，但承认在货币兑换和市场进入方面面临阻力[7][8]

The program was led by Dr. Emad Kandil, Professor and Ellis Hanna Chair in Surgery at Tulane University School of Medicine, a leading figure in thyroid ablation and endocrine surgery. He was joined by Dr. Gregory Randolph, Professor of Otolaryngology–Head and Neck Surgery at Harvard Medical School and the Claire and John Bertucci Endowed Chair in Thyroid Surgical Oncology. Visiting Tulane as a Distinguished Professor on May 9, 2025, Dr. Randolph engaged in academic discussions with Dr. Kandil on a range of ...