Kodiak Sciences Inc. KOD
Kodiak Sciences Inc. (Nasdaq: KOD) is an ophthalmology drug developer. Its lead program, tarcocimab tedromer (Zenkuda, KSI-301), is in Phase 3 for wet AMD, diabetic retinopathy, retinal vein occlusion. Its next catalyst on record is KSI-101: Completion of enrollment, second pivotal cohort (PEAK/PINNACLE) (Q4 2026).
Upcoming catalysts
No catalyst is dated to the next 30 days or to an FDA action date.
Next further out: KSI-101 — Completion of enrollment, second pivotal cohort (PEAK/PINNACLE) (Q4 2026). 4 catalysts on record beyond the next 30 days; subscribers see each with its filing sentence.
Pipeline
| Program | Indication | Modality | Stage |
|---|---|---|---|
| tarcocimab tedromer (Zenkuda, KSI-301) | wet AMD / DR / RVO | antibody | Phase 3 |
| KSI-501 (anti-IL-6/VEGF-trap bispecific) | wet AMD; diabetic macular edema | protein/peptide | Phase 3 |
| KSI-101 (IL-6/VEGF bispecific) | macular edema secondary to inflammation (MESI) | protein/peptide | Phase 3 |
| KSI-102 (anti-TNFa/IL-6) | ocular inflammation | antibody | Pre-clinical |
| KSI-103 (anti-IL-1/IL-6) | ocular inflammation | antibody | Pre-clinical |
| ABCD duet program (glaucoma) | glaucoma | biologic-other | Pre-clinical |
| ABCD duet program (geographic atrophy) | geographic atrophy | biologic-other | Pre-clinical |
Recent results and decisions
- Sep 28, 2026met DAYBREAK Phase 3 met the non-inferiority primary endpoint for Zenkuda vs aflibercept (p=0.0007), with 54% of patients on 6-month dosing.
Zenkuda (tarcocimab tedromer) met the primary endpoint (p-value of 0.0007) demonstrating meaningful vision gains as well as rapid and sustained retinal drying
Filing - Sep 28, 2026met DAYBREAK Phase 3 KSI-501 (tabirafusp-ted) arm met the vision primary endpoint (p=0.0036) and anatomical key secondary endpoint (p<0.0001).
In the DAYBREAK study, tabirafusp-ted met the vision primary endpoint (p-value of 0.0036) and anatomical key secondary endpoint (p-value of <0.0001).
Filing - Aug 13, 2026started First patients enrolled in the ~910-patient Phase 3 ALTO study of KSI-501 vs aflibercept in DME.
The first patients have been enrolled in the global Phase 3 ALTO study evaluating KSI-501 versus aflibercept in patients with DME.
Filing
5 more on record.
For subscribers
- Cash runway against each catalyst, with the company's own runway statement
- Track record: every Phase 3 readout, FDA decision and guidance slip since 2014
- Expected move for each dated catalyst, from comparable past events
- Phase 2 evidence behind each Phase 3 readout
- Companies on the same target or class
- Full catalyst list with filing sentences, deals, registered trials, Excel export
Other phase 3 ophthalmology companies
The free Monday brief
Last week's readouts and FDA decisions and the dated catalysts in the week ahead, each with its filing sentence.