Kodiak Sciences

KOD Lead: Phase 3 6 Biotech Distilled articles ↓

Most recent annual filing: 2026-03-31

Catalyst timeline

KSI-101 Ph3 toplineDec 2026KSI-101 Ph3 topline, Dec 2026, thesis-defining

Bar width shows how precise the guidance is — a pin is a stated date, a wide band a six-month window. Deeper blue means more of the thesis rides on the event; it is not a view on the stock.

Pipeline (8 active programs)

Zenkuda

tarcocimab tedromer · tarcocimab · KSI-301

Protein Target: VEGF

Wet Age-Related Macular Degeneration Phase 3 intravitreal NCT03790852
Diabetic Retinopathy Phase 3 intravitreal NCT05066230
Retinal Vein Occlusion Phase 3 intravitreal NCT03790852

tabirafusp alfa tedromer

tabirafusp-ted · KSI-501

Protein Target: VEGF, IL-6

Wet Age-Related Macular Degeneration Phase 3 intravitreal
Diabetic Macular Edema Phase 3 intravitreal NCT07734844

KSI-101

Protein Target: VEGF, IL-6

Macular Edema Secondary to Inflammation Phase 3 intravitreal NCT06990399

KSI-102

Protein Target: TNFa, IL-6

Undisclosed indication Preclinical

KSI-103

Protein Target: IL-1, IL-6

Undisclosed indication Preclinical

Technology platforms

ABC Platform

Antibody Biopolymer Conjugate (ABC) platform — a proprietary drug delivery technology pairing free protein for immediate disease control with antibody conjugated to a high-molecular-weight biopolymer for extended ocular half-life and durability; used to develop retinal medicine candidates including Zenkuda and tabirafusp-ted

Targets: VEGF, IL-6

ABCD Platform

Antibody Biopolymer Conjugate Drug platform extending ABC to embed small molecule APIs into the biopolymer backbone for high drug-antibody ratio medicines; advancing duet programs for glaucoma (NLRP3 inhibitor + IOP-lowering molecule) and geographic atrophy (complement inhibitor + NLRP3 inhibitor); focus on ophthalmic and systemic multifactorial diseases.

Targets: NLRP3

VETi

Visual Engagement Technology and Imager — AI- and machine-learning-enabled wearable headset digital health platform with applications in retina care, identity security and cognitive sciences.

Biotech Distilled coverage (6)

2026-09-30 UPDATE: Kodiak Sciences (KOD) - Baker Bros. Bought the Breakout ★ Distilled Pro
2026-09-29 UPDATE: Kodiak Sciences (KOD) - DAYBREAK Delivers the Six-Month Number 🔒 Paid
2026-08-14 UPDATE: Kodiak Sciences (KOD) - They Started a Third Phase 3 With $125.9M in the Bank 🔒 Paid
2026-05-08 UPDATE: Kodiak Sciences (KOD) - The Going Concern Footnote Nobody is Reading 🔒 Paid
2026-03-29 UPDATE: Kodiak Sciences (KOD) - The Franken-Formulation Gets Vindicated (and a New Name) 🔒 Paid
2026-01-29 Kodiak Sciences (KOD): Scientific Deep Dive for Lead and Pipeline Products 🔒 Paid

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