Kodiak Sciences
Most recent annual filing: 2026-03-31
- Tarcocimab/KSI-501 Ph3 toplineSep 2026Tarcocimab/KSI-501 Ph3 topline, Sep 2026, thesis-defining
- 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)
KSI-501
KSI-101
KSI-102
- Undisclosed indication
KSI-103
- Undisclosed indication
Technology platforms
ABC Platform
Antibody Biopolymer Conjugate platform merging protein-based and chemistry-based therapies via molecular engineering; focus on retinal vascular diseases and ocular inflammation; enables high drug-antibody-ratio medicines via ABCD extension embedding small molecules into biopolymer backbone
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 (4)
- 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
Articles open on Substack. Some deep dives are subscriber-only.