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Kodiak Sciences (KOD) investor relations material
Kodiak Sciences Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary13 Aug, 2025
Executive summary
Focused on developing therapeutics for retinal diseases, with three late-stage clinical programs: tarcocimab, KSI-501, and KSI-101, all in or advancing toward Phase 3 trials for multiple indications.
Tarcocimab is the lead candidate, with completed Phase 3 studies in DR, RVO, and wet AMD, and ongoing pivotal trials (GLOW2, DAYBREAK) targeting a 2026 BLA filing.
KSI-501 and KSI-101 are advancing in Phase 3 studies, targeting unmet needs in retinal vascular diseases and macular edema secondary to inflammation; KSI-101 showed rapid and meaningful gains in MESI patients.
Pipeline includes pre-IND bispecific antibody programs and technology extensions for glaucoma and geographic atrophy.
Advanced digital health initiatives, notably the VETI™ wearable headset, with significant progress in hardware, software, and AI algorithms.
Financial highlights
Cash and cash equivalents were $104.2 million as of June 30, 2025, down from $168.1 million at year-end 2024, expected to fund operations into 2026.
Net loss for Q2 2025 was $54.3 million ($1.03 per share), compared to $45.1 million ($0.86 per share) in Q2 2024.
Operating expenses for Q2 2025 were $55.5 million, up from $48.0 million in Q2 2024, driven by increased R&D spending.
R&D expenses rose to $42.8 million in Q2 2025 from $32.5 million in Q2 2024; G&A expenses decreased to $12.8 million from $15.5 million.
Net cash used in operating activities for the first half of 2025 was $63.8 million, compared to $66.1 million in the prior year period.
Outlook and guidance
Current cash and cash equivalents are expected to support operations into 2026, but there is substantial doubt about the ability to continue as a going concern without additional capital.
Plans to raise additional capital through equity, debt, or collaborations; failure to secure funding may require pausing or discontinuing development programs.
Topline data for GLOW2 expected in Q1 2026 and for DAYBREAK in Q3 2026; KSI-501 Phase 3 topline data anticipated in Q3 2026; KSI-101 Phase 3 topline data expected between Q4 2026 and Q1 2027.
A single BLA filing for tarcocimab in wet AMD, DR, and RVO is planned after both pivotal trial readouts.
Assess KSI-501's potential beyond anti-VEGF.
Explain the rationale for PEAK/PINNACLE design.
How does subleasing impact G&A expenses?
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Next Kodiak Sciences earnings date
Q3 202513 Nov, 2025
Next Kodiak Sciences earnings date
Q3 202513 Nov, 2025
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Frequently asked questions
Kodiak Sciences Inc. is a clinical-stage biopharmaceutical company focused on developing innovative therapeutics for the treatment of retinal diseases. The company's research and development efforts are centered on novel biologics designed to treat conditions like age-related macular degeneration and diabetic eye diseases, which are major causes of blindness in the developed world. Kodiak's product pipeline includes advanced clinical candidates such as tarcocimab tedromer (KSI-301), which is designed to inhibit vascular endothelial growth factors. Additionally, the company is exploring other candidates targeting different mechanisms involved in retinal diseases. The company is headquartered in Palo Alto, California, and its shares are listed on the NASDAQ.
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