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Kodiak Sciences
Kodiak Sciences (KOD) investor relations material
Kodiak Sciences 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026
Strategic progress and pipeline overview
Three lead assets—KSI-101, tarcocimab, and KSI-501—are in late-stage development, targeting major retinal indications with strong scientific validation and commercial potential.
Advancing three Phase 3 retina programs with topline data readouts expected in 2026–2027, targeting wet AMD, diabetic retinopathy, retinal vein occlusion, and MESI.
Additional pipeline assets include next-generation bispecifics (KSI-102, KSI-103), RNAi programs, and preclinical assets for inflammation, glaucoma, and geographic atrophy.
Proprietary bioconjugate/ABC® platform enables modular drug development across diverse APIs, supporting long-term value creation and tailored release for ophthalmic and systemic indications.
Commercial manufacturing infrastructure is established and validated, supporting large-scale launches and rapid product launches upon approval.
Clinical development and data highlights
KSI-101 Phase I 24-week data to be presented in February; Phase III PEAK top-line data expected Q4 this year, PINNACLE in Q2 2027.
Tarcocimab GLOW2 top-line data expected this quarter; DAYBREAK (wet AMD) readout in Q3, with BLA filing planned for mid-2026.
KSI-501 DAYBREAK data also expected in Q3, with potential for BLA in 2027.
Tarcocimab demonstrated 6-month durability in 75% of RVO patients and superior efficacy in diabetic retinopathy with only two doses per year.
KSI-101 Phase 1b APEX study showed >10 letter vision gains by week 4 and ≥90% fluid resolution at higher doses.
Market opportunity and competitive landscape
Retinal vascular diseases represent a $15 billion market, with significant unmet needs for therapies offering both high immediacy and durability.
Over 150,000 initial MESI patients in the US, with KSI-101 targeting this greenfield market and showing strong early data.
Current biologics lack combined high immediacy and durability; new therapies aim to fill this gap and outperform current standards.
Real-world data show most patients on existing therapies do not achieve label-promised durability, highlighting unmet needs.
Physician feedback indicates strong interest in new therapies that avoid steroid-related complications.
What specific risks did Roche's SANDCAT highlight?
How will Kodiak differentiate tarcocimab vs 501?
What is the funding plan beyond PINNACLE readout?
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Next Kodiak Sciences earnings date
Q4 202526 Mar, 2026
Kodiak Sciences
Next Kodiak Sciences earnings date
Q4 202526 Mar, 2026
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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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