{"filings":[{"id":93014,"accession_number":"0001193125-26-211811","cik":1468748,"company_name":"Kodiak Sciences Inc.","ticker":"KOD","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kodiak Sciences reports Q1 net loss $0.94/sh; Zenkuda GLOW2 positive, BLA planned","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Cash $169.5M as of March 31, 2026, expected to fund operations into 2027.","Net loss $58.2M ($0.94/sh) vs. $57.5M ($1.09/sh) in Q1 2025.","Zenkuda GLOW2: 62.5% ≥2-step DRSS improvement vs. 3.3% sham (p<0.0001); no vasculitis.","DAYBREAK Phase 3 topline in wet AMD September 2026; PEAK topline in MESI 4Q 2026.","R&D expenses rose to $48.5M from $43.6M driven by PEAK/PINNACLE and DAYBREAK studies."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2264713812.0815043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104292,"accession_number":"0001193125-26-134854","cik":1468748,"company_name":"Kodiak Sciences Inc.","ticker":"KOD","form_type":"8-K","filed_at":"2026-03-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kodiak reports positive Phase 3 GLOW2 data for Zenkuda; plans accelerated BLA","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Zenkuda Phase 3 GLOW2: 62.5% vs 3.3% achieved ≥2-step DRSS improvement (p<0.0001).","85% risk reduction in sight-threatening complications (2.4% vs 15.8%, p=0.0001); no intraocular inflammation.","DAYBREAK Phase 3 wet AMD study fully enrolled (690 subjects); topline expected Sept 2026.","Q4 2025 net loss $56.7M ($1.04/shr); cash $209.9M; Dec 2025 equity raise net $173M.","KSI-101 Phase 3 PEAK topline 4Q2026, PINNACLE 2Q2027; Phase 1b APEX data showed robust responses."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2264713812.0815043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104291,"accession_number":"0001193125-26-127041","cik":1468748,"company_name":"Kodiak Sciences Inc.","ticker":"KOD","form_type":"8-K","filed_at":"2026-03-27T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"GLOW2 Phase 3 positive: Zenkuda meets primary endpoint, 62.5% vs 3.3% DRSS improvement, BLA accelerated","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["62.5% of Zenkuda patients achieved ≥2-step DRSS improvement vs 3.3% sham (p<0.0001).","85% risk reduction in sight-threatening complications (2.4% vs 15.8%, p=0.0001); 13.7% had ≥3-step DRSS improvement vs 0% sham.","Zenkuda well-tolerated: 0% intraocular inflammation, low cataract rate (2.3% vs 1.6%).","Efficacy independent of GLP-1 use: 60.0% with GLP-1 vs 64.3% without GLP-1.","Kodiak intends to accelerate BLA for Zenkuda; KSI-501 (wet AMD) readout 3Q2026, KSI-101 (MESI) 4Q2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":2264713812.0815043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120587,"accession_number":"0001193125-25-324882","cik":1468748,"company_name":"Kodiak Sciences Inc.","ticker":"KOD","form_type":"8-K","filed_at":"2025-12-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Kodiak Sciences completes $184M public offering of 8M shares at $23/sh","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Underwriters exercised in full the option for 1,043,478 additional shares, totaling 8,000,000 shares sold.","Gross proceeds to Kodiak were approximately $184 million before underwriting discounts and expenses.","Public offering price set at $23.00 per share; underwriters paid $21.62 per share.","Underwriting agreement signed Dec 16, 2025; offering closed Dec 18, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2264713812.0815043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120586,"accession_number":"0001193125-25-280125","cik":1468748,"company_name":"Kodiak Sciences Inc.","ticker":"KOD","form_type":"8-K","filed_at":"2025-11-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kodiak Sciences Q3 net loss $61.5M ($1.16/share); cash $72M; Phase 3 trials on track","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $61.5M ($1.16/sh) vs $43.9M ($0.84/sh) in Q3 2024; R&D expenses rose to $50.5M from $31.9M on higher clinical and manufacturing activity.","Cash and equivalents $72.0M as of Sept 30, 2025, down from prior quarter given ongoing Phase 3 spend.","Phase 1b APEX (KSI-101) showed ≥90% of patients in top doses achieved absence of retinal fluid; Phase 3 PEAK/PINNACLE enrolling faster than expected.","Phase 3 DAYBREAK (tarcocimab/KSI-501) in wet AMD completed enrollment of ~690 patients; topline data expected 3Q 2026.","Upcoming catalysts: GLOW2 topline 1Q 2026; KSI 101 Phase 3 topline 4Q 2026/1Q 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2264713812.0815043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137186,"accession_number":"0000950170-25-107982","cik":1468748,"company_name":"Kodiak Sciences Inc.","ticker":"KOD","form_type":"8-K","filed_at":"2025-08-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kodiak Sciences Q2 net loss $54.3M, cash $104.2M; pipeline milestones on track","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $54.3M ($1.03/share) vs $45.1M loss a year ago; R&D expenses rose to $42.8M.","Cash and equivalents $104.2M; expected to fund operations into 2026.","Tarcocimab Phase 3 GLOW2 topline data expected Q1 2026; DAYBREAK (wet AMD) topline in Q3 2026.","KSI-101 Phase 1b MESI data: half of patients ≥15 letter gain at Week 12; Phase 3 enrolling.","Investor R&D Day on July 16, 2025 presented 12-week KSI-101 data and commercial strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2264713812.0815043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154473,"accession_number":"0001193125-25-134149","cik":1468748,"company_name":"Kodiak Sciences Inc.","ticker":"KOD","form_type":"8-K","filed_at":"2025-06-03T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Kodiak Sciences stockholders elect directors and ratify auditor at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected Richard S. Levy, M.D. (29.2M for, 8.4M withheld) and Robert A. Profusek, J.D. (24.7M for, 12.9M withheld) as Class I directors.","Advisory vote on named executive officer compensation approved: 35.2M for, 2.4M against, 49k abstain.","Ratification of PricewaterhouseCoopers as auditor for FY2025 passed: 43.0M for, 36k against.","Total shares voted: 43.4M (82.2% of eligible shares)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":2264713812.0815043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154472,"accession_number":"0000950170-25-071474","cik":1468748,"company_name":"Kodiak Sciences Inc.","ticker":"KOD","form_type":"8-K","filed_at":"2025-05-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kodiak Sciences Q1 net loss $57.5M ($1.09/shr), cash $138.9M; pipeline on track for 2026 data","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $57.5M ($1.09/shr) vs $43.0M ($0.82) in Q1 2024; non-cash stock comp $15.9M.","Cash and cash equivalents $138.9M; company believes current cash funds operations into 2026.","R&D expenses $43.6M, up from $29.9M YoY, driven by increased clinical and manufacturing activities.","Phase 3 GLOW2 (DR), DAYBREAK (wet AMD) for tarcocimab and KSI-501; Phase 1b APEX data for KSI-101 expected.","Investor R&D Update scheduled for July 16, 2025; topline data targeted in 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2264713812.0815043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":173031,"accession_number":"0000950170-25-046067","cik":1468748,"company_name":"Kodiak Sciences Inc.","ticker":"KOD","form_type":"8-K","filed_at":"2025-03-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kodiak Sciences reports Q4 net loss of $44.1M, cash $168.1M; pipeline trials on track","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Cash and equivalents $168.1M at Dec 31, 2024; expected to fund operations into 2026.","Q4 2024 net loss $44.1M ($0.84/sh) vs $59.5M ($1.13/sh) in Q4 2023; R&D expenses $31.8M.","Tarcocimab Phase 3 GLOW2 (diabetic retinopathy) enrollment complete; topline data targeted 1Q2026.","Tarcocimab & KSI-501 Phase 3 DAYBREAK (wet AMD) enrollment complete; topline data targeted 2Q2026.","KSI-101 granted FDA Orphan Drug Designation; pivotal study initiation expected 2Q2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2264713812.0815043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190055,"accession_number":"0000950170-24-127029","cik":1468748,"company_name":"Kodiak Sciences Inc.","ticker":"KOD","form_type":"8-K","filed_at":"2024-11-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kodiak Sciences Q3 net loss $43.9M, cash $197.9M; provides pipeline updates","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $43.9M ($0.84/sh) vs $50.0M ($0.95/sh) in Q3 2023; cash $197.9M expected to fund operations into 2026.","Phase 3 GLOW2 (diabetic retinopathy) and DAYBREAK (wet AMD) enrolling; enrollment completion targeted H1 2025.","KSI-101 APEX study enrolling; dose selection for pivotal studies expected Q2 2025.","Tarcocimab ocular half-life 20 days (3x faricimab, 2-3x aflibercept) presented at Sept R&D Day.","Preclinical ABCD pipeline expanded to glaucoma and geographic atrophy programs."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2264713812.0815043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":206553,"accession_number":"0000950170-24-096985","cik":1468748,"company_name":"Kodiak Sciences Inc.","ticker":"KOD","form_type":"8-K","filed_at":"2024-08-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kodiak Sciences Q2 net loss $45.1M, cash $219.2M; three Phase  trials enrolling","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $45.1M ($0.86/sh) vs $80.2M ($1.53/sh) in Q2 2023; R&D expense down 52% to $32.5M.","Cash and cash equivalents $219.2M; company believes funds operations into 2026.","Phase 3 GLOW2 (diabetic retinopathy) and DAYBREAK (wet AMD) actively enrolling; Phase 1b APEX (KSI-101) enrolling.","Appointed Dolly Chang (ex-Genentech) as CSO; promoted Almas Qudrat (CQO), Wayne To (CTO), Pablo Velazquez-Martin (CMO).","Investor Day scheduled for September 23, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2264713812.0815043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223726,"accession_number":"0001193125-24-156056","cik":1468748,"company_name":"Kodiak Sciences Inc.","ticker":"KOD","form_type":"8-K","filed_at":"2024-06-06T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Kodiak Sciences annual meeting results: Felix Baker receives ~32% withheld votes","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Felix J. Baker re-elected with 27,555,597 for, 13,043,671 withheld (~32% of votes cast against).","Victor Perlroth re-elected with 39,408,580 for, 1,466,194 withheld.","Advisory executive compensation approved: 36,430,878 for, 4,405,093 against (~89% support).","Ratification of PricewaterhouseCoopers as auditor: 44,168,820 for, 65,022 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.15,"market_cap_usd":2264713812.0815043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223725,"accession_number":"0000950170-24-060455","cik":1468748,"company_name":"Kodiak Sciences Inc.","ticker":"KOD","form_type":"8-K","filed_at":"2024-05-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kodiak Sciences Q1 net loss $43M, cash $245.9M; advances tarcocimab and KSI-101 trials","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $43.0M ($0.82 per share) vs $70.8M ($1.35) in Q1 2023; includes $18.4M stock-based compensation.","Cash and equivalents $245.9M; company expects runway into 2026.","R&D expenses $29.9M, down from $56.5M YoY due to reduced tarcocimab clinical activities.","GLOW2 Phase 3 diabetic retinopathy study actively enrolling; DAYBREAK wet AMD study activation targeted mid-2024.","Phase 1b APEX study of KSI-101 (anti-IL-6/VEGF-trap) in macular edema expected to start enrollment in June 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2264713812.0815043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":243137,"accession_number":"0000950170-24-037608","cik":1468748,"company_name":"Kodiak Sciences Inc.","ticker":"KOD","form_type":"8-K","filed_at":"2024-03-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kodiak Sciences reports Q4 net loss of $59.5M; outlines Phase 3 plans for tarcocimab and KSI-501","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023 net loss $59.5M ($1.13/share) vs $70.4M ($1.35/share) in Q4 2022; R&D expenses fell to $46.6M.","Cash and equivalents $285.5M; company believes sufficient to fund operations into 2026.","Phase 3 GLOW2 study of tarcocimab in diabetic retinopathy actively enrolling; uses go-to-market formulation.","Phase 3 DAYBREAK study in wet AMD (KSI-501 vs tarcocimab vs aflibercept) targeted to start mid-2024 after FDA discussions.","Phase 1b study of KSI-101 planned for Q2 2024; dual pivotal studies targeted for later 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2264713812.0815043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}