other material
confidence high
sentiment positive
materiality 0.90
GLOW2 Phase 3 positive: Zenkuda meets primary endpoint, 62.5% vs 3.3% DRSS improvement, BLA accelerated
Kodiak Sciences Inc.
- 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.