secwatch.observer — SEC 8-K summary
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Issuer:     Kodiak Sciences Inc. (KOD)
CIK:        0001468748
Form:       8-K
Filed at:   2026-05-07T23:59:59+00:00
Accession:  0001193125-26-211811
Event type: earnings
Sentiment:  neutral
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Kodiak Sciences reports Q1 net loss $0.94/sh; Zenkuda GLOW2 positive, BLA planned
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1468748/000119312526211811/0001193125-26-211811-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1468748/000119312526211811/kod-20260507.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-211811

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer