---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-403481"
form_type: "8-K"
ticker: "KOD"
cik: "0001468748"
company_name: "Kodiak Sciences Inc."
filed_at: "2026-09-28T12:53:56+00:00"
generated_at: "2026-10-12T13:32:26.501872+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

# Kodiak's Zenkuda, tabirafusp-ted hit primary endpoints in Phase 3 DAYBREAK wAMD trial; Zenkuda BLA set for 4Q2026

## Summary
- Zenkuda (tarcocimab tedromer) met the vision primary endpoint with p=0.0007; 54% of patients maintained 24-week dosing at year one under strict treat-to-dryness retreatment criteria.
- Tabirafusp-ted (KSI-501) met the vision primary endpoint (p=0.0036) and the anatomical key secondary endpoint (p<0.0001); both agents achieved non-inferiority vs aflibercept at year one.
- Zenkuda safety: 0% intraocular inflammation and 0.5% cataract rate (vs 0.9% for aflibercept); tabirafusp-ted showed 0.4% inflammation and 0% cataract.
- Kodiak plans a multi-indication Zenkuda BLA in 4Q2026 backed by five positive Phase 3 studies: DAYBREAK and DAYLIGHT (wAMD), GLOW and GLOW2 (diabetic retinopathy), BEACON (RVO).
- KSI-101 Phase 3 topline in macular edema secondary to inflammation (MESI) expected December 2026; tabirafusp-ted advancing in the Phase 3 ALTO program for diabetic macular edema.

## SEC filing metadata
- accession: 0001193125-26-403481
- form_type: 8-K
- ticker: KOD
- cik: 0001468748
- company_name: Kodiak Sciences Inc.
- filed_at: 2026-09-28T12:53:56+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1468748/000119312526403481/0001193125-26-403481-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1468748/000119312526403481/d185059d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-403481
- JSON: https://secwatch.observer/filing/0001193125-26-403481.json
- Plain text: https://secwatch.observer/filing/0001193125-26-403481.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.