Recent 8-K filings for KOD

• May 7, 2026, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01 ◈ Earnings Releases

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

  Cash $169.5M as of March 31, 2026, expected to fund operations into 2027.

• March 31, 2026, 7:59 PM ET other material materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  Kodiak reports positive Phase 3 GLOW2 data for Zenkuda; plans accelerated BLA

  Zenkuda Phase 3 GLOW2: 62.5% vs 3.3% achieved ≥2-step DRSS improvement (p<0.0001).

• March 27, 2026, 7:59 PM ET other material materiality 0.90 positive item 8.01item 9.01

  GLOW2 Phase 3 positive: Zenkuda meets primary endpoint, 62.5% vs 3.3% DRSS improvement, BLA accelerated

  62.5% of Zenkuda patients achieved ≥2-step DRSS improvement vs 3.3% sham (p<0.0001).

• November 13, 2025, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  Kodiak Sciences Q3 net loss $61.5M ($1.16/share); cash $72M; Phase 3 trials on track

  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.

• August 13, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Kodiak Sciences Q2 net loss $54.3M, cash $104.2M; pipeline milestones on track

  Net loss of $54.3M ($1.03/share) vs $45.1M loss a year ago; R&D expenses rose to $42.8M.

• March 27, 2025, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  Kodiak Sciences reports Q4 net loss of $44.1M, cash $168.1M; pipeline trials on track

  Cash and equivalents $168.1M at Dec 31, 2024; expected to fund operations into 2026.

• November 14, 2024, 6:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01

  Kodiak Sciences Q3 net loss $43.9M, cash $197.9M; provides pipeline updates

  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.

• August 14, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Kodiak Sciences Q2 net loss $45.1M, cash $219.2M; three Phase trials enrolling

  Net loss $45.1M ($0.86/sh) vs $80.2M ($1.53/sh) in Q2 2023; R&D expense down 52% to $32.5M.

• May 15, 2024, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01 ◈ Earnings Releases

  Kodiak Sciences Q1 net loss $43M, cash $245.9M; advances tarcocimab and KSI-101 trials

  Net loss of $43.0M ($0.82 per share) vs $70.8M ($1.35) in Q1 2023; includes $18.4M stock-based compensation.

• March 28, 2024, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01 ◈ Earnings Releases

  Kodiak Sciences reports Q4 net loss of $59.5M; outlines Phase 3 plans for tarcocimab and KSI-501

  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.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.65 · Most common event earnings

4 positive 1 negative 9 neutral

source · KOD on sec.gov