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Kodiak Sciences to Present Clinical Data Across All Three Late-Stage Programs at AAO 2026

Kodiak Sciences (KOD) will present clinical data across three development programs at AAO 2026 in New Orleans, October 9–12, 2026.

(Moderate)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Kodiak Sciences (KOD) will present clinical data across three development programs at AAO 2026 in New Orleans, October 9–12, 2026. The meeting will include the first scientific presentation of Phase 3 DAYBREAK results for Zenkuda and tabirafusp-ted in wet age-related macular degeneration, an eye disease affecting central vision. Charles Wykoff will present these results on October 9.

DAYBREAK topline results, announced September 28, met the primary endpoint for each investigational treatment: both demonstrated vision gains non-inferior to aflibercept at Year 1, meaning neither was worse under the study's comparison criteria. Other presentations cover Phase 3 GLOW2 data for Zenkuda in diabetic retinopathy on October 10 and Phase 1b APEX data for KSI-101 in macular edema secondary to inflammation on October 9.

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1 point · 1 major

How this balance works

Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.

It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.

Rhea-AI Sentiment measures something else, the tone of the wording.

0 major · 0 points

How the balance works

Positive

  • Major pointDAYBREAK primary endpoints met for both treatments, with Year 1 vision gains non-inferior to aflibercept.

Negative

  • None.

Key Terms

primary endpoint, non-inferior, macular edema
3 terms
primary endpoint medical
"The study met its primary endpoint for each investigational treatment"
The primary endpoint is the single main result a clinical study is designed to measure to decide if a treatment works, like the finish line in a race that tells you who won. Investors care because meeting or missing this goal drives regulatory decisions, future sales expectations and stock value — it turns trial data into a clear yes-or-no signal about a drug’s commercial prospects.
non-inferior medical
"demonstrating non-inferior vision gains compared with aflibercept at Year 1"
Non-inferior describes a result from a clinical or comparative test showing a new product, treatment, or approach is not meaningfully worse than an existing standard by more than an agreed-upon, acceptable difference. Think of it like proving a new car model performs at least close enough to the old one on key measures so consumers won’t lose out. Investors care because non-inferiority outcomes can clear regulatory or market hurdles and preserve commercial potential without needing to beat the incumbent.
macular edema medical
"in macular edema secondary to inflammation (MESI)"
Macular edema is a buildup of fluid in the macula, the small central part of the eye responsible for sharp, straight-ahead vision, which causes blurred or distorted sight as if looking through a smudged camera lens. For investors it matters because the condition drives demand for treatments, influences clinical trial results and regulatory approvals, and can change a company’s sales and valuation when new drugs or devices prove effective or fail.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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First scientific presentation of Phase 3 DAYBREAK results for Zenkuda and tabirafusp-ted in wet age-related macular degeneration scheduled for AAO 2026.

Additional presentations include Phase 3 GLOW2 data for Zenkuda in diabetic retinopathy and Phase 1b APEX data for KSI-101 in macular edema secondary to inflammation (MESI).

PALO ALTO, Calif., Oct. 7, 2026 /PRNewswire/ -- Kodiak Sciences Inc. (Nasdaq: KOD), a precommercial retina-focused biotechnology company committed to researching, developing and commercializing transformative therapeutics, today announced that clinical data across all three of its late-stage assets—Zenkuda (tarcocimab tedromer), tabirafusp-ted (KSI-501) and KSI-101— will be presented at the American Academy of Ophthalmology Annual Meeting (AAO 2026).

The presentations will include the first scientific presentation of results from the pivotal Phase 3 DAYBREAK study of Zenkuda and tabirafusp-ted in patients with wet age-related macular degeneration (wet AMD), as well as Phase 3 GLOW2 data for Zenkuda in diabetic retinopathy and Phase 1b APEX data for KSI-101 in macular edema secondary to inflammation (MESI).

At AAO 2026, Charles Wykoff, M.D., Ph.D., will present the DAYBREAK results during Retina Subspecialty Day on Friday, October 9, 2026. Kodiak announced topline results from DAYBREAK on September 28, 2026. The study met its primary endpoint for each investigational treatment, with both Zenkuda and tabirafusp-ted demonstrating non-inferior vision gains compared with aflibercept at Year 1.

American Academy of Ophthalmology (AAO) 2026 – New Orleans; October 9-12, 2026

The following presentations will be held during Retina Subspecialty Day at AAO 2026. This will be the first scientific presentation of the Phase 3 DAYBREAK results in wet AMD. 

Title: A Study to Evaluate the Efficacy and Safety of Tarcocimab Tedromer and Tabirafusp Tedromer Compared to Aflibercept in Participants with Wet Age-related Macular Degeneration: First-time One-year Primary Efficacy and Safety Outcomes of the Phase 3 DAYBREAK Study
Presenter: Charles Wykoff, M.D., Ph.D., Chairman of Research at Retina Consultants of Texas and Professor of Clinical Ophthalmology and Deputy Chair of Ophthalmology at the Blanton Eye Institute, Houston Methodist Hospital
Session: Section X, Clinical Trial Updates, Part I
Date and time: Friday, October 9, 2026, at 4:40 PM CT
Location: New Orleans Theater

Title: GLOW2 Study: Phase 3 Study of Tarcocimab for Diabetic Retinopathy
Presenter: Margaret Chang, M.D., M.S. Retina Consultants Medical Group, Sacramento, U.S.
Session: Section XIX: Clinical Trial Updates, Part II
Date and time: Saturday, October 10, 2026, at 4:51 PM CT
Location: New Orleans Theater

The following clinical presentation will be held during Uveitis Subspecialty Day at AAO 2026.

Title: APEX Study Results: Intravitreal KSI-101 for Macular Edema Secondary to Inflammation
Presenter: Edmund Tsui, M.D., M.S., FARVO, Associate Professor of Ophthalmology, Stein Eye Institute, David Geffen School of Medicine at UCLA
Session: Section VIII: A Uveitis Lagniappe: Late Breaking Topics
Date and time: Friday, October 9, 2026, at 4:20 PM CT
Location: Room 271 - 273

About Kodiak Sciences Inc.

Kodiak Sciences (Nasdaq: KOD) is a pre-commercial retina-focused biotechnology company committed to researching, developing and commercializing transformative therapeutics. We are focused on bringing new science to the design and manufacture of next-generation retinal medicines to prevent and treat the leading causes of blindness globally. We are developing a portfolio of three late-stage clinical programs. Zenkuda™ (tarcocimab tedromer) has a BLA-ready profile in diabetic retinopathy, retinal vein occlusion and wet AMD, and KSI-501 is being evaluated in wet AMD and diabetic macular edema. Zenkuda and KSI-501 target the $15 billion anti-VEGF market across retinal vascular diseases. KSI-101 is a bispecific protein being explored in two BLA-facing Phase 3 studies in Macular Edema Secondary to Inflammation (MESI). Topline data for Pivotal Analysis 1 (PEAK) are expected in December 2026 and Pivotal Analysis 2 (PEAK+PINNACLE) in 2Q 2027.

Kodiak®, Kodiak Sciences®, ABC®, ABC Platform™, Zenkuda™, VETi™ and the Kodiak logo are registered trademarks or trademarks of Kodiak Sciences Inc. in various global jurisdictions.

 

Cision View original content:https://www.prnewswire.com/news-releases/kodiak-sciences-to-present-clinical-data-across-all-three-late-stage-programs-at-aao-2026-302900540.html

SOURCE Kodiak Sciences Inc.

FAQ

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What did Kodiak Sciences' Phase 3 DAYBREAK study show?

Both Zenkuda and tabirafusp-ted met their primary endpoints, demonstrating non-inferior vision gains compared with aflibercept at Year 1 in patients with wet age-related macular degeneration. Topline results were announced September 28, 2026; the first scientific presentation is scheduled for AAO 2026.

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