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Kodiak Sciences Inc. filings document a Nasdaq-listed biotechnology issuer developing retinal medicines through its ABC Platform and related biologic programs. Recent Form 8-K reports record financial results, business highlights, clinical disclosures for Zenkuda, KSI-501 and KSI-101, and capital-structure events involving common stock.
Proxy materials describe annual meeting matters, shareholder voting procedures, executive compensation and equity award disclosures. Offering-related 8-K disclosures record the completed underwritten public offering of common stock, underwriting agreement terms, registered security details and related exhibits.
T. Rowe Price Associates, Inc. reports beneficial ownership of 3,248,611 shares of Kodiak Sciences Inc. common stock, representing 5.2% of the class. It holds sole voting power over 3,247,060 shares and sole dispositive power over 3,248,611 shares, with no shared voting or dispositive power.
The reporting person states that this report should not be construed as an admission that it is the beneficial owner of these securities and expressly denies such beneficial ownership.
Kodiak Sciences Inc. is a precommercial retina-focused biotechnology company advancing three late-stage programs (Zenkuda/tarcocimab, KSI-501 and KSI-101) and several earlier pipeline assets. Zenkuda has completed four Phase 3 pivotal studies in diabetic retinopathy, retinal vein occlusion and wet AMD, with the DAYBREAK Phase 3 wet AMD trial and KSI-501’s registrational DAYBREAK and ALTO studies fully enrolled or enrolling. KSI-101 is in two Phase 3 MESI trials (PEAK and PINNACLE) with first pivotal data expected in December 2026.
For the quarter ended June 30, 2026, Kodiak reported a net loss of $65.6 million (vs. $54.3 million a year earlier) and a six‑month loss of $123.8 million. Research and development expenses rose to $56.1 million in the quarter, driven by expanded KSI‑501 and KSI‑101 clinical and manufacturing activity. Cash and cash equivalents were $125.9 million with an accumulated deficit of $1.7 billion. Management states there is substantial doubt about the company’s ability to continue as a going concern without additional financing, even though current cash is expected to fund operations into 2027.
Kodiak Sciences Inc. reported second quarter 2026 results and progress across its late-stage retina pipeline. The company is approaching three key Phase 3 topline readouts: DAYBREAK data for both Zenkuda and KSI-501 in treatment-naïve wet AMD expected in September 2026, and PEAK Pivotal Analysis 1 data for KSI-101 in macular edema secondary to inflammation expected in December 2026. DAYBREAK enrollment is complete, the first 300-patient cohort for PEAK has finished enrollment, and the Phase 3 ALTO study of KSI-501 in diabetic macular edema has begun enrolling patients.
Cash and cash equivalents were $125.9 million at June 30, 2026, and management expects this to fund operations into 2027. For the quarter, Kodiak recorded a net loss of $65.6 million (or $1.05 per share), compared with a net loss of $54.3 million a year earlier, driven mainly by higher R&D expenses of $56.1 million as Phase 3 clinical and manufacturing activities intensified. General and administrative expenses declined to $10.8 million. Total stockholders’ equity decreased to $61.1 million as the accumulated deficit widened.
Kodiak Sciences Inc. reported a compensation grant to Chief Financial Officer John A. Borgeson of stock options covering 66,500 shares of common stock on July 15, 2026. The options have an exercise price of $42.42 per share, expire on July 14, 2036, and were fully unvested at grant. One-forty-eighth of the shares vest one month after July 1, 2026, with the remaining shares vesting in forty-seven equal monthly installments thereafter, subject to his Continuous Service under the 2018 Equity Incentive Plan.
Kodiak Sciences Inc. reported that Chairman, CEO and 10% owner Victor Perlroth received a grant of stock options covering 100,000.0000 shares of Common Stock at an exercise price of $42.4200 per share. These options expire on 2036-07-14 and vest monthly beginning after July 1, 2026, subject to his Continuous Service.
Kodiak Sciences Inc. director Yang Taiyin received a new stock option grant as part of equity compensation. The award covers 17,731 stock options for common stock at an exercise price of $38.96 per share, with no cash paid at grant.
All 17,731 options will vest in a single tranche on the earlier of June 30, 2027 or one day before Kodiak Sciences’ next annual shareholder meeting after the grant date, provided Yang continues serving on the board through the applicable vesting date. Following this grant, Yang holds 17,731 stock options directly.
Kodiak Sciences Inc. director Robert Profusek received a grant of stock options covering 17,731 shares of common stock. The options have an exercise price of $38.96 per share and expire on June 29, 2036.
All 17,731 option shares vest in full on the earlier of June 30, 2027 or one day before the company’s next annual meeting after the grant date, as long as he continues serving on the board through that vesting date. Following this grant, he holds 17,731 derivative securities directly.
Kodiak Sciences Inc. director Richard S. Levy received a stock option grant covering 17,731 shares of common stock. The option has an exercise price of $38.96 per share and expires on June 29, 2036. Following this grant, he holds options for 17,731 shares directly.
All 17,731 option shares will vest in a single tranche on the earlier of June 30, 2027 or one day before Kodiak Sciences’ next annual shareholder meeting after the grant date, provided Levy continues to serve on the board of directors through the applicable vesting date.
Kodiak Sciences Inc. director Bassil I. Dahiyat received a grant of stock options covering 17,731 shares of common stock. The options have an exercise price of $38.96 per share and expire on June 29, 2036.
All 17,731 option shares vest in a single tranche on the earlier of June 30, 2027 or one day before Kodiak’s next annual shareholder meeting after the grant date, provided Dahiyat continues to serve on the board through that vesting date.
Kodiak Sciences director Charles A. Bancroft received a new stock option grant, giving him the right to buy 17,731 shares of common stock at an exercise price of $38.96 per share. These options were granted at no cost to him on June 30, 2026.
The entire option grant vests in a single tranche on the earlier of June 30, 2027 or one day before Kodiak Sciences’ next annual shareholder meeting after the grant date, as long as Bancroft continues to serve on the company’s board of directors through that vesting date. After this grant, he holds options for 17,731 shares directly.