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.
Kodiak Sciences Inc. (KOD) reported purchases of 247,090 common shares by 667, L.P. and Baker Brothers Life Sciences LP at $98.51 per share on November 4 and 5, 2026. The funds held the shares directly, while Baker Bros. Advisors LP, their investment adviser, had complete and unlimited discretion and authority over voting and investment power. No Rule 10b5-1 plan is reported.
Kodiak Sciences Inc. director Taiyin Yang exercised 20,000 stock options on October 23, 2026, acquiring 20,000 common shares at an exercise price of $2.35 per share. The options were fully vested and had an expiration date of June 28, 2034. Yang reported direct ownership of 20,000 common shares following the transaction. No Rule 10b5-1 plan is reported.
Kodiak Sciences Inc. Chief Financial Officer John A. Borgeson exercised options for 30,000 common shares on October 21, 2026, at an exercise price of $2.49 per share, and sold 30,000 shares that day. The sales were effected pursuant to a Rule 10b5-1 trading plan adopted September 29, 2025. The eight reported sale entries show prices from $87.67 to $94.91 per share; footnotes describe weighted-average prices for the entries they cover. The option row reports 304,500 underlying shares following the exercise and an expiration date of August 4, 2034.
Kodiak Sciences Inc. officer John Borgeson reported a proposed sale of 30,000 common shares, with an aggregate market value of $2,789,100. The approximate sale date is October 21, 2026; Morgan Stanley Smith Barney LLC is listed as broker and NASDAQ as the exchange. The shares are listed as acquired from the issuer through exercise of stock options, with cash shown as payment.
Kodiak Sciences Inc. filed an automatic shelf registration statement permitting the company or selling securityholders to offer common stock, preferred stock, debt securities, warrants and units from time to time, with specific terms set in prospectus supplements. The shelf places no aggregate limit on the number or amount of securities sold. Unless a supplement provides otherwise, Kodiak says it receives no proceeds from selling-securityholder sales; proceeds from company sales are intended for working capital, capital and operating expenditures, and general corporate purposes.
Kodiak’s late-stage retinal drug programs include Zenkuda, which has completed five Phase 3 studies; the company plans to submit a three-indication biologics license application for wet AMD, diabetic retinopathy and retinal vein occlusion in the fourth quarter of 2026. Tabirafusp-ted met vision and anatomical endpoints in Phase 3 DAYBREAK, with p-values of 0.0036 and less than 0.0001, respectively. For KSI-101, enrollment of the first 300-patient PEAK cohort is complete, with results on track for December 2026; enrollment of a 600-patient cohort across PEAK and PINNACLE is expected to finish in the fourth quarter of 2026, with data anticipated in the second quarter of 2027.
Kodiak Sciences Inc. is the subject of Amendment No. 12 reporting an acquisition of common stock that resulted in a more than 1 percent change in beneficial ownership. The cover pages list 22,049,297 shares of beneficial ownership for each of Baker Bros. Advisors LP, Baker Bros. Advisors (GP) LLC, Julian C. Baker, and Felix J. Baker; each reported 35.0%.
The percentage calculation is based on 62,849,457 shares outstanding as of August 6, 2026, plus 188,356 vested non-qualified options exercisable for shares that Felix J. Baker received as compensation for board service. Felix J. Baker serves on the board, chairs its Compensation Committee, and serves on its Nominating/Governance Committee. His 17,731 options granted June 30, 2026, at an exercise price of $38.96 per share vest on the earlier of June 30, 2027, or one day before the next annual meeting. The Adviser effected common-stock transactions on behalf of the Funds in the over-the-counter market directly with a broker-dealer during the preceding sixty days.
Kodiak Sciences Inc. (KOD) reports indirect purchases of 715,592 common shares by 667, L.P. and Baker Brothers Life Sciences LP on September 28 and 29, 2026, at reported weighted-average prices of $84.2421 to $89.8555 per share. No Rule 10b5-1 plan is reported. Baker Bros. Advisors LP, the funds’ investment adviser, had complete and unlimited discretion and authority over investment and voting power. Directors Felix J. Baker and Julian C. Baker may be deemed to have indirect pecuniary interests through their fund interests and profit allocations.
Kodiak Sciences Inc. (KOD) reports that 667, L.P. and Baker Brothers Life Sciences, L.P. purchased 418,323 common shares on September 28, 2026, at reported weighted-average prices ranging from $79.4045 to $85.9656 per share. Julian C. Baker and Felix J. Baker, managing members of Baker Bros. Advisors (GP) LLC, may be deemed to have indirect pecuniary interests in shares held by the funds; they disclaim beneficial ownership except to the extent of those interests. No Rule 10b5-1 plan is reported.
Kodiak Sciences Inc. (KOD) shares were purchased by 667, L.P. and Baker Brothers Life Sciences, L.P., which bought 807,840 common shares on September 28, 2026, through multiple transactions. The listed weighted-average prices ranged from $61.2104 to $78.5681 per share. No Rule 10b5-1 plan is reported.
Kodiak Sciences Inc. Chairman and CEO Victor Perlroth exercised stock options on September 25, 2026, to acquire 1,280,524 common shares. The options covered 600,000 shares at a $5.38 exercise price, 365,840 shares at $2.49, and 314,684 shares at $3.95 per share.