Every 8-K that Kodiak Sciences Inc (KOD) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow KOD and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full KOD filings page.
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 results of its 2026 annual meeting of stockholders held on June 2, 2026. Stockholders representing 55,026,544 shares, or 88.53% of the common stock entitled to vote, were present.
Three Class II directors — Charles A. Bancroft, Bassil I. Dahiyat, Ph.D., and Taiyin Yang, Ph.D. — were elected to serve until the 2029 annual meeting or until their successors are elected and qualified. Support ranged from 38,940,529 to 49,192,610 votes "for," with broker non-votes recorded on each item.
Stockholders approved, on an advisory basis, the compensation of the named executive officers, with 49,157,143 votes for, 323,196 against and 21,005 abstentions. They also ratified the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 54,716,676 votes for, 52,962 against and 256,906 abstentions.
Kodiak Sciences reported first quarter 2026 results and highlighted major progress in its retina drug pipeline. In the GLOW2 Phase 3 study in diabetic retinopathy, Zenkuda achieved a ≥2-step DRSS improvement in 62.5% of treated patients versus 3.3% on sham and cut sight‑threatening complications to 2.4% versus 15.8% on sham, supporting a multi‑indication BLA‑ready profile.
The company expects topline DAYBREAK Phase 3 wet AMD data for Zenkuda and KSI‑501 in Q3 2026, PEAK MESI data in Q4 2026, and PINNACLE MESI data in Q2 2027. Kodiak ended the quarter with $169.5 million in cash and cash equivalents and recorded a net loss of $58.2 million (basic and diluted loss of $0.94 per share), driven by $48.5 million in R&D and $11.2 million in G&A expenses. Management believes this cash will fund operations into 2027.
Kodiak Sciences reported fourth quarter and full-year 2025 results alongside major clinical progress in its retina pipeline. The Phase 3 GLOW2 trial in diabetic retinopathy showed Zenkuda achieved a ≥2-step DRSS improvement in 62.5% of patients versus 3.3% on sham, with an 85% reduction in sight‑threatening complications and a favorable safety profile. These data, together with prior studies, support plans for a multi‑indication BLA submission.
The company strengthened its balance sheet with a December 2025 equity offering of 8 million shares at $23.00 per share, generating net proceeds of $173.0 million, and ended 2025 with $209.9 million in cash and cash equivalents, which it believes funds operations into 2027. Net loss was $56.7 million, or $1.04 per share, for the fourth quarter and $4.32 per share for the full year, driven mainly by higher R&D spending on Phase 3 programs.
Kodiak Sciences reported positive topline results from GLOW2, its second Phase 3 study of Zenkuda (tarcocimab tedromer) in diabetic retinopathy. In GLOW2, 62.5% of Zenkuda-treated patients achieved at least a 2-step improvement on the Diabetic Retinopathy Severity Scale at Week 48, compared with 3.3% on sham, meeting the primary endpoint with high statistical significance.
Zenkuda also cut the risk of prespecified sight-threatening complications, such as proliferative diabetic retinopathy or center-involving diabetic macular edema, by 85% versus sham through Week 48 (2.4% versus 15.8%). The drug was well-tolerated, with low rates of common ocular adverse events, no intraocular inflammation, and no retinal vasculitis observed.
The company states that the combined GLOW1 and GLOW2 results support a multi-indication BLA-ready profile for Zenkuda across diabetic retinopathy, retinal vein occlusion, and wet age-related macular degeneration, and it intends to accelerate its BLA submission plans while advancing additional Phase 3 programs based on its ABC platform.
Kodiak Sciences Inc. completed a public underwritten offering of 8,000,000 shares of its common stock, including 1,043,478 shares issued when the underwriters fully exercised their 30-day option. The shares were sold to investors at $23.00 per share, while the underwriters purchased them from the company at $21.62 per share under an underwriting agreement with J.P. Morgan Securities, Jefferies, Evercore Group and UBS Securities. The transaction generated approximately $184 million in gross proceeds for Kodiak Sciences before underwriting discounts, commissions and other offering expenses. The offering was conducted under an effective Form S-3 shelf registration statement and related prospectus supplements.
Kodiak Sciences Inc. furnished a Form 8-K under Item 2.02 announcing it issued a press release with financial results for the quarter ended September 30, 2025 and business highlights.
The press release is attached as Exhibit 99.1. The company states this information is being furnished and shall not be deemed “filed” under Section 18 of the Exchange Act. Kodiak’s common stock trades on Nasdaq under the symbol KOD.
Kodiak Sciences Inc. disclosed in a Form 8-K dated August 13, 2025 that it published a press release reporting the company’s financial results for the quarter ended June 30, 2025 and related business highlights; that press release is attached as Exhibit 99.1 to this report.
The filing states the press release and information contained or incorporated herein shall not be deemed "filed" for purposes of Section 18 of the Exchange Act and will not be incorporated by reference into other filings except by specific reference. The 8-K lists an Inline XBRL cover page as Exhibit 104 and is signed by Victor Perlroth, M.D., Chief Executive Officer. The company’s common stock trades under the ticker KOD on The Nasdaq Stock Market.