Kodiak Sciences

Kodiak Sciences is a precommercial, retina-focused biotechnology company based in Palo Alto, California, built around its Antibody Biopolymer Conjugate (ABC) platform, which conjugates a humanised anti-VEGF antibody to a high-molecular-weight phosphorylcholine-based biopolymer through a single-site covalent linkage to extend durability of effect in the eye. Its lead medicine, Zenkuda (tarcocimab tedromer), reported positive topline results in the pivotal Phase 3 DAYBREAK study in wet age-related macular degeneration on September 28, 2026, meeting its primary endpoint at a p-value of 0.0007 with non-inferior vision gains versus aflibercept at year one and 54% of patients on six-month dosing durability, and now has a BLA-ready profile across five positive Phase 3 studies. The company plans a multi-indication Biologics License Application in the fourth quarter of 2026 spanning wet AMD, diabetic retinopathy and retinal vein occlusion, while its bispecific VEGF/IL-6 inhibitor tabirafusp alfa tedromer (KSI-501) is being evaluated in wet AMD and diabetic macular edema.