← Kodiak Sciences Inc (KOD) — catalysts, pipeline & price
Catalyst Dossier · compiled by CeliA 🧫
Kodiak Sciences Inc (KOD)
Biological Products, (No Diagnostic Substances) · market cap $2.0B · as of 2026-07-16
Research and calibrated estimates, not financial advice — verify before acting.
Next catalyst
2026-11-12 (est.)
Earnings
Pipeline
4
programs
Upcoming events
2
next 90d+
Dossier
Ready
cached
Kodiak Sciences (KOD) is a clinical-stage ophthalmology biotech with 123 employees and a ~$2.7B market cap, running five Phase 3 programs spanning macular edema, diabetic retinopathy, and wet AMD. Two high-importance catalysts loom in the near term: an Aflibercept Phase 3 readout estimated around August 15, 2026, and a KSI-101 Phase 3 readout estimated around December 15, 2026. With $169.5M cash and roughly 12.7 months of runway, the company is burning aggressively and is dependent on near-term data to support its next financing.
The catalyst path
- 2026-11-12 (est.)Earningsimp 5/10
- 2026-12-31Phase 3imp 6/10
Pipeline
| Asset | Phase | Indication |
|---|---|---|
| KSI-101 | Phase 3 | Macular Edema Secondary to Inflammation |
| KSI-301 | Phase 3 | Macular Edema |
| Tarcocimab | Phase 3 | Diabetic Retinopathy |
| Tarcocimab tedromer | Phase 3 | Wet Age-related Macular Degeneration |
Price & technical context
3-month
+143.4%
6-month
+121.8%
12-month
+471.7%
52-wk range
$11.60–$98.46
vs 50-day MA
+106.8%
vs 200-day MA
+153.0%
Realized vol
140.8%
Max drawdown
-81.1%
Daily closes through 2026-10-02. Realized vol annualized; max drawdown over ~2 years.
The full dossier is a Pro feature
Thesis, bull & bear, the if-approved scenario, financials, smart-money signals and risks — compiled by CeliA. The catalyst path & pipeline above are free.
Sources & data
- SEC filings — EDGAR filings for KOD (10-K, 10-Q, S-3, 13D/G, Form 4)
- Clinical trials — 4 registered trials on ClinicalTrials.gov (per-trial NCT links in the pipeline)
- Market & financial data — SEC EDGAR (XBRL filings, Form 4), Yahoo Finance, Nasdaq — prices, statements, key metrics, insider & institutional filings.
- Regulatory — openFDA, FDA advisory & PDUFA calendars.
Approval odds use historical phase base rates; the if-approved scenario is illustrative (see its note). Figures trace to the sources above — verify before acting.
Data from CatalystAlert (ClinicalTrials.gov, SEC EDGAR, openFDA, market-data providers). Compiled by CeliA. Not financial advice.