Kodiak Sciences Inc.
Kodiak Sciences Inc. (NASDAQ: KOD) is a clinical-stage biopharmaceutical company focused on developing next-generation therapeutics for retinal diseases. Founded in 2009, Kodiak has developed a proprietary Antibody Biopolymer Conjugate (ABC) platform designed to deliver extended therapeutic benefit for treating major… From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Kodiak Sciences Inc. does
In the company’s own words
Kodiak Sciences Inc. (NASDAQ: KOD) is a clinical-stage biopharmaceutical company focused on developing next-generation therapeutics for retinal diseases. Founded in 2009, Kodiak has developed a proprietary Antibody Biopolymer Conjugate (ABC) platform designed to deliver extended therapeutic benefit for treating major causes of blindness. The company's website is www.kodiak.com.
Kodiak's lead investigational medicine is tarcocimab tedromer, marketed as Zenkuda or KSI-301, an anti-VEGF therapy designed to maintain effective drug levels in ocular tissues approximately three times longer than approved anti-VEGF therapies. Zenkuda has completed four successful Phase 3 pivotal studies in diabetic retinopathy, retinal vein occlusion, and wet age-related macular degeneration, with the company planning to file a Biologics License Application for these indications. The company's second investigational medicine, KSI-501, is a bispecific anti-IL-6 and VEGF-trap therapy currently in Phase 3 development for wet AMD. The third program, KSI-101, is a high-strength bispecific protein targeting IL-6 and VEGF being developed for macular edema secondary to inflammation, with Phase 3 studies actively enrolling patients.
Beyond its clinical pipeline, Kodiak is advancing its platform technology through the Antibody Biopolymer Conjugate Drug (ABCD) Platform, which embeds small molecules and active pharmaceutical ingredients into the biopolymer backbone to enable high drug-antibody ratio medicines. The company is developing duet therapies for glaucoma and geographic atrophy using this extended platform.
Kodiak has made significant progress in manufacturing infrastructure, commissioning the Ursus facility in collaboration with Lonza in January 2023 as a dedicated commercial-scale drug substance manufacturing facility. The company released its first commercial-scale cGMP batch of tarcocimab in July 2023 and tarcocimab drug product in March 2024.
To date, Kodiak has retained all global rights to its product candidates. The company operates in a competitive landscape dominated by established anti-VEGF therapies including Eylea, Vabysmo, and Lucentis, with the retinal disease treatment market increasingly focused on therapies offering extended durability and reduced treatment burden.
Company details
- Sector
- Healthcare
- Industry
- Biological Products
- Headquarters
- PALO ALTO, CA
- Fiscal year end
- December
- CIK
- 1468748
- SIC
- 2836
Financial performance, year by year
Fiscal 2018–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Kodiak Sciences Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in Kodiak Sciences Inc. · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · Kodiak Sciences Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
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