Strong Pipeline and Diversification
Kodiak Sciences has a portfolio of three clinical programs, two of which are derived from the ABC Platform with focus on durability, and one is platform-independent. This diversification offers both opportunity and risk mitigation.
Positive Phase III Outcomes
Three positive Phase III studies completed for tarcocimab in diabetic retinopathy, retinal vein occlusion, and wet AMD. These studies have shown favorable safety and a strong six-month durability signal.
Regulatory Alignment Achieved
The FDA has agreed on a bridging strategy for the go-to-market formulation of tarcocimab, which is a significant regulatory milestone.
Cash Position
Kodiak is in an attractive cash position as of Q4, providing a runway into 2026 to support their clinical programs and planned pivotal studies.