Every material Form 8-K Kodiak Sciences Inc. has filed with the SEC since May 07, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Kodiak Sciences reported that both Zenkuda and tabirafusp-ted met the primary endpoints in the Phase 3 DAYBREAK study in wet age-related macular degeneration, with both achieving non-inferiority in vision gains versus aflibercept at year one. The company plans to submit a multi-indication biologics license application for Zenkuda in the fourth quarter of 2026.
Zenkuda met its primary endpoint with a p-value of 0.0007, and 54% of patients were on 6-month dosing
Tabirafusp-ted met its vision primary endpoint (p-value of 0.0036) and its anatomical key secondary endpoint (p-value of less than 0.0001)
Kodiak plans to submit a Zenkuda BLA in 4Q2026 covering five positive Phase 3 studies in wet AMD, diabetic retinopathy and retinal vein occlusion
Zenkuda showed a 0% intraocular inflammation rate in the study, and tabirafusp-ted showed 0.4%, per the press release
Kodiak Sciences reported a second-quarter 2026 net loss of $65.6 million, or $1.05 per share, up from $54.3 million, or $1.03 per share, a year earlier. Research and development spending rose, and cash fell to $125.9 million at June 30, 2026, which the company says will support operations into 2027.
Net loss for the quarter ended June 30, 2026 was $65.6 million, or $1.05 per share, versus $54.3 million, or $1.03 per share, in Q2 2025.
R&D expenses rose to $56.1 million from $42.8 million, driven by PEAK/PINNACLE clinical activity and Phase 3 manufacturing.
Cash and cash equivalents were $125.9 million at June 30, 2026, down from $209.9 million at December 31, 2025.
Topline DAYBREAK Phase 3 data are expected in September 2026 and PEAK Pivotal Analysis 1 data in December 2026.
Kodiak Sciences reported a net loss of $58.2 million, or $0.94 per share, for the quarter ended March 31, 2026, compared with a net loss of $57.5 million, or $1.09 per share, a year earlier. The dollar loss widened slightly as research and development spending rose, while general and administrative expenses fell, and cash and cash equivalents declined to $169.5 million; the company says this cash will support operations into 2027.
Net loss was $58.2 million, or $0.94 per share, versus $57.5 million, or $1.09 per share, in the first quarter of 2025.
R&D expenses rose to $48.5 million from $43.6 million, driven by PEAK/PINNACLE and DAYBREAK clinical activity.
G&A expenses fell to $11.2 million from $15.4 million, helped by sublease income.
Cash and cash equivalents were $169.5 million at March 31, 2026, down from $209.9 million at December 31, 2025.
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