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Kodiak Sciences Inc. KOD

Kodiak Sciences Inc., a clinical stage biopharmaceutical company, engages in the research, development, and commercialization of therapeutics to treat retinal diseases. Its lead product candidate is tarcocimab tedromer (KSI-301), an anti-vascular endothelial growth factor (VEGF) antibody biopolymer that has complete Phase 3 clinical study to treat high prevalence retinal vascular diseases; and in Phase 3 clinical study for the treatment of diabetic retinopathy, wet age-related macular degeneration (AMD), retinal vein occlusion, and diabetic macular edema, as well as in Phase 2/3 clinical study to treat wet AMD.

Sources StockAnalysis company profile stockanalysis.com

Company profile

Business mix

  • Its lead product candidate is tarcocimab tedromer (KSI-301), an anti-vascular endothelial growth factor (VEGF) antibody biopolymer that has complete Phase 3 clinical study to treat high prevalence retinal vascular diseases.
  • The company’s preclinical stage product candidate includes KSI-501, an anti- interleukin-6 (IL-6) and VEGF-trap bispecific antibody biopolymer conjugate for high prevalence retinal vascular diseases.
  • The company was formerly known as Oligasis, LLC and changed its name to Kodiak Sciences Inc. in September 2015.
  • Kodiak Sciences Inc. was incorporated in 2009 and is based in Palo Alto, California.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within biotechnology?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Baker Bros. Advisors 4.4% $759.3M 2026-03-31

Recent trading changes over the last 2 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $99.4M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +15.1% +2,608,696 / 17,310,490
Baker Bros. Advisors 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 15.1% 13F value change +$273.6M
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 17,310,490 Last 2 periods +2,608,696 (+15.1%) Total shares 19,919,186 Value $759.3M

Recent mentions

No public mentions.