Kodiak Sciences Aktie

Kodiak Sciences has initiated the global phase‑3 ALTO study and is recruiting about 910 treatment‑naive and previously treated patients to evaluate KSI‑501 versus aflibercept in diabetic macular edema. The randomized trial has three arms (two KSI‑501 dosing regimens of different intensity and one aflibercept arm) and the primary endpoint is mean change in best‑corrected visual acuity averaged over weeks 48 and 52. Key secondary endpoints include improvement on the Diabetic Retinopathy Severity Scale through week 48; treatment and follow‑up last about 96 weeks. KSI‑501 is a bispecific therapeutic designed to inhibit IL‑6‑mediated inflammation and VEGF‑mediated vascular permeability; the DAYBREAK phase‑3 trial in wet AMD is already recruited, with initial one‑year results expected in September 2026. » More on de.investing.com

Boxer Capital Management increased its Kodiak Sciences position by 225,000 shares in Q1, bringing its total stake to 1,361,000 shares valued at about $51.9 million and representing 6.8% of reportable AUM. The fund's net position rose by $20.12 million for the quarter, reflecting both purchases and strong share-price gains as Kodiak shares climbed roughly 1,000% over the past year. Kodiak is a clinical-stage ophthalmology biotech with late-stage catalysts coming this year, $169.5 million in cash, no revenue, and ongoing net losses, making it a high-risk, catalyst-driven investment. » More on finance.yahoo.com

Kodiak Sciences reported Q4 EPS of ($1.05) versus ($0.84) a year earlier. CEO Victor Perlroth highlighted momentum from positive Phase 3 topline results in the GLOW2 study and progress across late-stage and pipeline programs. UBS raised its price target to $80 and maintained a Buy rating, citing optimism on tarcocimab VEGF and IL6, while H.C. Jefferies upped its target to $56 and noted GLOW2 showed improved safety and efficacy that could accelerate BLA timing for the reformulated candidate. » More on finance.yahoo.com