8-K current report · filed Sep 28, 2026

Kodiak Sciences Inc. (KOD) 8-K Current Report: September 28, 2026

Item 8.01Item EX-99.1KOD overview

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Kodiak Sciences Inc. (KOD) filed an 8-K current report with the SEC on September 28, 2026 reporting Item 8.01 (Other Events), Item EX-99.1 (Exhibit EX-99.1). Positive Phase 3 DAYBREAK results for Zenkuda and tabirafusp-ted in wet age-related macular degeneration.

Kodiak Sciences Inc. 8-K event analysis

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Item 8.01 · Other Events

  • Positive Phase 3 DAYBREAK results for Zenkuda and tabirafusp-ted in wet age-related macular degeneration
  • Primary endpoints met for both investigational therapies, supporting potential regulatory submissions
  • Results could strengthen Kodiak’s competitive position in wet AMD and advance pipeline commercialization prospects
  • Exhibit 99.1 contains detailed efficacy, safety, and study results for investor review

Item EX-99.1 · Exhibit EX-99.1

  • Zenkuda met DAYBREAK’s primary endpoint with p=0.0007, showing non-inferior vision gains versus aflibercept in wAMD
  • 54% of Zenkuda patients reached 24-week dosing at year one under strict treat-to-dryness criteria, supporting differentiated durability
  • Favorable safety profile: 0% intraocular inflammation and 0.5% cataract adverse events versus 0.9% for aflibercept
  • Multi-indication Zenkuda BLA planned for 4Q2026, covering five positive Phase 3 studies across wAMD, DR and RVO
  • Tabirafusp-ted met vision and anatomical endpoints with p=0.0036 and p<0.0001, while Phase 3 ALTO enrollment advances in DME

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