Jun. 4 at 4:28 PM
$KOD After today’s Jefferies presentation I’m even more bullish.
No delays. DAYBREAK is still expected in late September 2026, with a BLA filing shortly after. PEAK data remains on track for December and management said enrollment is going “quite well.”
What also gets overlooked is the science. KSI-101 has already shown very encouraging Phase 1b data, while Zenkuda has delivered positive pivotal results across multiple retinal diseases. Management continues to position KSI-501 as a potential next generation approach that could improve vision gains beyond anti-VEGF monotherapy.
At a ~
$2B market cap, with multiple Phase 3 catalysts ahead, I still think the market is underestimating Kodiak.
September can’t come soon enough. 🍀
