Serghei
Oct 10, 2:44 PM
$KOD Tell me I'm wrong and back it up with arguments!
While everyone hypes Kodiak’s Daybreak results, they ignore a critical reality: KOD’s drugs are unapproved, they have zero commercial network, and they are running out of cash.
Meanwhile, Ocular Therapeutix (
$OCUL) is already suffocating the competition:
• Superior Efficacy: AXPAXLI achieved FDA-confirmed superiority in Phase 3 SOL-1 over market leader Eylea, not just "non-inferiority" like KOD.
• Unrivaled Durability: Hydrogel tech delivers 9 to 12 months of control (1-2 shots/year). KOD only stretches to 5-6 months for just half of its patients.
• Cash Fortress (
$598.6M vs
$125.9M): OCUL has a massive runway into 2028. KOD's cash barely scratches 2027, creating a severe dilution risk to fund any future launch.
• Pre-Built Sales Machine: OCUL already has an active US sales force and distribution network (from Dextenza) expanding for AXPAXLI. KOD has zero commercial infrastructure and must build it from scratch.
6 replies