Feb. 23 at 8:51 PM
$KOD In just a few days, the readout could completely change the trajectory of this company, either to the upside or the downside. It’s not a pure coin flip, the probability may lean positive, but the risk is still significant. If the data hit, we won’t just see a short-term spike. We’ll likely see a broader repricing, including programs like KSI-101 and KSI-501, as the company would demonstrate it can successfully execute late-stage trials. That kind of validation tends to lift the entire platform.
