Kodiak Sciences: Anti-VEGF Could Win Nicely On Retinal Disorders
2025-02-23 20:08:22 ET
Summary
- Kodiak Sciences basically uses a novel biopolymer conjugate platform to develop more durable, next-generation retinal disease therapies.
- Today, KOD’s pipeline includes Phase 3 candidates for DR, RVO, and wet AMD, targeting an $18 billion TAM by 2028.
- The main catalyst to watch now is their upcoming pivotal data in 2026 that could lead to FDA approval by 2027.
- KOD also recently partnered up with Nona Biosciences to enhance its ability to develop multi-target, human monoclonal antibodies.
- From a valuation perspective, I also think KOD trades near cash value with a strong runway into 2026. So, I believe it’s a decent “Buy” at these levels.
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Kodiak Sciences: Anti-VEGF Could Win Nicely On Retinal DisordersNASDAQ: KOD
KOD Trading
9.34% G/L:
$37.82 Last:
1,171,040 Volume:
$34.77 Open:



