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Kodiak Sciences Inc (KOD)

Macular Edema Secondary to Inflammation · registered primary completion 2027-02-01 · NCT06996080

Published 2026-09-02Market cap $2,371M7 sourced statements
A Phase 3 Study to Evaluate the Efficacy and Safety of Intravitreal KSI-101 in Participants With Macular Edema Secondary to Inflammation (MESI) - PINNACLE · PHASE3 · n=300 · recruiting

What this sheet is scored on

call

Cash of $126M against operating outflow of $61M per quarter gives roughly 2.1 quarters of runway, clearing the readout 1.7 quarters out but leaving under a year. On these figures the company raises capital within four quarters.

Balance sheet

fact

Management has concluded there is substantial doubt about the company's ability to continue as a going concern.

“re success and viability. • We have incurred significant net losses in each period since our inception and anticipate that we will continue to incur significant and increasing net losses for the foreseeable future. • Our financial condition raises substantial doubt about our ability to continue as a going concern. • If we fail to obtain additional financing, we may be unable to complete the developm…”

Share count and dilution

fact

62,849,457 shares outstanding against 84,535,204 if every outstanding option, warrant and convertible were exercised. In that case 25.6% of a gain in enterprise value would accrue to those holders rather than to current shareholders.

Market

fact

No approved product carries Macular Edema Secondary to Inflammation on label.

Trial registry

fact

Registered design for NCT06996080: randomized, quadruple-masked, 300 participants (estimated). Primary outcome: Mean change in BCVA.

Regulatory

fact

Designations disclosed: Breakthrough Therapy, Fast Track, Orphan Drug. These accelerate review and, for Orphan, confer exclusivity if approved; none is evidence of efficacy.

Pipeline

fact

4 distinct molecules in 4 active company-sponsored trials; KSI-101 accounts for 2 of them at Phase 3.

This sheet is dated and will not be edited. When the registered primary completion passes, its outcome is recorded on the scoreboard and a new dated sheet is published if the filings change materially.