What Kodiak Sciences does

Kodiak Sciences is a clinical-stage biotechnology company headquartered in Palo Alto, California, that designs and develops novel biologic therapies for retinal diseases including wet age-related macular degeneration (wet AMD), diabetic retinopathy, retinal vein occlusion (RVO), and macular edema secondary to inflammation (MESI). The company serves the global retinal disease market and is publicly traded on NASDAQ under ticker KOD. Its products are administered intravitreal injection — typically every 4–8 weeks under current standards of care — creating a significant treatment burden that Kodiak aims to reduce through extended-durability therapeutics targeting the $15 billion anti-VEGF marketplace.

Name

Kodiak Sciences

Legal name

Kodiak Sciences Inc.

Website

https://kodiak.com

Company type

Public

Founded year

2015

Operating status

Operating

Headcount range

101–250 employees

Short description

Kodiak Sciences is a clinical-stage biotechnology company developing extended-durability biologics built on its ABCD Platform to treat retinal diseases including wet AMD, diabetic retinopathy, and macular edema secondary to inflammation.

Ownership category

akta.pro rank

Product category

Ophthalmic Biologics

NAICS

Research and Development in Biotechnology (except Nanobiotechnology) (541714)

SIC

Biological Products, (No Disgnostic Substances) (2836)

akta.pro primary industry

Ophthalmology Specialty Pharmaceuticals (HLAIACAK)

akta.pro secondary industry

Bispecific & Multispecific Antibodies (HLAAAAAF)

Keywords

• Retinal therapeutics
• Anti-VEGF biologics
• Ophthalmic pharmaceuticals
• Antibody biopolymer conjugates
• Bispecific antibody therapies

Headquarters

HQ city

Palo Alto

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Technology or R&D, Personnel, Operations, Infrastructure

Revenue model

1. Pharmaceutical Product Sales: As a precommercial company, Kodiak has no current revenue. The company is developing three late-stage clinical programs (Zenkuda, KSI-501, KSI-101) targeting retinal diseases. Upon regulatory approval, revenue will be generated from product sales of these biologic drugs administered via intravitreal injection for wet AMD, diabetic retinopathy, RVO, and MESI.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Kodiak Sciences develops biologic therapeutics for retinal diseases, anchored by three late-stage clinical programs: Zenkuda (tarcocimab tedromer), an anti-VEGF antibody biopolymer conjugate for wet AMD, diabetic retinopathy, and retinal vein occlusion; KSI-501, a bispecific anti-IL-6/VEGF biologic; and KSI-101, a high-strength bispecific for macular edema secondary to inflammation (MESI). All candidates are built on the proprietary ABCD Platform that extends ocular durability and supports multi-mechanism targeting.

Product overview

Kodiak Sciences is a retina-focused biotechnology company developing a portfolio of three late-stage clinical programs built on its proprietary ABCD Platform (Antibody Biopolymer Conjugate Drug Platform). The company's product candidates include Zenkuda (tarcocimab tedromer), an anti-VEGF biologic with demonstrated BLA-ready profile; KSI-501, a bispecific anti-IL-6 and VEGF trap; and KSI-101, a high-strength bispecific protein for macular edema secondary to inflammation (MESI). The ABCD Platform leverages phosphorylcholine-based biopolymer technology to achieve extended ocular durability and multi-mechanism targeting capabilities.

Differentiator

Problem solved

Functional benefit

Brands

• ABCD Platform: Antibody Biopolymer Conjugate Drug Platform - technology platform for developing next-generation retinal medicines with built-in durability
• Zenkuda
• ABC Platform

Products and services

• Zenkuda (tarcocimab tedromer)

Segments4 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• LonzacoreStrategic or Co-development Partner · 1 May 2022Kodiak and Lonza announced the grand opening of Kodiak Sciences' purpose-built bioconjugation facility in May 2022 to support potential commercial manufacture of ABC medicines. Lonza provides bioconjugate manufacturing expertise including large-scale commercial supply of marketed antibody-drug conjugate products. Dr. Laurent Ducry, previously led bioconjugate business at Lonza before joining Kodiak.

Scale indicators10 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Regeneron Pharmaceuticals: Regeneron markets Eylea and Eylea HD, the standard-of-care anti-VEGF therapy for wet AMD, diabetic retinopathy, and RVO. It is Kodiak's most direct incumbent competitor in retinal disease and benchmarks the durability and dosing improvements Kodiak is targeting.
• Roche (Genentech): Roche/Genentech markets Lucentis and Vabysmo (faricimab), the leading bispecific anti-VEGF/Ang-2 therapy that Kodiak compares its 20-day ocular half-life against (vs Vabysmo's 7.5 days). Vabysmo is the most direct same-class competitive threat.
• Novartis: Novartis markets Beovu (brolucizumab), another anti-VEGF therapy for retinal disease. As a major ophthalmology incumbent with global commercial reach, Novartis represents both a competitor and a potential strategic acquirer profile.

Emerging players

• Apellis Pharmaceuticals: Apellis commercializes Syfovre for geographic atrophy (GA), a complementary retinal indication. While GA is mechanistically distinct from anti-VEGF indications, Apellis is a comparable late-stage ophthalmology biotech commercializing a novel retina therapy to the same specialist channel.
• Iveric Bio (Astellas): Iveric Bio developed Izervay for GA and was acquired by Astellas. It represents a similar trajectory of a retinal-focused biotech with a single approved asset becoming an acquisition target, relevant for benchmarking Kodiak's strategic options.
• Adverum Biotechnologies: Adverum is developing ADVM-022, a single-administration gene therapy for wet AMD. It is an emerging alternative modality targeting the same retinal disease space Kodiak addresses, though via gene therapy rather than antibody biopolymer conjugation.
• Opthea: Opthea is developing sozinibercept, an anti-VEGF-C/D trap for wet AMD, directly competing in the same anti-VEGF class Kodiak's Zenkuda targets. As a similar-stage clinical developer, it provides a useful comparable for clinical development economics and partnership outcomes.
• Ocular Therapeutix: Ocular Therapeutix is developing sustained-release intravitreal therapies including anti-VEGF bioresorbable hydrogel formulations (AXPAXLI). It is comparable as an emerging ocular drug delivery company targeting durability improvements similar to Kodiak's value proposition.
• EyePoint Pharmaceuticals: EyePoint commercializes DURYSTA and is developing sustained-release anti-VEGF therapies (EYP-1901) using bioerodible Durasert technology. It competes for the same retinal specialist channel and addresses the same treatment-burden problem Kodiak targets.
• Clearside Biomedical: Clearside's suprachoroidal delivery platform (Xipere) addresses macular edema, including uveitic MESI—the same indication Kodiak's KSI-101 targets. Both companies are pursuing non-intravitreal and innovative ocular delivery approaches for retinal disease.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/kodiaksciences
• LinkedInlinkedin.com/company/kodiak-sciences-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Subsidiaries2 records

Funding overview

Funding rounds6 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kodiak Sciences