Kodiak Sciences Inc. (KOD)

[Whalatane]

KOD update https://ir.kodiak.com/news-releases/news-release-details/kodiak-sciences-completes-enrollment-gleam-and-glimmer-phase-3

Baker Bros now own over 30% of this Co.
Safety data will be key

Kiwi

[Whalatane]

Baker Bros going big leading into P3 data .. late Feb / March

https://www.sec.gov/Archives/edgar/data/1468748/000120919122005629/xslF345X03/doc4.xml

Safety data will be key

Kiwi

[Whalatane]

Bomber ...KOD presenting at JPM today
Baker Bros still own almost 30% of the Co from what I can tell ...last purchase at $93 a share !
I was stopped out of half my position in the 80's and have resigned myself to holding the remainder thru data read out Feb/March .
Oiy
Kiwi

[Whalatane]

Bomber. Gr8 presentation at the Jeffries conference
Dazzle P 3 data late Feb /March 2022

Will be binary for PPS
They need excellent 6 mth data
Kiwi

[rosemountbomber]

Thanks Kiwi, they are buying by the boatload.

[Whalatane]

RMB. Baker Bros have added almost 800,000 shares since June
These are the most recent

09/30/2021 BAKER BROS. ADVISORS, LP Director Buy 86,932 $95.83 8.3M 13,526,726
09/29/2021 BAKER BROS. ADVISORS, LP Director Disposition (Non Open Market) 16 $102.00 1.6K 13,439,794
09/29/2021 BAKER BROS. ADVISORS, LP Director Option Execute 149,999 $0.01 1.5K 13,439,808
09/20/2021 EHRLICH, JASON Officer Automatic Sell 6,950 $99.74 - $101.31 693.2K 51,541
09/20/2021 EHRLICH, JASON Officer Option Execute 6,950 $10.29 71.5K 58,491
09/16/2021 BAKER BROS. ADVISORS, LP Director Buy 1,153 $94.59 109.1K 13,300,993
09/15/2021 BAKER BROS. ADVISORS, LP Director Buy 30,685 $94.38 - $94.48 2.9M 13,299,840
09/07/2021 BAKER BROS. ADVISORS, LP Director Buy 57,501 $92.88 - $93.35 5.3M 13,269,155

Kiwi

[Whalatane]

RMB. KOD due to issue 3rqt ER and business update ....probably in next 10 days .
Key will be any update on DAZZLE trial ...time line for last patient dosed etc

Kiwi

[Whalatane]

Hi RMD . I thought you'd be interested in KOD at least because of the medical issue your wife had re one of her eyes .
I've had a similar experience .
I spent over an hr in an Ophthalmologist office and while there I overheard his staff repeatedly calling his patients asking them to come in and have their Eylea eye shots redone .
Kodiak's KSI-301 has excellent safety and longer durability ..so far ...so Im sure his patients would prefer 1 eye shot every 6 mths than 1 every 2-3 mths .
Data from their pivotal trial will be out early next yr.
The sell off last yr was because they added another trial ....thus potentially delaying final data set for FDA approval ...and spending more cash on hand.
However the Baker Bros kept on buying ...now own close to 30% of the Co .

On another note ...SWAV has a huge data presentation set for TCT2021 ...later this week

Good luck

Kiwi

[rosemountbomber]

Kiwi by the way thanks for the KOD rec. As you know, still waiting for funds from the AUPH outcome but I had to scrap up a little to pick up tiny amounts of the ones I mentioned and your picks as well. CYTK along with KOD. Unfortunately I would be a much happier camper if I could have dumped the Aurinia money in these last Monday. Oh well a little better than nothing.

[Sailorsi]

Is there anybody else here….

[Whalatane]

Baker Bros increasing their position

http://archive.fast-edgar.com/20210630/ACZID22CZ2228JZ2222H2ZZZ6Q22Z4ZI8232/

KOD had added another trial to cover once a month dosing .
They stated that the feedback they had from eye specialists is that the MD's wanted 1 drug for all applications ...1 mth out to 6 mth

So they had to add an extra trial for the 1 mth data .

This meant that the NDA would be delayed by at least 6 mths and the stock sold off significantly since that was announced.
The Baker Bros own around 28% of this Co. They would definitely had to be on board with this decision since they would take a significant short term hit.

Nice to see them adding to their position now.

The key DAZZLE trial is fully enrolled and on track for readout in Q1 2022
4 other trials to read out or be update in remainder of 2022.
Co has around $900m cash on hand so no risk of dilution near term

Kiwi

[bosman]

Are you buying KOD? On my watch list.

[crudeoil24]

Kodiak Sciences Announces Encouraging Data from Ongoing Phase 1b Study of KSI-301 in Patients with Wet AMD, DME and RVO at Angiogenesis, Exudation, and Degeneration 2020 Meeting
4:19 pm ET February 8, 2020 (Benzinga) Print
Encouraging safety profile continues with zero cases of intraocular inflammation after 420 doses in 130 patients

Strong anti-VEGF efficacy with extended dosing intervals continues to be observed across all three of the major retinal vascular diseases

Promising clinical durability continues to be observed with 84% of wet AMD treated eyes and 76% of DME treated eyes extended to four months or longer before first retreatment

55% of wet AMD eyes extended to six months and 64% of DME eyes extended to six months or longer

Kodiak Sciences Inc. (Nasdaq: KOD) today announced promising safety, efficacy and durability data from the ongoing Phase 1b study of its investigational therapy KSI-301, an intravitreal anti-VEGF antibody biopolymer conjugate, in patients with treatment-naïve wet age-related macular degeneration (AMD), diabetic macular edema (DME) and retinal vein occlusion (RVO).

The results were presented by Diana V. Do, M.D., Professor of Ophthalmology at Byers Eye Institute, Stanford University School of Medicine as an oral presentation at the Angiogenesis, Exudation, and Degeneration 2020 meeting in Miami, FL. The study findings presented by Dr. Do can be found on the Kodiak Investor Relations website at http://ir.kodiak.com.

"With further maturation of the Phase 1b study, the safety and efficacy of KSI-301 continue to be very encouraging, and we continue to see the potential for KSI-301 to have class-leading durability across all of the common retinal vascular diseases," said Jason Ehrlich, M.D., Ph.D., Chief Medical Officer of Kodiak Sciences. "Our belief is that a next-generation biologic should bring nearly all wet AMD and DME patients to a three month or longer dose interval and the majority of RVO patients to a two month or longer interval. In the data presented today at Angiogenesis, we observed that 84% of wet AMD eyes and 76% of DME eyes were extended to four months or longer after the last loading doses before receiving their first retreatment. Remarkably, 55% of wet AMD eyes and 64% of DME eyes were extended to six months. In RVO, a disease which typically requires monthly anti-VEGF therapy to achieve the best results, we continued to observe that over half the patients were extended beyond three months after only three loading doses and without receiving retreatment."

"Compared to the data previously presented, more patients have been followed for longer intervals. The safety, efficacy, and durability data continue to be robust and are suggesting the potential for KSI-301 to demonstrate a novel Generation 2.0 durability profile," said Victor Perlroth, M.D., Chief Executive Officer of Kodiak Sciences. "We are very pleased with what we continue to learn about the clinical performance of KSI-301 in this exploratory study, and we are using the data to thoughtfully design high conviction pivotal studies of KSI-301 in each of the core indications. Our DAZZLE study in wet AMD, where KSI-301 is given on an every three-, four-, or five-month dosing interval, continues to recruit well. We appreciate the strong support from the ophthalmology community of patients and providers, and we look forward to initiating pivotal studies in DME, RVO, and NPDR later this year as part of our accelerating development program for KSI-301."

[Whalatane]

This is an important drug / molecule that will replace SOC .... and largely ignored here .
Gr8 update this weekend
JMO
Kiwi

[crudeoil24]

Moving up day!

[crudeoil24]

Let's run the 80.'s.

[TheFinalCD]

KOD run started just 3 wks ago @ $31 today $77's hit NHOY

CONGRAT$$$$$$$$


Dec 04 2019 73.40 24.20 49.19% 55.38 74.50 47.25 4,966,874
Dec 03 2019 49.20 -1.85 -3.62% 46.52 61.00 44.5822 2,732,498
Dec 02 2019 51.05 21.45 72.47% 35.00 72.9743 30.98 5,040,011

[crudeoil24]

KOD > powerhouse > new hod 77.15

26M trading float.

[crudeoil24]

74.79 > new 52 week high!

[crudeoil24]

PT > $82. > Kodiak Sciences shares are trading higher after JP Morgan initiated coverage on the company's stock with an Overweight rating and announced an $82 price target.


Dec 24, 2019 9:39a ETBenzinga Stock Analysis

[stocktrademan]

KOD buy 66.60

ascending triangle pattern breakout soon

https://kodiak.com

investors page
https://ir.kodiak.com

Yahoo finance has a good intro writeup:
https://finance.yahoo.com/quote/KOD/profile?p=KOD

Barchart has a quick actionable summary that is backed up with features for the more technical:
https://www.barchart.com/stocks/quotes/KOD

Finviz offers a convenient way to check the analysts, news, social sentiment, and insider stock transactions
https://finviz.com/quote.ashx?t=KOD




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[crudeoil24]

Kodiak Sciences Is Maintained at Overweight by Morgan Stanley
9:23 am ET December 17, 2019 (Dow Jones) Print
Ratings actions from Benzinga: https://www.benzinga.com/stock/KOD/ratings

(END) Dow Jones Newswires

December 17, 2019 09:23 ET (14:23 GMT)

[crudeoil24]

KOD > powerful upside moves!

[crudeoil24]

KOD back on upside track! > 66+

[TheFinalCD]

KOD up huge this morning


73.41

lol


.01

[ClayTrader]

* * $KOD Video Chart 12-04-2019 * *

Link to Video - click here to watch the technical chart video

[crudeoil24]

KOD closes @ 73.40 up 49%. > 4.8M vol.

[crudeoil24]

Fabulous day > 67.70 new hod!

[crudeoil24]

Hedge fund Baker Bros. Advisors bullish on KOD.

[crudeoil24]

Going to break $60.00 again today.

[crudeoil24]

Kodiak Sciences agreed to sell future royalties of its experimental treatment of retinal vascular diseases to the hedge fund Baker Bros. Advisors for $225 million. The company said Baker Bros. purchased a capped 4.5% royalty on net sales of the company's anti-vegf antibody biopolymer conjugate therapy known as KSI-301

[crudeoil24]

Kodiak Sciences Prices 6M Share Public Offering of Common Stock @$46/Share
5:15 am ET December 4, 2019 (Benzinga) Print
Kodiak Sciences Inc. (NASDAQ: KOD) announced the pricing of an underwritten public offering of 6,000,000 shares of its common stock at a price to the public of $46.00 per share. The aggregate gross proceeds from the offering are expected to be approximately $276.0 million, before deducting the underwriting discounts and commissions and estimated offering expenses payable by Kodiak Sciences. The offering is expected to close on or about December 6, 2019, subject to customary closing conditions. In connection with the offering, Kodiak Sciences has granted the underwriters a 30-day option to purchase up to an additional 900,000 shares of its common stock at the public offering price, less underwriting discounts and commissions.

J.P. Morgan, Goldman Sachs & Co. LLC and Jefferies are acting as joint book-running managers for the offering. SunTrust Robinson Humphrey is acting as lead manager. Chardan is acting as co-manager.

[crudeoil24]

Kodiak Sciences Inc. is a clinical stage biopharmaceutical company. The Company is focused on developing therapeutics to treat ophthalmic diseases. The Company’s Antibody Biopolymer Conjugate (ABC) platform focuses on merging the fields of antibody-based and chemistry-based therapies. The Company in addition to its lead product candidate, KSI-301, is a molecule for age-related macular degeneration and diabetic retinopathy. The Company has leveraged its ABC platform to build a pipeline of product candidates in various stages of development including KSI-501, a dual inhibitor ABC for the treatment of neovascular retinal diseases, such as wet AMD and diabetic retinopathy.