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Whalatane

11/01/21 4:03 PM

#26 RE: rosemountbomber #25

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

Whalatane

11/01/21 4:42 PM

#27 RE: rosemountbomber #25

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

11/01/21 4:59 PM

#28 RE: rosemountbomber #25

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