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Whalatane

01/31/26 1:13 AM

#115 RE: Slim6 #114

Re your view " going out within a year "

As of the most recent filings in late 2025 and January 2026, Baker Bros. Advisors LP maintains a dominant position in Kodiak Sciences Inc. (KOD), serving as both a 10% owner and having representation on the board of directors.
Current Stake Overview
Shares Owned: Approximately 18,358,772 shares as of a major purchase reported in December 2025.
Ownership Percentage: They control roughly 30% to 32.6% of the company’s outstanding shares.



The chances that the Baker Bros will lose their entire stake in this Co is about the same chances your analysis makes any sense ...ie close to zero
JMO
Kiwi