UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Address of principal executive offices) (Zip Code) For the transition period from __________ to _________ Registrant's telephone number, including area code: (650) 281-0850 Commission File Nu ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 For the transition period from __________ to _________ Commission File Number: 001-38682 KODIAK SCIENCES INC. (Exact Name of Registrant as Specified in its Charter) Delaware 27-0476525 (State or other jurisdiction of incorporation or organization) 1200 Page Mill Road Palo Alto, CA 943 ...

NASDAQ: KOD KODIAK.COM | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|-------|---------------------------------------------------------|-------|-------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | THE OPHTHALMOLOGY MEDICINES COMPANY | | | | | | | | | | Barclays Global Healthcare Conference M arch 10, 2 02 1 | | | | | | | 2 | --- ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to _________ Commission File Number: 001-38682 KODIAK SCIENCES INC. (Exact Name of Registrant as Specified in its Charter) Delaware 27-0476525 (State or o ...

NASDAQ: KOD KODIAK.COM | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|-------|--------------------------------------------------------------|-------|-------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | THE OPHTHALMOLOGY MEDICINES COMPANY | | | | | | | | | | | | | | | | | | | | J.P. Morgan Annual Healthcare Conference Jan uary 11, 2 02 1 | | | | | | | 2 | --- ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to _________ Commission File Number: 001-38682 KODIAK SCIENCES INC. (Exact Name of Registrant as Specified in its Charter) Delaware 27-0476525 (S ...

NASDAQ: KOD KODIAK.COM | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|-------|-------------------------------------|--------------------------------------------|-------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | THE OPHTHALMOLOGY MEDICINES COMPANY | | | | | | | | | | | | | | | | | | | | | Corporate Presentation S ep t ember 2 02 0 | | | | | | 2 | --- ...

(Mark One) UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to _________ Commission File Number: 001-38682 KODIAK SCIENCES INC. (Exact Name of Registrant as Specified in its Charter) (State or other jurisdictio ...

Extended Durability in Exudative Retinal Diseases Using the Novel Intravitreal Anti-VEGF Antibody Biopolymer Conjugate KSI-301 1 Update from Phase 1b Study in Patients with wAMD, DME and RVO Mark R. Barakat, MD Retinal Consultants of Arizona Phoenix, AZ American Society of Retina Specialists 2020 July 10, 2020 Disclosures 2 ▪ Financial: AlconC Kodiak SciencesC AllegroC GenentechBC AllerganC NovartisBC AlimeraC NeuBaseS Bausch and LombC Ocular TherapeutixC Clearside BiomedicalC OxurionS EyePoint Pharmaceutic ...

Financial Data and Key Metrics Changes - As of the end of Q1 2020, the company reported over $430 million in cash, cash equivalents, and marketable securities, with a net loss of $24.4 million, including non-cash expenses of approximately $6 million [8][15][9] - The monthly burn rate for the quarter was $6 million, indicating a strong financial position to support operations into 2022 [15][9] Business Line Data and Key Metrics Changes - The company plans to conduct two Phase 3 studies in Diabetic Macular Edema (DME) and one study in wet Age-related Macular Degeneration (AMD), along with one study in Retinal Vein Occlusion (RVO) and one in non-proliferative Diabetic Retinopathy (NPDR) [19][47] - The DAZZLE study has enrolled 245 patients as of May 8, 2020, with a robust recruitment rate prior to the pandemic [32][33] Market Data and Key Metrics Changes - The company is observing a shift in patient enrollment dynamics due to COVID-19, with a noted decline in overall ophthalmology outpatient visits but an increase in visits for anti-VEGF therapy [29][30] - The company expects to begin patient recruitment activities at certain sites in Europe in Q2 2020, contingent on local COVID-19 conditions [36] Company Strategy and Development Direction - The company aims for a single Biologics License Application (BLA) covering key retinal indications by 2022, with a focus on optimizing pivotal study designs and engaging with regulators [10][18] - The strategic shift to focus on DME studies is driven by the higher prevalence and unmet need in this area compared to RVO [22][50] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing operations despite COVID-19, noting minimal disruption and continued patient enrollment in clinical trials [13][14] - The company remains committed to its 2022 Vision and is utilizing the additional time to enhance pivotal study plans [18][39] Other Important Information - The company has made significant additions to its Board of Directors, enhancing its expertise in pharmaceutical development and financial management [41] - The company received full registration of its trademarks with the U.S. Patent and Trademark Office, reinforcing its brand recognition in retinal disease treatment [42] Q&A Session Summary Question: How does the company view competition from additional biosimilars in the retinal market? - Management believes that KSI-301's differentiated profile will allow it to capture market share, even in the presence of biosimilars, by offering a better treatment option for patients [78][81] Question: What is the confidence level regarding the completion of enrollment for the AMD study? - Management noted that enrollment rates were robust prior to the pandemic and expect an increase as conditions improve, with a focus on maintaining a balanced approach to U.S. and ex-U.S. patient recruitment [92][94] Question: How sustainable is the current monthly burn rate? - The company indicated that the $6 million monthly burn rate is sustainable in the short term, but it will increase as new pivotal studies are initiated [114]