Kodiak Sciences (KOD): Scientific Deep Dive for Lead and Pipeline Products
The Franken-Molecule Comeback or a Billion-Dollar Science Project?
Executive Summary
The Hook:
Kodiak is attempting to engineer a biologic for retinal medicine that lasts significantly longer than the current blockbusters (Eylea, Vabysmo) without sacrificing the rapid onset of action. Their ABC Platform conjugates antibodies to a massive biopolymer in an attempt to keep them in the eye longer.
