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Dec 31, 2019

Kodiak Sciences Q4 2019 Earnings Report

Kodiak Sciences reported financial results for Q4 2019, highlighted by progress in clinical trials for KSI-301 and strategic agreements for funding and manufacturing.

Key Takeaways

Kodiak Sciences reported a net loss of $15.6 million for the fourth quarter of 2019, with R&D expenses increasing to $12.8 million. The company ended the year with a strong cash position of $348.2 million, anticipating sufficient funds for operations for at least the next twelve months. Progress was marked by the advancement of KSI-301 through clinical trials and the establishment of key partnerships.

Initiated enrollment in the pivotal DAZZLE clinical trial for KSI-301 in treatment-naive wet AMD patients.

Completed recruitment for the Phase 1b study of KSI-301 in wet AMD, DME, and RVO patients.

Announced an accelerated registration strategy for KSI-301, including parallel pivotal studies and BLA preparation.

Entered into a royalty funding agreement for $225.0 million and closed a $317.4 million follow-on offering.

EPS
-$0.4
Previous year: -$0.4
+0.0%
Net loss / share
-$0.4
Cash and Equivalents
$348M
Total Assets
$359M

Kodiak Sciences

Kodiak Sciences

Forward Guidance

Kodiak Sciences anticipates ongoing clinical development of KSI-301 and the potential for regulatory submissions and approval.

Positive Outlook

  • Potential licensure of KSI-301 in multiple indications.
  • Sufficient cash reserves to fund operations for at least the next twelve months.
  • Advancement of product candidates into later stages of development.
  • Potential for successful development, approval, and commercialization of product candidates.
  • Anticipated presentation of data at upcoming conferences.

Challenges Ahead

  • Preliminary data for KSI-301 may not continue or persist.
  • Cessation or delay of ongoing clinical studies.
  • Future regulatory milestones may be insufficient for approval.
  • Research and development efforts may fail.
  • Adverse conditions in the general economic markets.