i Table of Contents Kodiak Sciences Inc. Annual Report on Form 10-K for the Fiscal Year Ended December 31, 2023 Page Special Note Regarding Forward-Looking Statements ii Risk Factor Summary iv PART I. Item 1. Business 1 Item 1A. Risk Factor 2 s 2 Item 1B. Unresolved Stafff Comments 70 Item 1C. Cybersecurity 70 Item 2. Properties 71 Item 3. Legal Proceedings 71 Item 4. Mine Safety Disclosures 71 PART II. Item 5. Market for Registrant’s Common Equity, Related Stockholders Matters and Issuer Purchases of Equity Securities 72 Item 6. Reserved 72 Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations 73 Item 7A. Quantitative and Qualitative Disclosures About Market Risk 83 Item 8. Financial Statements and Suppl u ementary Data 83 Item 9. Changes in and Disagreements With Accountants on Accounting and Financial Disclosures 108 Item 9A. Controls and Procedur d es 108 Item 9B. Other Information 108 Item 9C. Disclosure Regarding Foreign Jurisdictions that Prevent Inspections 108 PART III. Item 10. Directors, Executive Offi f cers and Corporate Governance 109 Item 11. Executive Compensation 109 Item 12. Security Ownership of Certain Beneficial Owners and Management and Related Stockholders Matters 109 Item 13. Certain Relationships and Related Transactions, and Director Independence 109 Item 14. Principal Accountant Fees and Services 109 PART IV. Item 15. Exhibits and Financial Statement Schedules 110 Item 16. Form 10-K Summary 112 Signature 1 s 13