MOA Indication Phase 3 Study Complete Q1 ‘26 Q2 ‘26 Q3 ‘26 Q4 ‘26 1Q ’27 2Q ’27 3Q ‘27 Tarcocimab Anti-VEGF Antibody Biopolymer Conjugate (ABC) RVO BEACON BLA* DR GLOW1 Wet AMD DAYLIGHT DR GLOW2 Wet AMD DAYBREAK KSI-501 Anti-IL-6, VEGF Trap ABC Wet AMD DAYBREAK Wet AMD 2nd Pivotal KSI-101 Anti-IL-6, VEGF Trap Protein MESI PEAK PINNACLE Kodiak is a precommercial retina biotech with a portfolio of three Phase 3 assets, with BLA facing data expected across 2026, and a series of BLA filings possible in 2026 and then 2027 ABC: antibody biopolymer conjugate; DR: diabetic retinopathy; AMD: age-related macular edema; RVO: retinal vein occlusion; MESI: macular edema secondary to inflammation; BLA: biologics license application; GLOW2: NCT06270836. DAYBREAK: NCT06556368 * Based on expected timeline of clinical data = BLA-facing topline data readouts (expected) BLA* BLA* 12
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