
What smart money is saying about Kodiak Sciences
1 fund in our archive has pitched Kodiak Sciences — most recently Polen Capital 5Perspectives Ultra-Small Growth in September 2026.
Kodiak Sciences Inc. is a biopharmaceutical firm currently in the clinical development phase, dedicated to discovering, advancing, and bringing to market treatments for various conditions affecting the retina. Their primary drug candidate, KSI-301, is an anti-vascular endothelial growth factor (anti-VEGF) antibody biopolymer. This compound is currently undergoing Phase IIb/III clinical trials, targeting illnesses such as wet age-related macular degeneration (AMD), diabetic macular edema, previously untreated macular edema resulting from retinal vein occlusion, and non-proliferative diabetic retinopathy. In its earlier, preclinical development pipeline, the company is also working on KSI-501, a bispecific conjugate designed for retinal conditions involving inflammation, and KSI-601, a triplet inhibitor aimed at addressing dry AMD. Established in 2009, this Palo Alto, California-based company operated under the name Oligasis, LLC before rebranding as Kodiak Sciences Inc. in September 2015.
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Position history
Every position in Kodiak Sciences on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 1 |
Fund activity · 1 position
- September 2026
“• The top contributors to relative performance in the period were Kodiak Sciences, Flotek Industries, and Hyperliquid Strategies.”
Kodiak Sciences
Fund coverage · 1 thesis
- Polen Capital 5Perspectives Ultra-Small GrowthSeptember 2026
Kodiak Sciences develops retinal disease therapies and gained conviction after positive Phase 3 wet AMD results and progress toward regulatory approval.
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