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Kodiak Sciences Inc. (KOD)

Healthcare | Biotechnology | Palo Alto, United States | NasdaqGM
37.72 USD -1.40 (-3.579%) ⇩ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 37.22 -0.50 (-0.500%) ⇩ (Aug. 28, 2026, 7:30 p.m. EDT)

Short-term:★★★⯪☆Long-term:★★⯪☆☆Dividends:☆☆☆☆☆
Hot Take | Aug. 22, 2026, 2 a.m. EDT

The investment case here is a stark dichotomy between a speculative catalyst and a fundamentally broken balance sheet. On the short end, the recent surge in share price following the successful late-stage study for the eye drug has ignited a frenzy of speculative call buying at strikes far above the current price. This creates a high-conviction setup for a momentum play if the company can navigate the accelerated filing timeline without regulatory hiccups; the options flow suggests traders are betting on a binary 'moonshot' scenario. However, the long-term outlook remains deeply precarious. Despite the recent price recovery, the company is burning through cash at an alarming rate, with operating cash flow in the negative hundreds of millions and no path to profitability visible in the forward estimates. The negative return on equity and assets indicate that the recent price gains are not yet supported by sustainable earnings power. While the clinical success is a massive milestone, the financial reality is that this is still a high-risk venture capital play disguised as a public equity, where the next few quarters of cash burn will determine survival regardless of the product's efficacy.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoARIMA ✓0.093507
AutoETS0.094060
MSTL0.094477
AutoTheta0.096055

Forecast horizon: 45 days | Selected: AutoARIMA

Forecast Reliability
Score 39%
H-stat 1.16
Ljung-Box p 0.000
Jarque-Bera p 0.177
Excess Kurtosis -0.80
Attribute Value
Sector Healthcare
Debt to Equity Ratio 86.349
Market Cap 2,370,681,600
Forward P/E -10.07
Beta 2.21
Website https://kodiak.com

As of Aug. 22, 2026, 2 a.m. EDT: Speculators are positioning for significant volatility rather than a specific directional breakout. Call volume is heavily skewed toward out-of-the-money strikes (45 and 47), creating a 'lottery ticket' bias for a massive rally, while put writers are establishing heavy walls at 20 and 35 to cap downside. The implied volatility surface shows massive spikes at deep out-of-the-money strikes, indicating the market is pricing in binary event outcomes (like FDA results) rather than steady price appreciation. The ratio of call to put open interest suggests a speculative mood, but the lack of volume at near-term ATM strikes implies hesitation to commit capital to a trend yet.


Info Dump

Attribute Value
52 Week Change 3.5382829
Address1 1,250 Page Mill Road
All Time High 171.21
All Time Low 1.37
Ask 55.16
Ask Size 2
Audit Risk 7
Average Analyst Rating 1.2 - Strong Buy
Average Daily Volume10 Day 565,110
Average Daily Volume3 Month 704,004
Average Volume 704,004
Average Volume10Days 565,110
Beta 2.205
Bid 30.95
Bid Size 2
Board Risk 9
Book Value 0.974
City Palo Alto
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 9
Country United States
Crypto Tradeable 0
Currency USD
Current Price 37.72
Current Ratio 2.489
Custom Price Alert Confidence HIGH
Date Short Interest 1,786,665,600
Day High 39.62
Day Low 37.4
Debt To Equity 86.349
Display Name Kodiak Sciences
Earnings Call Timestamp End 1,711,657,800
Earnings Call Timestamp Start 1,711,657,800
Earnings Timestamp End 1,794,513,600
Earnings Timestamp Start 1,794,513,600
Ebitda -230,978,000
Ebitda Margins 0.0
Enterprise To Ebitda -9.926
Enterprise Value 2,292,753,408
Eps Current Year -3.98721
Eps Forward -3.74526
Eps Trailing Twelve Months -4.19
Esg Populated 0
Exchange NGM
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 40.1666
Fifty Day Average Change -2.446598
Fifty Day Average Change Percent -0.060911257
Fifty Two Week Change Percent 353.82828
Fifty Two Week High 47.84
Fifty Two Week High Change -10.119999
Fifty Two Week High Change Percent -0.21153843
Fifty Two Week Low 8.29
Fifty Two Week Low Change 29.43
Fifty Two Week Low Change Percent 3.5500603
Fifty Two Week Range 8.29 - 47.84
Financial Currency USD
First Trade Date Milliseconds 1,538,659,800,000
Float Shares 39,559,838
Forward Eps -3.74526
Forward P E -10.071397
Free Cashflow -58,392,248
Full Exchange Name NasdaqGM
Full Time Employees 141
Fullday Change -1.4
Fullday Change Percent -3.57873
Fullday Price 37.2195
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,785,542,400
Gross Margins 0.0
Has Pre Post Market Data 1
Held Percent Insiders 0.051609997
Held Percent Institutions 1.02376
Implied Shares Outstanding 62,849,457
Industry Biotechnology
Industry Disp Biotechnology
Industry Key biotechnology
Is Earnings Date Estimate 1
Language en-US
Last Fiscal Year End 1,767,139,200
Long Business Summary Kodiak Sciences Inc., a clinical stage biopharmaceutical company, engages in the research, development, and commercialization of therapeutics to treat retinal diseases. Its lead product candidate is tarcocimab tedromer (KSI-301), an anti-vascular endothelial growth factor (VEGF) antibody biopolymer that has complete Phase 3 clinical study to treat high prevalence retinal vascular diseases; and in Phase 3 clinical study for the treatment of diabetic retinopathy, wet age-related macular degeneration (AMD), retinal vein occlusion, and diabetic macular edema, as well as in Phase 2/3 clinical study to treat wet AMD. The company's preclinical stage product candidate includes KSI-501, an anti- interleukin-6 (IL-6) and VEGF-trap bispecific antibody biopolymer conjugate for high prevalence retinal vascular diseases; and KSI-101 (KSI-501P), a bispecific protein targeting IL-6 and VEGF developed for patients who have retinal fluid and inflammation. The company was formerly known as Oligasis, LLC and changed its name to Kodiak Sciences Inc. in September 2015. Kodiak Sciences Inc. was incorporated in 2009 and is based in Palo Alto, California.
Long Name Kodiak Sciences Inc.
Market us_market
Market Cap 2,370,681,600
Market State CLOSED
Max Age 86,400
Message Board Id finmb_321992085
Most Recent Quarter 1,782,777,600
Net Income To Common -241,994,000
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 2,454,899,790
Number Of Analyst Opinions 5
Open 39.0
Operating Cashflow -158,504,992
Operating Margins 0.0
Overall Risk 9
Payout Ratio 0.0
Phone 650 281 0850
Post Market Change -0.5004997
Post Market Change Percent -1.3268815
Post Market Price 37.2195
Post Market Time 1,787,959,805
Previous Close 39.12
Price Eps Current Year -9.460249
Price Hint 2
Price To Book 38.726902
Profit Margins 0.0
Quick Ratio 2.386
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key strong_buy
Recommendation Mean 1.16667
Region US
Regular Market Change -1.4
Regular Market Change Percent -3.57873
Regular Market Day High 39.62
Regular Market Day Low 37.4
Regular Market Day Range 37.4 - 39.62
Regular Market Open 39.0
Regular Market Previous Close 39.12
Regular Market Price 37.72
Regular Market Time 1,787,947,201
Regular Market Volume 468,969
Return On Assets -0.60446
Return On Equity -3.68371
Sand P52 Week Change 0.20504117
Sector Healthcare
Sector Disp Healthcare
Sector Key healthcare
Share Holder Rights Risk 8
Shares Outstanding 62,849,457
Shares Percent Shares Out 0.16389999
Shares Short 10,303,453
Shares Short Previous Month Date 1,784,073,600
Shares Short Prior Month 10,415,363
Short Name Kodiak Sciences Inc
Short Percent Of Float 0.2594
Short Ratio 18.2
Source Interval 15
State CA
Symbol KOD
Target High Price 85.0
Target Low Price 56.0
Target Mean Price 69.6
Target Median Price 69.0
Total Cash 125,903,000
Total Cash Per Share 2.007
Total Debt 52,756,000
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -4.19
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 32.61145
Two Hundred Day Average Change 5.108551
Two Hundred Day Average Change Percent 0.156649
Type Disp Equity
Volume 468,969
Website https://kodiak.com
Zip 94,304