Braidwell Acquires Significant Stake in Kodiak Sciences
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 22 hours ago
0mins
Should l Buy KOD?
Source: Fool
- Share Acquisition Details: Braidwell LP disclosed a new position in Kodiak Sciences by acquiring 2,072,788 shares valued at approximately $57.96 million during Q4 2025, indicating strong confidence in the company's prospects.
- Portfolio Allocation Insight: This acquisition represents 1.85% of Braidwell's 13F reportable AUM, highlighting Kodiak's significance within the portfolio while maintaining a cautious investment approach.
- Company Performance Metrics: As of February 17, 2026, Kodiak Sciences' stock price reached $22.66, reflecting a remarkable 340% increase over the past year, significantly outperforming the S&P 500, which underscores market recognition of its growth potential.
- R&D and Market Outlook: Focused on therapeutics for retinal diseases, Kodiak is advancing three late-stage clinical trials with pivotal data expected in 2026, targeting a global anti-VEGF market estimated at $15 billion, which has drawn investor interest due to its substantial commercial potential.
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Analyst Views on KOD
Wall Street analysts forecast KOD stock price to rise
7 Analyst Rating
5 Buy
2 Hold
0 Sell
Moderate Buy
Current: 26.665
Low
14.00
Averages
27.86
High
50.00
Current: 26.665
Low
14.00
Averages
27.86
High
50.00
About KOD
Kodiak Sciences Inc. is a biopharmaceutical company. The Company has developed a new technology platform, the Antibody Biopolymer Conjugate (ABC) Platform, for retinal medicines. Its ABC Platform uses molecular engineering to merge the fields of protein-based and chemistry-based therapies. Its lead investigational medicine, tarcocimab tedromer, is a novel anti-vascular endothelial growth factor (anti-VEGF) antibody biopolymer conjugate under development for the treatment of high prevalence retinal vascular diseases, including diabetic retinopathy and wet age-related macular degeneration. Its second investigational medicine, KSI-501, is a bispecific antibody biopolymer conjugate designed to inhibit interleukin-6 (IL-6)-mediated inflammation and VEGF. It is also developing a third investigational medicine, KSI-101, an unconjugated bispecific protein targeting IL-6 and VEGF.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Braidwell Acquires Significant Stake in Kodiak Sciences
- Share Acquisition Details: Braidwell LP disclosed a new position in Kodiak Sciences by acquiring 2,072,788 shares valued at approximately $57.96 million during Q4 2025, indicating strong confidence in the company's prospects.
- Portfolio Allocation Insight: This acquisition represents 1.85% of Braidwell's 13F reportable AUM, highlighting Kodiak's significance within the portfolio while maintaining a cautious investment approach.
- Company Performance Metrics: As of February 17, 2026, Kodiak Sciences' stock price reached $22.66, reflecting a remarkable 340% increase over the past year, significantly outperforming the S&P 500, which underscores market recognition of its growth potential.
- R&D and Market Outlook: Focused on therapeutics for retinal diseases, Kodiak is advancing three late-stage clinical trials with pivotal data expected in 2026, targeting a global anti-VEGF market estimated at $15 billion, which has drawn investor interest due to its substantial commercial potential.
See More
Kodiak Sciences to Present APEX Study Results at Angiogenesis Meeting
- Clinical Study Results: Kodiak Sciences will present the first end-of-study results from the APEX study at the virtual Angiogenesis meeting on February 7, 2026, showcasing KSI-101's efficacy in patients with macular edema secondary to inflammation, further supporting its clinical safety and efficacy profile.
- Research Progress: The APEX study demonstrated that KSI-101 provides significant anatomical and visual improvements in patients with inflammation-related macular edema, indicating its potential to become a unifying treatment option, thereby enhancing the company's competitive position in the biotherapeutics market.
- Follow-up Research Plans: Currently, the PEAK and PINNACLE Phase 3 studies are actively enrolling patients, with KSI-101 being tested at two dose levels (5mg and 10mg) against a sham, which is expected to provide new treatment options for the market.
- Market Potential: KSI-101 targets a market segment for macular edema diseases that currently lacks available biologic therapies, and Kodiak Sciences aims to penetrate this new market segment, which is anticipated to positively impact the company's future revenue growth.
See More
BofA Raises Teradyne Price Target to $260 Amid Strong Buy Rating
- Price Target Increase: BofA Securities raised Teradyne's price target from $250 to $260 while maintaining a Buy rating, reflecting confidence in the company's growth potential, with shares closing at $231.89 on Tuesday, indicating market recognition of its prospects.
- Alphabet Rating Upgrade: Raymond James increased Alphabet's price target from $315 to $400 and upgraded the rating from Outperform to Strong Buy, signaling optimism about the recovery of its advertising business, with shares closing at $328.38 on Wednesday, showcasing investor confidence in its future performance.
- Elanco Price Adjustment: Piper Sandler raised Elanco's price target from $24 to $30, upgrading the rating from Neutral to Overweight, reflecting expectations for increased demand for its animal health products, with shares closing at $24.30 on Wednesday, indicating a positive market outlook.
- Teledyne Price Target Boost: Needham increased Teledyne's price target from $615 to $700 while maintaining a Buy rating, demonstrating analyst confidence in its technology and market position, with shares closing at $621.79 on Wednesday, reflecting investor expectations for future growth.
See More
Kodiak Sciences to Present at J.P. Morgan Conference on January 12, 2026
- Conference Presentation: Kodiak Sciences will present at the J.P. Morgan Healthcare Conference on January 12, 2026, showcasing its latest advancements in retinal disease treatments, which is expected to attract investor and industry attention.
- Clinical Research Progress: The company is advancing three late-stage clinical programs, with Tarcocimab and KSI-501 targeting the $15 billion anti-VEGF market, and topline data readouts expected in Q1 and Q3 2026, potentially impacting market positioning.
- New Drug Development: KSI-101, a bispecific protein, is undergoing two BLA clinical trials for Macular Edema Secondary to Inflammation, with data expected in Q4 2026 and Q2 2027, which could further enrich the product pipeline if successful.
- Market Potential: Kodiak Sciences is committed to developing transformative therapeutics aimed at addressing the leading causes of blindness globally, and with the release of clinical data, the company is poised to capture a larger market share in the biotechnology sector.
See More
Sanofi Acquires Dynavax for $15.50 per Share, Totaling $2.2 Billion
- Acquisition Deal: Sanofi's agreement to acquire Dynavax for $15.50 per share, totaling approximately $2.2 billion, is expected to enhance its market presence in adult immunization, potentially driving future revenue growth.
- Stock Price Reaction: Following the acquisition announcement, Dynavax shares surged 38.6% to $15.44, indicating a positive market response that may attract further investor interest in the company.
- FDA Approval Impact: Omeros Corp's stock jumped 66.8% to $14.60 after the FDA approved YARTEMLEA for treating related conditions, reflecting strong market demand and optimistic expectations for potential revenues from new drugs.
- Market Dynamics: Companies like Edgewise Therapeutics and Agios Pharmaceuticals also saw significant stock price increases due to positive clinical trial results and FDA approvals, indicating a resurgence of activity and investor confidence in the biotech sector.
See More
After-Hours Gains on Friday: Biotech and Genomics Stocks Demonstrate Resilience
Kura Oncology's Gains: Kura Oncology's shares rose 7.42% in after-hours trading, likely due to positive investor reactions to data from its KOMET-007 trial for acute myeloid leukemia.
SOPHiA GENETICS Collaboration: SOPHiA GENETICS saw a 5.21% increase in share price, attributed to ongoing interest in its collaboration with Complete Genomics for precision oncology testing.
Elutia and RenovoRx Performance: Elutia Inc. and RenovoRx, Inc. experienced modest gains, with Elutia up 3.10% and RenovoRx up 2.47%, reflecting steady investor interest in the biotech sector.
Kodiak Sciences and Other Companies: Kodiak Sciences gained 5.42% following a successful public offering, while Day One Biopharmaceuticals and Quantum BioPharma also saw increases, indicating a broader positive trend in biotech stocks.
See More
Braidwell Acquires Significant Stake in Kodiak Sciences
- Share Acquisition Details: Braidwell LP disclosed a new position in Kodiak Sciences by acquiring 2,072,788 shares valued at approximately $57.96 million during Q4 2025, indicating strong confidence in the company's prospects.
- Portfolio Allocation Insight: This acquisition represents 1.85% of Braidwell's 13F reportable AUM, highlighting Kodiak's significance within the portfolio while maintaining a cautious investment approach.
- Company Performance Metrics: As of February 17, 2026, Kodiak Sciences' stock price reached $22.66, reflecting a remarkable 340% increase over the past year, significantly outperforming the S&P 500, which underscores market recognition of its growth potential.
- R&D and Market Outlook: Focused on therapeutics for retinal diseases, Kodiak is advancing three late-stage clinical trials with pivotal data expected in 2026, targeting a global anti-VEGF market estimated at $15 billion, which has drawn investor interest due to its substantial commercial potential.
See More
Kodiak Sciences to Present APEX Study Results at Angiogenesis Meeting
- Clinical Study Results: Kodiak Sciences will present the first end-of-study results from the APEX study at the virtual Angiogenesis meeting on February 7, 2026, showcasing KSI-101's efficacy in patients with macular edema secondary to inflammation, further supporting its clinical safety and efficacy profile.
- Research Progress: The APEX study demonstrated that KSI-101 provides significant anatomical and visual improvements in patients with inflammation-related macular edema, indicating its potential to become a unifying treatment option, thereby enhancing the company's competitive position in the biotherapeutics market.
- Follow-up Research Plans: Currently, the PEAK and PINNACLE Phase 3 studies are actively enrolling patients, with KSI-101 being tested at two dose levels (5mg and 10mg) against a sham, which is expected to provide new treatment options for the market.
- Market Potential: KSI-101 targets a market segment for macular edema diseases that currently lacks available biologic therapies, and Kodiak Sciences aims to penetrate this new market segment, which is anticipated to positively impact the company's future revenue growth.
See More
BofA Raises Teradyne Price Target to $260 Amid Strong Buy Rating
- Price Target Increase: BofA Securities raised Teradyne's price target from $250 to $260 while maintaining a Buy rating, reflecting confidence in the company's growth potential, with shares closing at $231.89 on Tuesday, indicating market recognition of its prospects.
- Alphabet Rating Upgrade: Raymond James increased Alphabet's price target from $315 to $400 and upgraded the rating from Outperform to Strong Buy, signaling optimism about the recovery of its advertising business, with shares closing at $328.38 on Wednesday, showcasing investor confidence in its future performance.
- Elanco Price Adjustment: Piper Sandler raised Elanco's price target from $24 to $30, upgrading the rating from Neutral to Overweight, reflecting expectations for increased demand for its animal health products, with shares closing at $24.30 on Wednesday, indicating a positive market outlook.
- Teledyne Price Target Boost: Needham increased Teledyne's price target from $615 to $700 while maintaining a Buy rating, demonstrating analyst confidence in its technology and market position, with shares closing at $621.79 on Wednesday, reflecting investor expectations for future growth.
See More
Kodiak Sciences to Present at J.P. Morgan Conference on January 12, 2026
- Conference Presentation: Kodiak Sciences will present at the J.P. Morgan Healthcare Conference on January 12, 2026, showcasing its latest advancements in retinal disease treatments, which is expected to attract investor and industry attention.
- Clinical Research Progress: The company is advancing three late-stage clinical programs, with Tarcocimab and KSI-501 targeting the $15 billion anti-VEGF market, and topline data readouts expected in Q1 and Q3 2026, potentially impacting market positioning.
- New Drug Development: KSI-101, a bispecific protein, is undergoing two BLA clinical trials for Macular Edema Secondary to Inflammation, with data expected in Q4 2026 and Q2 2027, which could further enrich the product pipeline if successful.
- Market Potential: Kodiak Sciences is committed to developing transformative therapeutics aimed at addressing the leading causes of blindness globally, and with the release of clinical data, the company is poised to capture a larger market share in the biotechnology sector.
See More
Sanofi Acquires Dynavax for $15.50 per Share, Totaling $2.2 Billion
- Acquisition Deal: Sanofi's agreement to acquire Dynavax for $15.50 per share, totaling approximately $2.2 billion, is expected to enhance its market presence in adult immunization, potentially driving future revenue growth.
- Stock Price Reaction: Following the acquisition announcement, Dynavax shares surged 38.6% to $15.44, indicating a positive market response that may attract further investor interest in the company.
- FDA Approval Impact: Omeros Corp's stock jumped 66.8% to $14.60 after the FDA approved YARTEMLEA for treating related conditions, reflecting strong market demand and optimistic expectations for potential revenues from new drugs.
- Market Dynamics: Companies like Edgewise Therapeutics and Agios Pharmaceuticals also saw significant stock price increases due to positive clinical trial results and FDA approvals, indicating a resurgence of activity and investor confidence in the biotech sector.
See More
After-Hours Gains on Friday: Biotech and Genomics Stocks Demonstrate Resilience
Kura Oncology's Gains: Kura Oncology's shares rose 7.42% in after-hours trading, likely due to positive investor reactions to data from its KOMET-007 trial for acute myeloid leukemia.
SOPHiA GENETICS Collaboration: SOPHiA GENETICS saw a 5.21% increase in share price, attributed to ongoing interest in its collaboration with Complete Genomics for precision oncology testing.
Elutia and RenovoRx Performance: Elutia Inc. and RenovoRx, Inc. experienced modest gains, with Elutia up 3.10% and RenovoRx up 2.47%, reflecting steady investor interest in the biotech sector.
Kodiak Sciences and Other Companies: Kodiak Sciences gained 5.42% following a successful public offering, while Day One Biopharmaceuticals and Quantum BioPharma also saw increases, indicating a broader positive trend in biotech stocks.
See More
