KOD Kodiak Sciences Inc

$KOD imagine someone coercing people to buy because it’s going to $150 telling you to sell the next day it’s going to $70. Lmfaoooo 🤦🏼‍♀️ can’t make this nonsense up.

$KOD KOD OCUL Both dropping late-stage retinal data at #AAO2026 today in New Orleans, and the battle for the 6-month durability crown is officially ON. 👁️🔥 • $KOD (Kodiak Sciences): DAYBREAK Phase 3 data for Zenkuda met primary endpoints. 54% of patients maintained a massive 24-week (6-month) dosing interval. Safety looks clean with no intraocular inflammation signals. FDA BLA submission locked for Q4 2026. • $OCUL (Ocular Therapeutix): AXPAXLI is the ultimate tech disruptor here. Their bioresorbable hydrogel implant is pushing boundaries toward a true 6-to-9 month runway using a TKI (axitinib). Pre-NDA meeting with FDA just completed, wrapping up Phase 3, targeting NDA submission in Q4 2026 / early 2027. The Verdict: $KOD proved its ABC polymer platform works after the previous setbacks, making it a major comeback story. But $OCUL’s hydrogel delivery system has a slight edge on pure tech disruption and potential dosing length.

$KOD at this point I just deserve the punishment. I really do. I could have gotten out a hundred times now and didn’t.

$KOD my theory. They have their 15 minutes of fame tomorrow with their 5 min allotted presentation time, they get their product known in front of who knows how many dozens of people or investors at this event, then they are now known...they then drop the offering so others or investors can then get in cheaper and they get their funding of $750M over a bit of time. Offering will be $40-$50 range. So, I expect the offering after-market closes tomorrow or pre-market Monday. It's the only logical thing of why they have been waiting.

$KOD Pump the price, I'll just keep adding to my short position until the inevitable secondary offering hits. 💸 The crash will be just as aggressive as the pump.

They won’t. $KOD No capability at all. Not even kentrindra hasn’t been approved by fda yet … and may not Lots of hype but don’t forget!! No money,no revs and if this gets approved will take a few years to see profits from it . More likely a buyout Buy it won’t be at current pps that I garanty you. 3.5 Billion or $50 bucks to $60 bucks per share. They owe money and aren’t making any right now .

$KOD Wow. They are keeping this elevated on crap volume. Drop the offering and get it over with.

$KOD not thrilled about this whole Friday presentation and the manipulated price action leading up to it. I’m short, but I honestly just don’t see this tanking before (or especially right after) the event. Nobody makes an event of bad news. Lol

$KOD Still not a single counter argument coming from bulls... all you do is repeating how Baker Bros invested more money. And thats what bears were saying all along. Whole move is orchestrated by Baker Bros to squeeze shorts. If it was only about drug this would already be at 40$, maybe even lower with offering. Just think about one thing. Why Regeneron didn't even budge on the news from KOD.

$KOD Do you realize that this stock, at this price, is still more than double its true value? The company is still burning through tens of millions of dollars and doesn't have a single cent of revenue.

$KOD They might panic and do the offering tonight they know the price is only going south from here 👎

$KOD perfect time to drop that much expected offering they definitely need… 190% gain on the week and the 3 day weekend ahead…

$KOD The whole purpose of Stocktwits is to share opinions and hear both sides. I'm just sharing my perspective after following KOD for years. If you shorts know biotech better than the rest of us, I genuinely wish you luck. KOD has already made me a lot of money, and I hope you make money too. There's room for different opinions without all the nonsense. 😂

$KOD the bakers have all shorts here strung up by the balls. The algos keep taking it higher and higher on declining volume. There are no sellers for shorts to push out of their positions on. Ticking time bomb, almost guaranteed short squeeze V2 here

$KOD Shorts who opened above $100 are buying to cover right now. That’s the only support left... Once they finish, expect a free fall straight to $50-$60. Unreal that management missed the chance to dilute/issue new shares when the price was up around $100. It’s inevitable anyway, and the lower the price goes, the more shares they'll have to dump to raise the same capital. Huge mistake. 📉🐻

$KOD Still needs BLA. Still needs regulatory approval. Still needs commercial adoption, not guaranteed. Still has massive competitors especially with Roche doing this without injection which is revolutionary and makes this delivery method obsolete in the end. Still needs manufacturing. Still needs reimbursement. Still needs massive capital in the amount of $750M to get thru all of above, plus some $2.5M in salary for the CEO on ZERO revenue. Still has to cover $5M+ from his ongoing fraud case of paying off margin loans (Santa Clara County Case No. 23CV427638), and much more.

$KOD — Still digging through the implications of Kodiak’s Phase 3 win. Both Zenkuda and KSI-501 met the primary endpoints in the Daybreak study against aflibercept in wet AMD. The stock already reacted violently to the data, so now I’m less interested in chasing the initial move and more interested in the regulatory strategy and whether these assets can carve out a meaningful place in a huge retinal-disease market.

$KOD so nobody has bad feeling about buyout huh? Heres my 30/share loss chart for FBRX . Phase 1 no revenue . I guess they had a good drug. They announced BO on a Monday 1am

$KOD i wish i had invested money a few weeks ago in KOD. Now i will not because i see a massive drop coming. Id sell my shares NOW if I had any. this thing will be going down majorly

$KOD the tide has changed once that $94 long green candle to $104 didn’t hold above that $94 priced meaning they end the buying dips lmao , they about to exit. Lmao the algo and big boys :((((($$$$$ stay away lol