KOD Kodiak Sciences Inc

$KOD $SLS That’s right…did some back testing on Kodiak Sciences and they reached a valuation almost 4x greater than Sellas’s current valuation PRIOR TO THEIR PHASE 3 in the past. I’m not talking about Kodiak’s recent drugs. Kodiak reached almost $8.5 billion on older drugs (not their latest asset) that ended up FAILING! Meanwhile here Sellas is at a $2 billion and change valuation for not one but 2 assets demonstrating category leading efficacy and safety and massive platform potential. Thats right…min. $33 per share not a nano fing penny less BEFORE REGAL PHASE 3 FINAL ANALYSIS. Blue sky potential after. SLS 009 by itself is easily worth more than 2x or DOUBLE the current price.

$KOD Tell me I'm wrong and back it up with arguments! While everyone hypes Kodiak’s Daybreak results, they ignore a critical reality: KOD’s drugs are unapproved, they have zero commercial network, and they are running out of cash. Meanwhile, Ocular Therapeutix ($OCUL) is already suffocating the competition: • Superior Efficacy: AXPAXLI achieved FDA-confirmed superiority in Phase 3 SOL-1 over market leader Eylea, not just "non-inferiority" like KOD. • Unrivaled Durability: Hydrogel tech delivers 9 to 12 months of control (1-2 shots/year). KOD only stretches to 5-6 months for just half of its patients. • Cash Fortress ($598.6M vs $125.9M): OCUL has a massive runway into 2028. KOD's cash barely scratches 2027, creating a severe dilution risk to fund any future launch. • Pre-Built Sales Machine: OCUL already has an active US sales force and distribution network (from Dextenza) expanding for AXPAXLI. KOD has zero commercial infrastructure and must build it from scratch.

$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 the weirdest thing about this stock is the fundamentals suck *and* there’s no hype after the initial 175% run up. On paper, it really is the perfect short. It’s protected though, through manipulation. Bulls, you better hope your MM mommy & daddy protect you forever, because the minute they leave you home alone, us bears are coming in. And we’re gonna rip you apart.

$KOD Trimmed a bit more for YTD Gains - but holding some shares in three accounts for runners ✅ I got mine Bears, how you doing?

$KOD it doesn’t even need an offering. It’s going on down its own because is overpriced.overhyped and overblown out proportion. No revs Millions in losses Shady upgrades at last minute to retain Pps at high but people can see though all that manipulation.

$KOD someone on here, no names ahem Cutlass, thought this was gonna be in the 92 range by the end of friday... careful out there folks, however you choose to make money on this one, dont listen to the noise, make your own decisions. Im just here for the shenanigans, so definitely dont listen to me! 😆

$KOD next week is a bloodbath for the entire bio sector, I've already predicted that these dogshit companies would drop & indicate bearish starting from this week $PDSB $MRNA $SLS , was spot on with my prediction & ppl didnt listen 😂 , especially $KOD next week this stock is going to drop nicely if we get absolute ZERO news, management will fuck anyone stepping into this like back in 2021

$KOD Bears made good money covering at 81 Bulls making money buying 81 Back and forth - all make money on this gem 💎

$KOD Remember, Mr Elliot moves in waves. This looks like wave 2. Wave 3 is the biggest move down🩸👎

$KOD I’m not happy with my short average of $90.25, but I’m not comfortable selling for peanuts and reestablishing a better price. I’m here for the collapse.

$KOD Been stuck here for over a week, expecting a drop, about 1 million shares trade a day, about 18-19 million shares short, company needs financing but share price only grinds higher, completely manipulated and if thats the case , it's going North in a big way in my opinion, NFA, i stink at this, Good Luck

$KOD The ATM is likely running at these prices above 90. They need cash now. Unreal this never dropped as the manipulation continues. No position here but while selling volumes seem low, so is the buying. I'm not sure what the incentive to buy here is. The price IMO has baked in more than the oven can hold, which will eventually spill/burn/dilute. Still intersting to watch how one fund company can control a low volume stock so long.

$KOD shorty got that offer. Frankly should be lower but i would hold that short until you hear how many shares and they start diluting. this could take a big fall

$KOD I don't want to discourage anyone, but I've seen companies with much stronger clinical data still receive rejections from the FDA. In any case, even a single FDA rejection for one of these drugs could deal a devastating blow to this stock. Secondly, I strongly disagree with the idea that the stock price could triple. Just take a look at the current trading volume. We've seen it many times before: a stock makes one last attempt to move higher before a major collapse. Ultimately, the decision is yours. I wish everyone the best of luck.

$KOD solid rejection, it may have another go or just settle higher than yesterday. Thus is fun! 😆

$KOD Dont worry bulltards Im sure this will pump to ATH any min now. Baker Bros are will probably put ina few billion LOL - hope "yall" are loading on this "dip"🐻

$KOD Dont worry bulltards Im sure Baker Brothers are about to announce a buy out at $150 LOL

$KOD even if this does get bought out, what makes people think it’ll be bought out at the level? Nobody’s paying $95 a share for this crap. 😂

$KOD needs another step down. One or two more domino's before the larger tumble. Otherwise it stays. Mad price still tho. Bulls must be delirious with this being as high as it is. Soon my precious, soon.