Kodiak Sciences Inc. (Nasdaq: KOD) announced on March 26, 2026, that it has achieved positive topline results from its second Phase 3 study, GLOW2, in diabetic retinopathy. The study demonstrated the superiority of Zenkuda™ (tarcocimab tedromer) over sham treatment, with 62.5% of patients receiving Zenkuda achieving a ≥2-step improvement in diabetic retinopathy severity score (DRSS) compared to only 3.3% of sham-treated patients (p<0.0001). This significant finding builds on the success of the previous GLOW1 study, which also showed Zenkuda's efficacy in treating diabetic retinopathy.

In addition to the primary endpoint, Zenkuda exhibited an 85% risk reduction in the development of sight-threatening complications, with only 2.4% of Zenkuda-treated patients experiencing such complications compared to 15.8% in the sham group (p=0.0001). The study also highlighted Zenkuda's strong efficacy profile, independent of concomitant GLP-1 receptor agonist use, indicating its potential effectiveness across a diverse diabetic population.

The safety profile of Zenkuda was favorable, with a 0% intraocular inflammation rate and a 2.3% cataract adverse event rate, which is comparable to the sham group. These results support the enhanced commercial formulation of Zenkuda and reinforce the established safety profile of Kodiak's biologics-based Antibody Biopolymer Conjugate (ABC) platform.

Based on the robust safety and efficacy data from the GLOW2 study, Kodiak intends to accelerate the Biologics License Application (BLA) submission timeline for Zenkuda, which is now considered BLA-ready. The company is optimistic about the implications of these results for its other ABC platform-based medicines, including KSI-501 and KSI-101, which are also in late-stage clinical development.

The full results from the GLOW2 study are expected to be presented at an upcoming congress, further solidifying Kodiak's position in the competitive landscape of diabetic retinopathy treatments. With the positive outcomes from both GLOW1 and GLOW2, Kodiak Sciences is poised to make significant advancements in the treatment of diabetic retinopathy, potentially transforming the standard of care for patients suffering from this debilitating condition.



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