Market attention sharpened on Kodiak’s wet AMD strategy after Phase 3 results showed that Zenkuda and KSI-501 met primary endpoints versus Eylea in the Daybreak study, with dosing individualization as a core differentiator. The company framed the data around achieving similar vision gains with fewer injections for many patients. Kodiak said it plans to compile and submit data from multiple Phase 3 programs, including Daylight and other retinal indications, to support a broader potential regulatory path. The readout also re-positions Kodiak after earlier failures tied to dosing needs in prior trial designs.