Kodiak Sciences reported Phase 3 success in wet age-related macular degeneration, with tarcocimab tedromer (Zenkuda) demonstrating statistical equivalence to Regeneron’s Eylea and tabirafusp alfa tedromer (KSI-501) meeting noninferiority outcomes in vision gains. The results use individualized dosing strategies intended to extend injection intervals for patients. The company said it plans to seek FDA approval for Zenkuda in wet AMD along with additional eye disorders in the fourth quarter of 2026. Kodiak also highlighted that more than half of trial participants using Zenkuda could receive injections once every six months rather than the eight-week baseline used for Eylea. The approvals pathway would be framed around both efficacy equivalence and durability—attributes that matter heavily for retinal specialists and for real-world clinic throughput where frequent injections can create operational constraints. Kodiak’s stock reaction reflects investor focus on whether the trial results can translate into longer dosing intervals without sacrificing safety or visual function, particularly as competitors attempt to claim extended durability across retina indications.