Kodiak Sciences’ tarcocimab tedromer, now branded Zenkuda, produced a positive Phase 3 outcome in the Glow2 trial for diabetic retinopathy, beating a sham procedure and triggering a near-term regulatory push. Kodiak reported that 62.5% of treated patients achieved at least a two-step improvement in diabetic retinopathy severity score versus 3.3% in the sham arm. After earlier setbacks that had pressured market confidence, the topline result repositioned the program as the first of three Phase 3 readouts expected in 2026. The company said it will proceed quickly toward an accelerated multi-indication BLA submission. Kodiak also linked Glow2 to its broader antibody biopolymer conjugate (ABC) formulation strategy, setting up potential readthrough discussions for other ocular programs built on the same platform.