Kodiak Sciences reported positive Phase 3 top-line results from Glow2 for tarcocimab tedromer in diabetic retinopathy, shifting investor expectations after prior setbacks. The company said the results support a fast track toward an accelerated multi-indication BLA submission. In the pivotal readout, patients treated with tarcocimab tedromer—now branded Zenkuda—showed higher rates of at least a two-step improvement in diabetic retinopathy severity scores compared with sham. Kodiak also pointed to a formulation and platform strategy intended to extend the performance of its antibody biopolymer conjugate approach across indications. The Glow2 outcome marks the first of three Phase 3 readouts Kodiak expects this year, while also strengthening the near-term regulatory roadmap for its retinal pipeline.