Development

Kodiak’s Zenkuda and tabirafusp-ted meet Phase III endpoints in wet AMD

Kodiak’s Zenkuda and tabirafusp-ted meet Phase III endpoints in wet AMD

Kodiak Sciences (Nasdaq: KOD) reported that both Zenkuda (tarcocimab tedromer) and tabirafusp-ted (tabirafusp alfa tedromer) met their primary endpoints in the Phase III DAYBREAK trial in wet age-related macular degeneration (wAMD), with Kodiak planning a multi-indication biologics license application for Zenkuda in Q4 2026.

The randomized, double-masked study compared both agents with aflibercept in treatment-naïve wAMD patients, with non-inferiority in best-corrected visual acuity change through Year 1 as the primary endpoint. Zenkuda met the endpoint with a p-value of 0.0007, while tabirafusp-ted met it with a p-value of 0.0036 and also met a key anatomical secondary endpoint (p<0.0001).

Kodiak said 54% of Zenkuda-treated patients reached a 24-week dosing interval at Year 1 under treat-to-dryness retreatment criteria requiring retreatment for any detectable retinal fluid.

Zenkuda is an anti-VEGF antibody biopolymer conjugate developed on Kodiak's ABC platform, while tabirafusp-ted combines VEGF inhibition with IL-6 blockade. Safety for both agents was generally consistent with aflibercept, with no new safety findings reported.

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The planned Zenkuda filing will draw on five positive Phase III studies: DAYBREAK and DAYLIGHT in wAMD, GLOW1 and GLOW2 in diabetic retinopathy, and BEACON in retinal vein occlusion.

For tabirafusp-ted, Kodiak plans post-hoc analyses to identify wAMD subgroups that may derive additional benefit from IL-6 inhibition, while development is continuing in diabetic macular edema through the Phase III ALTO study.


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