Kodiak Sciences Inc · NASDAQ:KOD
Kodiak Sciences — Jefferies Healthcare Conference 2023
21 slides from Kodiak Sciences's conference presentation, June 2023
Slide 1: Jefferies Healthcare Conference June 2023
NASDAQ: KOD KODIAK.COM MEDICINES COMPANY Jefferies Healthcare Conference June 2023
Slide 2: Special Note Regarding Forward-Looking Statements
SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS These slides contain forward-looking statements and information. The use of words such as “may,” “will,” “should,” “expect,” “plan,” “anticipate,” “believe,” “estimate,” “project,” “intend,” “future,” “potential,” or “continue,” and other similar exp
Slide 3: The Ophthalmology Medicines Company
THE OPHTHALMOLOGY MEDICINES COMPANY OUR MISSION | TRAILBLAZING 2 GENERATION 2.0 3% SINGULAR FOCUS IN SCIENCE MEDICINES OPHTHALMOLOGY Our creative and Our challenge to the Our 24/7/365 thoughtful foundation status quo KODIAK
Slide 4: Where We Are Today
© TARCOCIMAB TEDROMER * Tarcocimab molecule and clinical studies designed to demonstrate class-leading durability KODIAK SCIENCES with majority of patients on 5- and 6-month dosing interval + Regulatory strategy focused on diabetic eye disease treatment and prevention, with single BLA submission pla
Slide 5: Antibody Biopolymer Conjugate ABC Platform
ANTIBODY BIOPOLYMER CONJUGATE ABC PLATFORM™ Biologics precision-engineered for increased durability and efficacy linkage \ oe wey ANTIBODY BIOPOLYMER CONJUGATE IgGl with inert immune Optically clear, high Antibody and biopolymer effector function molecular weight covalently bound via single Mono- or
Slide 6: See the ABC Platform in Action
See the ABC Platform in Action The ABC Platform is inspired by nature and designed with water in mind. Travel through the eye to see how ABC medicines are engineered for increased durability and efficacy. Launch the ABC digital story and follow the water at kodiak.com/abc KODIAK The ABC Platform use
Slide 7: Why Kodiak?
WHY KODIAK? Product platforms designed to address key limitations of today’s therapies q , Q wow’ tarcocimab tedromer inhibits VEGF — 4 ongoing Phase 3 clinical trials on track for topline results in 3Q2023 WHY TARCOCIMAB? + Purposefully built with a science of durability * 6-month durability — the
Slide 8: Tarcocimab tedromer: leading Kodiak's pipeline
Tarcocimab tedromer: leading Kodiak’s pipeline to address major challenges in treatment and prevention of retinal vascular diseases, with strong focus in diabetic eye disease MONOSPECIFIC 1 Molecule, 1 Target Antibody conjugated to phosphorylcholine biopolymer tarcocimab tedromer inhibits VEGF Topli
Slide 9: Topline data for tarcocimab expected in 2023 with regulatory strategy
Topline data for tarcocimab expected in 2023 with regulatory strategy anticipating a single BLA across DME, NPDR, RVO and wet AMD 2020 2021 2022 2023 2024 Topline results 550 Patients 6-month a RUSIoneee 3 oem ercociman) PMA ENCALAN end cints nee tedromer vs Q4W Eylea Endpoint Pp GLEAM 450 Patients
Slide 10: Disease progression and risk of vision threatening complications
Disease progression Increasing risk of DME and other vision threatening complications
Slide 11: Diabetic eye disease is expected to be a leading growth driver of anti-VEGF market
Diabetic eye disease is expected to be a leading growth driver of global intravitreal anti-VEGF market, with significant unmet need not addressed by current therapies Global branded anti-VEGF market $13.3B (2022) * Comprising ~1/3 of the global anti-VEGF market today, diabetic 100% 5 eye disease is
Slide 12: Tarcocimab regulatory strategy predicated on successful Phase 3 studies
Tarcocimab regulatory strategy predicated on successful Phase 3 GLEAM / GLIMMER studies in DME, with a successful study in each additional indication Phase 3 studies to support regulatory filing if successful ESI) | eee @elyiviasy, ° Replicative studies that investigate tarcocimab dosed up to in DME
Slide 13: Tarcocimab tedromer Q8W - Q24W
Week 0 4 8 12 16 20 24 28 32 36 40 44 48 52 56 60 64 Loading Doses Individualized Treatment Tarcocimab tedromer Q8W - Q24W Loading Doses Fixed Treatment Aflibercept Q8W Tarcocimab injection Sham injection Individualized treatment (tarcocimab or Sham) Aflibercept injection Disease Activity Assessment
Slide 14: KSI-501: unlocking a new category of retinal medicines
KSI-501: unlocking a new category of retinal medicines with concurrent inhibition of vascular permeability and inflammation a P Fs us a } MONOSPECIFIC 1 Molecule, 1 Target Antibody conjugated to phosphorylcholine biopolymer tarcocimab tedromer inhibits VEGF Topline data from 4 Phase 3 studies expect
Slide 15: IL-6 levels in patients
• • Patients with CSF improvement IL-6 levels (pg/ml) 30 20 P = 0.02 10 0 IL-6 baseline IL-6 after treatment Treatment resistant patients 20 P = 0.006 IL-6 levels (pg/ml) 15 10 5 0 IL-6 baseline IL-6 after treatment
Slide 16: KSI-501 inhibits angiogenesis and normalizes blood retinal barriers
KSI-501 inhibits angiogenesis and also normalizes inner and outer blood retinal barriers in preclinical studies * Inner blood-retinal barrier: leakage from vascular endothelium disruption leads to macular edema and hemorrhage! * Outer blood-retinal barrier: RPE integrity prevents choroidal vasculari
Slide 17: Dual inhibition of VEGF and IL-6 by KSI-501 confers superior normalization
Dual inhibition of VEGF and IL-6 by KSI-501 confers superior normalization compared to either anti-VEGF or anti-IL-6 monotherapy alone Exogenous VEGF and IL-6 Normal tight junction disruption and changes in cell morphology Monotherapy Inhibition Dual inhibition No Inhibitors Anti-VEGF — Anti-IL-6 KS
Slide 18: Phase 1 study ongoing to evaluate safety and bioactivity in DME
Phase 1 study ongoing to evaluate safety and bioactivity in DME, with potential to expand into other diseases BB KSI-501 injection Objectives Evaluate ocular and systemic safety and tolerability Establish maximum tolerated dose (MTD) Assess ocular and systemic pharmacokinetics Assess bioactivity (ch
Slide 19: Why Kodiak?
WHY KODIAK? Product platforms designed to address key limitations of today’s therapies q , Q wow’ tarcocimab tedromer inhibits VEGF — 4 ongoing Phase 3 clinical trials on track for topline results in 3Q2023 WHY TARCOCIMAB? + Purposefully built with a science of durability * 6-month durability — the
Slide 20: Concurrent advancement in commercial manufacturing - Ursus
CONCURRENT ADVANCEMENT IN COMMERCIAL MANUFACTURING - URSUS, FOR PREMIUM MANUFACTURING OF ANTIBODY CONJUGATES Ursus Grand Opening, May 2022 News Release Lonza KODIAK Grand Opening of Kodiak Sciences’ Purpose- Built Bioconjugation Facility to Support Potential Commercial Manufacture of KSI-301, an Ant
Slide 21: Where We Are Today: Tarcocimab Tedromer
© TARCOCIMAB TEDROMER * Tarcocimab molecule and clinical studies designed to demonstrate class-leading durability KODIAK SCIENCES with majority of patients on 5- and 6-month dosing interval * Regulatory strategy focused on diabetic eye disease treatment and prevention, with single BLA submission pla
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