Kodiak Sciences（KOD.US）：美国眼科学会专家小组对Tarco产品的耐用性以及"干化后再治疗"复治标准看法偏乐观

Kodiak Sciences presented positive Phase III DAYBREAK wet AMD data for Zenkuda and KSI-501 at AAO this weekend. Dr. Charles Wyckoff, who presented the data, noted that the durability results exceeded his own expectations, stating he was "truly surprised" by the level of durability observed given the stringent treat-to-dry protocol. Feedback from retina specialists was uniformly positive, with discussion focused not only on the strong durability results but also on the trial design itself, as many physicians expressed interest in moving away from retreatment paradigms that require vision loss before intervention. Physicians also viewed the AI-guided retreatment algorithm favorably. Five patients were retreated after AI detected CST increases of just 3-41 microns, yet 54% of patients still reached six-month dosing intervals. The Phase III DAYBREAK study met non-inferiority to Eylea 2mg in both the Zenkuda (tarcocimab, anti-VEGF) and tabirafusp (KSI-501, anti-IL6/VEGF Trap) arms, while Ze