Zenas BioPharma, Inc./$ZBIO

1D1W1MYTD1Y5YMAX

About Zenas BioPharma, Inc.

Zenas BioPharma Inc is a clinical-stage biopharmaceutical company. Its I&I product candidate, obexelimab, is a bifunctional monoclonal antibody designed to bind both CD19 and FcyRIIb, which are present across B cell lineage, in order to inhibit the activity of cells that are implicated in many autoimmune diseases without depleting them. The Company manages its operations on a consolidated basis as a single reportable segment focused on the research, development and commercialization of transformative immunology-based therapies.
Ticker
$ZBIO
Sector
Health
Primary listing
NASDAQ
Employees
167

ZBIO Metrics

BasicAdvanced
$2.1B
-
-$9.05
-
-

Bulls say / Bears say

The FDA accepted Zenas’s BLA for obexelimab in IgG4-related disease in August 2026, establishing a defined regulatory catalyst with a May 27, 2027 PDUFA target date. (Zenas BioPharma)
The Phase 3 INDIGO trial produced positive results, with additional data presented at EULAR 2026 and published in the New England Journal of Medicine, strengthening the clinical and scientific case for obexelimab. (Zenas BioPharma)
Zenas reported $673.9 million in cash, cash equivalents and investments as of June 30, 2026, and expects funding to extend into at least Q2 2029 assuming specified regulatory-linked milestone and debt proceeds; additional catalysts include Phase 2 SunStone results expected in Q4 2026 and ZB021 clinical data by year-end. (Zenas BioPharma)
Zenas remains pre-commercial and deeply loss-making: it reported a $111.5 million net loss in Q2 2026 and $192.4 million for the first half, while management expects losses and negative operating cash flow to continue. (SEC)
FDA acceptance of the obexelimab BLA is a major milestone, but approval is not assured and the PDUFA target date is not until May 27, 2027, leaving substantial regulatory and execution risk. (Zenas BioPharma)
The company may still require additional capital: its funding plan includes ATM sales, a potential $250 million Pharmakon debt facility and milestone-dependent payments, while the Q2 filing highlights dilution, leverage, manufacturing and China-related supplier risks. (Zenas BioPharma)
Data summarised monthly by Lightyear AI. Last updated on 9 Sept 2026.
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.