
ZBIO Stock Forecast & Price Target
ZBIO Analyst Ratings
Bulls say
Zenas BioPharma Inc. has positioned itself to capture a significant share of the $3 billion market opportunity in IgG4-RD, thanks to its innovative I&I product candidate, obexelimab, which offers a unique mechanism of action by targeting both CD19 and FcγRIIb without depleting B cells. The company is well-capitalized with approximately $350 million on its balance sheet, allowing it to sustain operations and invest in upcoming clinical trials, with top-line results for systemic lupus erythematosus (SLE) expected in the first half of 2026. With multiple catalyst events anticipated over the next 18 months and a focus on demonstrating differentiated efficacy in conditions like relapsing multiple sclerosis, Zenas BioPharma is likely to draw increasing investor interest.
Bears say
Zenas BioPharma Inc reported a significant net loss of $52.6 million for the fourth quarter of 2024 and a total net loss of $157 million for the full year, reflecting ongoing operational challenges. The company's reliance on its developmental candidate obexelimab, amidst risks of potential Phase II/III study failures and the need for additional financing, further complicates its financial outlook. Additionally, with the stock currently trading below cash levels, the absence of a clear path to achieving peak commercial revenue and concerns over competition raise substantial doubts about the sustainability of the business model.
This aggregate rating is based on analysts' research of Zenas Biopharma Inc and is not a guaranteed prediction by Public.com or investment advice.
ZBIO Analyst Forecast & Price Prediction
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