
ZBIO Stock Forecast & Price Target
ZBIO Analyst Ratings
Bulls say
Zenas BioPharma Inc. is positioned to capture a significant portion of the estimated $3 billion market opportunity in IgG4-RD, driven by its innovative I&I product candidate, obexelimab, which employs a novel bifunctional monoclonal antibody approach. The company remains well-capitalized with approximately $350 million on its balance sheet, allowing for continued investment in clinical development and potential market expansion. As multiple catalyst events are expected over the next 18 months, Zenas BioPharma's outlook appears increasingly favorable, highlighting the promising efficacy differentiation of obexelimab in treating autoimmune diseases.
Bears say
Zenas BioPharma Inc. reported a substantial net loss of $52.6 million for the fourth quarter of 2024 and a cumulative loss of $157.0 million for the entire year, highlighting significant financial strain. The company's current valuation is concerning, trading at an enterprise value of approximately $15 million, which reflects investor skepticism regarding the future viability of its obexelimab candidate, particularly given the risks associated with unmet peak commercial revenue expectations and the need for ongoing capital to fund operations. The anticipated Phase 2 MoonStone topline results in 3Q25 create additional uncertainty, as any developmental failures or safety concerns could exacerbate the company's financial challenges and competitive positioning in the biopharmaceutical market.
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
Start investing in ZBIO
Order type
Buy in
Order amount
Est. shares
0 shares