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Zymeworks (ZYME) FY 2025 Conference June 11, 2025 02:00 PM ET Speaker0 Good afternoon, everyone. Thanks so much for being here. My name is Laura Khan. I'm a Vice President in our Healthcare Investment Banking Group. And I'm joined today by Ken Galbraith, CEO of ZymWorks. Ken, thanks so much for being here. Let's go ahead and dive right in. It's of course been an exciting year at ZymWorks. A ton of progress with BTC approval in November for Zahira, and significant progress made on continuing to advance the p ...

Zymeworks Inc. (ZYME) closed the last trading session at $12.08, gaining 2.9% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $21.35 indicates a 76.7% upside potential.The mean estimate comprises 10 short-term price targets with a standard deviation of $7.45. While the lowest estimate of $12 indicates a 0.7% decline from the current price level, the most optimistic analyst expects ...

Zanidatamab is the first and only dual HER2-targeted bispecific antibody approved for HER2+ biliary tract cancer in China; conditional approval based on the results of the HERIZON-BTC-01 clinical study$20 million milestone payment to be received from BeOne Medicines; Zymeworks remains eligible to receive up to $144 million in additional development and commercial milestones VANCOUVER, British Columbia, May 30, 2025 (GLOBE NEWSWIRE) -- Zymeworks Inc. (Nasdaq: ZYME), a clinical-stage biotechnology company de ...

Partner presentations reinforce ability of proprietary Azymetric™ platform to develop clinically validated therapeutic antibodiesLong-term outcomes and survival data for Ziihera® (zanidatamab-hrii), which was developed using Azymetric™, to be presented at ASCO and highlight its potential to transform the treatment landscape for first-line HER2-positive gastroesophageal cancerZW171 Trial-in-Progress (TiP) poster at ASCO, ZW191 TiP poster at ESMO Gynaecological Cancers Congress; trial enrollment remains on tr ...

Company’s first development candidate in autoimmune and inflammatory disease (AIID) demonstrates potent blockade of IL-4, IL-13, and IL-33 signaling pathways critical in respiratory inflammationNovel bispecific design shows promising potential manufacturability and stability to support high dosing concentration and subcutaneous administrationRegulatory filing to support Phase 1 studies expected in 2H-2026 VANCOUVER, British Columbia, May 19, 2025 (GLOBE NEWSWIRE) -- Zymeworks Inc. (Nasdaq: ZYME), a clinical ...

股价表现与目标价分析 - Zymeworks Inc (ZYME) 最新收盘价为11 61美元 过去四周累计上涨6 1% [1] - 华尔街分析师给出的平均目标价为21 35美元 隐含83 9%上行空间 目标价区间为12-30美元 标准差7 45美元 [1][2] - 最低目标价12美元隐含3 4%涨幅 最高目标价30美元隐含158 4%涨幅 分析师预测离散度较高 [2] 分析师预测可靠性 - 实证研究表明 分析师目标价常误导投资者 与实际股价走势相关性低 [7] - 华尔街分析师可能因商业利益设置过高目标价 以吸引投资者关注其覆盖公司 [8] - 低标准差显示分析师共识度高时 可作为研究基本面驱动力的起点 [9] 盈利预测修正信号 - 当前年度Zacks共识盈利预测30天内上调1 6% 两名分析师上调且无下调 [12] - 盈利预测修正趋势与短期股价走势存在强相关性 支持看涨观点 [11] - ZYME获Zacks评级2级(买入) 位列4000只股票前20% 反映盈利前景改善 [13] 投资决策建议 - 不应仅依赖目标价做投资决策 需结合其他基本面指标 [3][10] - 分析师盈利预测修正的一致性比目标价范围更具参考价值 [4][11] - Zacks评级系统显示公司短期上行潜力获第三方审计验证 [13]

季度业绩表现 - Zymeworks Inc 最新季度每股亏损0.30美元 优于Zacks共识预期的0.45美元亏损 较去年同期0.42美元亏损有所收窄 经非经常性项目调整后 [1] - 本季度盈利意外率达33.33% 上一季度实际亏损0.31美元 较预期0.32美元亏损产生3.13%意外率 [1] - 过去四个季度中 公司四次超越每股收益(EPS)共识预期 [2] 收入增长情况 - 截至2025年3月的季度收入达2711万美元 远超Zacks共识预期57.36% 较去年同期1003万美元显著增长 [2] - 过去四个季度仅有一次超越收入共识预期 [2] - 下一季度收入共识预期为1618万美元 当前财年收入预期达8973万美元 [7] 股价与市场表现 - 年初至今公司股价累计下跌22.5% 同期标普500指数跌幅为4.3% [3] - 当前Zacks评级为3(持有) 预计近期表现将与市场持平 [6] - 医学-生物医学与遗传学行业在Zacks行业排名中位列前33% 历史数据显示前50%行业表现优于后50%行业两倍以上 [8] 行业比较与展望 - 同行业公司ADC Therapeutics SA预计公布季度每股亏损0.38美元 同比恶化32.1% 过去30天预期未变 [9] - ADC Therapeutics SA预计季度收入1815万美元 同比微增0.5% [9] - 未来季度和财年的盈利预期变化趋势将成为关键观察指标 [4][5]

Zymeworks (ZYME) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Shrinal Inamdar - Senior Director - IRLeone Patterson - Executive VP and Chief Business & Financial OfficerPaul Moore - Chief Scientific OfficerKenneth Galbraith - Chairman of the Board, CEO & PresidentJonathan Miller - Managing DirectorAmanda Acosta-Ruiz - Equity Research Associate - BiotechnologyPhoebe Tan - Senior Biotechnology Equity Research AssociateYigal Nochomovitz - DirectorEva Fortea-Verdejo - Vice President - Bio ...

业绩总结 - Zymeworks的现金资源约为3.216亿美元[7] - Zanidatamab的峰值销售潜力超过20亿美元[22] - Zymeworks与Jazz Pharmaceuticals和BeiGene的合作协议中，Zymeworks有资格获得高达5亿美元的监管里程碑和8.625亿美元的商业里程碑[25] - 预计2025年和2026年将有多个重要的催化事件，包括ZW251的IND提交和ZW1528的监管申请[167] - Zymeworks的现金流预测将持续到2027年下半年，结合预期的监管里程碑付款[168] 用户数据与市场展望 - ZW171在卵巢癌中MSLN的强表达率约为84%，在非小细胞肺癌中约为36%[60] - FRα在约75%的高分化浆液性卵巢癌和约70%的肺腺癌中表达[79][80] - 在关键适应症中，FRα阳性患者的新诊断估计为：卵巢癌39%-75%，肺癌14%-74%，子宫内膜癌50%[82] - GPC3在76%的肝细胞癌中表达，高表达率约为55%[101] - NaPi2b在约83%的卵巢浆液性腺癌和约77%的非小细胞肺腺癌中表达[115][116] 新产品与技术研发 - Ziihera®（zanidatamab-hrii）已获得美国FDA批准，用于治疗2L胆道癌（IHC3+）[15] - 预计2025年中期将提交ZW251的IND申请[17] - 2026年计划提交ZW209和ZW1528的IND申请[17] - Zymeworks的多功能治疗管线包括2个处于临床阶段的资产ZW171和ZW191[17] - Zymeworks在ADC平台上发现了四种新型药物载体机制，以推动创新，超越TOPO1i和auristatin平台[38] 临床试验与研发进展 - ZW171在临床前模型中显示出增强的抗肿瘤活性和安全性，预计在2024年下半年启动1期临床试验[55][56] - Zymeworks的临床试验将包括约160名患者，进行剂量递增和优化[77] - ZW191的临床试验预计于2024年下半年启动，目标为FRα表达的固体肿瘤[80][93] - ZW209在小细胞肺癌（SCLC）中，DLL3阳性肿瘤患者的比例为68%[129] - ZW220的最大耐受剂量（MTD）为30 mg/kg，半衰期（T1/2）为10.3天[121] 战略与合作 - Zymeworks的战略优先事项包括扩展消化系统癌症的固体肿瘤组合[18] - Zymeworks的研发投资将保持平衡，涵盖全权拥有的临床候选药物和前临床研究[18] - Zymeworks的合作伙伴包括GSK等行业领导者，以加速治疗候选药物的影响[14] - Zymeworks的强大财务状况为保留某些产品权利提供了机会[165] - Zymeworks的研发组织结构已建立，以推动5x5和ADVANCE投资组合的持续进展[165] 负面信息与风险 - ZW209在非人灵长类动物中表现出良好的耐受性，10 mg/kg剂量下仅出现轻微的炎症反应[145] - ZW171在MSLN阳性肿瘤细胞中表现出强效细胞毒性，而对正常细胞的毒性风险较低[67] - Zymeworks的多条候选药物正在开发中，为战略转型提供了机会[162]