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ZBIO

Zenas BioPharma (USA), LLCdistress 3/10 · well-funded / low risk
$31.10-1%today-28% from 52w high
zenasbio.com167 employeesFounded 2019Waltham, MABiotechnology
Immunology / Inflammation 3Neurology 1
Lead: Relapsing Multiple Sclerosis · target CD19 · est. market ~$25B (approx, global)
Revenue
pre-revenue
Liquidity
$719M
Runway
3.4 yrs
Shares 1y
+50%

Price & events

+52.5% over 6M
$16.91$24.64$32.36Jan 26Apr 26Jul 263.5Mdilution: 424B5 offering (2026-03-30)dilution: 424B5 offering (2026-03-30)dilution: FWP offering (2026-03-27)dilution: FWP offering (2026-03-27)dilution: FWP offering (2026-03-26)dilution: 424B5 offering (2026-03-26)dilution: 424B5 offering (2026-03-26)dilution: 424B7 offering (2026-01-28)financing: 8-K material_agreement (2026-03-31)catalyst: obexelimab (2026-06-30) — click to opencatalyst: PHASE2 obexelimab (2026-06-30) — click to opencatalyst: PHASE3 Obexelimab (2026-06-30) — click to opencatalyst: PHASE2 Obexelimab, Placebo (2026-06-01) — click to opencatalyst: PHASE3 orelabrutinib (2026-03-31) — click to opencatalyst: PHASE3 orelabrutinib (2026-03-31) — click to opencatalyst: PHASE2 obexelimab (2026-03-31) — click to openrating: HC Wainwright & Co.: Buy (2026-05-15)rating: Morgan Stanley: Equal-Weight (2026-05-14)rating: HC Wainwright & Co.: Buy (2026-03-17)rating: Guggenheim: Buy (2026-03-17)rating: Citigroup: Buy (2026-03-17)rating: Morgan Stanley: Equal-Weight (2026-03-17)rating: HC Wainwright & Co.: Buy (2026-02-10)
CatalystRating changeDilutionFinancingdashed = today
-1.2%
1D
+10.1%
1W
+53.9%
1M
+68.2%
3M
+54.8%
6M
+99.1%
1Y
2Y
5Y
+71.3%
All

Overview

Market Cap
$1.96B
Enterprise Value
$1.54B
Volume
28.97K
52 Week Range
$11.18 – $43.17
Total Shares
63.13M
Float Shares
41.06M
Short %
28.80%
% Held by Insiders
18.29%
% Held by Institutions
90.52%
RVOL
0.03x

Pipeline stages · 3 programs

Orelabrutinib
Preclin
Ph1
Ph2
Ph3
Filed
PDUFA
Approved
next 2030-06
ObexelimabCD19
Preclin
Ph1
Ph2
Ph3
Filed
PDUFA
Approved
ZB002, Placebo, ZB002, Placebo
Preclin
Ph1
Ph2
Ph3
Filed
PDUFA
Approved

Pipeline · 7 trials · 2 upcoming

ReadoutPhaseDrugIndicationEnrollStatus
2030-06
Estimated 50%
readout ~2030-08-15
Phase 3OrelabrutinibSecondary Progressive Multiple Sclerosisrecruiting
2030-06
Estimated 50%
readout ~2030-08-15
Phase 3OrelabrutinibMultiple Sclerosis (MS) Primary Progressiverecruiting
2026-06-30
Phase 3ObexelimabWarm Autoimmune Hemolytic Anemia134active not recruiting
2026-06
Phase 2Obexelimab, PlaceboSystemic Lupus Erythematosus190recruiting
2025-11-13
Phase 3ObexelimabIgG4 Related Disease194active not recruiting
Show all 7 trials · 2 more ▾
ReadoutPhaseDrugIndicationEnrollStatus
2025-08-28
Phase 2Obexelimab, PlaceboRelapsing Multiple Sclerosis93active not recruiting
2025-07
Phase 1ZB002, Placebo, ZB002, PlaceboHealthy Volunteers, Rheumatoid Arthritis72recruiting

Catalyst news & presentations · 12

Approved drugs (0)

  • none — clinical-stage

Capital structure — dilution & financing

Shares out: 63,133,377 · 8 offerings/1y · 1 PIPEs
  • 2026-03-318-Kmaterial_agreement
  • 2026-03-30424B5offering
  • 2026-03-30424B5offering
  • 2026-03-27FWPoffering
  • 2026-03-27FWPoffering
  • 2026-03-26424B5offering
  • 2026-03-26424B5offering
🔒 Positioning — Pro
Short interest / days-to-cover, insider buys & sells.
Upgrade to Pro
🔒 Top holders — Pro
Institutional ownership + quarter-over-quarter accumulation/trimming.
Upgrade to Pro

Wall St ratings

strong buy · target $42 (+35% upside) · 8 analysts
  • 2026-05-15HC Wainwright & Co.Buy
  • 2026-05-14Morgan StanleyEqual-Weight
  • 2026-03-17HC Wainwright & Co.Buy
  • 2026-03-17GuggenheimBuy
  • 2026-03-17CitigroupBuy
  • 2026-03-17Morgan StanleyEqual-Weight

Competitors — CD19

  • KYTXKyverna Therapeutics, Inc.$439M · D5
  • IPSCCentury Therapeutics, Inc.$381M · D6
  • FATEFATE THERAPEUTICS INC$294M · D3
  • NKTXNkarta, Inc.$166M · D3
  • CRBUCaribou Biosciences, Inc.$160M · D0
  • ATRAAtara Biotherapeutics, Inc.$71M · D7

Not financial advice. Data: ClinicalTrials.gov, SEC EDGAR, FINRA, Nasdaq, Yahoo.