ZBIO

ZBIO

Zenas BioPharma, Inc.
OUTPERFORM

Company Information

SectorHealthcare
IndustryBiotechnology
Market Cap$2.08B
Analysts Rating2.2/5

Recommendation Details

PortfolioSmallcap
DateSep 8, 2026
ForecastQ Daily Probabilities
59.9%
65.5%
33.8%

Company Description

Zenas BioPharma, Inc. functions as a clinical-stage biopharmaceutical firm, concentrating on the creation and market introduction of innovative, immunology-based treatments. The company's primary investigational therapy is obexelimab, a distinctive bifunctional monoclonal antibody intended to address multiple diseases such as immunoglobulin G4-related disease, multiple sclerosis, systemic lupus erythematosus, and warm autoimmune hemolytic anemia. Its developmental portfolio also features ZB002, an anti-TNFa monoclonal antibody; ZB004, a cytotoxic T-lymphocyte-associated antigen 4-immunoglobulin fusion; ZB001, an anti-insulin-like growth factor-1 receptor monoclonal antibody; and ZB005, an anti-active complement component 1s monoclonal antibody. Established in 2019, the entity was formerly recognized as Zenas BioPharma (Cayman) Limited before adopting its current name, Zenas BioPharma, Inc., in August 2023. Its headquarters are located in Waltham, Massachusetts.

Recent News & Events

Zenas BioPharma has a stable near-term outlook following recent regulatory progress for its lead candidate, obexelimab, and upcoming investor conference participation.

NEUTRALSep 4, 2026
Investor Conference

Zenas BioPharma to Present at Healthcare Investor Conferences

The company announced it will participate in upcoming healthcare investor conferences. These events often serve as platforms for management to update investors on the progress of the obexelimab pipeline and corporate strategy, potentially influencing short-term sentiment.

Zenas BioPharma Press Release
POSITIVEAug 13, 2026
Regulatory Milestone

FDA Acceptance of Obexelimab BLA

The FDA has accepted the Biologics License Application (BLA) for obexelimab for the treatment of IgG4-Related Disease, with a PDUFA target action date of May 27, 2027. While the action date is long-term, the recent acceptance confirms the regulatory path is active and de-risked, providing a positive fundamental backdrop.

Zenas BioPharma Press Release

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