Zymeworks Inc.

Informe acción NasdaqGS:ZYME

Capitalización de mercado: US$1.7b

Zymeworks Dirección

Dirección controles de criterios 1/4

El CEO de Zymeworks es Ken Galbraith , nombrado en Jan 2022, tiene una permanencia de 4.58 años. compensación anual total es $6.61M, compuesta por 9.9% salario y 90.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.32% de las acciones de la empresa, por valor de $5.29M. La antigüedad media del equipo directivo y de la junta directiva es de 0.6 años y 2.5 años, respectivamente.

Información clave

Ken Galbraith

Chief Executive Officer (CEO)

US$6.6m

Compensación total

Porcentaje del salario del CEO9.93%
Permanencia del CEO4.6yrs
Participación del CEO0.3%
Permanencia media de la direcciónless than a year
Promedio de permanencia en la Junta Directiva2.5yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha Aug 05

A Post Acquisition Look At Zymeworks

Summary Zymeworks Inc. (ZYME) is transitioning to a royalty revenue model, catalyzed by positive Ziihera data and the planned Theravance acquisition. ZYME's royalty model hinges on regulatory success for Ziihera in GEA, with $440M in potential milestones and high-margin future revenues if approvals materialize. Theravance acquisition creatively limits ZYME's risk to $119M, leveraging Theravance's cash, non-recourse financing, and anticipated milestone payments. ZYME appears fairly valued at ~$1B net of cash and milestones, prompting a 'watch from the sidelines' stance until shares reach $20. Read the full article on Seeking Alpha
Actualización de narrativa Jul 20

ZYME: Theravance Acquisition And Royalty Expansion Will Drive Future Upside Narrative

Zymeworks' analyst fair value estimate has increased from $28.00 to $31.00 as analysts incorporate updated earnings models, account for the fuller impact of the Theravance Biopharma acquisition, and consider a more active sector catalyst calendar that supports the revised price targets across recent research. Analyst Commentary Recent research on Zymeworks points to a more constructive stance on the stock, with several firms updating models to reflect the Theravance Biopharma acquisition and a busier sector catalyst calendar.
Actualización de narrativa Jul 06

ZYME: Royalty Deal And ADC Progress Will Shape Balanced Outlook

Analysts have raised their average price target on Zymeworks to $37, a $3 increase that they attribute to the Theravance Biopharma acquisition. They view the deal as adding durable royalty cash flows and aligning well with Zymeworks' internal development capabilities.
Actualización de narrativa Jun 22

ZYME: Ovarian Cancer Data And Fast Track Status Will Drive Repricing

Zymeworks’ updated analyst price target has edged down from about $40.08 to $39.23. Analysts point to revised assumptions on long term revenue growth, profit margins, and future P/E as key drivers of the change.
Artículo de análisis Jun 21

Zymeworks (ZYME) Stock Could Be 42.3% Undervalued After Cryo EM Breakthrough

Why Zymeworks’ Cryo‑EM Breakthrough Matters for the Stock Zymeworks (ZYME) just reported a collaboration with Gandeeva Therapeutics that used high resolution cryo electron microscopy to map a small antigen bound to a Zymeworks antibody, sharpening insight into antibody epitope binding. For you as a shareholder or potential investor, the key point is that this work goes beyond a headline partnership announcement and delivers specific structural data, including a 2.6 Å view of nine amino acids...
Actualización de narrativa Jun 05

ZYME: Royalty Deal And FDA Milestones Will Support Oncology Upside

Analysts have increased their price target on Zymeworks to $48 from $33, citing the recent $250m Royalty Pharma debt deal as a key support for slightly higher projected revenue growth, modestly stronger profit margins, and a lower future P/E assumption in their updated model. Analyst Commentary Recent research points to improving confidence around Zymeworks, with bullish analysts highlighting the Royalty Pharma debt deal and its impact on financial flexibility and valuation assumptions.
Actualización de narrativa May 15

ZYME: Royalty-Focused Model And 2026 Oncology Milestones Will Drive Upside

Narrative Update on Zymeworks Analysts have nudged their outlook on Zymeworks higher, with recent price target moves to $46, $47 and $48 framed around the $250m Royalty Pharma debt deal and a greater focus on royalty income, even as updated assumptions now reflect modestly lower fair value alongside higher discount rates, revenue growth, profit margin and a reduced future P/E multiple. Analyst Commentary Bullish analysts are clustering around a similar message for Zymeworks, with recent research tying higher price targets to the US$250m Royalty Pharma debt deal and a clearer tilt toward royalty income.
Actualización de narrativa Apr 29

ZYME: Royalty Model Shift Will Rely On Upcoming HER2 Gastric Trial Data

Narrative Update on Zymeworks Analysts have lifted Zymeworks' implied price target range into the mid to high $40s, citing the $250m Royalty Pharma debt deal and a shift toward a more royalty focused model as key reasons for refining assumptions around profitability and a higher future P/E multiple. Analyst Commentary Recent Street research has been broadly constructive on Zymeworks, with several price target increases clustered in the mid to high $40s.
Actualización de narrativa Apr 14

ZYME: Royalty Model Outlook Will Hinge On Upcoming HER2 Gastric Cancer Data

Analysts have raised Zymeworks’ fair value estimate from about $36.46 to $40.08, citing higher price targets in the $46 to $48 range, supportive views on the $250m Royalty Pharma financing, and a shift toward a more royalty-focused business model. Analyst Commentary Recent Street research has focused on Zymeworks’ financing decisions, its pivot toward a royalty-driven model, and the pipeline events that could influence how investors think about execution and valuation.
Actualización de narrativa Mar 31

ZYME: Royalty Model Shift And FY26 Catalysts Will Drive Future Upside

Analysts have lifted their Zymeworks price target range into the mid $40s, citing the $250m Royalty Pharma financing and the company's tilt toward a more royalty-focused model, along with upcoming clinical and R&D milestones, as key supports for the higher valuations. Analyst Commentary Bullish analysts are clustering around price targets in the mid US$40s, reflecting a view that the recent US$250m Royalty Pharma financing and the pivot toward royalties could support higher valuations if execution stays on track.
Actualización de narrativa Mar 17

ZYME: Royalty Model Shift And Debt Deal Will Drive Future Upside

Narrative Update: Zymeworks Analyst Price Target Shift The analyst price target for Zymeworks has moved from $48.27 to $55.34, with analysts pointing to the recent $250m Royalty Pharma debt deal, a more royalty-focused model, and upcoming clinical and R&D milestones as key factors supporting the higher valuation range cited in recent reports of $46 to $48. Analyst Commentary Bullish analysts are leaning into a more constructive view on Zymeworks, with several price targets now clustered in the mid to high US$40s range.
Actualización de narrativa Mar 03

ZYME: Cancer Trial Success And Royalty Potential Will Drive Future Upside

Analysts have raised their price target on Zymeworks from $42.00 to approximately $48.27, citing updated assumptions around revenue growth, profit margins and future P/E expectations. What's in the News Chief Financial and Business Officer Leone Patterson plans to leave Zymeworks in the first quarter of 2026, with her role ending January 9, 2026, and employment concluding January 31, 2026 (company announcement).
Actualización de narrativa Feb 17

ZYME: Royalty Model Will Be Supported By Upcoming HER2 Gastric Cancer Data

Analysts have raised their price targets on Zymeworks, with one firm moving to $40 from $37 and another to $25 from $17, citing the company's shift toward a royalty-focused model and expectations around upcoming HERIZON GEA-01 data as key drivers. Analyst Commentary Bullish Takeaways Bullish analysts point to the shift toward a royalty-focused model as a key reason for higher price targets, arguing that recurring royalty streams can support more visible revenue over time.
Nueva narrativa Feb 11

ADC And T Cell Engager Setbacks Will Test Reliance On Milestones Yet Offer Long-Term Upside

Catalysts About Zymeworks Zymeworks is a clinical stage biotechnology company focused on antibody drug conjugates, T cell engagers and partnered biologics for oncology and inflammatory diseases. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Feb 03

ZYME: Royalty Model Will Be Driven By Positive HER2 Gastric Cancer Data

Narrative Update Analysts have nudged their blended price target for Zymeworks higher from about $34.50 to roughly $35.62 as they factor in the company’s shift toward a royalty-focused model around zani, positive HERIZON-GEA data for Ziihera, and updated views on future profitability and P/E assumptions. Analyst Commentary Street research on Zymeworks is clustering around two main themes: the shift toward a royalty-focused model centered on zani, and the impact of recent clinical data for Ziihera and early pipeline assets.
Actualización de narrativa Jan 19

ZYME: Royalty Model And Cancer Data Will Drive Future Upside

Analysts have lifted their price targets on Zymeworks into a US$25 to US$42 range, citing the shift toward a royalty-focused model, positive HERIZON-GEA-01 data for Ziihera and Zani, and early but encouraging readouts for ZW191 and ZW251 as key drivers of their updated views. Analyst Commentary Bullish analysts are reacting positively to Zymeworks' shift toward a royalty-focused model and the recent clinical updates for Ziihera, Zani, ZW191, and ZW251.
Actualización de narrativa Jan 05

ZYME: Royalty Aggregator Model And Cancer Data Will Drive Future Upside

Analysts have lifted their price targets on Zymeworks into a roughly US$25 to US$42 range, reflecting their views on the company’s shift toward a royalty-focused model, positive HERIZON-GEA-01 data around Ziihera and Zani, and early ZW191 results that feed into higher assumed profit margins and a richer future P/E multiple in updated models. Analyst Commentary Recent Street research on Zymeworks has been broadly constructive, with several firms revisiting their models after the shift toward a royalty-focused setup and fresh clinical data around Ziihera, Zani and ZW191.
Actualización de narrativa Dec 18

ZYME: Royalty Model And Cancer Data Will Drive Share Outperformance

The analyst fair value estimate for Zymeworks has been raised from $30.00 to $42.00 per share, as analysts point to stronger than expected HERIZON-GEA-01 efficacy data, an expanding royalty-driven model, and upgraded Street price targets as key drivers of higher growth and margin assumptions. Analyst Commentary Bullish analysts are increasingly framing Zymeworks as a higher quality growth story, citing a transition toward a recurring, royalty-driven revenue model and stronger than expected efficacy data from HERIZON GEA-01.
Actualización de narrativa Dec 04

ZYME: Royalty Model Will Benefit From Positive HER2 Gastric Cancer Data

Analysts nudged their fair value estimate for Zymeworks slightly higher, from $34.20 to $34.50. This reflects growing confidence that the company’s shift toward a royalty aggregator model, coupled with strong HERIZON-GEA-01 data for Ziihera and encouraging early ZW191 results, can drive faster revenue growth and improved profitability.
Actualización de narrativa Nov 20

ZYME: Recurring Royalty Revenue Will Drive Momentum After Positive Clinical Results

Zymeworks' analyst price target has surged from approximately $24.45 to $34.20 per share. This increase reflects analysts' optimism following the company's positive clinical trial results and strategic shift toward generating recurring royalty revenues.
Artículo de análisis Nov 18

Zymeworks Inc.'s (NASDAQ:ZYME) Shares Climb 30% But Its Business Is Yet to Catch Up

Despite an already strong run, Zymeworks Inc. ( NASDAQ:ZYME ) shares have been powering on, with a gain of 30% in the...
Artículo de análisis Nov 09

Zymeworks Inc. (NASDAQ:ZYME) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

It's been a mediocre week for Zymeworks Inc. ( NASDAQ:ZYME ) shareholders, with the stock dropping 14% to US$16.46 in...
Actualización de narrativa Nov 05

ZYME: Encouraging Pipeline Data Will Drive Momentum Ahead Of Key Clinical Readouts

Analysts have raised their price target for Zymeworks from $23.68 to $24.45 per share. They cite increased confidence in the company's growth outlook following encouraging clinical data and expanding therapeutic opportunities.
Actualización de narrativa Oct 22

Analysts Raise Zymeworks Target on Pipeline Progress While Weighing Risks and Valuation Changes

Analysts have increased their price target for Zymeworks from $21.45 to $23.68 per share. They cite the company's differentiated therapies and upcoming clinical milestones as key drivers for the revised outlook.
Actualización de narrativa Oct 08

Oncology And Biologic Therapies Will Unlock Global Opportunities

Analysts have increased their price target for Zymeworks from $20.06 to $21.45, citing improving revenue growth forecasts, stronger projected profit margins, and growing confidence in the momentum of Zanidatamab in biliary tract cancer. Analyst Commentary Recent commentary from street research reflects a mix of optimism and caution surrounding Zymeworks, particularly as the company advances its lead asset, Zanidatamab, in the biliary tract cancer market.
Actualización de narrativa Sep 20

Oncology And Biologic Therapies Will Unlock Global Opportunities

Despite raised analyst confidence driven by positive clinical momentum for Zanidatamab and anticipated catalysts, Zymeworks’ consensus analyst price target has been modestly lowered from $21.05 to $20.06. Analyst Commentary Positive momentum for Zanidatamab in biliary tract cancer.
Artículo de análisis Sep 07

Optimistic Investors Push Zymeworks Inc. (NASDAQ:ZYME) Shares Up 25% But Growth Is Lacking

The Zymeworks Inc. ( NASDAQ:ZYME ) share price has done very well over the last month, posting an excellent gain of...
Artículo de análisis Aug 10

Zymeworks Inc. Just Reported A Surprise Profit And Analysts Updated Their Estimates

Last week, you might have seen that Zymeworks Inc. ( NASDAQ:ZYME ) released its second-quarter result to the market...
Artículo de análisis Jun 18

There's Reason For Concern Over Zymeworks Inc.'s (NASDAQ:ZYME) Price

There wouldn't be many who think Zymeworks Inc.'s ( NASDAQ:ZYME ) price-to-sales (or "P/S") ratio of 9.1x is worth a...
Artículo de análisis May 14

Analysts Just Shipped A Stunning Upgrade To Their Zymeworks Inc. (NASDAQ:ZYME) Estimates

Zymeworks Inc. ( NASDAQ:ZYME ) shareholders will have a reason to smile today, with the analysts making substantial...
Seeking Alpha Apr 28

Zymeworks: Poised For Growth With Platform Validation

Summary Zymeworks' FDA approval of Ziihera for HER2-positive biliary tract cancer validates its science, partnerships, and positions it for long-term value creation. Financial stability is evident with $76.3 million in revenue in 2024 and a cash runway extending through late 2027. The robust pipeline includes zanidatamab for additional indications and promising early-stage candidates like ZW171 and ZW209 targeting high-unmet need cancers. Competitive landscape and clinical risks exist, but Zymeworks' innovative biologics and strategic partnerships make it a compelling biotech investment. Read the full article on Seeking Alpha
Artículo de análisis Apr 16

We're Hopeful That Zymeworks (NASDAQ:ZYME) Will Use Its Cash Wisely

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
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Nueva narrativa Mar 25

Ziihera Launch And ZW251 IND Submission Will Broaden Treatment Options

Strategic focus on advanced programs and cost management aims to enhance resource efficiency and net margins through promising returns.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Ken Galbraith en comparación con los beneficios de Zymeworks?
FechaCompensación totalSalarioIngresos de la empresa
Jun 30 2026n/an/a

-US$150m

Mar 31 2026n/an/a

-US$103m

Dec 31 2025US$7mUS$657k

-US$81m

Sep 30 2025n/an/a

-US$63m

Jun 30 2025n/an/a

-US$74m

Mar 31 2025n/an/a

-US$114m

Dec 31 2024US$5mUS$655k

-US$123m

Sep 30 2024n/an/a

-US$114m

Jun 30 2024n/an/a

-US$113m

Mar 31 2024n/an/a

-US$126m

Dec 31 2023US$3mUS$625k

-US$119m

Sep 30 2023n/an/a

US$205m

Jun 30 2023n/an/a

US$186m

Mar 31 2023n/an/a

US$173m

Dec 31 2022US$7mUS$582k

US$124m

Sep 30 2022n/an/a

-US$224m

Jun 30 2022n/an/a

-US$237m

Mar 31 2022n/an/a

-US$240m

Dec 31 2021n/an/a

-US$212m

Sep 30 2021n/an/a

-US$211m

Jun 30 2021n/an/a

-US$223m

Mar 31 2021n/an/a

-US$194m

Dec 31 2020n/an/a

-US$181m

Sep 30 2020n/an/a

-US$215m

Jun 30 2020n/an/a

-US$173m

Mar 31 2020n/an/a

-US$163m

Dec 31 2019US$167kn/a

-US$145m

Compensación vs. Mercado: La compensación total ($USD6.61M) de Ken está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD5.13M).

Compensación vs. Ingresos: La compensación de Ken ha aumentado mientras la empresa no es rentable.


CEO

Ken Galbraith (64 yo)

4.6yrs
Permanencia
US$6,613,180
Compensación

Mr. Kenneth H. Galbraith, C.A., also known as Ken, is a Director of AudienceView Ticketing Corporation. He serves as Chairman of Zomp Group Ltd. He is Director of NeurAxon Inc. He served as Acting Chief Fi...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Kenneth Galbraith
Chairman of the Board4.6yrsUS$6.61m0.32%
$ 5.3m
Paul Moore
Chief Scientific Officer4.1yrsUS$2.35m0.068%
$ 1.1m
Scott Platshon
Executive VP & Chief Business Officerless than a yearsin datossin datos
Kristin Stafford
Executive VP & CFOless than a yearsin datossin datos
Mark Hollywood
Executive VP & COOless than a yearsin datos0.19%
$ 3.1m
Shrinal Inamdar
Vice President of Investor Relationsno datasin datossin datos
Paul Schneider
Executive VP & General Counselless than a yearsin datossin datos
Diana Papove
Vice President of Corporate Communicationsno datasin datossin datos
Lindsey Foulkes
Senior Vice President of Corporate Development & Strategyno datasin datossin datos
Laura O'Connor
Senior VP & Chief Human Resources Officer3.6yrssin datossin datos
Bijal Desai
Senior Vice President of Financeless than a yearsin datossin datos
Sabeen Mekan
Senior VP & Chief Medical Officer1.3yrssin datossin datos
0.6yrs
Permanencia media
55yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de ZYME no se considera experimentado ( 0.6 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Kenneth Galbraith
Chairman of the Board4.6yrsUS$6.61m0.32%
$ 5.3m
Brian Cherry
Independent Directorless than a yearsin datos0%
$ 0
Kelvin Neu
Independent Director6.4yrsUS$53.75k0%
$ 0
Robert Landry
Independent Director1yrUS$485.24k0%
$ 0
Susan Mahony
Lead Independent Director7.2yrsUS$80.00k0%
$ 0
Oleg Nodelman
Independent Director1.5yrssin datossin datos
Alessandra Cesano
Independent Director2.5yrsUS$51.88k0%
$ 0
Gregory Ciongoli
Independent Director1yrUS$485.65k0.69%
$ 11.5m
Carlos Campoy
Independent Director3.2yrsUS$65.00k0%
$ 0
2.5yrs
Permanencia media
61yo
Promedio de edad

Junta con experiencia: La junta directiva de ZYME no se considera experimentada (2.5 años de permanencia promedio), lo que sugiere una nueva junta directiva.


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/10 09:29
Precio de las acciones al final del día2026/08/10 00:00
Beneficios2026/06/30
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Zymeworks Inc. está cubierta por 21 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Tania Armstrong-WhitworthATB Cormark Historical (Cormark Securities)
David MartinBloom Burton & Co.
Mayank MamtaniB. Riley Securities, Inc.