Zymeworks Gestione
Criteri Gestione verificati 1/4
Zymeworks Il CEO è Ken Galbraith, nominato in Jan2022, e ha un mandato di 4.33 anni. la retribuzione annua totale è $ 6.61M, composta da 9.9% di stipendio e 90.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.31% delle azioni della società, per un valore di $ 5.37M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 0.6 anni e 2.3 anni.
Informazioni chiave
Ken Galbraith
Amministratore delegato
US$6.6m
Compenso totale
| Percentuale dello stipendio del CEO | 9.93% |
| Mandato del CEO | 4.3yrs |
| Proprietà del CEO | 0.3% |
| Durata media del management | less than a year |
| Durata media del Consiglio di amministrazione | 2.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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.
Nuova analisi • 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?Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Seeking Alpha • Jan 12
HERIZON-GEA-01 Trial Highlights Zymeworks' Path To $440M Milestones And Growth
Summary Zymeworks delivered strong Phase 3 HERIZON-GEA-01 results for Ziihera, achieving over two years median overall survival in HER2-positive GEA. ZYME stands to receive up to $440 million in milestone payments upon regulatory approvals, dwarfing its recent $27.6 million quarterly revenue. Ziihera’s efficacy was consistent across PD-L1 subgroups, with manageable safety, positioning it as a potential new first-line standard for HER2-positive GEA. ZYME maintains a robust balance sheet and is transitioning toward a royalty-driven model, with a disciplined capital allocation strategy and significant cash runway. Read the full article on Seeking AlphaAggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...
Nuova analisi • 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.Articolo di analisi • Mar 11
Industry Analysts Just Upgraded Their Zymeworks Inc. (NASDAQ:ZYME) Revenue Forecasts By 13%
Zymeworks Inc. ( NASDAQ:ZYME ) shareholders will have a reason to smile today, with the analysts making substantial...Articolo di analisi • Feb 28
Zymeworks Inc.'s (NASDAQ:ZYME) Business Is Yet to Catch Up With Its Share Price
You may think that with a price-to-sales (or "P/S") ratio of 14.8x Zymeworks Inc. ( NASDAQ:ZYME ) is a stock to avoid...Seeking Alpha • Feb 10
Zymeworks: Its Post-Approval Future
Summary Recently approved Ziihera, a bispecific HER2 antibody, shows promise with potential peak sales over $2 billion, contingent on approvals for stomach and breast cancers. Ziihera competes with Enhertu, and partner Jazz Pharmaceuticals is advancing multiple trials to establish its efficacy in various HER2+ cancers. Zymeworks also has multiple early-stage programs and collaborations, leveraging its development platforms to fund its own pipeline. The stock recently has seen significant purchases from a large beneficial owner in the equity as well. An analysis follows around Zymeworks in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Dec 19
Zymeworks: Prime Time For Ziihera, Early-Stage Pipeline Progressing Ahead Of Schedule
Summary The Zymeworks story over the last two years was one of transformation and execution. Ziihera (zanidatamab) was approved in November for the treatment of second line biliary tract cancer and Zymeworks should start generating royalties on net sales this quarter. The phase 3 results for Ziihera in first-line GEA patients are now expected in Q2 2025, and represent the next critical step for Zymeworks and its partner Jazz. The early-stage pipeline is still progressing ahead of schedule and it is also further expanding from oncology to immunology and inflammation. Zymeworks is well-capitalized with a runway into 2H 2027, and the progress over the last two years puts the company in a good position to create long-term value for its shareholders. Read the full article on Seeking AlphaArticolo di analisi • Dec 13
Companies Like Zymeworks (NASDAQ:ZYME) Are In A Position To Invest In Growth
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Articolo di analisi • Nov 08
Optimistic Investors Push Zymeworks Inc. (NASDAQ:ZYME) Shares Up 34% But Growth Is Lacking
Zymeworks Inc. ( NASDAQ:ZYME ) shares have continued their recent momentum with a 34% gain in the last month alone. The...Seeking Alpha • Nov 04
Zymeworks: Turning The Tide With 2 Key Milestones For Zanidatamab
Summary The PDUFA date for potential approval of Zanidatamab for the treatment of patients with 2nd-line biliary tract cancer set for November 29th of 2024. Progression-free survival data from the phase 3 HERIZON-GEA-01 study using Zanidatamab + chemotherapy plus or minus tislelizumab for treatment of patients with 1st-line GEA is expected in Q2 of 2025. Zanidatamab is being developed in collaboration with two big pharmaceutical companies, which are Jazz Pharmaceuticals and BeiGene. The pipeline is being diversified in terms of risk because there is another bi-specific antibody being produced known as ZW171, along with several antibody-drug conjugates. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$103m |
| Dec 31 2025 | US$7m | US$657k | -US$81m |
| Sep 30 2025 | n/a | n/a | -US$63m |
| Jun 30 2025 | n/a | n/a | -US$74m |
| Mar 31 2025 | n/a | n/a | -US$114m |
| Dec 31 2024 | US$5m | US$655k | -US$123m |
| Sep 30 2024 | n/a | n/a | -US$114m |
| Jun 30 2024 | n/a | n/a | -US$113m |
| Mar 31 2024 | n/a | n/a | -US$126m |
| Dec 31 2023 | US$3m | US$625k | -US$119m |
| Sep 30 2023 | n/a | n/a | US$205m |
| Jun 30 2023 | n/a | n/a | US$186m |
| Mar 31 2023 | n/a | n/a | US$173m |
| Dec 31 2022 | US$7m | US$582k | US$124m |
| Sep 30 2022 | n/a | n/a | -US$224m |
| Jun 30 2022 | n/a | n/a | -US$237m |
| Mar 31 2022 | n/a | n/a | -US$240m |
| Dec 31 2021 | n/a | n/a | -US$212m |
| Sep 30 2021 | n/a | n/a | -US$211m |
| Jun 30 2021 | n/a | n/a | -US$223m |
| Mar 31 2021 | n/a | n/a | -US$194m |
| Dec 31 2020 | n/a | n/a | -US$181m |
| Sep 30 2020 | n/a | n/a | -US$215m |
| Jun 30 2020 | n/a | n/a | -US$173m |
| Mar 31 2020 | n/a | n/a | -US$163m |
| Dec 31 2019 | US$167k | n/a | -US$145m |
Compensazione vs Mercato: La retribuzione totale di Ken ($USD 6.61M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 5.48M ).
Compensazione vs guadagni: La retribuzione di Ken è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
Ken Galbraith (63 yo)
4.3yrs
Mandato
US$6,613,180
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman of the Board | 4.3yrs | US$6.61m | 0.31% $ 5.4m | |
| Chief Scientific Officer | 3.8yrs | US$2.35m | 0.066% $ 1.1m | |
| Executive VP & Chief Business Officer | less than a year | Nessun dato | Nessun dato | |
| Executive VP & CFO | less than a year | Nessun dato | Nessun dato | |
| Executive VP & Chief Operating Officer | less than a year | Nessun dato | 0.18% $ 3.1m | |
| VP of Investor Relations | no data | Nessun dato | Nessun dato | |
| Vice President of Corporate Communications | no data | Nessun dato | Nessun dato | |
| SVP of Corporate Development & Strategy | no data | Nessun dato | Nessun dato | |
| Senior VP & Chief Human Resources Officer | 3.3yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Finance | less than a year | Nessun dato | Nessun dato | |
| SVP & Chief Medical Officer | 1.1yrs | Nessun dato | Nessun dato | |
| Executive VP and Head of Research & Development | less than a year | Nessun dato | Nessun dato |
0.6yrs
Durata media
50.5yo
Età media
Gestione esperta: Il team dirigenziale di ZYME non è considerato esperto (durata media 0.6 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman of the Board | 4.3yrs | US$6.61m | 0.31% $ 5.4m | |
| Independent Director | less than a year | Nessun dato | 0% $ 0 | |
| Independent Director | 6.2yrs | US$53.75k | 0% $ 0 | |
| Independent Director | less than a year | US$485.24k | 0% $ 0 | |
| Lead Independent Director | 6.9yrs | US$80.00k | 0% $ 0 | |
| Independent Director | 1.3yrs | Nessun dato | Nessun dato | |
| Independent Director | 2.3yrs | US$51.88k | 0% $ 0 | |
| Independent Director | less than a year | US$485.65k | 0.67% $ 11.7m | |
| Independent Director | 2.9yrs | US$65.00k | 0% $ 0 |
2.3yrs
Durata media
59yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di ZYME non è considerato esperto (durata media del mandato 2.3 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/11 14:03 |
| Prezzo dell'azione a fine giornata | 2026/05/11 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Zymeworks Inc. è coperta da 21 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Tania Armstrong-Whitworth | ATB Cormark Historical (Cormark Securities) |
| David Martin | Bloom Burton & Co. |
| Mayank Mamtani | B. Riley Securities, Inc. |