Zymeworks Inc.

NasdaqGS:ZYME 株式レポート

時価総額:US$1.7b

Zymeworks マネジメント

マネジメント 基準チェック /14

Zymeworksの CEO はKen Galbraithで、 Jan2022年に任命され、 の在任期間は 4.42年です。 の年間総報酬は$ 6.61Mで、 9.9%給与と90.1%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.31%を直接所有しており、その価値は$ 5.39M 。経営陣と取締役会の平均在任期間はそれぞれ0.4年と2.3年です。

主要情報

Ken Galbraith

最高経営責任者

US$6.6m

報酬総額

CEO給与比率9.93%
CEO在任期間4.4yrs
CEOの所有権0.3%
経営陣の平均在職期間less than a year
取締役会の平均在任期間2.3yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
Seeking Alpha May 22

Zymeworks: Royalty-Backed Biotech Flywheel With Underappreciated ADC Optionality

Summary Zymeworks is transitioning into an oncology royalty platform with a robust internal discovery engine, offering a differentiated risk-reward profile versus traditional biotech peers. ZYME's balance sheet is fortified with over $400 million in liquid assets, a $440 million milestone pipeline, and a $125 million share repurchase program, supporting operations beyond 2028. Zanidatamab's Priority Review for first-line HER2-positive GEA, with a PDUFA date of August 25, 2026, could trigger $265 million in near-term milestone payments and unlock substantial royalty streams. Valuation reflects a discounted forward P/E and justified premium EV/Sales, while risks include regulatory outcomes, commercial execution by partners, and early-stage pipeline uncertainties. Read the full article on Seeking Alpha
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
新しいナラティブ 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?
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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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新しいナラティブ 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.
分析記事 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...
分析記事 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 Alpha
Seeking 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 Alpha

CEO報酬分析

Zymeworks の収益と比較して、Ken Galbraith の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Kenの 総報酬 ($USD 6.61M ) は、 US市場 ($USD 5.19M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Kenの報酬は増加しましたが、会社は利益を上げていません。


CEO

Ken Galbraith (64 yo)

4.4yrs
在職期間
US$6,613,180
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Kenneth Galbraith
Chairman of the Board4.4yrsUS$6.61m0.31%
$ 5.4m
Paul Moore
Chief Scientific Officer3.9yrsUS$2.35m0.066%
$ 1.2m
Scott Platshon
Executive VP & Chief Business Officerless than a yearデータなしデータなし
Kristin Stafford
Executive VP & CFOless than a yearデータなしデータなし
Mark Hollywood
Executive VP & Chief Operating Officerless than a yearデータなし0.18%
$ 3.2m
Shrinal Inamdar
VP of Investor Relationsno dataデータなしデータなし
Paul Schneider
Executive VP & General Counselless than a yearデータなしデータなし
Diana Papove
Vice President of Corporate Communicationsno dataデータなしデータなし
Lindsey Foulkes
SVP of Corporate Development & Strategyno dataデータなしデータなし
Laura O'Connor
Senior VP & Chief Human Resources Officer3.4yrsデータなしデータなし
Bijal Desai
Senior Vice President of Financeless than a yearデータなしデータなし
Sabeen Mekan
SVP & Chief Medical Officer1.2yrsデータなしデータなし
0.4yrs
平均在職期間
55yo
平均年齢

経験豊富な経営陣: ZYMEの経営陣は 経験豊富 とはみなされません ( 0.4年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Kenneth Galbraith
Chairman of the Board4.4yrsUS$6.61m0.31%
$ 5.4m
Brian Cherry
Independent Directorless than a yearデータなし0%
$ 0
Kelvin Neu
Independent Director6.3yrsUS$53.75k0%
$ 0
Robert Landry
Independent Directorless than a yearUS$485.24k0%
$ 0
Susan Mahony
Lead Independent Director7yrsUS$80.00k0%
$ 0
Oleg Nodelman
Independent Director1.3yrsデータなしデータなし
Alessandra Cesano
Independent Director2.3yrsUS$51.88k0%
$ 0
Gregory Ciongoli
Independent Directorless than a yearUS$485.65k0.68%
$ 11.7m
Carlos Campoy
Independent Director3yrsUS$65.00k0%
$ 0
2.3yrs
平均在職期間
60yo
平均年齢

経験豊富なボード: ZYMEの 取締役会経験豊富 ではない ( 2.3年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/26 01:51
終値2026/06/26 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Zymeworks Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21

アナリスト機関
Tania Armstrong-WhitworthATB Cormark Historical (Cormark Securities)
David MartinBloom Burton & Co.
Mayank MamtaniB. Riley Securities, Inc.