Zymeworks (ZYME) 주식 개요
는 암, 염증 및 자가 면역 질환 치료를 위한 바이오 치료제를 개발하는 생명공학 회사입니다. 자세히 보기
강점
위험 분석
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ZYME Community Fair Values
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Analyst Price Targets
Zymeworks Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$23.14 |
| 52주 최고가 | US$29.75 |
| 52주 최저가 | US$11.51 |
| 베타 | 1.14 |
| 1개월 변동 | -5.28% |
| 3개월 변동 | -3.16% |
| 1년 변동 | 83.21% |
| 3년 변동 | 182.89% |
| 5년 변동 | -36.36% |
| IPO 이후 변동 | 78.00% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.Recent updates
내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...주주 수익률
| ZYME | US Biotechs | US 시장 | |
|---|---|---|---|
| 7D | 1.3% | 4.6% | 2.0% |
| 1Y | 83.2% | 30.5% | 23.3% |
수익률 대 산업: ZYME은 지난 1년 동안 30.5%의 수익을 기록한 US Biotechs 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: ZYME은 지난 1년 동안 23.3%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| ZYME volatility | |
|---|---|
| ZYME Average Weekly Movement | 5.7% |
| Biotechs Industry Average Movement | 10.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: ZYME는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: ZYME의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2003 | 243 | Ken Galbraith | www.zymeworks.com |
는 암, 염증 및 자가 면역 질환 치료를 위한 바이오 치료제를 개발하는 생명공학 회사입니다. 이 회사의 플랫폼에는 아지메트릭 다중특이항체 플랫폼, 토포이소머라제와 마이크로튜불린 억제 독소, 안정적인 링커 및 접합 기술로 구성된 독점 세포독소 제품군으로 구성된 약물 접합체 플랫폼, 항체의 Fc 영역에 대한 일련의 변형으로 구성된 EFECT 플랫폼, 종양 특이 면역 공동 자극 플랫폼인 ProTECT가 있습니다. 주요 제품 후보로는 HER2 발현 종양을 표적으로 하는 이중특이성 항체인 자이헤라(Ziihera, 자니다타맙-히리), 신보조요법, 유방암 및 기타 HER2 발현 암 치료를 위한 자니다타맙 등이 있습니다; 단독 요법 및 거세 저항성 전립선암 치료를 위한 인간 칼리크라인 2를 표적으로 하는 이중 특이적 T세포 결합체 파스리타믹, 난소암, 자궁내막암, 비소세포폐암 등 엽산 수용체 알파 발현 종양을 표적으로 하는 임상 항체-약물 결합체(ADC)인 ZW191, 난소암, 자궁내막암 및 비소세포폐암을 치료하는 항체-약물 결합체 ZW251, 난소암, 전립선암 및 전립선암을 표적으로 하는 항체-약물 결합체(ADC); 글리피칸 3 발현 간세포암 치료를 위한 임상 단계의 ADC 분자 ZW251, NaPi2b 발현 비소세포폐암 및 난소암을 표적으로 하는 ADC인 ZW220, 고형 종양 치료를 위한 델타 유사 리간드 3 발현 종양 세포를 표적으로 하는 새로운 TriTCE인 ZW209, 만성 폐쇄성 폐질환 치료를 위한 이중 특이 분자 ZW1528이 있습니다.
Zymeworks Inc. 기초 지표 요약
| ZYME 기초 통계 | |
|---|---|
| 시가총액 | US$1.64b |
| 순이익 (TTM) | -US$102.66m |
| 매출 (TTM) | US$81.26m |
20.8x
주가매출비율(P/S)-16.5x
주가수익비율(P/E)ZYME는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ZYME 손익계산서 (TTM) | |
|---|---|
| 매출 | US$81.26m |
| 매출원가 | US$135.72m |
| 총이익 | -US$54.46m |
| 기타 비용 | US$48.20m |
| 순이익 | -US$102.66m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -1.41 |
| 총이익률 | -67.01% |
| 순이익률 | -126.33% |
| 부채/자본 비율 | 0% |
ZYME의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/17 12:46 |
| 종가 | 2026/06/17 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Zymeworks Inc.는 21명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Tania Armstrong-Whitworth | ATB Cormark Historical (Cormark Securities) |
| David Martin | Bloom Burton & Co. |
| Mayank Mamtani | B. Riley Securities, Inc. |