Zymeworks Inc.

NasdaqGS:ZYME 주식 리포트

시가총액: US$1.9b

Zymeworks 경영진

경영진 기준 점검 1/4

Zymeworks CEO는 Ken Galbraith, Jan2022 에 임명되었습니다 의 임기는 4.5 년입니다. 총 연간 보상은 $6.61M, 9.9% 급여 및 90.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $6.14M 가치에 해당하는 회사 주식의 0.32% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 0.5 년과 2.4 년입니다.

핵심 정보

Ken Galbraith

최고경영자

US$6.6m

총 보수

CEO 급여 비율9.93%
CEO 재임 기간4.5yrs
CEO 지분 보유율0.3%
경영진 평균 재임 기간less than a year
이사회 평균 재임 기간2.4yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
Seeking Alpha Jul 01

Here's Why Zymeworks Inc. Paid $929M For Theravance Biopharma

Summary Zymeworks Inc. acquires Theravance Biopharma for $929M, pivoting to a hybrid biotech and royalty/cash-flow platform anchored by Yupelri. ZYME gains durable, growing cash flows—$60M annually from Yupelri—with patent protection to 2039, supporting internal R&D and reducing reliance on equity issuance. The acquisition’s innovative financing structure ringfences risk, offers immediate accretion, and diversifies revenue beyond oncology, enhancing earnings visibility. Forward valuation multiples compress significantly, reflecting market expectations for revenue inflection and a strategic shift toward a self-sustaining, diversified platform. Read the full article on Seeking Alpha
내러티브 업데이트 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.
분석 기사 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...
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.
내러티브 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 Alpha
분석 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...
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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...

CEO 보수 분석

Ken Galbraith의 보수는 Zymeworks의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Ken의 총 보수(USD6.61M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.19M) 수준입니다.

보상과 수익: Ken의 보상은 회사가 적자임에도 증가했습니다.


CEO

Ken Galbraith (64 yo)

4.5yrs
재임 기간
US$6,613,180
보수

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...


리더십 팀

이름직위재임 기간보수지분
Kenneth Galbraith
Chairman of the Board4.5yrsUS$6.61m0.32%
$ 6.1m
Paul Moore
Chief Scientific Officer4yrsUS$2.35m0.068%
$ 1.3m
Scott Platshon
Executive VP & Chief Business Officerless than a year데이터 없음데이터 없음
Kristin Stafford
Executive VP & CFOless than a year데이터 없음데이터 없음
Mark Hollywood
Executive VP & COOless than a year데이터 없음0.19%
$ 3.6m
Shrinal Inamdar
Vice President of Investor Relationsno data데이터 없음데이터 없음
Paul Schneider
Executive VP & General Counselless than a year데이터 없음데이터 없음
Diana Papove
Vice President of Corporate Communicationsno data데이터 없음데이터 없음
Lindsey Foulkes
Senior Vice President of Corporate Development & Strategyno data데이터 없음데이터 없음
Laura O'Connor
Senior VP & Chief Human Resources Officer3.5yrs데이터 없음데이터 없음
Bijal Desai
Senior Vice President of Financeless than a year데이터 없음데이터 없음
Sabeen Mekan
Senior VP & Chief Medical Officer1.3yrs데이터 없음데이터 없음
0.5yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 관리: ZYME의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 0.5 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Kenneth Galbraith
Chairman of the Board4.5yrsUS$6.61m0.32%
$ 6.1m
Brian Cherry
Independent Directorless than a year데이터 없음0%
$ 0
Kelvin Neu
Independent Director6.3yrsUS$53.75k0%
$ 0
Robert Landry
Independent Directorless than a yearUS$485.24k0%
$ 0
Susan Mahony
Lead Independent Director7.1yrsUS$80.00k0%
$ 0
Oleg Nodelman
Independent Director1.4yrs데이터 없음데이터 없음
Alessandra Cesano
Independent Director2.4yrsUS$51.88k0%
$ 0
Gregory Ciongoli
Independent Directorless than a yearUS$485.65k0.69%
$ 13.4m
Carlos Campoy
Independent Director3.1yrsUS$65.00k0%
$ 0
2.4yrs
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: ZYME의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 2.4 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/10 14:26
종가2026/07/10 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Zymeworks Inc.는 21명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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