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Zymeworks Inc. Stock Price

NasdaqGS:ZYME Community·US$1.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 13 Fair Values set on narratives written by author

ZYME Share Price Performance

US$25.33
12.25 (93.65%)
US$39.23
Fair Value
US$25.33
12.25 (93.65%)
35.4% undervalued intrinsic discount
US$39.23
Fair Value
Price US$25.33
AnalystConsensusTarget US$39.23
AnalystHighTarget US$55.28
AnalystLowTarget US$28.00

ZYME Community Narratives

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Fair Value US$39.23 35.4% undervalued intrinsic discount

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

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·
Fair Value US$55.28 54.2% undervalued intrinsic discount

Targeted Biologic Therapies Will Serve An Aging World

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Fair Value US$28 9.5% undervalued intrinsic discount

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

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US$55.28
54.2% undervalued intrinsic discount
Profit Margin
52.87%
Future PE
25.62x
Price in 2029
US$66.96

Trending Discussion

Updated Narratives

ZYME logo

ZYME: Royalty Deal And ADC Progress Will Shape Balanced Outlook

Fair Value: US$28 9.5% undervalued intrinsic discount
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ZYME: Ovarian Cancer Data And Fast Track Status Will Drive Repricing

Fair Value: US$39.23 35.4% undervalued intrinsic discount
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ZYME: Royalty Deal And FDA Milestones Will Support Oncology Upside

Fair Value: US$55.28 54.2% undervalued intrinsic discount
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Snowflake Analysis

Excellent balance sheet with reasonable growth potential.

0 Risks
3 Rewards

Zymeworks Inc. Key Details

US$81.3m

Revenue

US$135.7m

Cost of Revenue

-US$54.5m

Gross Profit

US$48.2m

Other Expenses

-US$102.7m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-1.41
-67.01%
-126.33%
0%
View Full Analysis

About ZYME

Founded
2003
Employees
243
CEO
Kenneth Galbraith
WebsiteView website
www.zymeworks.com

Zymeworks Inc., a biotechnology company, develops biotherapeutics for the treatment of cancer, inflammation, and autoimmune diseases. The company’s platforms include Azymetric multispecific antibody platform; Drug Conjugate platform that includes a suite of proprietary cytotoxins comprising topoisomerase and microtubulin inhibiting toxins, stable linkers, and conjugation technologies; EFECT platform, which consists of a set of modifications to the Fc region of antibodies; and ProTECT, a tumor-specific immune co-stimulation platform. Its lead product candidates include Ziihera (zanidatamab-hrii), a bispecific antibody targeting HER2-expressing tumors; zanidatamab for the treatment of neoadjuvant populations, breast cancer, and other HER2-expressing cancers; Pasritamig, a bispecific T cell engager targeting human kallikrein 2 for the treatment monotherapy and castration resistant prostate cancer; ZW191, a clinical- antibody-drug conjugates (ADC) that targets folate receptor alpha expressing tumors, including ovarian, endometrial, and non-small cell lung cancers; ZW251, a clinical-stage ADC molecule for the treatment of glypican 3 expressing hepatocellular carcinoma; ZW220, an ADC that targets NaPi2b-expressing NSCLC and ovarian cancer; ZW209, a novel TriTCE targeting Delta-like ligand 3 -expressing tumor cells for the treatment of solid tumors; and ZW1528, a bispecific molecule to treat chronic obstructive pulmonary disease. It has strategic partnerships and collaborations with Jazz Pharmaceuticals plc; Bristol- Myers Squibb company; Celgene Alpine Investment Co. LLC; GlaxoSmithKline Intellectual Property Development Limited; Daiichi Sankyo Co., Ltd.; Merck Sharp & Dohme Research GmbH; and Janssen Biotech, Inc. Zymeworks Inc. was incorporated in 2003 and is based in Middletown, Delaware.

Recent ZYME News & Updates

Narrative Update 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

Recent updates

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