Zymeworks is gaining momentum as Ziihera shows strong Phase III data in HER2+ gastroesophageal adenocarcinoma, supporting growth and de-risking the investment. ZYME's royalty-based business model with partners like Jazz and BeOne enables pipeline focus while targeting blockbuster potential, with peak sales estimates exceeding $2B for Ziihera. Risks remain, including regulatory uncertainties and competition from ENHERTU, but ZYME's solid cash position and clinical progress support a 3/5 conviction rating.
Zymeworks Inc. ( ZYME ) Shareholder/Analyst Call November 18, 2025 8:30 AM EST Company Participants Shrinal Inamdar - Director of Investor Relations Kenneth Galbraith - Chairman of the Board, CEO & President Conference Call Participants Seung Won Paik - LifeSci Capital, LLC, Research Division Andrew Berens - Leerink Partners LLC, Research Division Stephen Willey - Stifel, Nicolaus & Company, Incorporated, Research Division Joohwan Kim Jonathan Miller - Evercore ISI Institutional Equities, Research Division Mayank Mamtani - B. Riley Securities, Inc., Research Division Yaron Werber - TD Cowen, Research Division Eva Fortea-Verdejo - Wells Fargo Securities, LLC, Research Division Lut Ming Cheng - JPMorgan Chase & Co, Research Division Presentation Operator Thank you for standing by, and welcome to Zymeworks Strategy Update Conference Call and Webcast.
Jazz Pharmaceuticals plc and Zymeworks Inc. announced positive topline phase 3 results for Ziihera in HER2-positive gastroesophageal adenocarcinoma. Ziihera in combination with chemotherapy and in combination with Tevimbra and chemotherapy outperformed trastuzumab plus chemotherapy, and the triple combination achieved statistically significant overall survival benefit. The GEA indication represents a $2 billion+ a year opportunity for JAZZ and a $300 million opportunity for BeOne, and ZYME stands to benefit by receiving royalties from both partners.
The companies' drug Ziihera shows clinically meaningful benefits for patients with gastroesophageal adenocarcinoma.
Zymeworks Inc. ( ZYME ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Shrinal Inamdar - Director of Investor Relations Leone Patterson - Executive VP and Chief Business & Financial Officer Sabeen Mekan - Senior Vice President of Clinical Development Paul Moore - Chief Scientific Officer Kenneth Galbraith - Chairman of the Board, CEO & President Conference Call Participants Yue-Wen Zhu - LifeSci Capital, LLC, Research Division Yaron Werber - TD Cowen, Research Division Andrew Berens - Leerink Partners LLC, Research Division Stephen Willey - Stifel, Nicolaus & Company, Incorporated, Research Division Brian Cheng Mayank Mamtani - B. Riley Securities, Inc., Research Division Robert Burns - H.C.
Zymeworks (ZYME) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Zymeworks (ZYME) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Zymeworks Inc. (NASDAQ:ZYME ) Shareholder/Analyst Call October 23, 2025 3:30 PM EDT Company Participants Sabeen Mekan - Senior Vice President of Clinical Development Stuart Barnscher Conference Call Participants Patricia LoRusso Mayank Mamtani - B. Riley Securities, Inc., Research Division Yigal Nochomovitz - Citigroup Inc., Research Division Jonathan Miller - Evercore ISI Institutional Equities, Research Division Lut Ming Cheng - JPMorgan Chase & Co, Research Division Yue-Wen Zhu - LifeSci Capital, LLC, Research Division Presentation Operator Thank you for standing by.
Zymeworks said on Tuesday it will stop developing its experimental cancer drug after results from a trial showed the treatment was unlikely to meet the company's goals as a standalone therapy.
Zymeworks (ZYME) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.
Zymeworks Inc. (NASDAQ:ZYME ) Q2 2025 Earnings Conference Call August 7, 2025 4:30 PM ET Company Participants Kenneth H. Galbraith - Chairman of the Board, CEO & President Leone D.
Zymeworks Inc. (ZYME) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of a loss of $0.52 per share. This compares to a loss of $0.26 per share a year ago.