TD Cowen initiates Zymeworks stock with buy rating on potential

Published 20/05/2025, 11:18
TD Cowen initiates Zymeworks stock with buy rating on potential

Tuesday, Zymeworks shares, currently trading at $11.82, received a positive outlook from TD Cowen as the firm initiated coverage with a Buy rating. The research firm highlighted the company’s unique platform of Antibody-Drug Conjugates (ADCs) and multispecific T-cell engagers (TCEs) within the oncology and auto-immune and inflammatory diseases (AIID) sectors. According to InvestingPro data, the company maintains a "GOOD" overall financial health score, with particularly strong liquidity metrics.

TD Cowen’s analysis points to Zymeworks’ product, Ziihera, which is licensed to JAZZ Pharmaceuticals and ONCOLOGY VENTURE, as having the potential to be a blockbuster following its approval in second-line Biliary Tract Cancer (2L BTC). The company, currently valued at $824 million, has demonstrated impressive revenue growth of 85% over the last twelve months. The firm anticipates that upcoming data in first-line Gastroesophageal Adenocarcinoma (1L GEA), expected to be positive, will serve as a significant catalyst for the company in the second half of 2025.

The analyst from TD Cowen believes that the royalties from Ziihera will provide sufficient funding for Zymeworks’ innovative pipeline, which includes projects that are either in or entering Phase 1 clinical trials within the next one to two years. Supporting this view, InvestingPro data shows the company maintains a healthy current ratio of 4.71, with more cash than debt on its balance sheet, suggesting strong financial stability for sustaining research and development efforts.

Zymeworks’ focus on developing a broad range of therapeutic options positions the company at the forefront of biotechnological advancements in cancer treatment. The endorsement from TD Cowen reflects confidence in the company’s strategic direction and its potential for growth in the biotech industry.

Investors are keeping a close eye on Zymeworks as it progresses through various stages of clinical development, with the second half of 2025 marked as a particularly significant period for the company’s trajectory.

In other recent news, Zymeworks Inc (NASDAQ:ZYME). reported a substantial increase in revenue for the first quarter of 2025, reaching $27.1 million compared to $10 million in the same period the previous year. This growth was primarily attributed to milestone payments from partners such as GSK and Daiichi Sankyo. Despite the revenue increase, Zymeworks posted a net loss of $22.6 million, though this was an improvement from the $31.7 million loss reported in Q1 2024. The company maintains a strong cash position with resources projected to support operations into the second half of 2027.

In terms of strategic developments, Zymeworks continues to focus on oncology and immunology, with promising advancements in their pipeline. They are preparing to submit an Investigational New Drug (IND) application for ZW251 by mid-2025 and are anticipating potential EMA approval for zanadatumab in biliary tract cancer. Additionally, the company has been actively participating in scientific conferences, showcasing its research and development progress, including preclinical data on its DLL3 and PTK7 programs.

Analyst interest remains high, with firms like LifeSci Capital and JPMorgan engaging with Zymeworks during their earnings call. The company’s strategic partnerships, particularly with Jazz Pharmaceuticals (NASDAQ:JAZZ) and Johnson & Johnson, are seen as crucial for future revenue streams, with Zymeworks eligible for significant milestone and royalty payments. These developments reflect Zymeworks’ ongoing efforts to enhance its financial health and advance its clinical programs.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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