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Zenas BioPharma, Inc. (ZBIO)

Healthcare | Biotechnology | Waltham, United States | NasdaqGS
21.82 USD +0.06 (0.276%) ⇧ (April 17, 2026, 4 p.m. EDT)
After hours: 21.82

Short-term: ★★★★☆ | Long-term: ★★☆☆☆ | Dividends: ☆☆☆☆☆
Hot Take | April 18, 2026, 10:27 p.m. EDT

ZBIO is currently in a classic 'sell the news' or 'cap table cleanup' phase. While the underlying fundamentals (strong cash, large physician lead, low debt) remain solid for a biotech, the recent collapse (price down ~50% annually) has triggered aggressive put buying for protection. The strong 'Strong Buy' analyst consensus and insider buying signal a high probability of a spring upside, but the short-term technicals (below 50-day moving average) and heavy put positioning suggest a choppy, potentially range-bound or slightly lower start before the multimillion-dollar insider upgrades can reverse the trend upwards.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
MSTL ✓0.131050
AutoARIMA0.141049
AutoETS0.141052
AutoTheta0.141358

Forecast horizon: 45 days | Selected: MSTL

Forecast Reliability
Score 80%
H-stat 0.16
Ljung-Box p 0.000
Jarque-Bera p 0.333
Excess Kurtosis -1.08
Attribute Value
Sector Healthcare
Debt to Equity Ratio 0.548
Revenue per Share 0.224
Market Cap 1,360,722,688
Forward P/E -4.52
Website https://zenasbio.com

As of April 18, 2026, 10:27 p.m. EDT: Options flow shows a distinct bearish skew in the very short term (April 17 expiration), with massive Open Interest (OI) on puts ($176 vol, 982 OI vs negligible ITM) and IV of 180% at ATM, while call IV is compressed at 6%. This suggests hedging or short covers from institutions expecting a dip. Looking at longer-term expirations (Dec 2026+27-01), there is a surprising accumulation of Call OI at high distances (45.0 strike, 551 OI; 30.0 strike, 8 OI but high vol inflow). This indicates a diverging sentiment: immediate pain is expected, but a long-term bullish narrative or a 'vol or recovery' thesis is being positioned further out. The Put/Call OI ratio in Dec+Jan is higher (8.5+) than in April (0.5), confirming the short-term fear vs long-term dream split.


Info Dump

Attribute Value
52 Week Change 1.2379487
Address1 852 Winter Street
Address2 Suite 250
All Time High 44.6
All Time Low 5.83
Ask 21.9
Ask Size 2
Audit Risk 6
Average Analyst Rating 1.3 - Strong Buy
Average Daily Volume10 Day 526,840
Average Daily Volume3 Month 783,077
Average Volume 783,077
Average Volume10Days 526,840
Bid 21.69
Bid Size 2
Board Risk 8
Book Value 4.444
City Waltham
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 9
Country United States
Crypto Tradeable 0
Currency USD
Current Price 21.82
Current Ratio 5.605
Custom Price Alert Confidence HIGH
Date Short Interest 1,774,915,200
Day High 22.01
Day Low 21.39
Debt To Equity 0.548
Display Name Zenas BioPharma
Earnings Timestamp 1,773,664,200
Earnings Timestamp End 1,778,761,800
Earnings Timestamp Start 1,778,761,800
Ebitda -211,328,992
Ebitda Margins 0.0
Enterprise To Ebitda -4.305
Enterprise To Revenue 90.976
Enterprise Value 909,756,672
Eps Current Year -5.115
Eps Forward -4.83
Eps Trailing Twelve Months -8.44
Esg Populated 0
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 23.3295
Fifty Day Average Change -1.5095005
Fifty Day Average Change Percent -0.06470351
Fifty Two Week Change Percent 123.79487
Fifty Two Week High 44.6
Fifty Two Week High Change -22.779999
Fifty Two Week High Change Percent -0.51076233
Fifty Two Week Low 8.51
Fifty Two Week Low Change 13.309999
Fifty Two Week Low Change Percent 1.5640422
Fifty Two Week Range 8.51 - 44.6
Financial Currency USD
First Trade Date Milliseconds 1,726,234,200,000
Float Shares 35,224,976
Forward Eps -4.83
Forward P E -4.517598
Free Cashflow -143,104,992
Full Exchange Name NasdaqGS
Full Time Employees 167
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,775,001,600
Gross Margins 1.0
Gross Profits 10,000,000
Has Pre Post Market Data 1
Held Percent Insiders 0.24520001
Held Percent Institutions 0.70648
Implied Shares Outstanding 62,361,260
Industry Biotechnology
Industry Disp Biotechnology
Industry Key biotechnology
Ipo Expected Date 2,024-09-13
Is Earnings Date Estimate 1
Language en-US
Last Fiscal Year End 1,767,139,200
Long Business Summary Zenas BioPharma, Inc., a clinical-stage biopharma company, engages in the development and commercialization of transformative immunology-based therapies. Its lead product candidate is obexelimab, a bifunctional monoclonal antibody designed to bind CD19 and Fc?RIIb for the treatment of various I&I diseases and various indications, including immunoglobulin G4-related disease, multiple sclerosis, and systemic lupus erythematosus. The company develops ZB002, an anti-TNFa monoclonal antibody; ZB004, a CTLA-4-Ig fusion protein designed to have an extended half-life versus; and ZB001, an anti-IGF-1R monoclonal antibody. The company was formerly known as Zenas BioPharma (Cayman) Limited and changed its name to Zenas BioPharma, Inc. in August 2023. The company was incorporated in 2019 and is headquartered in Waltham, Massachusetts.
Long Name Zenas BioPharma, Inc.
Market us_market
Market Cap 1,360,722,688
Market State CLOSED
Max Age 86,400
Message Board Id finmb_1815193886
Most Recent Quarter 1,767,139,200
Net Income To Common -377,736,992
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 1,360,722,693
Number Of Analyst Opinions 8
Open 22.01
Operating Cashflow -172,332,992
Operating Margins -21.1385
Overall Risk 8
Payout Ratio 0.0
Phone 857 271 2954
Post Market Change 0.0
Post Market Change Percent 0.0
Post Market Price 21.82
Post Market Time 1,776,460,736
Previous Close 21.76
Price Eps Current Year -4.265885
Price Hint 2
Price To Book 4.9099913
Price To Sales Trailing12 Months 136.07227
Profit Margins 0.0
Quick Ratio 5.497
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key strong_buy
Recommendation Mean 1.25
Region US
Regular Market Change 0.0599995
Regular Market Change Percent 0.275733
Regular Market Day High 22.01
Regular Market Day Low 21.39
Regular Market Day Range 21.39 - 22.01
Regular Market Open 22.01
Regular Market Previous Close 21.76
Regular Market Price 21.82
Regular Market Time 1,776,456,000
Regular Market Volume 313,578
Return On Assets -0.35062
Return On Equity -1.3621899
Revenue Growth -1.0
Revenue Per Share 0.224
Sand P52 Week Change 0.38150132
Sector Healthcare
Sector Disp Healthcare
Sector Key healthcare
Share Holder Rights Risk 6
Shares Outstanding 62,361,260
Shares Percent Shares Out 0.15010001
Shares Short 9,362,107
Shares Short Previous Month Date 1,772,150,400
Shares Short Prior Month 8,023,712
Short Name Zenas BioPharma, Inc.
Short Percent Of Float 0.2252
Short Ratio 11.61
Source Interval 15
State MA
Symbol ZBIO
Target High Price 55.0
Target Low Price 21.0
Target Mean Price 42.0
Target Median Price 44.5
Total Cash 343,192,000
Total Cash Per Share 5.983
Total Debt 1,326,000
Total Revenue 10,000,000
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -8.44
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 23.814375
Two Hundred Day Average Change -1.9943752
Two Hundred Day Average Change Percent -0.083746694
Type Disp Equity
Volume 313,578
Website https://zenasbio.com
Zip 2,451