Zentalis Pharmaceuticals (ZNTL)
Develops azenosertib for biomarker-selected platinum-resistant ovarian cancer.
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Develops azenosertib, a WEE1 inhibitor in late-stage development for Cyclin E1-positive, platinum-resistant ovarian cancer. The clinical-stage business is concentrated on trial execution, companion-diagnostic validation, and regulatory review.
Develops azenosertib, an investigational WEE1 inhibitor for biomarker-selected, platinum-resistant ovarian cancer. The program includes enrolling DENALI parts 2b/2c, the confirmatory ASPENOVA study, and MUIR combination therapy. Earlier ROR1 antibody-drug conjugate assets and platform technology were exclusively licensed worldwide to Immunome as the portfolio narrowed around azenosertib.
Based in San Diego, California, the clinical-stage business depends on trial execution and regulatory outcomes in azenosertib studies. Companion-diagnostic validation remains ongoing in DENALI and ASPENOVA, tying development to biomarker testing and regulatory review. FDA lifted a partial clinical hold, clearing enrollment to resume with no change to the clinical plan.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 15, 2026 | William Blair | Initiate | Rating: — | |
| Aug 7, 2026 | Morgan Stanley | Target | Target: $8 | Target: $5 |
| Jul 23, 2026 | Rodman & Renshaw | Initiate | Rating: — | |
| May 22, 2026 | H.C. Wainwright | Target | Target: $55 | Target: $10 |
| Apr 10, 2026 | Guggenheim | Reiterate | Rating: —Target: $28 | Target: $10 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $174.6M · Total debt $37.7M · Total assets $215.3M · Shareholders' equity $143.6M
- Revenue
- $0
- Operating income
- −$82.2M
- Net income
- −$77.6M
No dividends on record.
| Institutions | ≈ 66.27% | 47.50M shares | |
|---|---|---|---|
| 122 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 4.63% | 3.32M shares | |
| 11 holders · as of Jun 18, 2026 | |||
| Strategic holders | 30.41% | 21.79M shares | |
| 2 holders · as of Aug 19, 2026 | |||
| Adds to | 101.31% | ||
71.67M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 101.31%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Walters GroupStrategic10 percent owner | 24.90% | 17.84M | filed Aug 19, 2026 |
5AM Opportunities II (GP), LLCStrategic | 5.51% | 3.95M | filed Dec 30, 2025 |
5Am Venture Management, LLCInstitution | 5.51% | 3.95M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 5.24% | 3.75M | as of Jun 30, 2026 |
Squadron Capital Management LLCInstitution | 5.16% | 3.70M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 14, 2026 | Walters Group | 10 percent owner | +4,335,000 | $3.50 |
| Feb 9, 2026 | Julia Marie Eastland | director, officer: CEO & President | −889 | $2.39 |
| Feb 6, 2026 | Julia Marie Eastland | director, officer: CEO & President | −7,866 | $2.43 |
| Feb 10, 2026 | Vincent Vultaggio | officer: PAO and PFO | −6,894 | $2.42 |
| Feb 9, 2026 | Vincent Vultaggio | officer: PAO and PFO | −3,379 | $2.39 |
- AbbVie
Approved FRα-targeted therapy in platinum-resistant ovarian cancer
- Corcept Therapeutics
Approved nab-paclitaxel regimen for platinum-resistant ovarian cancer
- Sutro Biopharma
Registration-directed FRα ADC for platinum-resistant ovarian cancer
- Eli Lilly
Phase 3 FRα ADC program for platinum-resistant ovarian cancer
- Genelux
Phase 3 oncolytic-virus regimen for resistant ovarian cancer
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Zentalis Pharmaceuticals | $2.81 | −8.77% | $219.3M | — | — | — | — |
| AbbVie | $264.50 | −0.27% | $468.77B | 74.8 | 17.4 | 7.3 | +10.2% |
| Corcept Therapeutics | $112.51 | −4.25% | $12.70B | 279.8 | 28.2 | 15.3 | +31.7% |
| Sutro Biopharma | $15.85 | −1.74% | $156.1M | — | — | 3.4 | −84.6% |
| Eli Lilly | $1,147.47 | −1.94% | $1.10T | 39.3 | 28.0 | 13.8 | +47.7% |
| Genelux | $2.53 | −3.26% | $117.0M | — | — | 14,629.2 | −98.2% |
| Median | 74.8 | 28.0 | 13.8 | +10.2% |