ZNTL ZENTALIS PHARMACEUTICALS
Price Chart
Executive Summary
Zentalis announced positive Phase 1b data for azenosertib plus paclitaxel in platinum-resistant ovarian cancer, with 39% ORR and 7.3-month median PFS in all-comers, and 50% ORR at the 250 mg intermittent dose. The data will be presented at ASCO 2026. The company also reported a Q1 2026 EPS miss of $-0.50 versus consensus $-0.46, though this is secondary for a pre-revenue biotech.
Actionable Insight
Focus on ASCO presentation on June 1 for full data and any regulatory updates. The positive combination data supports azenosertib's broader potential, but the stock's history of large post-event reversals suggests caution on extended holding.
Key Facts
- Phase 1b MUIR trial of azenosertib + paclitaxel showed 39% ORR and 7.3-month median PFS in all-comer PROC (n=46).
- At the 250 mg 5:2 intermittent dose (n=12), ORR was 50% with median DOR of 9.2 months.
- Clinical activity was comparable in Cyclin E1-positive and negative patients.
- Manageable safety: Grade ≥3 neutropenia 30.4%, anemia 19.6%.
- Data to be presented at ASCO 2026 on June 1.
- Q1 2026 EPS of -$0.50 missed consensus of -$0.46 (-8.7% miss).
Financial Impact
Clinical data positive but early; EPS miss of $0.04 is immaterial for pre-revenue biotech; stock likely driven by ASCO data.
Risk Factors
- Phase 1b data not yet confirmed in larger Phase 3 trials.
- Historical volatility: previous high-score calls on ZNTL have shown negative T+20 outcomes.
- Competition from other WEE1 inhibitors and chemotherapy combos.
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3299814 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 11, 2026
3d ago
|
Institutional Cluster
| $3.51 awaiting T+1 | awaiting T+1 | — | $3.75 (+6.84%) |
|
Jun 1, 2026
13d ago
|
Press Release
| $3.95 $3.72 | ▼ −5.82% | ▼ −5.10% | $3.75 (−5.06%) |
|
May 21, 2026
24d ago
|
Press Release
| $4.06 $3.96 | ▼ −2.46% | ▼ −3.05% | $3.75 (−7.64%) |
|
May 21, 2026
24d ago
|
8-K
| $4.06 $3.96 | ▼ −2.46% | ▼ −3.05% | $3.75 (−7.64%) |
|
May 12, 2026
4w ago
|
8-K
| $4.28 $4.28 | · 0.00% | ▲ +0.00% | $3.75 (−12.38%) |
|
May 12, 2026
4w ago
|
Press Release
| $4.28 $4.28 | · 0.00% | ▲ +0.00% | $3.75 (−12.38%) |
|
Apr 21, 2026
7w ago
|
Press Release
| $3.99 $3.84 | ▼ −3.76% | ▼ −4.78% | $3.75 (−6.02%) |
|
Apr 17, 2026
8w ago
|
Press Release
| $4.64 $4.03 | ▼ −13.15% | ▼ −12.95% | $3.75 (−19.18%) |
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Apr 17, 2026
8w ago
|
8-K
| $4.64 $4.03 | ▼ −13.15% | ▼ −12.95% | $3.75 (−19.18%) |
|
Apr 9, 2026
9w ago
|
8-K
| $4.42 $6.61 | ▲ +49.55% | ▲ +49.61% | $3.75 (−15.16%) |
US Market Status
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