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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Zenas BioPharma (ZBIO) investor relations material
Zenas BioPharma Evercore ISI 8th Annual HealthCONx Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Evercore ISI 8th Annual HealthCONx Conference summary3 Dec, 2025
Key accomplishments and clinical progress
Completed patient enrollment and last patient out in phase III IgG4-related disease trial for obexelimab in November, with data expected by year-end.
Achieved strong results in the MoonStone phase II RMS study, showing a 95% reduction in new T1 GAD-enhancing lesions, validating the mechanism and dosing regimen.
Continued enrollment in the SunStone phase II lupus study, with results anticipated in the third quarter of next year.
Advanced pre-BLA activities and prepared regulatory submissions for obexelimab.
Expanded pipeline with the acquisition of orelabrutinib, now in phase III for progressive MS, and initiated plans for additional phase III trials.
Strategic business development and financing
Secured a significant partnership with Royalty Pharma, providing up to $300 million in financing, supporting obexelimab development.
Added two new clinical candidates: an oral IL-17 inhibitor and a brain-penetrant TYK2 inhibitor, both entering the clinic next year.
Focused on building a rheumatology franchise, leveraging commercial infrastructure for future launches.
Market opportunity and product differentiation
Estimated U.S. IgG4-RD market at 20,000–40,000 patients, with pricing over $250,000/year, and similar opportunity in Europe.
Differentiation of obexelimab includes at-home auto-injector, non-depleting B-cell inhibition, and economic advantages under Medicare Part D.
Observed strong initial sales and physician adoption for the competitive product, indicating robust market potential.
What is the regulatory path for obexelimab in MS?
Obexelimab's differentiation in IgG4-RD market
Orelabrutinib's competitive edge among BTK inhibitors
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Next Zenas BioPharma earnings date
Q4 202512 Mar, 2026
Next Zenas BioPharma earnings date
Q4 202512 Mar, 2026
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Frequently asked questions
Zenas BioPharma Inc is a biopharmaceutical company dedicated to the development and commercialization of immunology-based therapies to treat autoimmune and rare diseases. The company focuses on leveraging its expertise in immunology to create innovative treatments that address significant unmet medical needs. Zenas BioPharma’s portfolio includes a range of product candidates designed to modulate immune system responses, aimed at improving the quality of life for patients with challenging and often underserved conditions. The company is headquartered in Waltham, Massachusetts, and its shares are listed on the Nasdaq.
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