Zenas BioPharma (ZBIO) 7th Annual HCW Neuro Perspectives Hybrid Conference summary

Key presentations and announcements

• Highlighted a robust leadership team with experience in global drug development and commercialization, supporting a diverse pipeline of product candidates.

• Obexelimab's phase III trial for IgG4-RD met all primary and secondary endpoints, with a BLA submitted and anticipated launch in the first half of next year.

• Market research indicates strong physician and patient preference for obexelimab's safety, efficacy, and subcutaneous administration, positioning it as a potential first-line therapy.

• Orelabrutinib, a BTK inhibitor, is in two global phase III trials for progressive MS, showing high selectivity, CNS penetration, and promising efficacy in earlier studies.

• Pipeline includes oral IL-17A/F and brain-penetrant TYK2 inhibitors, with multiple data readouts and proof-of-concept studies expected by year-end and next year.

Industry analysis and forward-looking statements

• IgG4-RD market opportunity estimated at $3 billion in the U.S., with obexelimab positioned to capture significant share.

• SunStone phase IIb lupus trial using optimized subcutaneous obexelimab to report data, including biomarker analysis, in Q4.

• Orelabrutinib phase III trials in PPMS and non-active SPMS to deliver data in 2030, aiming for best-in-class status.

• Upcoming medical conferences will feature new data on obexelimab, including vaccine sub-study and open-label extension results.

• Multiple near- and medium-term catalysts expected, including regulatory filings, trial readouts, and potential global launches.