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Added to YB: 2026-07-02

Pitch date: 2026-05-21

ZBIO [neutral]

Zenas BioPharma, Inc.

+40.07%

current return

Author Info

No bio for this author

Company Info

Zenas BioPharma, Inc., a clinical-stage biopharma company, engages in the development and commercialization of transformative immunology-based therapies.

Market Cap

$1.6B

Pitch Price

$19.99

Price Target

N/A

Dividend

N/A

EV/EBITDA

-4.64

P/E

-2.90

EV/Sales

N/A

Sector

Biotechnology

Category

N/A

Show full summary:
Meridian Contrarian Fund Portfolio Holding: Zenas BioPharma, Inc.

ZBIO (holding update): Clinical-stage biopharma in autoimmune/inflammatory diseases; invested 2022 amid tough biotech funding. Q1 2026 detractor as lead fibroinflammatory drug trial missed efficacy vs peers, but fund sees efficacy adequate for commercialization + superior safety, delivery & cost. Maintains modest position.

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