Zenas: Maintaining 'Strong Buy' As Cross-Trial Comparison Of Obexelimab Should Not Be A Factor

2026-01-06 04:58:39 ET

The last time I spoke about Zenas BioPharma, Inc. ( ZBIO ), it was regarding a Seeking Alpha article entitled " Zenas: Differentiated B-Cell Targeting Drug With Q3 of 2025 Catalys t". Regarding this article, I went over the fact that the company was in the process of evaluating the use of its bifunctional monoclonal antibody inhibitor of CD19 and Fc?RIIb, Obexelimab, for the treatment of patients with relapsing multiple sclerosis [RMS] in the phase 2 Moonstone trial. As an update, I'm happy to report that the primary endpoint of this trial was met. I had a "Strong Buy" rating for this company on this program for two other reasons. One reason is that the company was able to license from InnoCare Pharma Limited [InnoCare] a drug known as Orelabrutinib. What's special about this is that it gives the company further access to the Multiple Sclerosis [MS] franchise with this potential best-in-class selective CNS-penetrant, oral, small molecule Bruton's Tyrosine Kinase [BTK] inhibitor. One phase 3 study using Orelabrutinib to treat patients with primary progressive multiple sclerosis [PPMS] has already been initiated, and another phase 3 study targeting patients with secondary progressive multiple sclerosis [SPMS] is set to initiate in Q1 of 2026....

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