ZNTL - Zentalis: Leading WEE1 Developer After AstraZeneca's Exit

2024-02-05 09:00:14 ET

Summary

• Zentalis Pharma has shelved its oral SERD and EGFR inhibitors due to competition and focused on ZN-c3, an inhibitor of WEE1.
• AZN left the WEE1 space last year, which is a cause for both worry and elation at ZNTL.
• ZNTL's pivotal data will only read out in late 2025 or early 2026, but some earlier data this year may help figure out ZNTL as an investment.

Zentalis Pharma ( ZNTL ) took the strategic decision of shelving its oral SERD and EGFR inhibitors because, one, Radius and Menarini's first oral SERD was soon to be approved, and two, the EGFR market is highly competitive. It focused on ZN-c3 and ZN-d5; d5 has commercial competition in its mechanism of action but not in its target indication. C3 is the lead candidate, and AstraZeneca's exit from the WEE1 space - even if not the entire synthetic lethality space - has left ZNTL as the market leader, although with claimed differences with AZN's drug that could potentially help ZNTL....

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