This Small Biotech’s Cancer Drug Could Reach $1.3 Billion In Peak Sales
William Blair initiates Zentalis (ZNTL) at Outperform, citing a $1.3B peak sales potential for lead cancer drug azenosertib.
Stocks · News reference
Dow Jones up 0.80% to 52,361.92, NASDAQ up 0.23% to 25,024.65, S&P 500 up 0.28% to 7,432.59. Communication services up 2.5%, energy down 1.84%.
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
William Blair initiates Zentalis (ZNTL) at Outperform, citing a $1.3B peak sales potential for lead cancer drug azenosertib.
While Wall Street analysts maintain a bullish average brokerage recommendation (ABR) of 1.56 for Astrazeneca with 17 Strong Buy ratings, the Zacks Rank system assigns the stock a Strong Sell rating (#5). This contradiction stems from a 10.3% decline in consensus earnings estimates over the past month to $9.16, indicating analyst pessimism about the company's earnings prospects. The article cautions investors against relying solely on brokerage recommendations, which often exhibit positive bias, and suggests the Zacks Rank's focus on earnings estimate revisions is a more reliable predictor of near-term stock performance.
CNBC traders picked AstraZeneca, Leidos, 10-year Treasuries and Expeditors; strong earnings lifted Leidos and Expeditors shares.
The global oligonucleotide therapeutics market is projected to grow from USD 7.7 billion in 2025 to USD 72.1 billion by 2035, expanding at a 23.4% CAGR. Growth is driven by advances in RNA-based medicine, targeted delivery technologies, expanding applications beyond rare diseases into chronic and metabolic conditions, and increasing regulatory approvals. Antisense oligonucleotides lead the market at 39.9% share, while subcutaneous administration dominates at 56.4%. North America commands 57.9% market share.
Kahn Swick & Foti, LLC announces a class action securities lawsuit against Capricor Therapeutics for failing to disclose material information regarding changes to its statistical analysis plan for its lead drug candidate Deramiocel. The FDA found the company made undisclosed modifications to the analysis plan just before data unblinding, which the agency deemed post-hoc and exploratory. Following FDA briefing documents on July 27, 2026, Capricor's stock plummeted 64% to $7.00 per share. Investors who purchased shares between December 17, 2025 and July 26, 2026 can apply to join the lawsuit by September 28, 2026.
Law firm Kirby McInerney LLP announced pending securities class action lawsuits against Bloom Energy Corporation for allegedly making false statements about its reliance on Chinese scandium supplies. A short-seller report on July 8, 2026 revealed that Bloom Energy sourced scandium from China through intermediaries despite claiming minimal China supply chain dependence, causing the stock to fall 5.7%. The firm is seeking lead plaintiffs with a September 28, 2026 deadline.