Added to YB: 2026-06-29
Pitch date: 2026-06-26
ZURA [bullish]
Zura Bio Limited
Author Info
No bio for this author
Company Info
Zura Bio Limited, a clinical-stage biotechnology company, develops medicines for autoimmune and inflammatory disorders in the United States.
Market Cap
$508.2M
Pitch Price
N/A
Price Target
35.00
Dividend
N/A
EV/EBITDA
-3.47
P/E
-4.99
EV/Sales
N/A
Sector
Biotechnology
Category
value
ZURA: Two Birds and a Four-Headed Hammer
ZURA: Tibulizumab dual-mechanism (IL-17A + BAFF) drug targets HS as two distinct endotypes (Type I T-cell ~67%, Type II B-cell ~33%); 'pseudosynergy' covers ~63% of patients vs ~30% for single-mechanism rivals, predicting 25-35pp HiSCR50 delta. At $650M FDMC, $226M cash (funded thru 2028), implies ~$424M program value—46c on the dollar vs AVTX's single-endotype Type II drug at $780M—with TibuSURE SSc (no approved fibrosis biologic) free. TibuSHIELD readout Q4'26, larger 225pt trial w/ more sensitive endpoint; SSc data H1'27.
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