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Zentalis Pharmaceuticals

ZNTL Lead: Phase 3 2 Biotech Distilled articles ↓ 21 filings & releases ↓ Cash $24.8M (Jun 30, 2026) ↓ 2 verdicts ↓ 1 timing quote ↓
Oncology Small Molecule

Market cap $123M 71.7M shares (10-Q, Aug 3, 2026) × $1.72 close Nov 6, 2026

Most recent annual filing: 2026-03-26

Catalyst timeline

3 trackedQuarter catalyst calendar →
  1. Azenosertib corporate updateby year-end 2026Azenosertib corporate update, by year-end 2026, notable
  2. Azenosertib China decisionDec 2026Azenosertib China decision, Dec 2026, material
  3. Azenosertib topline1H 2027Azenosertib topline, 1H 2027, thesis-defining

Bar width shows how precise the guidance is — a pin is a stated date, a wide band a six-month window. Deeper blue means more of the thesis rides on the event; it is not a view on the stock.

Pipeline (1 active programs)

Discontinued (2)

Capital (as filed)

Cash
$24.8M cash and cash equivalents · Jun 30, 2026 (10-Q)
Short-term investments
$150M Jun 30, 2026
Operating cash flow
−$37.2M quarter Mar 31, 2026 → Jun 30, 2026, year-to-date difference (10-Q)
As stated in coverage
$219M cash per the update of Oct 19, 2026 — the company's own words as read there, not the filed figure

Cash, investments and operating cash flow are the company's own XBRL facts as filed with the SEC, each shown with its period end and tag. As-stated figures come from the company's own words as read in Biotech Distilled coverage, dated, and routinely count securities and planned financing that a balance sheet does not. Offering rows are the SEC cover pages as filed. Not investment advice. Figures as of Nov 7, 2026.

Biotech Distilled coverage (2)

Articles open on Substack. Some are subscriber-only; those marked ★ Distilled Pro are for Distilled Pro members.

Verdict history (2 calls)

Every verdict Biotech Distilled has published on Zentalis Pharmaceuticals, oldest first — the full history, never a selection. How calls are scored: the track record.

  1. 2026-08-21 Speculative buy speculative Zentalis Pharmaceuticals (ZNTL) - Scientific Deep Dive for Azenosertib and Pipeline Products The mechanism replicates across three independent studies and the August raise fully funds the 1H 2027 binary at a ~$135M enterprise value, but pivotal efficacy has never been shown and the approved competitive bar moved in March 2026.
  2. 2026-10-20 Speculative buy speculative UPDATE: Zentalis Pharmaceuticals (ZNTL) - The Survival Number Arrives First OS data directionally answers the sharpest bear point and enterprise value is near zero, but data remains interim, retrospective, and single-arm, with Part 2c enrollment still unguided and BIOSECURE/dilution risks intact.

Every verdict Biotech Distilled has published on this company, in order, with the post it came from — the full history, never a selection. Position figures are the same ones shown on /track-record, computed by the same method. Editorial opinion, not investment advice.

Timing, in the company's words (1 quote from 1 filing)

Sentences quoted verbatim from the company's SEC filings, newest filing first. Each sits under the filing it appeared in; the "matched to" tag names the calendar row it was read for.

Timing sentences quoted from the company's own SEC filings, each under the filing it appeared in. The 'matched to' tag is the calendar row the sentence was read for; the filing is the source. Not investment advice.

Filings & releases (21)

SEC filings from EDGAR and press releases captured from the company's investor-relations site, newest first. Releases captured from Sep 2, 2026; filings from March 2026. Summaries come from the BD update that read the document; "BD extracted" counts point at the pipeline table above. All companies →

6 more filings (13G holder notices, S-8, proxy material, SEC correspondence …)