Zenas BioPharma, Inc.

ZBIO

Held by 2 specialist biotech funds

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Fund Holdings

Rock Springs Capital EcoR1 Capital

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Catalysts

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Position Details

Rock Springs CapitalNEWFeb 17, 2026

Shares: 502,077Value: $18.2M

# Signal Note: Rock Springs Capital initiates $18.2M position in ZBIO Rock Springs' entry into ZBIO likely signals conviction in the company's late-stage pipeline; key near-term catalysts include Phase 2b data for ZB201 in systemic sclerosis (expected 2024-2025) and potential regulatory progression for ZB375 in atopic dermatitis. The healthcare specialist's initiation of a concentrated position across a smaller market-cap biotech suggests asymmetric risk/reward positioning ahead of these clinical milestones. Monitor upcoming data readouts and any partnering announcements as validation of the thesis.

EcoR1 CapitalNEW

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Insider Signals

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Also Held by These Funds

NUVB2 funds NGNE2 funds BBIO2 funds IMNM2 funds MBX2 funds CNTA2 funds JAZZ2 funds PCVX

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: EcoR1 Capital Initiates $28.7M Position in Zenas BioPharma EcoR1's entry into ZBIO signals conviction in the company's pipeline, likely driven by ZEN-797 (selective PI3K delta inhibitor) for autoimmune/inflammatory indications where EcoR1 has demonstrated thesis conviction. The $28.7M position size and growth-stage/crossover focus suggest near-term inflection catalysts, potentially including clinical data readouts or regulatory meetings within the next 12-18 months that could de-risk commercialization timelines.