STOCK TITAN

Zentalis Pharmaceuticals, Inc. 8-K Filings

ZNTL NASDAQ

Every 8-K that Zentalis Pharmaceuticals, Inc. (ZNTL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow ZNTL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ZNTL filings page.

Rhea-AI Summary

Zentalis Pharmaceuticals, Inc. entered into an underwriting agreement with TD Securities (USA) LLC, Guggenheim Securities, LLC and Oppenheimer & Co. Inc. for a public offering of 23,000,000 shares of common stock at $3.50 per share under an effective Form S-3 shelf registration.

The company granted the underwriters a 30-day option to purchase up to 3,450,000 additional shares at the same public offering price, less underwriting discounts and commissions. Closing is expected on August 17, 2026, subject to customary conditions, and Zentalis estimates net proceeds of approximately $75.1 million after fees and expenses.

Zentalis plans to use the net proceeds, together with existing cash, cash equivalents and marketable securities, to fund clinical trials, preclinical studies, regulatory filings, manufacturing and a companion diagnostic, as well as pre-commercial activities, capital expenditures, working capital and other general corporate purposes.

Rhea-AI Summary

Zentalis Pharmaceuticals reported a Q2 2026 net loss of $42.3 million, or $0.59 per share, as operating expenses rose to $44.4 million, driven mainly by $35.2 million of research and development spending that included a $7.0 million milestone payment tied to commencing the ASPENOVA Phase 3 trial.

Cash, cash equivalents and marketable securities were $174.6 million as of June 30, 2026, compared with $245.9 million at December 31, 2025, and the company states this provides runway into late 2027. Working capital totaled $143.7 million.

Clinically, Zentalis is advancing azenosertib, an investigational WEE1 inhibitor, in ovarian cancer. Following a Type D meeting, the FDA raised no objections to the selected 400 mg once-daily 5:2 dosing in the registration-intended DENALI Phase 2 trial and acknowledged the DENALI Part 2 population could support an accelerated approval pathway, subject to data and the treatment landscape. Enrollment in DENALI Parts 2a and 2b is complete, Part 2c is enrolling, and topline Part 2 results are expected in the first half of 2027. The confirmatory ASPENOVA Phase 3 trial has begun dosing and is enrolling approximately 420 Cyclin E1-positive platinum-resistant ovarian cancer patients.

Rhea-AI Summary

Zentalis Pharmaceuticals, Inc. held its 2026 Annual Meeting of Stockholders on June 16, 2026. A total of 49,453,766 shares were present or represented by proxy, representing approximately 69.47% of outstanding common stock as of the April 20, 2026 record date, establishing a strong quorum.

Stockholders elected David Johnson and Jan Skvarka, Ph.D., as Class III directors to serve until the 2029 Annual Meeting. They also ratified Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026 and approved, on an advisory basis, the compensation of the named executive officers.

Rhea-AI Summary

Zentalis Pharmaceuticals expanded its Board of Directors from six to seven members and appointed Shannon Campbell as a Class I director. Her term runs until the 2027 annual stockholder meeting, and she will also serve on the Board’s Compensation Committee.

Campbell will be paid under the company’s standard non-employee director program, including a $45,000 annual cash retainer for Board service and an additional $7,500 annual retainer for Compensation Committee membership. As a new director, she received 114,200 restricted stock units, calculated as 0.16% of the common shares outstanding before grant, vesting in equal installments over three years.

After six months of service, she will become eligible for an annual equity award equal to 0.08% of shares outstanding before each grant, which generally vests in full by the next annual meeting or the first anniversary of grant. All of Campbell’s director equity awards vest in full upon a change in control, subject to her continued service, and she has entered into the company’s standard indemnification agreement for directors and officers.

Rhea-AI Summary

Zentalis Pharmaceuticals reported updated Phase 1b MUIR trial results for its investigational WEE1 inhibitor azenosertib combined with paclitaxel in platinum-resistant ovarian cancer (PROC). In 46 all-comer PROC patients across four dose cohorts, the regimen achieved a 39.1% overall response rate and 58.7% clinical benefit rate, with median duration of response of 5.6 months and median progression-free survival of 7.3 months as of the December 1, 2025 cutoff. These outcomes are described as encouraging versus historical paclitaxel monotherapy data of roughly 30% response and 4-month median progression-free survival.

At the 250 mg intermittent 5:2 azenosertib dose (12 patients), overall response rate was 50.0%, clinical benefit rate 66.7%, and median duration of response 9.2 months, supporting this as a potential optimal combination dose. Activity appeared similar in Cyclin E1‑positive and Cyclin E1‑negative tumors. The safety profile was characterized as manageable: common treatment-related adverse events included fatigue, anemia, nausea, and neutropenia, with Grade ≥3 neutropenia in 30.4% and anemia in 19.6% of patients, and one Grade 5 sepsis event considered related to azenosertib.

Rhea-AI Summary

Zentalis Pharmaceuticals reported a first-quarter 2026 net loss of $35.4 million, improving from $48.3 million a year earlier, with net loss per share narrowing to $0.50 from $0.67. Total operating expenses fell to $37.9 million from $45.6 million, reflecting the absence of a prior-year restructuring charge and lower general and administrative costs, partly offset by higher clinical spending.

The company ended March 31, 2026 with $211.8 million in cash, cash equivalents and marketable securities, which it believes will fund operations into late 2027. Zentalis advanced its lead WEE1 inhibitor azenosertib, selecting a 400mg once-daily 5:2 dosing schedule as the pivotal monotherapy dose in platinum-resistant ovarian cancer and expanding the Phase 2 DENALI trial, with topline data expected by year-end 2026. The Phase 3 ASPENOVA confirmatory trial has dosed its first patient, aiming to support full approval and ex-US registrations in Cyclin E1-positive platinum-resistant ovarian cancer.

Rhea-AI Summary

Zentalis Pharmaceuticals has dosed the first patient in ASPENOVA, its global Phase 3 trial of investigational WEE1 inhibitor azenosertib for Cyclin E1-positive platinum-resistant ovarian cancer. The randomized study plans to enroll about 420 patients, comparing oral azenosertib 400mg once daily on a 5-days-on, 2-days-off schedule to standard single-agent chemotherapy.

ASPENOVA is designed as a confirmatory trial to support potential full approval, alongside the Phase 2 DENALI study, which is intended to underpin an accelerated approval application with a topline readout targeted by year-end 2026. Azenosertib, which has U.S. FDA Fast Track Designation for this setting, is being developed with a biomarker-driven strategy in collaboration with major gynecologic oncology trial groups.

Rhea-AI Summary

Zentalis Pharmaceuticals furnished an update on its WEE1 inhibitor azenosertib, highlighting new preclinical and real‑world data presented at the AACR 2026 meeting in San Diego. In triple‑negative breast cancer models, azenosertib showed 42–99% tumor growth inhibition as monotherapy and drove stronger responses when combined with antibody‑drug conjugates or paclitaxel, including complete responses in 7 of 8 mice in an ADC‑resistant model.

Real‑world analyses in high‑grade serous ovarian cancer showed Cyclin E1‑positive patients had shorter time to next treatment after first‑line therapy, at 13.2 and 14.9 months in two groups versus 19.5 months for Cyclin E1‑negative patients, underscoring a poor‑prognosis population Zentalis is targeting with late‑stage azenosertib studies.

Rhea-AI Summary

Zentalis Pharmaceuticals is advancing its WEE1 inhibitor azenosertib in platinum-resistant ovarian cancer by selecting 400mg once daily on a 5-days-on, 2-days-off schedule as the pivotal monotherapy dose for Cyclin E1-positive patients. This choice is based on a prespecified interim analysis from the DENALI Phase 2 Part 2a trial, which showed a clearly differentiated response rate versus 300mg with broadly comparable safety.

The 400mg QD 5:2 dose will be used across the registration-intended DENALI Phase 2 study and the confirmatory ASPENOVA Phase 3 trial, expected to initiate in Q2 2026 and enroll about 420 patients against investigator’s-choice chemotherapy. Zentalis plans a DENALI Part 2 topline readout by year-end 2026 and continues to target an accelerated approval pathway. In integrated datasets, azenosertib at 400mg QD 5:2 in Cyclin E1-positive PROC has shown objective response rates above 30% with median duration of response around five to six months, alongside a manageable safety profile. The company estimates roughly 21,500 Cyclin E1-positive PROC patients, about half of the PROC population, and reports $245 cash, cash equivalents and marketable securities as of December 31, 2025, which it believes can fund operations into late 2027.

Rhea-AI Summary

Zentalis Pharmaceuticals reported full-year 2025 results showing continued investment in its lead WEE1 inhibitor azenosertib while narrowing losses. The company ended 2025 with $245.9 million in cash, cash equivalents and marketable securities and expects this to fund operations into late 2027, beyond the planned DENALI Part 2 topline readout.

Revenue from licensing and intellectual property dropped to $0 in 2025 from $67.4 million in 2024, while net loss attributable to Zentalis improved to $137.1 million from $165.8 million. Research and development expenses declined to $107.3 million and general and administrative expenses to $37.7 million, reflecting sizable cost reductions and a restructuring charge of $7.8 million.

Clinically, Zentalis completed enrollment in DENALI Part 2a, aligned with the FDA on the Phase 3 ASPENOVA trial design, and is advancing the MUIR study of azenosertib plus bevacizumab in ovarian cancer. Key 2026 milestones include DENALI dose confirmation and Phase 3 ASPENOVA initiation in the first half of 2026, and DENALI Part 2 topline data by year-end, which could potentially support accelerated approval subject to FDA feedback.

Rhea-AI Summary

Zentalis Pharmaceuticals reported a corporate update focused on its lead cancer drug candidate azenosertib and its financial position. In 2025 the company completed enrollment in Part 2a of its Phase 2 DENALI trial in platinum-resistant ovarian cancer, aligned with the FDA on the design of the confirmatory ASPENOVA Phase 3 trial, and reported strong data across three PROC trials supporting Cyclin E1-positive disease as the lead indication. As of September 30, 2025, Zentalis held $280.7 million in cash, cash equivalents and marketable securities and believes this provides runway into late 2027. For 2026, it expects DENALI Part 2a dose confirmation and ASPENOVA Phase 3 initiation in the first half of the year and a DENALI Part 2 topline readout by year end 2026, which it states could support a potential accelerated approval, subject to FDA feedback.

Rhea-AI Summary

Zentalis Pharmaceuticals agreed to repurchase 7,500,000 shares of its common stock from Matrix Capital’s fund at $1.33 per share, below the recent $1.40 closing price. The buyback, which closed on December 15, 2025, is tied to Matrix Capital Management’s previously announced plan to wind down its family of funds.

The company states that this repurchase is not expected to materially affect its projected cash runway into late 2027. On the same date, Karan Takhar, a Matrix executive, resigned from Zentalis’ Board of Directors and all board committees, with the company noting there was no disagreement over operations or policies. Following his departure, the board size was reduced from seven to six directors.

Rhea-AI Summary

Zentalis Pharmaceuticals (ZNTL) furnished an update via Form 8-K. The company announced its financial results for the quarter ended September 30, 2025, and provided business updates. A press release was furnished as Exhibit 99.1 and a corporate presentation as Exhibit 99.2, both beginning November 10, 2025. The materials under Items 2.02 and 7.01 are furnished, not filed, and are not subject to Section 18 liabilities or automatically incorporated by reference.

Rhea-AI Summary

Zentalis Pharmaceuticals, Inc. reported a leadership transition in its legal function. On August 26, 2025, Andrea Paul notified the Board of her intent to resign as Chief Legal Officer and Corporate Secretary, effective September 18, 2025, to join the partnership of a large international law firm. She will remain a non-executive employee through October 1, 2025.

The company and Ms. Paul expect to enter into a release agreement that will provide payment of her 2025 target annual bonus and continued vesting of her equity awards during a transitional services period, after which certain awards will vest in full. In connection with her resignation, Zentalis appointed James B. Bucher as its new Chief Legal Officer and Corporate Secretary, effective September 18, 2025. The company describes Mr. Bucher as a seasoned life sciences legal executive with extensive public company and strategic transaction experience.

Rhea-AI Summary

Zentalis Pharmaceuticals (NASDAQ: ZNTL) held its 2025 Annual Meeting of Stockholders on June 17, with 80.9% of outstanding shares represented. Key voting results include:

  • Director Elections: Three Class II directors were elected to serve until 2028: - Scott Myers (43M votes for) - Karan Takhar (30.7M votes for) - Luke Walker, M.D. (36.6M votes for)
  • Auditor Ratification: Ernst & Young LLP appointment was approved with overwhelming support (58.1M votes for, representing 99.8% approval)
  • Executive Compensation: The "Say-on-Pay" vote passed but with significant opposition - 62.9% in favor (29.5M votes) versus 37.1% against (17.4M votes), indicating substantial shareholder concerns about executive compensation practices

The meeting results suggest strong shareholder engagement but reveal notable dissent regarding executive compensation and varying levels of support for board nominees, particularly for Karan Takhar who received the lowest approval rate among directors.