Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
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Valued as a pre-revenue company: Net cash floor and Analyst consensus.
ACCE opinionZura Bio Limited Class A Ordinary Shares (ZURA)
Fair value
Not available
ACCE price target
$4.50
Rating
Not rated
Horizon
12 months
ACCE price target published on 15 Oct 2026, 00:00 CEST.
Price used: $3.36 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus and Net cash floor.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
19
out of 100
Analysts
100% buy
7 covering
1-year return
+0.0%
Dividend yield
0.00%
Zura Bio Limited Class A Ordinary Shares in four questions
Plain answers, details below
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Overview
ACCE thesis
Zura Bio is a clinical-stage biotech developing tanfanercept, an oral and topical small molecule aimed at dry eye disease and autoimmune conditions, and it has no product revenue to report. The data we have shows a 0.0% revenue growth figure and a return on equity of -51.0%, which is what a pre-commercial company with ongoing trial spend looks like on paper. The investable question is whether the pipeline data justifies the cash burn, and that requires reading trial readouts and runway guidance directly from filings rather than from these ratios. At a market cap of roughly $410M, the company is valued on its pipeline rather than its earnings, and the composite score of 19/100 reflects that the screen has little to grade. It is not a name that sits in any major index, so liquidity and coverage will be thinner than for large-cap healthcare. A deeper look makes sense only if the portfolio can carry binary clinical risk and the position can be sized for it.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
severe
Heavy cash burn
Free cash flow is -$64.9M against a $338M market cap, and operating margin is 0.0% with no revenue growth. Runway depends on the cash balance, which is not in the data.
high
Elevated short interest
Short interest is 13.1% of float, meaning a meaningful share of holders are betting on further decline. Combined with negative FCF, this raises volatility risk for position sizing.
moderate
Insider selling outweighs buying
Of the last 10 disclosed insider trades, sales total $16.23M against $25.50M in buys, a net buying position. Read it cautiously given the small sample and no revenue to anchor it.
AI research notes
AI-assisted·How I use AIWritten Oct 22, 2026 · figures from 2026-10-22 · prices to Oct 23, 2026
Why it could do well
Seven of seven analysts rate the stock Buy or Strong Buy, a unanimous view that the business has a path forward.
The analysts' mean price target is $18.00, which implies a large gap above the current $3.36 share price.
The analysts' mean target sits 409.9% above the share price, a gap that would reward investors if the thesis plays out.
Why it could disappoint
Free cash flow over the last twelve months was negative $65M, meaning the company burned cash rather than generating it.
Return on equity of -51.0% and return on invested capital of -55.4% show the company is losing money on the capital it uses.
The diluted share count rose 25.4% last fiscal year, so each shareholder's slice of the company shrank.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 12, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
INVESTOR
Where ZURA's valuation models land
Price
$3.36
Model fair valueConfidence: low
about $11.82
Model
Fair value
Upside
Analyst consensus
Net cash floor
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
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+Conviction breakdown and growth / value / quality / momentum scores