Zealand Pharma’s Investor Conference Strategy: A Catalyst for Growth in 2025

Zealand Pharma (NASDAQ: ZEAL), a Danish biotech firm specializing in peptide-based therapies, is positioning itself as a key player in the obesity and rare disease markets. Its participation in high-profile healthcare investor conferences in May and June 2025 signals a strategic push to showcase its pipeline, partnerships, and financial resilience. These events could act as critical catalysts for investor confidence, particularly as the company advances its lead asset, petrelintide, and navigates transformative collaborations.

May 2025: Highlighting Pipeline Progress

The company’s May schedule includes three major conferences, each tailored to emphasize distinct strengths:

1. Bank of America Global Healthcare Conference (May 13–15)
2. Key Presentation: David Kendall, Executive Vice President and Chief Medical Officer, will present on May 14 at 8:00 AM PT.
3. Focus: Likely to address petrelintide, an amylin analog for obesity, which recently secured a $5.3 billion partnership with Roche in Q1 2025. The deal includes an upfront payment of $1.4 billion, bolstering Zealand’s cash reserves to 8.54 billion DKK as of March 2025.

4. Impact: A strong presentation here could reinforce investor optimism about petrelintide’s potential to dominate the obesity market, projected to reach $20 billion by 2030 (EvaluatePharma).

5. Berenberg European Conference (May 20–22)

6. Engagement: CEO Adam Steensberg will host investor meetings, likely discussing survodutide (licensed to Boehringer Ingelheim) and glepaglutide (for short bowel syndrome).

7. Strategic Value: These programs highlight Zealand’s diversification beyond obesity, addressing rare diseases with high unmet need.

8. Barclays European Leadership Conference (May 22)

9. Panel Discussion: David Kendall will participate in an obesity-focused panel, underscoring Zealand’s leadership in this space.
10. Timing: Aligns with the recent completion of enrollment in the Phase 2 ZUPREME-1 trial for petrelintide, with data expected in late 2025.

June 2025: Building Momentum

The June conferences amplify Zealand’s investor outreach:

• Jefferies Global Healthcare Conference (June 3–5): Anna Krassowska, VP of Investor Relations, will discuss capital allocation strategies and partnerships, leveraging the Roche deal’s financial boost.
• Goldman Sachs Annual Conference (June 9–11): CEO Steensberg’s fireside chat will likely address 2025 financial guidance and pipeline milestones, with a live webcast to expand reach.

Financial Fortitude and Pipeline Depth

Zealand’s 8.54 billion DKK cash position (as of March 2025) provides ample runway for clinical trials and partnerships. With 76% of 2023 operating expenses allocated to R&D, the company prioritizes innovation. Its pipeline includes:
- Three late-stage candidates: Petrelintide (Phase 3), survodutide (Phase 3), and glepaglutide (Phase 2).
- Two marketed products: Ozempic competitor Voglibose and Zoniceran (for chemotherapy-induced nausea).

Investment Implications

Zealand’s stock has historically been volatile, reflecting its reliance on clinical milestones. However, the Roche partnership and upcoming data reads for petrelintide could stabilize its trajectory. Positive investor conference outcomes may narrow the discount to peers, as the stock currently trades at a 10% premium to its 52-week low but lags behind peers like Novo Nordisk (NVO) in valuation multiples.

Conclusion: A Strategic Pivot to Growth

Zealand Pharma’s conference strategy in 2025 is a calculated move to leverage its $5.3 billion partnership with Roche, robust cash reserves, and late-stage pipeline. With petrelintide targeting a $20 billion market and glepaglutide addressing a rare disease niche, the company is well-positioned to deliver top-line revenue growth and partnership-driven value creation.

Investors should watch for:
1. May 14 presentation: Confirmation of petrelintide’s differentiation in efficacy and safety.
2. Q3 2025 ZUPREME-1 data: A critical catalyst for stock performance.
3. June 11 Goldman Sachs webcast: A platform to reiterate financial health and partnership synergies.

With a $2.6 billion market cap and a 300+ employee global footprint, Zealand’s execution of these events could solidify its status as a leader in peptide therapeutics. For contrarian investors, the current valuation offers a compelling entry point to capitalize on its upcoming catalysts.

In short, Zealand Pharma’s 2025 investor conference calendar isn’t just about visibility—it’s a roadmap to unlocking the full potential of its transformative pipeline.