Zai Lab: A Speculative Bet On Global Oncology, With A Greater China Bag Attached

Zai Lab faces stalling growth in Greater China due to price controls and declining Zejula revenues, shifting focus to global pipeline assets. I assign zero intrinsic value to ZLAB's China business, given minimal "bottom line" contributions from blockbuster launches like Vyvgart and anticipated similar outcomes for KarXT. Zoci, a wholly owned Phase 3 oncology asset, is the key value driver for the company, with a modeled global rNPV near $1 billion and potential for multi-billion upside if expanded to 1L SCLC.

Seeking Alpha • 3 hours ago

Zai Lab Receives U.S. FDA Fast Track Designation for Zocilurtatug Pelitecan (Zoci), a DLL3-Targeting ADC, for Treatment of Extrapulmonary Neuroendocrine Carcinomas (epNECs)

SHANGHAI & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Zai Lab Limited (NASDAQ: ZLAB; HKEX: 9688) today announced the U.S. Food and Drug Administration (FDA) has granted Fast Track Designation to zocilurtatug pelitecan (zoci, formerly ZL-1310), the Company's potential first-in-class Delta-like ligand 3 (DLL3)-targeting antibody-drug conjugate (ADC), for the treatment of extrapulmonary neuroendocrine carcinomas (epNECs) following progression after standard first-line therapy. epNECs are an aggressive mal.

Business Wire • May 11, 2026

Zai Lab Q1 Earnings Call Highlights

Zai Lab NASDAQ: ZLAB reported a year-over-year decline in first-quarter 2026 product revenue as pressure on ZEJULA weighed on results, while management emphasized progress across its global oncology and immunology pipeline and pointed to multiple upcoming regulatory and clinical milestones.

MarketBeat • May 9, 2026

Zai Lab Limited (ZLAB) Q1 2026 Earnings Call Transcript

Zai Lab Limited (ZLAB) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 8, 2026

Zai Lab Announces First Quarter 2026 Financial Results and Recent Corporate Updates

SHANGHAI & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Zai Lab Limited (NASDAQ: ZLAB; HKEX: 9688) today announced financial results for the first quarter of 2026, along with recent product highlights and corporate updates. “We continue to accelerate the development of our global pipeline, with numerous clinical trials underway across oncology and immunology,” said Dr. Samantha Du, Founder, Chairperson and Chief Executive Officer of Zai Lab. “During the quarter, we made strong progress advancing zoci, wi.

Business Wire • May 7, 2026

Zai Lab Limited (ZLAB) Reports Q1 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for Zai Lab Limited (ZLAB) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • May 7, 2026

Zai Lab to Announce First Quarter 2026 Financial Results and Recent Corporate Updates on May 7, 2026

SHANGHAI & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Zai Lab Limited (NASDAQ: ZLAB; HKEX: 9688) today announced that it will report its first quarter 2026 financial results and provide recent corporate updates on May 7, 2026, before the opening of U.S. equity markets. The announcement will be followed by a conference call and webcast at 8:00 a.m. ET (8:00 p.m. HKT). Conference Call and Webcast Information The live webcast can be accessed by visiting the Company's website at http://ir.zailaboratory.com.

Business Wire • Apr 22, 2026

Zai Lab Limited (ZLAB) Discusses Intracranial Activity of a New Therapy in Small Cell Lung Cancer With Brain Metastases Transcript

Zai Lab Limited (ZLAB) Discusses Intracranial Activity of a New Therapy in Small Cell Lung Cancer With Brain Metastases Transcript

Seeking Alpha • Apr 20, 2026

Zai Lab Presents New Preclinical Data Suggesting ZL-1503, an IL-13/IL-31Rα Bispecific Antibody, Provides Rapid Itch Relief and Reduction in Inflammation in Atopic Diseases

SHANGHAI & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Zai Lab Limited (NASDAQ: ZLAB; HKEX: 9688) today announced new data from a preclinical study of ZL-1503, demonstrating that the company's internally developed IL-13/IL-31Rα bispecific antibody may lead to sustained suppression of intense pruritus (itch) and inflammation caused by atopic diseases. The findings, featured in a poster presentation at the IMMUNOLOGY2026 conference in Boston, MA, reinforce the potential of ZL-1503 to be a first-in-class t.

Business Wire • Apr 18, 2026

Zai Lab Presents New Data Demonstrating Zocilurtatug Pelitecan (Zoci) Induces Rapid and Robust Intracranial Responses in Small Cell Lung Cancer with Brain Metastases and Promising Activity in Other Neuroendocrine Carcinomas

SHANGHAI & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Zai Lab Limited (NASDAQ: ZLAB; HKEX: 9688) today announced clinical data indicating zocilurtatug pelitecan (zoci, formerly ZL-1310), a DLL3-targeting antibody-drug conjugate (ADC), provides rapid and robust intracranial responses in patients with previously treated extensive stage small cell lung cancer (ES-SCLC) and brain metastases as measured by independent assessment using modified Response Assessment in Neuro-Oncology for Brain Metastases (mRAN.

Business Wire • Apr 17, 2026