Zai Lab Ltd. (ZLAB)
Summary
Zai Lab Limited: Declining Despite Making Progress - I See Opportunity (Reiterate Buy)
ZLAB is continuing to grow revenues through its Chinese in-licensed strategy. Continuing growth of in-licensed programs is mixed, with imminent approvals in China but also termination of key studies. However, I think the market is pushing this further and further into "undervalued," given the narrowing losses and promise of their own pipeline projects.
Zai Lab Limited (ZLAB) Q3 2025 Earnings Call Transcript
Zai Lab Limited ( ZLAB ) Q3 2025 Earnings Call November 6, 2025 8:00 AM EST Company Participants Christine Chiou - Senior VP & Head of Investor Relations Ying Du - Founder, Chairperson & CEO Rafael Amado - President and Head of Global Research & Development Joshua Smiley - President & COO Yajing Chen - Chief Financial Officer Conference Call Participants Jonathan Chang Anupam Rama - JPMorgan Chase & Co, Research Division Yigal Nochomovitz - Citigroup Inc., Research Division Li Wang Watsek - Cantor Fitzgerald & Co., Research Division Ziyi Chen - Goldman Sachs Group, Inc., Research Division Yuxi Dong - Jefferies LLC, Research Division Presentation Operator Hello, ladies and gentlemen. Thank you for standing by, and welcome to Zai Lab's Third Quarter 2025 Financial Results Conference Call.
Zai Lab Limited (ZLAB) Discusses Updated Monotherapy Phase I Data for Suzhou and Outlines Next Steps in Clinical Development Transcript
Zai Lab Limited (NASDAQ:ZLAB ) Discusses Updated Monotherapy Phase I Data for Suzhou and Outlines Next Steps in Clinical Development October 24, 2025 11:00 AM EDT Company Participants Rafael Amado - President and Head of Global Research & Development Joshua Smiley - President & COO Conference Call Participants Jonathan Chang - Leerink Partners LLC, Research Division Li Wang Watsek - Cantor Fitzgerald & Co., Research Division Linhai Zhao - Goldman Sachs Group, Inc., Research Division Yuxi Dong - Jefferies LLC, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Zai Lab 2025 Triple Meeting Investor Call.
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Zai Lab Ltd. Profile
| Biotechnology Industry | Healthcare Sector | Ying Du CEO | NASDAQ (NMS) Exchange | 98887Q104 CUSIP |
| CN Country | 1,869 Employees | - Last Dividend | - Last Split | 20 Sep 2017 IPO Date |
Overview
Zai Lab Limited is a biopharmaceutical company founded in 2013, dedicated to discovering, developing, and commercializing a broad range of therapies. The company focuses on treating a variety of conditions including oncology, autoimmune disorders, infectious diseases, and neuroscience disorders. Headquartered in Shanghai, China, Zai Lab has established multiple license and collaboration agreements with leading pharmaceutical companies worldwide to expand its product portfolio and research capabilities. These collaborations enable the company to leverage revolutionary technologies and compounds to address unmet medical needs in various therapeutic areas.
Products and Services
Zai Lab Limited's product pipeline includes:
- Zejula: An orally administered poly polymerase 1/2 inhibitor used for treating cancer.
- Optune: A novel cancer therapy utilizing electric fields tuned to specific frequencies aimed at disrupting the growth of tumor cells.
- NUZYRA: A treatment option for acute bacterial skin and skin structure infections, as well as community-acquired bacterial pneumonia.
- Qinlock: Designed for the treatment of gastrointestinal stromal tumors.
- VYVGART: A human IgG1 antibody fragment targeting myasthenia gravis.
- Tumor Treating Fields (TTFields): A portable device that delivers electric fields for treating tumors, developed in collaboration with NovoCure.
- Repotrectinib: A tyrosine kinase inhibitor targeting ROS1 and TRK A/B/C in cancer patients, under development in collaboration with BMS.
- Tisotumab vedotin: An antibody-drug conjugate for cancer treatment, developed in partnership with BMS.
- Adagrasib: A compound targeting KRAS-G12C-mutated NSCLC, colorectal cancer, and pancreatic cancer, developed in collaboration with Mirati.
- Bemarituzumab: Focused on treating gastric and gastroesophageal junction cancer patients, in partnership with Amgen.
- Sulbactam/Durlobactam: A combination therapy for serious infections caused by Acinetobacter, developed in collaboration with Innoviva.
- KarXT: Aimed at treating psychiatric and neurological conditions, under development in collaboration with Karuna.
In addition to these products, Zai Lab actively engages in research and development through collaborations with companies such as Tesaro, Inc., Deciphera, Paratek Bermuda Ltd., and argenx to enrich its pipeline and enhance treatment options available to patients worldwide.
Contact Information
