Zai Lab Ltd. (ZLAB)
Summary
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.
Zai Lab Limited (ZLAB) Q1 2026 Earnings Call Transcript
Zai Lab Limited (ZLAB) Q1 2026 Earnings Call Transcript
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.
Zai Lab Ltd. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Point72 Asset Management LP Point72 Asset Management LP | 35,120 | $660,607 | $716,096.8 | $55,489.8 | 8.4% |
| YA Yinka Akinsola Blue Trust Inc. | 5 | $130.95 | $101.95 | -$29 | -22.15% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 230,418 | $4.78M | $4.7M | -$86,669.62 | -1.81% |
 Brian Baylis Bell Investment Advisors Inc. | 26 | $730.34 | $529.42 | -$200.92 | -27.51% |
| SRB Steve R. Bailey Frazier Life Sciences Management LP | 1.9M | $61.82M | $38.69M | -$23.13M | -37.41% |
Zai Lab Ltd. Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Yigal Nochomovitz Citigroup | 275.27 | $4,938.52 | $5,711.85 | $773.33 | 15.66% |
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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.
