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Zai Lab (ZLAB) investor relations material

Zai Lab Morgan Stanley 23rd Annual Global Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Morgan Stanley 23rd Annual Global Healthcare Conference summary9 Sep, 2025

Company overview and recent performance

  • Founded in 2014, with IPOs on NASDAQ and Hong Kong Stock Exchange; employs staff in 17 countries, mainly China.

  • Eight commercial products launched, with two more expected to gain approval by early next year.

  • Global pipeline includes DLL3 ADC in pivotal trials and internally discovered IL-13/31 entering phase one in the U.S. this year.

  • Focus areas are oncology, immunology, and neurology, with key products like KarXT and a fast-growing Genix partner product.

  • Reported $400 million in sales last year and holds $800 million in cash.

Strategic approach to in-licensing and innovation

  • Remains interested in China rights for synergistic assets, especially in oncology, immunology, and neurology.

  • Selective about global rights, focusing on areas of strong internal expertise and combining internal discovery with external innovation.

  • Leverages deep market knowledge and clinical site expertise in China for in-licensing opportunities.

  • Balances internal discovery (1–2 INDs/year) with early-phase business development globally, focusing on best-in-class innovation.

  • Sees increasing innovation opportunities in China, especially in oncology and immunology.

Pipeline highlights and clinical development

  • DLL3 ADC shows 79% ORR in targeted dose with mild safety profile; aims for accelerated U.S. approval in late 2027.

  • October update expected on second-line small cell lung cancer durability data; first-line combination data anticipated early next year.

  • Neuroendocrine tumor trials ongoing, with potential breakthrough if response rates reach 20%.

  • POVI (IgAN nephropathy) chosen for large market potential in China, aiming for best-in-class status despite competition.

  • VYVGART positioned as frontline GMG therapy in China; NRDL listing for sub-Q version targeted for 2026.

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Frequently asked questions

Zai Lab Limited is a biopharmaceutical company that focuses on developing and commercializing therapies for oncology, autoimmune disorders, infectious diseases, and neurological conditions. The company operates at the intersection of global research and localized healthcare needs, with a strong presence in China and the United States. Zai Lab has a broad portfolio that includes both licensed products and proprietary research-driven candidates, targeting areas of significant unmet medical need. The company is headquartered in Shanghai, China, and its shares are on both the Nasdaq and the Hong Kong Stock Exchange.

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