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Zai Lab
Zai Lab (ZLAB) investor relations material
Zai Lab 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
Strategic vision and business model
Operates a dual-engine model: a profitable commercial business in China and a growing global innovation portfolio.
Acts as a gateway for Western biotechs entering China and Chinese innovation expanding globally.
Integrated U.S.-China R&D model enables rapid, capital-efficient execution and industry-leading development speed.
Maintains a strong balance sheet with $817 million in cash as of September 2025, supporting ongoing investment in R&D.
Strategic capital allocation aims for near-term margin expansion and long-term profitability.
Pipeline and R&D highlights
Global pipeline focuses on immunology and oncology, emphasizing advanced modalities like ADCs and T-cell engagers.
Lead asset Zoci (DLL3 ADC) in phase III for small cell lung cancer, with potential US approval as early as 2028.
ZL-1503 (IL-13/31 bispecific) in phase I/1b for atopic dermatitis, with rapid and durable itch suppression in preclinical models.
Additional oncology programs (LRRC15 ADC, MUC17 x CD3) to enter or are in clinical trials in 2024.
R&D strategy balances internal discovery with selective in-licensing of late preclinical or early clinical assets.
Clinical data and differentiation
Zoci shows 68.4% ORR in second-line small cell lung cancer and 80% ORR in brain metastases without prior radiation.
Safety profile: only 13% grade 3+ TRAEs, no discontinuations or deaths, supporting use in combination regimens.
Phase III trial for Zoci initiated in Q4 2023, targeting 480 patients in real-world settings.
IL-13/31 program aims for rapid itch relief and longer duration in atopic dermatitis, targeting a $15–30 billion market.
LRRC15 ADC designed for broad-spectrum activity, including sarcomas and epithelial tumors, with phase I starting in 2024.
Zoci's 1L SCLC combo strategy
Timeline for corporate-level profitability
ZL-1503 differentiation in AD market
Financial interplay: China business vs. global R&D?
ZL-1310: How does it overcome SCLC resistance?
Key growth drivers for China commercial business?
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Next Zai Lab earnings date
Q4 202527 Feb, 2026
Zai Lab
Next Zai Lab earnings date
Q4 202527 Feb, 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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