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Zai Lab Limited (NASDAQ:ZLAB ) Q1 2025 Earnings Conference Call May 8, 2025 8:00 AM ET Company Participants Christine Chiou - Senior Vice President, Investor Relations Samantha Du - Founder, Chairperson and Chief Executive Officer Josh Smiley - President and Chief Operating Officer Rafael Amado - President, Head of Global Research and Development Yajing Chen - Chief Financial Officer Jonathan Wang - Chief Business Officer Conference Call Participants Michael Yee - Jefferies Louise Chen - Scotiabank Yen-Der Li - Leerink Partners Li Watsek - Cantor Yigal Nochomovitz - Citi Anupam Rama - JPMorgan Jack Lin - Morgan Stanley Rebecca Liang - Bernstein Linhai Zhao - Goldman Sachs Operator Hello, ladies and gentlemen, thank you for standing by, and welcome to Zai Lab's First Quarter 2025 Financial Results Conference Call. At this time, all participants are in listen-only mode.
Although the revenue and EPS for Zai Lab Limited (ZLAB) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
SHANGHAI & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Zai Lab Limited (NASDAQ: ZLAB; HKEX: 9688) today announced financial results for the first quarter of 2025, along with recent product highlights and corporate updates. “In the first quarter, we continued to advance both our global pipeline and commercial business,” said Dr. Samantha Du, Founder, Chairperson, and CEO of Zai Lab. “We are rapidly expanding our global portfolio, having recently presented promising data for two next-generation oncology t.
SHANGHAI & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Zai Lab Limited (NASDAQ: ZLAB; HKEX: 9688) will present new data from studies evaluating two of its internally developed, next-generation, investigational oncology therapies that it has global rights to, ZL-6201, a novel leucine-rich repeat-containing protein 15 (LRRC15) antibody-drug conjugate (ADC) targeting multiple solid tumors, and ZL-1222, an innovative anti-PD-1/ interleukin-12 (IL-12) immunocytokine for cancer immunotherapy, during poster se.
SHANGHAI & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Zai Lab Limited (NASDAQ: ZLAB; HKEX: 9688) today announced that China's National Medical Products Administration (NMPA) has accepted the supplemental New Drug Application (sNDA) for repotrectinib for the treatment of adult patients with solid tumors that harbor a neurotrophic tyrosine receptor kinase (NTRK) gene fusion. The application is intended for patients whose disease is locally advanced or metastatic, or where surgical resection is likely to.
Zai Lab Limited (ZLAB) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Zai Lab Limited (ZLAB) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
SHANGHAI & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Zai Lab Limited (NASDAQ: ZLAB; HKEX: 9688) today announced that data from preclinical studies of the Company's internally discovered and developed next-generation, investigational oncology therapies, ZL-6201, an LRRC15 antibody-drug conjugate (ADC) for the treatment of sarcoma, and ZL-1222, a PD-1 targeted IL-12 immunocytokine for cancer immunotherapy, will be presented during poster sessions at the upcoming American Association for Cancer Research.
Zai Lab Limited is an innovative Pharma partnering with US and European Pharmas to secure approvals for, and market their drugs in China. ZLAB stock has surged over 105% in the past year, driven by strong revenue growth and ambitious plans for future drug launches. The company aims to achieve $2bn in annual revenues by 2028, with key drugs like Vyvgart and Cobenfy leading the charge.
ZLAB's Vyvgart revenue has been impressive, rising from roughly $93.6 million in 2024. I now consider this IP one of ZLAB's main growth drivers. ZLAB's ongoing strategy of focusing on Chinese approvals continues to pay off with Vyvgart Hytrulo, Xacduro, and Augtyro in oncology and autoimmune diseases. They also have late-stage assets like Bemarituzumab (gastric cancer), KarXT (schizophrenia), and Optune (pancreatic/lung cancer) that could become major revenue verticals in China.