Zai Lab Limited Stock Price, News & Analysis

Zai Lab (NASDAQ: ZLAB) presented promising preclinical data for ZL-1503, their IL-13/IL-31R bispecific antibody for treating moderate-to-severe atopic dermatitis, at EAACI Congress 2025. The study demonstrated ZL-1503's ability to simultaneously suppress both inflammatory and itch-causing pathways. Key findings showed that a single 10 mg/kg dose completely inhibited target pathways for at least 76 days, with some subjects showing effects beyond 118 days. The drug exhibited slow clearance, strong pharmacokinetic/pharmacodynamic relationships, and was well-tolerated at doses up to 150 mg/kg. Zai Lab plans to file an IND by the end of 2025, positioning ZL-1503 as a potential advancement over current treatments that only partially alleviate symptoms through IL-4/IL-13 inhibition alone.

Zai Lab (ZLAB) presented promising Phase 1 data for ZL-1310, a DLL3-targeted ADC, in treating extensive-stage small cell lung cancer (ES-SCLC) at ASCO 2025. The drug showed remarkable efficacy with a 67% objective response rate in second-line treatment across all doses, and 79% at the optimal 1.6 mg/kg dose. Among 89 patients studied, ZL-1310 demonstrated strong safety at doses below 2.0 mg/kg, with only 6% Grade ≥3 treatment-related adverse events and no discontinuations. Notably, 68% of patients with brain metastases responded to treatment. The drug maintained efficacy in heavily pretreated patients, with 89% experiencing tumor reduction. Based on these positive results, Zai Lab plans to initiate a pivotal trial in second-line ES-SCLC later this year, with potential regulatory submission by 2026.

Zai Lab and Novocure announced positive Phase 3 PANOVA-3 trial results for Tumor Treating Fields (TTFields) therapy in pancreatic cancer treatment. The trial, combining TTFields with gemcitabine and nab-paclitaxel, demonstrated significant improvement in overall survival for patients with unresectable, locally advanced pancreatic adenocarcinoma. The study showed median overall survival of 16.2 months versus 14.2 months in the control group (HR 0.82; p=0.039). Notable improvements included one-year survival rate (68.1% vs 60.2%) and pain-free survival (15.2 vs 9.1 months). The therapy was well-tolerated with only mild to moderate skin adverse events. Novocure plans to submit data to FDA in second half of 2025 for premarket approval. The results will be presented at the 2025 ASCO Annual Meeting and published in the Journal of Clinical Oncology.

Zai Lab (NASDAQ: ZLAB; HKEX: 9688) has announced its participation in three major healthcare investor conferences in June 2025. The company's senior management will attend the Jefferies Global Healthcare Conference in New York on June 4, featuring a fireside chat at 10:30 a.m. EST with a live webcast available. They will also participate in the Goldman Sachs 46th Annual Healthcare Conference in Miami on June 9, and the Scotiabank Third Annual Healthcare Canadian Investor Day in Toronto on June 17. Investors can access the fireside chat webcast on Zai Lab's Investor Relations website, with replays available for 90 days post-event.

Zai Lab (NASDAQ: ZLAB) has received Fast Track designation from the FDA for ZL-1310, its DLL3-targeted antibody-drug conjugate (ADC) for treating extensive-stage small cell lung cancer (ES-SCLC). The drug previously received Orphan Drug designation for SCLC. The company plans to initiate a pivotal study in 2025, aiming for potential accelerated approval by 2027.

The Fast Track status enables more frequent FDA interactions and eligibility for Accelerated Approval and Priority Review. Zai Lab will present updated data at the 2025 ASCO Annual Meeting and host an investor conference call on June 2, 2025, to discuss clinical development plans.

Zai Lab reported strong Q1 2025 financial results with total revenues growing 22% year-over-year to $106.5 million. The company reaffirmed its full-year 2025 revenue guidance of $560-590 million. Operating loss improved significantly, declining 20% to $56.3 million. The company maintains a strong cash position of $857.3 million. Key product performances include VYVGART at $18.1 million (up from $13.2M), ZEJULA at $49.5 million (up from $45.5M), and NUZYRA at $15.1 million (up from $9.9M). The company's pipeline is advancing with promising developments in oncology therapies, including ZL-1310 (DLL3 ADC) with upcoming ASCO 2025 data presentation. Zai Lab expects to achieve profitability in Q4 2025 and is progressing toward becoming a leading global biopharmaceutical company with multiple upcoming catalysts and pipeline developments.

Zai Lab (NASDAQ: ZLAB) will present data on two internally developed oncology therapies at AACR 2025. The first, ZL-6201, is a potential first-in-class antibody-drug conjugate (ADC) targeting LRRC15-positive solid tumors, with plans to begin IND-enabling studies in 2025. Preclinical studies show ZL-6201 effectively suppresses tumor growth and demonstrates efficient internalization within tumor cells.

The second therapy, ZL-1222, is a novel anti-PD-1/interleukin-12 immunocytokine designed to improve upon current IL-12 treatments by reducing systemic toxicity while maintaining anti-tumor activity. Preclinical data indicates potent anti-tumor activity in both anti-PD-1 sensitive and resistant tumor models with improved safety profiles.

Both therapies showcase Zai Lab's commitment to developing innovative oncology treatments that address limitations of first-generation therapies, particularly in delivering higher concentrations of cytotoxic agents while limiting off-target toxicity.

Zai Lab (NASDAQ: ZLAB; HKEX: 9688) announced it will present updated data from its ongoing global Phase 1a/1b clinical trial (NCT06179069) for ZL-1310, a potential first-in-class DLL3-targeted antibody-drug conjugate (ADC), at the 2025 ASCO Annual Meeting. The trial focuses on patients with extensive-stage small cell lung cancer (ES-SCLC) who have received at least one prior platinum-based chemotherapy regimen.

The data presentation will take place during a poster session on June 2, 2025, at McCormick Place Convention Center. Dr. Manish R. Patel from Florida Cancer Specialists/Sarah Cannon Research Institute will present the findings. The company will also host an investor conference call and webcast on the same day to discuss the data and outline future clinical development plans.

Zai Lab (NASDAQ: ZLAB; HKEX: 9688) announced that China's National Medical Products Administration (NMPA) has accepted their supplemental New Drug Application (sNDA) for repotrectinib. The drug is intended to treat adult patients with solid tumors containing neurotrophic tyrosine receptor kinase (NTRK) gene fusion, specifically for cases where the disease is locally advanced or metastatic, or where surgery could cause severe morbidity.

The treatment targets patients who have either progressed after prior therapies or lack satisfactory alternative treatments. Notably, there are currently no approved treatments in China for NTRK-positive cancers for both TKI-naïve and TKI-pretreated patients. The NMPA previously granted priority review to repotrectinib in February 2025 for treating adult patients with advanced solid tumors having NTRK gene fusion.