再鼎医药:双轮驱动下,迈入全新发展阶段
Xin Lang Cai Jing·2026-01-14 04:09

Core Viewpoint - The article highlights the strategic focus and global R&D pipeline progress of Zai Lab, a Chinese innovative pharmaceutical company, presented at the JPM 2026 conference. The company aims to integrate its profitable commercial business with its global innovation engine as it enters a new development phase with several clinical trials underway [2][7]. Group 1: Clinical Trials and Drug Development - Zai Lab's leading global pipeline drug, Zoci, is a targeted DLL3 ADC, with plans to initiate three registrational clinical studies by the end of 2026. The drug shows a 68% overall objective response rate for second-line/third-line small cell lung cancer (SCLC) with good safety profiles [7][8]. - A Phase I clinical study for first-line SCLC is ongoing, which will inform the design of a Phase III study expected to start by the end of 2026. A new combination therapy Phase I study is anticipated to begin in the first half of 2026 [3][8]. - An ongoing Phase I clinical study for neuroendocrine carcinoma (NEC) is expected to report results in the first half of 2026, with a registrational study planned for the second half of 2026 [3][8]. Group 2: New Drug Candidates - ZL-6201, a novel ADC targeting LRRC15, aims to disrupt the tumor microenvironment and is expected to enter global Phase I clinical trials in the first quarter of 2026, targeting various solid tumors [3][8]. - ZL-1222, a next-generation PD-1/IL-12 immune cytokine, has shown strong anti-tumor activity in preclinical models and is expected to complete studies supporting clinical trial applications this year [3][8]. - ZL-1311, a next-generation T cell engager targeting MUC17, is set to enter global clinical development this year, leveraging the company's expertise in gastrointestinal tumors [3][8]. Group 3: Commercialization and Market Strategy - Zai Lab currently has eight commercialized products in China, forming a diversified and sustainable commercialization pipeline. The company plans to launch a new product, Nanfang Meilin, in the first half of 2026, focusing on physician education and real-world evidence generation [9]. - Other products expected to launch soon, such as povetacicept and elegrobart (VRDN-003), are anticipated to further drive regional business growth [9].