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再鼎医药：投资者日要点：实现 2025 财年目标的路径更清晰；有信心开展 ZL - 1310 的全规模关键试验-Zai Lab (ZLAB)_ NDR takeaways_ More colors on the pathway towards FY25 targets; Confidence to conduct full-size pivotal trial for ZL-1310
2025-08-20 04:51
We hosted a post-earnings NDR for ZLAB (President&COO Josh Smiley) on August 18, 2025, where the company reiterated their confidence on the commercial franchise as well as the growing in-house pipeline, with more details on: 1) the pathway towards FY25 targets, 2) the pivotal trial design of ZL-1310, and 3) the overall BD strategies. Detailing the pathway towards FY25 targets: The top question after the soft 2Q result is the visibility to reach the two FY25 targets (total sales of US$560-590mn). Mgmt shared ...