2026-01-13 23:00Company Strategy & Pipeline - Zai Lab is executing a dual-engine growth strategy, leveraging a commercially profitable China platform to power global innovation, with the first U S approval expected by 2028[6] - The company aims to expand its global pipeline to over 9 indications in development by 2030[10, 12] - Zai Lab is focused on oncology and immunology, utilizing next-generation biologic modalities like ADCs and BsAbs, targeting validated targets with proven biology[16] Zoci (ZL-1310) Development - Zoci, a DLL3 ADC, is in a pivotal study and shows data supportive of potential best-in-class status[10] - In 2L SCLC, Zoci demonstrated a 68 4% ORR (Objective Response Rate)[32] - Grade ≥3 TRAEs (Treatment-Related Adverse Events) were 13% with Zoci at the selected Phase 3 dose[32] - Zai Lab anticipates a potential first global approval for Zoci in 2028, targeting a $9+ billion total addressable market across SCLC & NEC[40] Financial Position - The company reported a robust cash position of $817 2 million as of September 30, 2025[10, 20] - 48% of revenue was invested in R&D in 9M 2025[70] ZL-1503 (IL13/IL31R) Development - ZL-1503, a dual IL-13 / IL-31R bispecific antibody, is in a global Phase 1/1b study for Mod-to-Sev AD (Atopic Dermatitis)[19, 49] - Preclinical data showed rapid itch suppression sustained for up to 133 days in non-human primates[50]