earnings
confidence high
sentiment neutral
materiality 0.65
Zai Lab Q1 2026 revenue $99.6M (-6% YoY); net loss $51M; zoci shows 62.5% intracranial ORR
Zai Lab Ltd
2026-Q1 EPS reported
-$0.05
revenue$99,611,000
- Total revenues $99.6M, down 6% YoY; product revenue $95.6M (-10% YoY); ZEJULA fell to $30M from $49.5M.
- Net loss $51M ($0.46/ADS); operating loss $69.4M; cash $761.3M at March 31.
- Zoci (DLL3 ADC) delivered 62.5% confirmed intracranial ORR in SCLC brain mets at AACR; 38.2% ORR in epNECs.
- Clinical collaborations with Amgen and Boehringer Ingelheim to evaluate zoci combinations in SCLC and NECs.
- Appointed Yizhe Wang, Ph.D., as Operating Partner; KarXT launch preparations underway; TIVDAK under regulatory review.