---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-053791"
form_type: "8-K"
ticker: "ZLAB"
cik: "0001704292"
company_name: "Zai Lab Ltd"
filed_at: "2026-08-06T10:34:40+00:00"
generated_at: "2026-08-06T10:35:08.615399+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Zai Lab Q2 2026 revenue $106.3M, net loss $50.8M; pipeline advances with zoci and ZL-1503

## Summary
- Total revenue $106.3M (down 3% YoY) but product revenue up 11% sequentially; net loss $50.8M ($0.46/ADS) vs $40.7M loss in Q2 2025.
- R&D expenses rose to $61.8M (up 22% YoY) due to licensing fees; cash $717.5M as of June 30, 2026.
- Zoci (DLL3 ADC) received FDA ODD for NECs and Fast Track for epNECs; Phase 1 data at ESMO 2026; registrational Phase 3 planned H2 2026.
- ZL-1503 (IL-13/IL-31Rα) initial Phase 1 data expected H2 2026; KarXT launched in China; TIVDAK approved in China for cervical cancer.
- VYVGART label expanded in US; partner Vertex's pove BLA accepted with PDUFA Nov 30, 2026.

## SEC filing metadata
- accession: 0001628280-26-053791
- form_type: 8-K
- ticker: ZLAB
- cik: 0001704292
- company_name: Zai Lab Ltd
- filed_at: 2026-08-06T10:34:40+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1704292/000162828026053791/0001628280-26-053791-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1704292/000162828026053791/zlab-20260806.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-053791
- JSON: https://secwatch.observer/filing/0001628280-26-053791.json
- Plain text: https://secwatch.observer/filing/0001628280-26-053791.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.