ZLAB Zai Lab Ltd

$ZLAB Q3 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.40 down -33.33% YoY • Reported revenue of $108.21M down -6.79% YoY • Zai Lab expects its commercially profitable China business to return to growth in 2027 and is positioned for a return to meaningful growth as patient access expands for key products.

$ZLAB I posted this here a while ago and I am sensing peak frustration. It’s a good time on this friyay to step back and do some introspection on who we really are as people. Were you a dip buyer or a pus$y surveyor yesterday when all looked bleak and hopeless?

$ZLAB Oct 23, 2026: An updated corporate presentation (8-K) shows first-line extensive-stage SCLC data for zoci: 27 of 33 patients (81.8%) had a confirmed response with zoci 1.6 mg/kg plus atezolizumab, no chemo. Early, uncontrolled data; a first-line Phase 3 is in planning. ESMO poster on Oct 26. More details in our $ZLAB stock hub. Not investment advice.

$ZLAB: Zai Lab reported an 81.8% response rate for zocilurtatug pelitecan plus atezolizumab in first-line extensive-stage small cell lung cancer.

$ZLAB Follow-up: Zai Lab's zoci posts 81.8% response in first-line small cell lung cancer. 🏢 Zai Lab is a commercial-stage biopharma based in China and the US, and zoci, its DLL3-targeting antibody-drug conjugate, is on track to be its first global oncology launch 🏦 Its Oct 22, 2026 release said a $250M PIPE at $22.04 per ADS would mainly fund zoci, about 10% of the ~$2.47B market value at the $22.04 close at 16:00 ET on October 22, 2026 📈 That response rate beats the 60-70% the release cites for standard checkpoint inhibitor plus chemotherapy, and the regimen uses no platinum chemotherapy ⚠️ The case against is that this is 33 patients with no control arm and indirect comparisons, the response rate's 95% interval falls to 64.5%, inside the standard-care range, and only 15 patients have six months of follow-up 📅 Next: ESMO poster on October 26, 2026; global randomized Phase 3 expected to start by year-end 2026 Source: Business Wire, Oct 23 + SEC 8-K, Oct 23

$ZLAB Zai Lab sells $250M of new ADSs to TCGX-led investors. 🏢 Commercial-stage biopharma based in China and the US 🏦 The 11.34M new ADSs are priced at the 16:00 ET October 22, 2026 close, about 10% more ADSs 🏦 $250M is about 10% of the ~$2.47B market value at that close 🏦 It equals about 40% of the $617.5M in cash and short-term investments at the end of Q2 2026 🤝 In return the cash mainly funds zoci, its DLL3 drug in Phase 3 for lung cancer, vs a $76.5M Q2 2026 operating loss 📅 Next: PIPE expected to close on or about October 27, 2026 Source: Business Wire, Oct 22 + SEC 8-K, Aug 6