$ZLAB

Zai Lab (ZLAB) will present global clinical trial data on zocilurtatug pelitecan (zoci) for first-line extensive-stage small cell lung cancer (ES-SCLC) at ESMO Congress 2026. The trial evaluates zoci in combination with atezolizumab with or without carboplatin. An investor call is scheduled for October 23, 2026, to discuss the data and future plans. Zai Lab highlights zoci's potential as a backbone ADC in ES-SCLC treatment.

Zai Lab (ZLAB) and Argenx reported positive Phase 3 results for VYVGART Hytrulo in treating autoimmune myositis, showing significant improvements over placebo. The data suggest potential for the drug in a market currently dominated by corticosteroids. Analysts highlight the importance of execution on recent launches and China's pricing pressures. Some analysts predict modest revenue growth and continued losses by 2029.

Argenx (ARGX) and Zai Lab (ZLAB) reported positive Phase 3 results for VYVGART Hytrulo in autoimmune myositis. ARGX saw a 15% stock rise and a $1,100 price target from RBC. ARGX reported Q2 2026 revenue of $1.516B, up 60% YoY, while ZLAB reported $106.3M revenue, down 3% YoY. ARGX has a stronger financial position with $5.2B in cash, while ZLAB has $717.5M. Investors should watch FDA decisions and ZLAB's commercial execution.

Zai Lab (NASDAQ: ZLAB) and argenx (NASDAQ: ARGX) reported positive topline Phase 3 ALKIVIA results for efgartigimod (VYVGART Hytrulo) in autoimmune myositis. The study met the Week 52 primary endpoint in the combined IMNM and DM population (p=0.0011), with mean Total Improvement Score 47.95 vs 32.56 vs placebo. IMNM also met (p=0.0048); DM did not reach significance (p=0.1093).

Zai Lab (ZLAB) reported Q2 2026 revenues of $106.3 million, down from $110.0 million a year earlier. Net product revenue was $105.8 million, up 11% sequentially, with growth tied to VYVGART and stabilization of ZEJULA. Net loss was $50.8 million ($0.05/share). Cash was $717.5 million at June 30, 2026. Management discussed Zoci and VYVGART timelines and supply constraints.

Zai Lab Limited (NASDAQ:ZLAB) reported quarterly results with revenue of about $106m, 2.4% above analyst forecasts, and statutory loss of $0.46 per share, 2.4% smaller than expected. For 2026, 16 analysts’ consensus calls for revenue $422.9m (down from $447.6m) and loss $2.26 per share. Consensus price target stays near $32.18.

Zai Lab (NASDAQ:ZLAB) said it plans to seek China NRDL inclusion for VYVGART HYTRULO and shift the VYVGART franchise from IV to subcutaneous. Management flagged timing effects on second-half revenue, aims to stabilize revenue before stronger 2027 growth, and reported $717.5M cash. It outlined zoci ADC Phase III plans and pipeline updates.

Zai Lab Ltd (ZLAB) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Zai Lab Announces Second Quarter 2026 Financial Results and Recent Corporate Updates – The Company advanced multiple global oncology and immunology programs toward key clinical and regulatory milestones, with significant pipeline catalysts expected in the second half

Du Ying (Chairperson & CEO) sold 7,026 shares of Zai Lab Ltd (ZLAB) at $18.53 ($0.13M total) on 2026-06-30.

Du Ying (Chairperson & CEO) sold 24,543 shares of Zai Lab Ltd (ZLAB) at $17.46 ($0.43M total) on 2026-06-26.