<div id="readability-page-1"><div><ul> <li>In early January 2026, Zai Lab reported that China’s NMPA approved a supplemental New Drug Application for AUGTYRO (repotrectinib) to treat adult patients with locally advanced or metastatic solid tumors harboring NTRK gene fusions who have progressed on prior therapies or lack satisfactory alternatives.</li> <li>This marks China’s first approval of a treatment spanning both TRK TKI‑naive and TRK TKI‑pretreated solid tumor patients, reinforcing AUGTYRO’s role in addressing resistance to earlier targeted therapies across a broad range of cancers.</li> <li>We’ll now examine how this expanded AUGTYRO indication, alongside Zai Lab’s broader oncology pipeline momentum, may influence its investment narrative.</li> </ul><p>Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 38 best rare earth metal stocks of the very few that mine this essential strategic resource.</p><h2>Zai Lab Investment Narrative Recap</h2><p>To own Zai Lab, you need to believe its China plus global innovation model can turn a still loss making business into a sustainably profitable oncology and immunology platform. The new AUGTYRO NTRK approval strengthens the near term launch and label expansion story, but it does not remove key risks around pricing, reimbursement timing, and continued high R&amp;D and SG&amp;A spend.</p> <p>The most relevant recent development alongside this news is AUGTYRO’s prior inclusion on China’s 2024 NRDL, which may support broader access for its expanding indications. Together, reimbursement progress and the new NTRK label keep AUGTYRO near the center of Zai Lab’s short term revenue catalyst set, even as the company continues to invest heavily in its wider oncology and neuroscience pipeline.</p> <p>Yet investors should be aware that China’s evolving pricing and NRDL rules could still...</p> <p>Read the full narrative on Zai Lab (it's free!)</p><p>Zai Lab's narrative projects $1.5 billion revenue and $250.1 million earnings by 2028.</p><p>Uncover how Zai Lab's forecasts yield a $49.49 fair value, a 152% upside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/6c46708f-0fc5-47a9-a42b-76a58c2d61ab/chart/quote-price?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/6c46708f-0fc5-47a9-a42b-76a58c2d61ab/chart/quote-price"/><figcaption>ZLAB 1-Year Stock Price Chart</figcaption></figure> <p>Four fair value estimates from the Simply Wall St Community span about US$28 to US$110 per share, underlining how far apart individual views are on Zai Lab. When you set those against the heavy ongoing R&amp;D and SG&amp;A burden, it becomes clear why many market participants are focused on the company’s path to sustainable profitability and the timing of returns from its expanding oncology portfolio.</p><p>Explore 4 other fair value estimates on Zai Lab - why the stock might be worth just $28.14!</p><h2>Build Your Own Zai Lab Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Zai Lab research is our analysis highlighting 3 key rewards that could impact your investment decision.</li><li>Our free Zai Lab research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Zai Lab's overall financial health at a glance.</li></ul><h2>Looking For Alternative Opportunities?</h2><p>Opportunities like this don't last. These are today's most promising picks. Check them out now:</p><ul><li>AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.</li><li>Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.</li><li>Find companies with promising cash flow potential yet trading below their fair value.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p></div></div>

ZLAB

09688

<p>Zai Lab has received approval from China's NMPA for its AUGTYRO cancer therapy, marking a significant milestone in treating solid tumors with NTRK gene fusions. This approval enhances Zai Lab's investment narrative, projecting $1.5 billion in revenue by 2028. However, investors should remain cautious due to ongoing R&D costs and evolving pricing regulations. Fair value estimates for ZLAB stock vary widely, indicating differing market perspectives on its profitability potential. The approval is expected to bolster AUGTYRO's market presence and support broader access through reimbursement progress.</p>

- In January 2026, Zai Lab announced China's NMPA approval for AUGTYRO to treat adult patients with advanced solid tumors harboring NTRK gene fusions.  
- This approval represents a significant step in providing treatment for patients resistant to prior therapies and enhances Zai Lab’s oncology pipeline and investment outlook.  
- Investors should consider the potential impact of pricing regulations and support from China's NRDL on Zai Lab’s projected revenue of $1.5 billion and challenges in achieving sustainable profitability.

How Investors May Respond To Zai Lab (ZLAB) Winning Expanded China Approval For AUGTYRO Cancer Therapy