HU-ZLAB@EC2605A

Zai Lab Announces Strategic Collaboration with Eli Lilly for Oncology and Immunology Drug Development

JPMorgan Increases Holdings in Zai Lab

PuFa Bank Maintains Overweight Rating on Zai Lab, Price Target 20 HKD

WuXi Biologics and Zai Lab Sign TCE Research Collaboration Agreement

Zai Lab Announces 2026 Strategic Plan

Zai Lab Receives NMPA Approval for AUGTYRO for NTRK-positive Solid Tumors

Jen-Yao Shin-Yuan Signs Exclusive Licensing Agreement with Zai Lab Taiwan

Zai Lab Official Sells Common Stock

ZailABS COBENFY® Approved by China's National Medical Products Administration

UBS Gives Anzhi Medicine a Buy Rating

Zai Lab Ltd. Chief Legal Officer Reports Common Stock Disposition

Zailabor Begins First-In-Human Phase 1/1B Study for ZL-1503

Zai Lab's Chief Legal Officer Sells Company Common Stock

UBS Maintains Buy Rating on Zai Lab Ltd With Price Target

Zai Lab's Q3 Revenue Misses Expectations, Annual Guidance Cut

Zai Lab Reports 14% Q3 Revenue Growth and Raises Full-Year Guidance

ZAI LAB released FY2025 Q3 earnings on November 6 Pre-Market (BJT), actual revenue HKD 903.53 M (forecast HKD 1.117 B), actual EPS HKD -0.2539 (forecast HKD -0.3613)

ZAI LAB released FY2025 9 Months Earnings on November 6 Pre-Market (BJT), actual revenue HKD 2.595 B, actual EPS HKD -0.8953

Zai Lab Announces Termination of Bemarituzumab Gastric Cancer Clinical Trial

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ZLAB

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Zai Lab Limited Unsponsored ADR (NASDAQ:ZLAB) has received a consensus rating of "Moderate Buy" from ten analysts. The ratings include two sell, one hold, six buy, and one strong buy. The average 12-month target price is $51.59. Recent reports show mixed opinions, with JPMorgan lowering its target to $39 and Jefferies upgrading to strong buy. ZLAB shares opened at $18.44, with a market cap of $2.06 billion. Insiders own 4.96% of the stock, and institutional investors hold 41.65%.

- Zai Lab Limited's shares have a consensus rating of "Moderate Buy" from ten analysts, with the average 12-month target price at $51.5857.  
- Recent analyst actions include JPMorgan reducing its price target from $46.00 to $39.00, while Jefferies upgraded the stock to "strong buy."  
- Zai Lab has a market capitalization of $2.06 billion and operates in biopharmaceuticals, focusing on innovative therapies.

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Zai Lab Limited Unsponsored ADR (NASDAQ:ZLAB) Given Average Recommendation of "Moderate Buy" by Analysts

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The NASDAQ Golden Dragon China Index initially rose by 1.9%. Among popular Chinese concept stocks, Yilong Energy rebounded by 64%, JinkoSolar rose by 8%, YUM China increased by 4.6%, ZAI LAB went up by 3.7%, Canadian Solar rose by 3.3%, and Li Auto increased by 2.2%. In contrast, NetEase fell by 5.3%, Century Internet dropped by 5.6%, and WeRide declined by 6.3%

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In a report released yesterday, from SPDB maintained a Buy rating on Zai Lab Ltd, with a price target of HK$20.00. The company’s shares closed last Friday at HK$12.44.Claim 50% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential Zai Lab Ltd has an analyst consensus of Strong Buy, with a price target consensus of €3.21.

- SPDB has maintained a Buy rating on Zai Lab Ltd with a price target of HK$20.00.  
- The company's shares closed at HK$12.44 last Friday, indicating significant upside potential.  
- Analyst consensus for Zai Lab Ltd is a Strong Buy, with a price target consensus of €3.21.

Tip Ranks

SPDB Reaffirms Their Buy Rating on Zai Lab Ltd (1ZLB)

UBS has initiated coverage of Zai Lab Limited, portraying it as a global innovation platform in oncology and immunology, transitioning from a China-focused player. The report emphasizes Zai Lab's fully owned pipeline and its potential to reshape its development path. However, near-term catalysts remain tied to regulatory milestones and product launches. Despite UBS's positive framing, concerns about ongoing losses and cash needs persist, with share prices potentially above fair value. The article invites investors to consider various fair value estimates and the implications of Zai Lab's global strategy on its investment narrative.

- UBS initiated coverage of Zai Lab Limited, marking its shift from a China-centric player to a global innovator in oncology and immunology.  
- The firm emphasizes Zai Lab’s potential through its global pipeline and operational model, despite ongoing concerns over capital allocation and profitability due to regulatory milestones and past performance.  
- Diverging fair value estimates from analysts indicate varying perceptions of Zai Lab's future, suggesting cautious consideration of the company's long-term investment narrative.

Simplywall

Is UBS’s Global-Innovation Framing Rewriting Zai Lab’s (ZLAB) Long-Term Biopharma Platform Narrative?

In a report released yesterday, from Guotai Haitong maintained a Buy rating on Zai Lab Ltd, with a price target of HK$35.25. The company’s shares closed last Wednesday at HK$13.57.Claim 50% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential Zai Lab Ltd has an analyst consensus of Strong Buy, with a price target consensus of €3.32.

- Guotai Haitong has maintained a Buy rating on Zai Lab Ltd, setting a price target of HK$35.25.  
- The company's shares closed at HK$13.57 as of last Wednesday.  
- Zai Lab Ltd holds an analyst consensus of Strong Buy, with a price target consensus of €3.32.

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Zai Lab Ltd (1ZLB) Gets a Buy from Guotai Haitong

On January 27th, ZAI LAB (9688.HK) opened lower and traded sideways throughout the day, showing a weak overall trend. There is a strong risk-averse sentiment among investors, with recent medical-themed funds continuously reducing their holdings, leading to ongoing pressure in the pharmaceutical sector. The price of 32.88 yuan became the dividing line between bulls and bears for the entire day, with attempts to rally accompanied by unusual capital movements, but none were able to stabilize effectively. 

In terms of the industry, last week the National Medical Products Administration introduced new review policies for innovative drugs, which the market interpreted as a long-term positive, but the short-term response has been relatively muted. The sector lacks new positive developments in the short term, and the rotation of funds in the innovative drug theme has slowed down, with large transactions and changes in holdings failing to stir market sentiment. Mainstream institutions are mostly in a wait-and-see mode, and after capital withdrawal, the right-side signals are still insufficient.

From a technical perspective, the MACD has been continuously diverging downward, and the KDJ is compressing simultaneously, indicating sufficient bearish momentum. There are occasional large orders that reverse the trend, but without volume support, it is difficult to change the weak structure. If industry policies are expected to materialize or if leading pharmaceutical stocks on the ChiNext stabilize, it may lead to a differentiated rebound. Otherwise, the sector may need to wait for a turning point in capital structure for sentiment recovery.

It is recommended to pay attention to the oversold rebound window in the industry, the progress of positive developments in innovative drugs, and internal capital movements within the sector. In the short term, a conservative defensive approach is advised, with dynamic control of positions, patiently waiting for right-side signals to increase volume and for sector enthusiasm to rebound before actively participating

Technical Forecast

Morning Trend | ZAI LAB fluctuates during the session, is an opportunity for the pharmaceutical sector to warm up coming?

The NASDAQ Golden Dragon China Index initially closed down 0.6%. Among popular Chinese concept stocks, PONY-W fell 5.9%, ZAI LAB fell 3.7%, New Oriental and Baidu both fell 3.4%, XPeng fell 2.3%, and WERIDE-W fell 1.9%. Meanwhile, Trip.com rose 1.7%, Atour rose 2.1%, Century Internet rose 2.7%, Kingsoft Cloud rose 8.2%, and GDS rose 8.5%

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The Nasdaq Golden Dragon China Index preliminarily closed down 0.6%. Among popular Chinese concept stocks, Tencent Music fell 4.9%, Kingsoft Cloud fell 4.6%, and Zai Lab fell 4.1%. In ETFs, KWEB fell 1.1%, CQQQ rose 0.22%, and ASHR rose 0.8%

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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.

- 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

Zai Lab Ltd. has announced its strategic plan for 2026, focusing on advancing its dual-engine model that combines a commercial business in China with a global innovation engine. The company aims to achieve multiple milestones in its global pipeline, including the Phase 3 program for Zoci and the development of new oncology and immunology assets. Zai Lab plans to launch COBENFY, expand its product franchises, and strengthen its financial foundation to support global growth.

- Zai Lab Ltd. has set strategic priorities for 2026, focusing on its dual-engine model that merges its commercial operations in China with global innovation efforts.  
- The company aims to achieve milestones in its global pipeline, including Zoci’s Phase 3 program and advancements in oncology and immunology assets, along with anticipated IND filings and data readouts.  
- Zai Lab plans to launch COBENFY and expand its product franchises to bolster its financial position and support ongoing international growth.

Reuters

Zai Lab Announces 2026 Strategic Plan Focused on Advancing Global Pipeline, Launching New Products, and Expanding Clinical Development Programs

Zai Lab has received approval from China's NMPA for Augtyro (repotrectinib) to treat adult patients with solid tumours harboring an NTRK gene fusion. This approval is based on the Phase I/II TRIDENT-1 study, demonstrating durable efficacy and manageable safety. Augtyro is now approved for patients with metastatic or locally advanced disease who have progressed on prior therapies. Zai Lab holds exclusive rights to develop and commercialize Augtyro in mainland China and other regions through a license agreement with Bristol Myers Squibb.

- Zai Lab has received approval from China's NMPA for Augtyro (repotrectinib) to treat adult patients with solid tumors harboring an NTRK gene fusion.  
- The approval is for patients with metastatic or locally advanced diseases who have progressed on prior therapies or lack satisfactory alternatives.  
- This marks Augtyro's second indication in China, addressing an unmet medical need for patients with NTRK fusion-positive solid tumors.

Pharmaceutical Technology

Zai Lab’s Augtyro receives NMPA approval for solid tumours in China

Zai Lab Ltd :ZAI LAB ANNOUNCES NATIONAL MEDICAL PRODUCTS ADMINISTRATION (NMPA) APPROVAL OF AUGTYRO™ (REPOTRECTINIB) FOR PATIENTS WITH NTRK-POSITIVE SOLID TUMORS

Zai Lab Announces National Medical Products Administration (Nmpa) Approval Of Augtyro™

$Beigene(ONC.US)$Zai Lab(ZLAB.US)Trump administration plans to impose strict controls on Chinese pharmaceuticalsmp.weixin.qq.com/s/gihUP-...

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HU-ZLAB@EC2605A(22006.HK)

Zai Lab Limited Unsponsored ADR (NASDAQ:ZLAB) Given Average Recommendation of "Moderate Buy" by Analysts

SPDB Reaffirms Their Buy Rating on Zai Lab Ltd (1ZLB)

Is UBS’s Global-Innovation Framing Rewriting Zai Lab’s (ZLAB) Long-Term Biopharma Platform Narrative?

Zai Lab Ltd (1ZLB) Gets a Buy from Guotai Haitong

Hot Trades in Hong Kong Stocks (8.8)｜Gold Sector Rises Across the Board on Tariff Catalysts, SMIC Leads Decline by 6%