Zai Lab Ltd (ZLAB)
NASDAQ:ZLAB
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Earnings Data
Report Date
Aug 10, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.67Last Year’s EPS
-0.37Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted meaningful clinical and strategic progress — notably strong Zoci intracranial and extrapulmonary NET responses, advancing global registrational plans, high-value collaborations (Amgen, Boehringer Ingelheim), an expanding pipeline (ZL-1503, ZL‑6201, ZL‑1311), and a solid cash position ($761.3M). These positives are tempered by near-term commercial and financial headwinds: Q1 product revenue declined 6% to $99.6M, loss from operations widened 23% to $69.4M, ZEJULA weakness from generic competition, VYVGART pricing pressure (12% discount), and XACDURO supply constraints. Overall, the call balances strong long‑term pipeline momentum and strategic positioning against short-term revenue and operational pressures, with management expecting sequential improvement and a return to growth in 2027.Company Guidance
Compelling Zoci clinical data — strong intracranial activity
In extensive-stage small cell lung cancer at the 1.6 mg/kg dose, Zoci showed a confirmed intracranial overall response rate of 62.5% and a best intracranial response approaching 69% (including 4 complete responses). Grade ≥3 treatment-related adverse events were ~16%. These intracranial responses and favorable safety profile were presented as best-in-class signals.
Differentiation in extrapulmonary neuroendocrine carcinoma
Zoci demonstrated a confirmed overall response rate of 38.2% in extrapulmonary neuroendocrine carcinoma versus historically ~18% for commonly used regimens, supporting potential registrational pathways and extension studies.
Robust global development plan and partnerships
Registrational Phase III DLLEVATE study enrolling on track to complete enrollment in H1 2027, positioning for an interim analysis and potential accelerated approval submission. Strategic global collaborations announced with Amgen and Boehringer Ingelheim to evaluate combinations (including a triplet cohort with Amgen already enrolling), expanding combination strategy and development options.
Advanced and diversified pipeline beyond Zoci
Multiple programs advancing: ZL-1503 (IL-13/IL-31 bispecific) with preclinical data showing rapid durable inhibition and Phase I/Ib in atopic dermatitis underway; healthy volunteer and AD cohorts expected H2 2026 with Phase II planned. ZL-6201 is in clinic and ZL-1311 expected to enter clinic by year-end.
Commercial momentum and upcoming launches
Commercial catalysts include KarXT launch in Q2 (first novel schizophrenia mechanism in decades) with guideline inclusion ahead of launch, potential regulatory approval for Tivdak this year, and expectation of Tumor Treating Fields approval for locally advanced pancreatic cancer by year-end—opportunities to leverage existing commercial infrastructure.
Growth pockets and large addressable opportunities
VYVGART delivered double-digit volume growth year-over-year in Q1; XACDURO showed strong underlying patient demand and expanding hospital adoption; biologic penetration in gMG maintenance remains low (~15%), indicating runway for future growth.
Solid balance sheet and focus on efficiency
Ended Q1 with $761.3 million cash. Regional business is commercially profitable. Company is embedding AI across R&D and commercial to drive speed, precision and cost efficiencies and expects sequential product revenue improvement over the next nine months with a return to growth in 2027.
ZLAB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ZLAB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $21.01 | $19.77 | -5.93% |
Feb 26, 2026 | $19.39 | $19.69 | +1.55% |
Nov 06, 2025 | $24.80 | $23.15 | -6.65% |
Aug 07, 2025 | $38.72 | $34.08 | -11.98% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Zai Lab Ltd (ZLAB) report earnings?
Zai Lab Ltd (ZLAB) is schdueled to report earning on Aug 10, 2026, TBA (Confirmed).
What is Zai Lab Ltd (ZLAB) earnings time?
Zai Lab Ltd (ZLAB) earnings time is at Aug 10, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is ZLAB EPS forecast?
ZLAB EPS forecast for the fiscal quarter 2026 (Q2) is -0.67.