Zai Lab Ltd ZLAB
Zai Lab Ltd (Nasdaq: ZLAB) is an oncology drug developer. Its lead program, Zocilurtatug pelitecan (zoci, ZL-1310; DLL3 ADC), is in Phase 3 for Previously treated extensive-stage small cell lung cancer (also extrapulmonary NECs). Its next catalyst on record is Povetacicept (partner Vertex): FDA PDUFA action date for accelerated approval BLA in IgAN (November 30, 2026).
Upcoming catalysts
- November 30, 2026Povetacicept (partner Vertex) — FDA PDUFA action date for accelerated approval BLA in IgAN
the FDA accepted its BLA submission for pove for accelerated approval in adults with IgAN, with a PDUFA target action date of November 30, 2026
Next further out: ZL-1503 — First-in-human data from global Phase 1 portion (H2 2026). 17 catalysts on record beyond the next 30 days; subscribers see each with its filing sentence.
Pipeline
| Program | Indication | Modality | Stage |
|---|---|---|---|
| Zoci (ZL-1310) | ES-SCLC (global registrational Phase 3) | antibody | Phase 3 |
| Elegrobart (anti-IGF-1R; licensed from Zenas, Greater China) | Thyroid eye disease (Phase 3 bridging study) | antibody | Phase 3 |
| Efgartigimod (argenx; Greater China rights) | Sjogren's, myositis, ocular MG (partner-run Phase 3; Zai participates in Greater China) | protein/peptide | Phase 3 |
| Povetacicept (Vertex; Greater China and Singapore rights) | IgAN, primary membranous nephropathy (partner-run) | protein/peptide | Phase 3 |
| Zoci (ZL-1310) | Extrapulmonary neuroendocrine carcinomas (Phase 1/2, Phase 2 portion dosed Jan 2026) | antibody | Phase 2 |
| ZL-1503 (IL-13/IL-31Ra bispecific) | Atopic dermatitis | antibody | Phase 1 |
| ZL-6201 (LRRC15 ADC) | Solid tumors | antibody | Phase 1 |
| ZL-1222 (PD-1/IL-12 bispecific) | Solid tumors | antibody | Pre-clinical |
| ZL-1311 (MUC17/CD3 T-cell engager) | Gastric/GEJ cancers | antibody | Pre-clinical |
Recent results and decisions
- Oct 23, 2026n/a Zai Lab plans to submit IND for ZL-1311 in the U.S. by YE'26.
Submit an IND application in the U.S. by YE'26 and initiate a global Phase 1 study in 1H'27
Filing - Oct 22, 2026n/a Zai Lab prices private placement of 11,340,000 ADSs at $22.04 per ADS for gross proceeds of approximately $250 million.
The Company expects to receive proceeds from the Private Placement of approximately $250 million before deducting placement agent fees and other expenses.
Filing - Jun 30, 2026positive Elegrobart was approved in thyroid eye disease in June 2026 following positive Phase 3 results.
Approved in Jun'26
Filing
10 more on record.
For subscribers
- Cash runway against each catalyst, with the company's own runway statement
- Track record: every Phase 3 readout, FDA decision and guidance slip since 2014
- Expected move for each dated catalyst, from comparable past events
- Phase 2 evidence behind each Phase 3 readout
- Companies on the same target or class
- Full catalyst list with filing sentences, deals, registered trials, Excel export
Other phase 3 oncology companies
- Merck & Co., Inc. MRK
- Astrazeneca PLC AZN
- Bristol Myers Squibb Co BMY
- BeOne Medicines Ltd. ONC
- Revolution Medicines, Inc. RVMD
- Genmab A/S GMAB
- BioNTech SE BNTX
- Exelixis, Inc. EXEL
The free Monday brief
Last week's readouts and FDA decisions and the dated catalysts in the week ahead, each with its filing sentence.