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Jack Lin

Research Analyst at Morgan Stanley

Jack Lin is an Analyst at Morgan Stanley, specializing in equity research. He is responsible for providing in-depth analysis on publicly traded companies, primarily in the technology and consumer sectors, though specifics on the exact companies covered and performance metrics such as success rates or return track records are not publicly documented. Details of his career history, including prior roles and the year he joined Morgan Stanley, remain undisclosed, as do his professional credentials and securities licenses. Due to limited publicly available information, notable achievements and industry recognitions for Jack Lin cannot be confirmed at this time.

Jack Lin's questions to Zai Lab (ZLAB) leadership

Question · Q2 2025

Jack Lin from Morgan Stanley sought clarification on the data catalyst timeline for the DLL3 ADC, for both second-line and first-line treatment settings. He also asked for the company's view on recent policy updates regarding the ramp-up of commercial insurance in China and any potential implications for the commercial strategy of products like Optune.

Answer

Rafael Amado, President and Head of Global R&D, clarified that the DLL3 second-line data update is expected by year-end, with first-line data likely in early 2026. Josh Smiley, President & COO, commented that the policy trend toward expanded commercial insurance is encouraging. He noted it creates a valuable opportunity to drive sales for innovative drugs like Optune and others during the gap between regulatory approval and potential NRDL listing.

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