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    Linhai Zhao • Goldman Sachs

    Linhai Zhao's questions to Zai Lab Ltd (ZLAB) leadership

    Linhai Zhao's questions to Zai Lab Ltd (ZLAB) leadership • Q1 2025

    Question

    Linhai Zhao asked about the implications of the KarXT Phase III ARISE trial results for the China market and inquired about the drug's potential treatment positioning, whether for acute or maintenance therapy.

    Answer

    Dr. Rafael Amado, President and Head of Global R&D, stated the ARISE result has no impact on China, as their submission is based on monotherapy, the predominant treatment approach there. He expects KarXT to be used 'de novo' (as a first-line treatment) due to its significantly better safety profile compared to existing antipsychotics, making it a logical treatment of choice.

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    Linhai Zhao's questions to Zai Lab Ltd (ZLAB) leadership • Q4 2024

    Question

    Linhai Zhao asked about the real-world adoption and sales contribution of VYVGART's CIDP indication and subcutaneous formula. He also inquired about the commercial hurdles for KarXT in China and any updates on its development for dementia-related psychosis (ADP).

    Answer

    Joshua Smiley, President and COO, clarified that since the CIDP indication and Hytrulo formulation are not on the NRDL for 2025, their sales impact will be limited, with the commercial focus remaining on IV VYVGART for gMG. Regarding KarXT, he highlighted the significant market opportunity among China's 8 million schizophrenia patients. Dr. Rafael Amado, President and Head of Global R&D, added that they are in discussions with partner BMS regarding the regulatory pathway for the ADP indication in China.

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