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PHL

Po Han Lin

Research Analyst at Morgan Stanley

Hong Kong

Po Han Lin is an Executive Director and Equity Analyst at Morgan Stanley, specializing in coverage of the Asian semiconductor and technology hardware sectors with a particular focus on companies such as MediaTek, Realtek, and other Taiwan-based technology leaders. He is recognized for his insightful research and consistently accurate stock recommendations, achieving impressive performance metrics including a high success rate and above-market returns on TipRanks, where he ranks among the leading tech analysts in Asia. Lin began his financial career after completing his master's at National Taiwan University, quickly advancing through analyst roles at regional institutions before joining Morgan Stanley in 2017, where he has since gained recognition for his expertise and deep market knowledge. He holds multiple securities licenses and is registered with regulatory bodies such as FINRA, further establishing his credibility in the investment research community.

Po Han Lin's questions to Zai Lab (ZLAB) leadership

Question · Q1 2025

Po Han Lin asked about the drivers behind the significant SG&A improvement and its sustainability, and inquired about the company's strategy for Tumor Treating Fields (TTFields) following upcoming data presentations.

Answer

Joshua Smiley, President and COO, explained that the current SG&A level reflects successful rightsizing and is sustainable, reinforcing confidence in achieving profitability by Q4. Dr. Rafael Amado, President and Head of Global R&D, confirmed plans to file for TTFields in pancreatic cancer this year based on positive PANOVA-3 data, while deprioritizing the LUNAR indication.

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Question · Q4 2024

Po Han Lin asked about the China launch timeline for povetacicept, the competitive strategy for its later market entry, and its potential beyond IgAN. He also requested a summary of the company's most important upcoming catalysts.

Answer

Dr. Rafael Amado, President and Head of Global R&D, said that China enrollment in the global povetacicept trial should finish in 2025, with hopes for an accelerated approval pathway. Dr. Samantha Du, Founder, CEO and Chairperson, summarized key 2025 catalysts, including ZL-1310 data updates and pivotal trial initiation, bemarituzumab data readout and submission, five total regulatory filings, and potential business development deals, all while targeting profitability in Q4 2025.

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