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    Po Han Lin • Morgan Stanley

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

    Po Han Lin's questions to Zai Lab Ltd (ZLAB) leadership • Q1 2025

    Question

    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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    Po Han Lin's questions to Zai Lab Ltd (ZLAB) leadership • Q4 2024

    Question

    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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