Rebecca Liang

Rebecca Liang questioned the future commercial sales split between BRUKINSA and the Sonro plus BRUKINSA (ZS) combination, considering the patient share dynamics between fixed-duration and continuous therapies.

Answer

John V. Oyler, Co-Founder, Chairman, and CEO, clarified that the ZS doublet aims to address the fixed-duration segment, which has been limited by usability issues with existing therapies like Venetoclax. He emphasized ZS's potential to serve high-risk patients and its early data suggesting superiority over current fixed-duration options, while acknowledging the high bar set by continuous BRUKINSA.

Rebecca Liang asked about the future commercial sales split between BRUKINSA and Sonrotoclax, particularly after the Sonrotoclax plus BRUKINSA combination becomes a viable fixed-duration option, considering the current market dynamics of fixed-duration versus continuous therapies.

Answer

John Oyler, Co-founder, Chairman, and CEO, clarified that the fixed-duration segment includes various treatments beyond Venetoclax. He believes the SZ doublet (Sonrotoclax + BRUKINSA) could offer significant value, especially in the community setting, and become a unique product within that 50% market segment, potentially addressing high-risk patients more effectively than current fixed-duration options.

Rebecca Liang questioned if Zai Lab's R&D strategy is shifting more towards in-house development versus in-licensing, and asked about the expected impact of recent FDA leadership changes on the approval process for assets like ZL-1310.

Answer

Joshua Smiley, President and COO, and Dr. Rafael Amado, President and Head of Global R&D, clarified that the strategy remains a balance between internal discovery and external business development, with a goal of one new IND per year. Dr. Amado added that they have seen no impact from FDA changes and that ZL-1310's path via a randomized trial is viewed favorably.