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    Rebecca LiangSanford C. Bernstein & Co.

    Rebecca Liang's questions to Zai Lab Ltd (ZLAB) leadership

    Rebecca Liang's questions to Zai Lab Ltd (ZLAB) leadership • Q1 2025

    Question

    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.

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