Shuhui Zhao

Shuhui Zhao asked for more details on Zoci's first-line small cell lung cancer trial design, including combination regimens and the strategy for advancing NEC to first-line treatment. Additionally, she inquired about expectations for KarXT in 2026-2027 and the commercialization team build-out, and Zai Lab's business development strategy regarding autoimmune bispecific deals.

Answer

Rafael Amado, President and Head of Global Research and Development, stated that Zoci's first-line SCLC study, including doublet (atezolizumab) and triplet (carboplatin added) regimens, has enrolled about 60 patients, with mature data expected in H2 2026 to inform the final design of a chemotherapy-sparing pivotal study. Josh Smiley, President and COO, outlined KarXT's commercial launch in Q2 2026, focusing on 800 key institutions with a 100-person commercial team, expecting significant financial value unlock post-NRDL listing in 2027. He also mentioned Zai Lab's business development strategy targets late preclinical, biologically-precedented assets like ADCs and T-cell engagers, leveraging China's innovation ecosystem.

Shuhui Zhao inquired about Zoci's first-line small cell lung cancer (SCLC) trial design, including combination strategies and the potential for NEC to advance to first-line treatment. She also asked about expectations for KarXT in 2026-2027 and the commercialization team build-out, and Zai Lab's business development strategy, particularly regarding autoimmune bispecifics.

Answer

President and Head of Global R&D Rafael Amado stated Zoci aims to be a centerpiece ADC, with plans to present mature first-line SCLC data (doublet with atezolizumab and triplet with carboplatin) in H2 2026, having treated about 60 patients. A first-line study is expected by year-end, aiming to spare chemotherapy. President and COO Josh Smiley expressed excitement for KarXT's Q2 2026 commercial launch, focusing on 800 key institutions with a 100+ person commercial team, expecting significant financial value unlock post-NRDL listing in 2027. He also noted a continued focus on late preclinical, biologically validated oncology and immunology assets, including ADCs and T-cell engagers, for business development.