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Zai Lab Limited Stock Price

NasdaqGM:ZLAB Community·US$2.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 19 Fair Values set on narratives written by author

ZLAB Share Price Performance

US$26.72
-6.78 (-20.24%)
US$33.30
Fair Value
US$26.72
-6.78 (-20.24%)
19.8% undervalued intrinsic discount
US$33.30
Fair Value
Price US$26.72
AnalystConsensusTarget US$33.30
AnalystHighTarget US$55.00
AnalystLowTarget US$24.25

ZLAB Community Narratives

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Fair Value US$33.3 19.8% undervalued intrinsic discount

Expanding China Healthcare And Global Pipelines Will Broaden Patient Options

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·
Fair Value US$55 51.4% undervalued intrinsic discount

China And Asia-Pacific Demographics Will Transform Biopharma Markets

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·
Fair Value US$24.25 10.2% overvalued intrinsic discount

China Price Controls Will Limit Growth But Create Opportunity

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US$24.25
10.2% overvalued intrinsic discount
Profit Margin
18.22%
Future PE
28.52x
Price in 2029
US$30.54
US$33.3
19.8% undervalued intrinsic discount
Profit Margin
18.98%
Future PE
31.49x
Price in 2029
US$41.49

Trending Discussion

No trending discussion available.

Updated Narratives

ZLAB logo

ZLAB: Global Pipeline Progress And Regulatory Milestones Will Shape A Measured Re Rating

Fair Value: US$24.25 10.2% overvalued intrinsic discount
1 users have set this as their fair value
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ZLAB: DLL3 Program And China Approval Will Drive Long-Term Upside

Fair Value: US$33.3 19.8% undervalued intrinsic discount
12 users have set this as their fair value
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ZLAB: China Approvals And Oncology Pipeline Progress Will Support Future Upside Potential

Fair Value: US$55 51.4% undervalued intrinsic discount
1 users have set this as their fair value
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Snowflake Analysis

Good value with adequate balance sheet.

1 Risk
3 Rewards

Zai Lab Limited Key Details

US$449.6m

Revenue

US$432.6m

Cost of Revenue

US$17.0m

Gross Profit

US$205.2m

Other Expenses

-US$188.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-1.68
3.78%
-41.86%
39.2%
View Full Analysis

About ZLAB

Founded
2013
Employees
1784
CEO
Ying Du
WebsiteView website
www.zailaboratory.com

Zai Lab Limited, a biopharmaceutical company, focuses on discovering, developing, and commercializing products that address medical conditions in the areas of oncology, immunology, neuroscience, and infectious diseases. Its commercial products include Zejula, an orally administered poly (ADP-ribose) polymerase 1/2 inhibitor for treating ovarian cancer; VYVGART, a human IgG1 antibody fragment for generalized myasthenia gravis and chronic inflammatory demyelinating polyneuropathy; NUZYRA for community-acquired bacterial pneumonia and acute bacterial skin and skin structure infections; Optune for glioblastoma multiforme; Qinlock for gastrointestinal stromal tumors; Xacduro for treating hospital-acquired and ventilator-associated bacterial pneumonia caused by a cinetobacter baumannii-calcoaceticus complex; and Augtyro for the treatment of ROS proto-oncogene 1 and non-small cell lung cancer. The company has a strategic collaboration with Tesaro, Inc., NovoCure Ltd., Deciphera Pharmaceuticals, LLC, Paratek Bermuda Ltd., argent BV, Turning Point Therapeutics, Inc., Entasis Therapeutics Holdings Inc., Karuna Therapeutics, Inc., Pfizer Inc., Amgen Inc., and with Boehringer Ingelheim GmbH. The company was incorporated in 2013 and is based in Pudong, China.

Recent ZLAB News & Updates

Seeking Alpha Aug 19

Zai Lab: Revenue Growth And Zoci's Upside Optionality

Summary ZLAB has grown from a Greater China licensing platform into a dual-engine biopharma. They have a growing proprietary global pipeline with KarXT and TIVDAK. And management expects product sales to stabilize during 2H2026. Zoci's SCLC and NEC activity looks promising, while their other partnered combo therapies could expand their indications across other treatments. The main caveat is that ZLAB is already trading at higher valuation multiples compared to its peers. However, in the long run, ZLAB's growth should help justify its current premium, which is why I remain bullish on the shares despite their inherent clinical risks. Read the full article on Seeking Alpha

Recent updates

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