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Zai Lab Limited (ZLAB) Discusses Updated Monotherapy Phase I Data for Zoci and Outlines Next Steps in Clinical Development Transcript


Zai Lab Limited (NASDAQ:ZLAB) Discusses Updated Monotherapy Phase I Data for Zoci and Outlines Next Steps in Clinical Development October 24, 2025 11:00 AM EDT

Company Participants

Rafael Amado – President and Head of Global Research & Development
Joshua Smiley – President & COO

Conference Call Participants

Jonathan Chang – Leerink Partners LLC, Research Division
Li Wang Watsek – Cantor Fitzgerald & Co., Research Division
Linhai Zhao – Goldman Sachs Group, Inc., Research Division
Yuxi Dong – Jefferies LLC, Research Division

Presentation

Operator

Good day, and thank you for standing by. Welcome to the Zai Lab 2025 Triple Meeting Investor Call. [Operator Instructions] Please note that today’s conference is being recorded. I would now like to turn the conference over to your speaker, Rafael Amado, President and Head of Global Research and Development. Please go ahead.

Rafael Amado
President and Head of Global Research & Development

Hi, everyone. Thank you so much for joining us today. I’m Rafael Amado, Zai Lab’s President and Head of Global R&D. Before we begin, we will be making forward-looking statements today, and I ask you to review Slide 2 for further detail.

Moving to Slide 3. Here’s our agenda. I’ll begin with an overview of our global asset portfolio, followed by a detailed presentation of the updated monotherapy Phase I dose escalation and dose expansion clinical data for Zoci that were presented earlier today in a plenary session at the ENA Symposium here in Boston. Then I’ll share what these results mean for the program and our next steps before opening up the lines for your questions.

Slide 4 highlights the momentum of Zai Lab’s growing global innovation pipeline, which today spans both oncology and immunology, our 2 core focus areas for global development. Starting with oncology. At the top left, you can see Zoci, our potential first and best-in-class DLL3 targeted



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