tothehill
06-09

$Zai Lab Ltd(ZLAB)$ I’ve been keeping an eye on Zai Lab for a while, and their ZL-1310 just stole the spotlight at ASCO! A bunch of Wall Street analysts are saying the data was way above expectations. Morgan Stanley even dropped a fresh report, and management shared more insights during the earnings call. Compared to its competitor Tarlatamab, ZL-1310 has a differentiated MoA and easier administration,if the data keeps looking good, its edge will only grow stronger.

Plus, the FDA didn’t object to its accelerated path as a monotherapy for 2L SCLC. A pivotal study is expected to kick off in the second half of 2025, with OS and ORR as primary endpoints. If that trial launches as planned, it’ll be a key catalyst for the stock. And don’t forget,by year-end, we’re expecting combo therapy data in 1L too. If that data pops up, it could be another major boost!

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