Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Zai Lab Limited hat seine unabhängigen geprüften Finanzberichte für das Quartal zum 31. März 2026 veröffentlicht. Die Gesellschaft meldete einen Nettoverlust von 51,016 Millionen US-Dollar im Vergleich zu einem Nettoverlust von 48,438 Millionen US-Dollar in der gleichen Periode des Vorjahres. Der Umsatz betrug 99,611 Millionen US-Dollar gegenüber 106,487 Millionen US-Dollar im Vorjahr. Die Gesellschaft hat auch seine unabhängigen geprüften Finanzberichte für das Quartal zum 31. März 2025 veröffentlicht. Der Nettoverlust betrug 48,438 Millionen US-Dollar und der Umsatz 106,487 Millionen US-Dollar.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

In late March 2026, the FDA warned of severe liver injuries, including vanishing bile duct syndrome, linked to Amgen‑distributed Tavneos (avacopan), while Zai Lab separately announced a global collaboration with Amgen to test its DLL3‑targeting ADC alongside Amgen’s IMDELLTRA in extensive‑stage small cell lung cancer. These developments highlight the dual reality for Amgen of expanding its oncology footprint through external partnerships even as fresh safety concerns emerge around an existing therapy. We’ll now examine how the FDA’s Tavneos liver injury warning could reshape Amgen’s risk profile and overall investment narrative.

Uncover the next big thing with 31 elite penny stocks that balance risk and reward.

Amgen Investment Narrative Recap

To stay in Amgen, you generally have to believe its diversified portfolio and late stage pipeline can offset pricing pressure, biosimilar competition, and rising R&D spend. The Tavneos liver injury warning adds a fresh safety and regulatory overhang, while oncology partnerships like the Zai Lab tie up support the idea that oncology remains a key near term growth catalyst. At the same time, heavy investment and debt levels remain a central risk.

The new Zai Lab collaboration around IMDELLTRA is particularly relevant here, because it underlines how important oncology is to Amgen’s future story even as Tavneos raises safety questions. Alongside that, recent Repatha data in high risk primary prevention patients show Amgen still investing in large, chronic disease markets, which ties directly into the catalyst of expanding use in cardiovascular and other age related conditions.

Yet beneath the excitement around oncology collaborations and cardiometabolic data, investors should be aware that...

Read the full narrative on Amgen (it's free!)

Amgen's narrative projects $37.4 billion revenue and $8.2 billion earnings by 2028. This requires 2.3% yearly revenue growth and a roughly $1.6 billion earnings increase from $6.6 billion today.

Uncover how Amgen's forecasts yield a $350.03 fair value, in line with its current price.

Exploring Other PerspectivesAMGN 1-Year Stock Price Chart

While consensus assumes steady growth, the most pessimistic analysts were already modeling revenues slipping to about US$34.4 billion and earnings near US$5.2 billion, so fresh safety headlines like Tavneos could reinforce their concerns around heavier spending and patent pressure and may prompt you to weigh how much downside risk you are comfortable with as new information comes in.

Explore 3 other fair value estimates on Amgen - why the stock might be worth just $350.03!

Story Continues

Decide For Yourself

Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

A great starting point for your Amgen research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision. Our free Amgen research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Amgen's overall financial health at a glance.

Ready For A Different Approach?

Our daily scans reveal stocks with breakout potential. Don't miss this chance:

Outshine the giants: these 22 early-stage AI stocks could fund your retirement. The future of work is here. Discover the 33 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. Find 62 companies with promising cash flow potential yet trading below their fair value.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include AMGN.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

View Comments

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

• Collaboration with Amgen to explore the clinical potential of Zai Lab’s DLL3-targeting ADC, zocilurtatug pelitecan, in combination with Amgen’s IMDELLTRA®

• Amgen to sponsor and lead global Phase 1b study; Zai Lab to retain full ownership of zocilurtatug pelitecan

SHANGHAI & CAMBRIDGE, Mass., April 01, 2026--(BUSINESS WIRE)--Zai Lab Limited (NASDAQ: ZLAB; HKEX: 9688) today announced a global clinical trial collaboration with Amgen Inc. (NASDAQ: AMGN) to evaluate Zai Lab’s investigational delta-like ligand 3 (DLL3)-targeting antibody-drug conjugate (ADC), zocilurtatug pelitecan (zoci, formerly ZL-1310), in combination with Amgen’s IMDELLTRA® (tarlatamab-dlle), a DLL3-targeting Bispecific T-cell Engager (BiTE®) therapy in patients with extensive-stage small cell lung cancer (ES-SCLC).

As part of this collaboration agreement, Amgen will sponsor a global Phase 1b study to evaluate the safety and efficacy of zoci in combination with IMDELLTRA® in patients with ES-SCLC. Zai Lab will retain full ownership of zoci and will supply Amgen with the study drug.

"In combination, this dual-targeting strategy has the potential to increase the rate and deepen responses both systemically and, in the brain, address resistance pathways, and unlock new treatment paradigms for patients with small cell lung cancer," said Rafael G. Amado, M.D., President, Head of Global Research and Development, Zai Lab. "These two approaches leverage complementary mechanisms — our ADC delivers a potent cytotoxic payload directly to DLL3-expressing tumor cells, while the T-cell engager is designed to activate T-cells by binding the same antigen and eliciting an immune response against the tumor."

Zoci is a DLL3-targeting ADC for small cell lung cancer. Zai Lab has presented data from a Phase 1/2 clinical trial of zoci at the EORTC-NCI-AACR (ENA) Symposium 2025 and the American Society of Clinical Oncology (ASCO) 2025 Annual Meeting, demonstrating a high response rate in heavily pretreated SCLC patients, including strong intracranial activity, and a tolerable safety profile. Amgen’s IMDELLTRA® received FDA approval and is currently marketed in the U.S. for the treatment of adult patients with ES-SCLC with disease progression on or after platinum-based chemotherapy. Please see full Prescribing Information, including Boxed Warnings, for IMDELLTRA®.

About Zocilurtatug Pelitecan (zoci, formerly ZL-1310)

Zoci is a novel ADC in Zai Lab’s global oncology pipeline targeting DLL3, an antigen that is overexpressed in many neuroendocrine tumors, is typically associated with poor clinical outcomes, and is a validated therapeutic target for SCLC. Zoci comprises a humanized anti-DLL3 monoclonal antibody linked to a novel camptothecin derivative (a topoisomerase 1 inhibitor) as its payload. The compound was designed with a novel ADC technology platform called TMALIN®, which leverages the tumor microenvironment to overcome challenges associated with first-generation ADC therapies, including off-target payload toxicity.

Story Continues

Zoci is being evaluated in a global development program, which includes DLLEVATE, a pivotal trial to further evaluate the safety and efficacy of zoci compared to investigator’s choice single agent therapy in patients with relapsed ES-SCLC; a phase 1b/2 trial evaluating zoci in selected solid tumors including extrapulmonary neuroendocrine carcinoma; and a phase 1a/1b trial evaluating zoci as monotherapy and in combination with atezolizumab, an immune checkpoint inhibitor, for the treatment of ES-SCLC.

Zoci’s safety profile, coupled with compelling systemic and intracranial efficacy, supports its potential as a backbone ADC in first-line combination regimens, including those that reduce the burdens of chemotherapy. Zoci received FDA Orphan Drug Designation and FDA Fast Track Designation for the treatment of SCLC.

About Small Cell Lung Cancer (SCLC)

SCLC is one of the most aggressive and lethal solid tumors, accounting for ~15% of approximately 2.5 million patients diagnosed with lung cancer worldwide each year1,2. Two-thirds of all SCLC patients are diagnosed at extensive stage3, which is associated with high rates of relapse and poor prognosis. The outcomes of the patients with ES-SCLC are dismal, with median survival of approximately 12 months following initial therapy4 and a ~5-10% overall five-year survival rate5. Treatment options have historically been limited once a patient progresses. IMDELLTRA® is the first DLL3-targeting bispecific T-cell engager therapy to demonstrate an overall survival benefit in this patient population. The combination of zocilurtatug pelitecan and IMDELLTRA® has the potential to build on these gains by further improving efficacy while maintaining manageable safety6.

References: 1 J Thorac Oncol. 2023 Jan;18(1):31-46; Lung Cancer Foundation of America. 2 WHO Globocan 2022. 3 Sabari JK, et al. Nat Rev Clin Oncol. 2017;14:549-561. 4 Phase 3 IMpower133 (atezolizumab) and CASPIAN study (durvalumab). 5 National Cancer Institute. www.cancer.gov. Accessed October 15, 2024. 6 Mountzios et al, NEJM 2025

About Zai Lab

Zai Lab (NASDAQ: ZLAB; HKEX: 9688) is an innovative, research-based, commercial-stage biopharmaceutical company based in China and the United States. We are focused on discovering, developing, and commercializing innovative products that address medical conditions with significant unmet needs in the areas of oncology, immunology, neuroscience and infectious disease. Our goal is to leverage our competencies and resources to positively impact human health.

For additional information about Zai Lab, please visit www.zailaboratory.com or follow us at www.X.com/ZaiLab_Global.

Zai Lab Forward-Looking Statements

This press release contains forward-looking statements relating to our future expectations, plans, and prospects, for Zai Lab, including, without limitation, statements relating to our prospects and plans for developing and commercializing next generation ADCs, including zocilurtatug pelitecan, the potential benefits of zocilurtatug pelitecan, and the potential treatment of SCLC and other neuroendocrine tumors. These forward-looking statements may contain words such as "aim," "anticipate," "believe," "could," "estimate," "expect," "forecast," "goal," "intend," "may," "plan," "possible," "potential," "will," "would," and other similar expressions. Such statements constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are not statements of historical fact or guarantees or assurances of future performance. Forward-looking statements are based on our expectations and assumptions as of the date of this press release and are subject to inherent uncertainties, risks, and changes in circumstances that may differ materially from those contemplated by the forward-looking statements. Actual results may differ materially from those indicated by such forward-looking statements as a result of various important factors, including but not limited to (1) our ability to successfully commercialize and generate revenue from our approved products, (2) our ability to obtain funding for our operations and business initiatives, (3) the results of our clinical and pre-clinical development of our product candidates, (4) the content and timing of decisions made by the relevant regulatory authorities regarding regulatory approvals of our product candidates, (5) risks related to doing business in China, and (6) other factors identified in our most recent annual and quarterly reports and in other reports we have filed with the U.S. Securities and Exchange Commission (SEC). We anticipate that subsequent events and developments will cause our expectations and assumptions to change, and we undertake no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as may be required by law. These forward-looking statements should not be relied upon as representing our views as of any date subsequent to the date of this press release.

Our SEC filings can be found on our website at www.zailaboratory.com and on the SEC’s website at www.sec.gov.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260401769229/en/

Contacts

For more information: Investor Relations: Christine Chiou / Cyan Liu +1 (917) 886-6929 / +86 195 3130 8895 christine.chiou1@zailaboratory.com / cyan.liu@zailaboratory.com

Media: Shaun Maccoun/ Xiaoyu Chen +1 (857) 270-8854 / +86 185 0015 5011 shaun.maccoun@zailaboratory.com / xiaoyu.chen@zailaboratory.com

View Comments

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Zusammenfassung:

US-amerikanische Biotechnologieaktien beobachten die rasante Expansion Chinas im Bereich der Biotechnologie genau. Kann die amerikanische Industrie der Rivalität standhalten?

Note: "Standhalten" (to withstand) is a good translation here, conveying the idea of maintaining a position against a challenge.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Zusammenfassung

Das „Quant“-System von Seeking Alpha gewinnt zunehmend an Bedeutung, da es die S&P 500 konsequent übertrifft. Dieses System nutzt hochentwickelte Computerverarbeitung und eine einzigartige „Quantamental“-Analyse – die Kombination aus quantitativen Daten mit fundamentaler Analyse – um Bewertungen für Aktien zu vergeben. Die Bewertungen reichen von 1,00 (Starkes Verkaufsziel) bis 4,99 (Starkes Kaufsziel), was die Einschätzung des Unternehmens hinsichtlich seines Werts, seines Wachstumspotenzials, seiner Rentabilität und seines Aktienkurses spiegelt.

Vor der Veröffentlichung der Quartalsergebnisse des vierten Quartals hat Seeking Alpha eine Liste der besten und schlechtesten bewerteten Aktien mit Mittlerem bis Megakapitalisierung basierend auf seinem Quant-Modell erstellt. Die kommenden Erzeugnisergebnisse werden 14 S&P 500-Unternehmen umfassen, zwei davon sind Mitglieder des Dow 30. FactSet prognostiziert, dass die S&P 500 im vierten Quartal einen Umsatzwachstum von 8,3 % gegenüber dem Vorjahr erzielen wird, was eine bedeutende Fortsetzung der positiven Entwicklung des Index ist.

Hochbewertete Aktien:

Mehrere Unternehmen erhielten die höchsten Bewertungen, alle mit der Bezeichnung „Starkes Kaufsziel“ mit einer Punktzahl von 4,99. Dazu gehörten Micron Technology (MU), Lumentum Holdings (LITE), Nuvation Bio (NUVB), New Gold (NGD), Sibanye Stillwater (SBSW), Ciena (CIEN), Applied Digital (APLD), CommScope (COMM), nLIGHT (LASR) und Lundin Mining (LUNMF). Die Top-bewerteten Sektoren waren Industrielle Güter (XLI), Technologie (XLK) und Rohstoffe (XLB), alle mit einer Quant-Punktzahl von 4,12, 4,10 bzw. 4,03.

Gering bewertete Aktien:

Umgekehrt wurden 10 Unternehmen mit der niedrigsten Bewertung, „Starkes Verkaufsziel“ mit einer Punktzahl von 1,00 – 1,13, bewertet. Dazu gehörten Fermi (FRMI), Ørsted (DNNGY), Ultragenyx Pharmaceutical (RARE), Lucid Group (LCID), Corcept Therapeutics (CORT), Trex (TREX), Telix Pharmaceuticals (TLX), Bitdeer Technologies (BTDR), BellRing Brands (BRBR) und Zai Lab (ZLAB). Der Konsumgütersektor wird voraussichtlich einen Umsatzrückgang gegenüber dem Vorjahr verzeichnen, was einen wichtigen Unterschied in den Bewertungen des Modells hervorhebt.

Sektorleistung:

Insgesamt ist die Ertragsprognose gemischt. Acht der 11 Sektoren der S&P 500 werden ein Wachstum zeigen, wobei der Technologiesektor führend ist. Drei Sektoren – Konsumgüter – werden jedoch einen Umsatzrückgang prognostiziert.

ETF-Tracking:

Der Artikel bietet auch eine Liste von ETFs, die Anleger verwenden können, um die breitere US-Märkte zu verfolgen, darunter SPY, VOO, IVV, RSP, SSO, UPRO, SH, SDS und SPXU. Diese ETFs bieten eine diversifizierte Beteiligung an der Gesamtmarktentwicklung.

Marktkontext:

Schließlich werden auch breitere Marktfaktoren hervorgehoben, darunter eine mögliche Untersuchung von Federal Reserve Chair Jerome Powell, die die Anlegerstimmung und die Marktbewegung beeinflusst, sowie breitere Trends, die die Märkte vorantreiben.