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Upturn AI SWOT - About
ZLAB 
Zai Lab Ltd (ZLAB)
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Upturn Advisory Summary
10/15/2025: ZLAB (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
12 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $55.41
1 Year Target Price $55.41
| 7 | Strong Buy |
| 4 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -11.04% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.34B USD | Price to earnings Ratio - | 1Y Target Price 55.41 |
Price to earnings Ratio - | 1Y Target Price 55.41 | ||
Volume (30-day avg) 12 | Beta 1.07 | 52 Weeks Range 23.82 - 44.34 | Updated Date 10/17/2025 |
52 Weeks Range 23.82 - 44.34 | Updated Date 10/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -2 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -49.68% | Operating Margin (TTM) -49.92% |
Management Effectiveness
Return on Assets (TTM) -14.35% | Return on Equity (TTM) -28.41% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 3328751824 | Price to Sales(TTM) 7.8 |
Enterprise Value 3328751824 | Price to Sales(TTM) 7.8 | ||
Enterprise Value to Revenue 7.78 | Enterprise Value to EBITDA -2.35 | Shares Outstanding 111270801 | Shares Floating 1080787896 |
Shares Outstanding 111270801 | Shares Floating 1080787896 | ||
Percent Insiders 1.74 | Percent Institutions 42.61 |
Upturn AI SWOT
Zai Lab Ltd
Company Overview
History and Background
Zai Lab was founded in 2014 with a mission to discover, in-license, develop, and commercialize innovative therapies for patients with cancer, autoimmune disorders, infectious diseases, and in China and globally.
Core Business Areas
- Oncology: Focused on developing and commercializing oncology drugs. Key therapeutic areas include solid tumors such as ovarian cancer and glioblastoma.
- Autoimmune Disorders: Developing therapies for autoimmune diseases.
- Infectious Diseases: Developing therapies for infectious diseases.
Leadership and Structure
Samantha Du is the founder, chairperson, and CEO. The company has a structured executive team leading various functions such as R&D, commercial operations, and finance.
Top Products and Market Share
Key Offerings
- Optune: A tumor treating field (TTFields) therapy for glioblastoma. Zai Lab is the exclusive distributor in Greater China. While precise market share data fluctuates, Optune is a significant player in the GBM treatment market. Competitors include standard chemotherapy (Temozolomide), surgery, and radiation therapy. Revenue figures vary but are a significant portion of Zai Lab's total revenue.
- Niraparib (ZEJULA): A PARP inhibitor for ovarian cancer. Zai Lab holds exclusive rights in Greater China. Competitors include other PARP inhibitors such as Olaparib (Lynparza) and Rucaparib (Rubraca). ZEJULA holds a competitive position within the PARP inhibitor market in China.
Market Dynamics
Industry Overview
The pharmaceutical industry, especially in China, is experiencing rapid growth driven by increasing healthcare spending, an aging population, and favorable government policies. Competition is intense with both domestic and international players.
Positioning
Zai Lab is positioned as an innovative biopharmaceutical company focused on in-licensing and developing therapies for unmet medical needs in China. Its competitive advantage lies in its strong regulatory expertise, commercial capabilities in China and its pipeline of innovative therapies.
Total Addressable Market (TAM)
The overall pharmaceutical market in China is expected to reach hundreds of billions of dollars. Zai Lab is targeting specific segments within oncology, autoimmune disorders, and infectious diseases, representing a significant portion of the overall TAM. The company's focus allows it to address the TAM segment by segment as the company grows.
Upturn SWOT Analysis
Strengths
- Strong in-licensing capabilities
- Established commercial infrastructure in China
- Experienced management team
- Diverse pipeline of innovative therapies
Weaknesses
- Reliance on in-licensed products
- High R&D expenses
- Dependence on regulatory approvals in China
- Not yet consistently profitable
Opportunities
- Expanding into new therapeutic areas
- Acquiring additional promising drug candidates
- Benefiting from favorable regulatory changes in China
- Partnering with international pharmaceutical companies
Threats
- Increasing competition from domestic and international players
- Pricing pressure in the Chinese market
- Changes in regulatory policies
- Clinical trial failures
Competitors and Market Share
Key Competitors
- MRK
- BMY
- AZN
- GILD
Competitive Landscape
Zai Lab competes with both multinational pharmaceutical companies and local Chinese players. Its advantages include its focus on innovative therapies and its strong regulatory expertise in China. Disadvantages include its reliance on in-licensed products and its relatively smaller size compared to its larger competitors.
Major Acquisitions
Novocure
- Year: 2018
- Acquisition Price (USD millions): 0
- Strategic Rationale: In-licensed Optune.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by successful in-licensing and commercialization of key products in China. Revenue growth has been significant, although profitability remains a challenge.
Future Projections: Future growth is projected to be driven by continued expansion of existing products, successful development and commercialization of pipeline assets, and strategic partnerships. Analyst estimates vary based on these factors.
Recent Initiatives: Recent strategic initiatives include expanding the pipeline through in-licensing deals, strengthening the commercial infrastructure in China, and pursuing regulatory approvals for new indications.
Summary
Zai Lab is an innovative biopharmaceutical company with a promising pipeline and a strong presence in the Chinese market. Its success depends on effective in-licensing, navigating the Chinese regulatory landscape, and successful commercialization of its therapies. The company is currently not profitable, but it is experiencing increasing growth of revenue due to its strategic in-licensing model. The company should look out for increasing competition, pricing pressure and changes in regulation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- SEC filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is based on publicly available information and represents a general overview. It is not financial advice. Market share data is approximate and may vary. Please consult with a financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Zai Lab Ltd
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2017-09-20 | Founder, Chairperson & CEO Dr. Ying Du Ph.D. | ||
Sector Healthcare | Industry Biotechnology | Full time employees 1869 | Website https://www.zailaboratory.com |
Full time employees 1869 | Website https://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's oncology pipeline includes bemarituzumab, tumor treating fields, tisotumab vedotin, and repotrectinib; and immunology, neuroscience, and infectious disease pipeline comprises efgartigimod and xanomeline and trospium chloride. Zai Lab Limited has license and collaboration agreements with Tesaro, Inc. to develop, manufacture, and commercialize niraparib; NovoCure Ltd. to develop and commercialize Tumor Treating Fields; Deciphera Pharmaceuticals, LLC to develop and commercialize ripretinib; Paratek Bermuda Ltd. to develop, manufacture, and commercialize omadacycline; argenx BV to develop and commercialize efgartigimod; Bristol-Myers Squibb Company to develop and commercialize tisotumab vedotin and repotrectinib; Amgen Inc. to develop and commercialize bemarituzumab; Innoviva, Inc. to develop and commercialize Sulbactam-Durlobactam; and Karuna Therapeutics, Inc. to develop and commercialize Xanomeline and trospium chloride, as well as strategic collaboration with Pfizer Inc. for sulbactam and durlobactam. The company was incorporated in 2013 and is headquartered in Pudong, China.
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