Expanding China Healthcare And Global Pipelines Will Broaden Patient Options

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

30 Apr 25

Updated

06 Dec 25

Views

89

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-34.1%

7D

-5.8%

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1Y

-34.1%

7D

-5.8%

You can edit this narrative until Dec 7 6:10 AM. Then, changes will post as Updates.

Author's Valuation

US$49.4965.2% undervalued

AnalystConsensusTarget Fair Value

Shared on 06 Dec 25

ZLAB: Diversified Pipeline Is Expected To Drive Long-Term Market Expansion

Narrative Update on Zai Lab Analysts have moderately lowered their price target on Zai Lab to approximately $49.49, reflecting more conservative assumptions for revenue growth and profit margins, along with the stock’s recent removal from a key regional conviction list. Analyst Commentary Recent research updates on Zai Lab have prompted a more nuanced view of the company’s risk and reward profile, with analysts highlighting both supportive fundamentals and execution challenges that could influence the stock’s re-rating trajectory.

Shared on 22 Nov 25

Fair value Decreased 7.33%

ZLAB: Pipeline Diversification And Ongoing Partnerships Will Support Long-Term Market Expansion

Zai Lab's analyst price target has been revised downward from approximately $53.40 to $49.49. Analysts cite concerns over slowing revenue growth and narrowing profit margins.

Shared on 07 Nov 25

Fair value Decreased 3.62%

ZLAB: Future Product Launches Will Drive Broader Market Reach And Patient Access

Analysts have lowered their price target for Zai Lab from approximately $55.41 to $53.40. They cite adjustments in key financial projections and the company's recent removal from a major conviction list as supporting factors.

Shared on 23 Sep 25

Fair value Decreased 1.61%

Despite encouraging Phase III trial data for bemarituzumab in gastric cancer, which bolsters near-term commercial outlooks and regulatory momentum in China, Zai Lab’s consensus analyst price target saw only a slight downward adjustment from $56.31 to $55.41. Analyst Commentary Positive Phase III FORTITUDE-101 trial data for bemarituzumab in first-line FGFR2b+ gastric cancer.

AnalystConsensusTarget Fair Value

US$49.49

65.2% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

29.83%

Biotech revenue growth rate

9.55%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.77%

Calculation

US$145.74m

Earnings '28

x

50.90x

PE Ratio '28

=

US$7.42b

Market Cap '28

US$7.42b

Market Cap '28

/

120.14m

No. shares '28

=

US$61.75

Share Price '28

US$61.75 Share Price '28

Discounted to 2025 @ 7.70% p.a.

=

US$49.43

Fair Value '25