Análisis Argos
ZLAB
ZLABSin veredicto3 señales de riesgo
Zai Lab Limited · Healthcare
US$ 19.12
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
14/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Tiene más caja que deuda: balance fuerte.
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
!Altman Z'' en zona roja (-3.57)
!Piotroski F-Score débil (3/9)
VALOR0/6FUTURO6/6PASADO1/6SALUD1/6DIVIDENDO1/6
El Iris de calidad
VALOR0/6FUTURO6/6PASADO1/6SALUD1/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial débil
SaludBalance frágil
DividendoEl dividendo aún duerme
Score Argos14de 100Sin veredicto
Ingresos15%
US$ 0.5 B
Margen operativo31%
-48.6%
Flujo de caja libre43%
US$ -0.2 B
Deuda neta
US$ -0.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.2B
P/E
EV/EBITDA
FCF yield-7.4%
ROIC-84.5%
Margen operativo-48.6%
Crecim. ingresos+15.3%/año
Piotroski F3/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

businesswire.com · 16 jun
Zai Lab Receives EMA Orphan Drug Designation for Zocilurtatug Pelitecan (Zoci) in Pulmonary Neuroendocrine Carcinomas
SHANGHAI & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Zai Lab Limited (NASDAQ: ZLAB; HKEX: 9688) today announced the European Medicines Agency (EMA) has granted Orphan Drug Designation (ODD) to zocilurtatug pelitecan (zoci, formerly ZL-1310), the Company's potential first-in-class Delta-like ligand 3 (DLL3)-targeting antibody-drug conjugate (ADC), for the treatment of pulmonary neuroendocrine carcinomas (NECs). The designation follows a positive opinion from the EMA's Committee for Orphan Medicinal Pro.
businesswire.com · 8 jun
Zai Lab Receives China NMPA Approval of TIVDAK® (tisotumab vedotin for injection) for the Treatment of Adult Patients with Recurrent or Metastatic Cervical Cancer
SHANGHAI & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Zai Lab Limited (NASDAQ: ZLAB; HKEX: 9688) today announced that China's National Medical Products Administration (NMPA) has approved the Biologics License Application (BLA) for TIVDAK® (tisotumab vedotin for injection) for the treatment of adult patients with recurrent or metastatic cervical cancer with disease progression on or after chemotherapy. This approval is based on results from the global, randomized, Phase 3 innovaTV 301 clinical trial, wh.
businesswire.com · 21 may
Zai Lab Announces Changes to Senior Leadership Team
SHANGHAI & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Zai Lab Limited (NASDAQ: ZLAB; HKEX: 9688) today announced changes to its senior leadership team aimed at strengthening operational performance and efficiency. As part of these changes, the Board has made the decision that Josh Smiley, President and COO, will no longer be with the Company, effective Friday, May 22. "I want to thank Josh for his contributions to Zai Lab over the past three and a half years and wish him well in his future endeavors,".
seekingalpha.com · 13 may
Zai Lab: A Speculative Bet On Global Oncology, With A Greater China Bag Attached
Zai Lab faces stalling growth in Greater China due to price controls and declining Zejula revenues, shifting focus to global pipeline assets. I assign zero intrinsic value to ZLAB's China business, given minimal "bottom line" contributions from blockbuster launches like Vyvgart and anticipated similar outcomes for KarXT. Zoci, a wholly owned Phase 3 oncology asset, is the key value driver for the company, with a modeled global rNPV near $1 billion and potential for multi-billion upside if expanded to 1L SCLC.
businesswire.com · 11 may
Zai Lab Receives U.S. FDA Fast Track Designation for Zocilurtatug Pelitecan (Zoci), a DLL3-Targeting ADC, for Treatment of Extrapulmonary Neuroendocrine Carcinomas (epNECs)
SHANGHAI & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Zai Lab Limited (NASDAQ: ZLAB; HKEX: 9688) today announced the U.S. Food and Drug Administration (FDA) has granted Fast Track Designation to zocilurtatug pelitecan (zoci, formerly ZL-1310), the Company's potential first-in-class Delta-like ligand 3 (DLL3)-targeting antibody-drug conjugate (ADC), for the treatment of extrapulmonary neuroendocrine carcinomas (epNECs) following progression after standard first-line therapy. epNECs are an aggressive mal.
marketbeat.com · 9 may
Zai Lab Q1 Earnings Call Highlights
Zai Lab NASDAQ: ZLAB reported a year-over-year decline in first-quarter 2026 product revenue as pressure on ZEJULA weighed on results, while management emphasized progress across its global oncology and immunology pipeline and pointed to multiple upcoming regulatory and clinical milestones.
seekingalpha.com · 7 may
Zai Lab Limited (ZLAB) Q1 2026 Earnings Call Transcript
Zai Lab Limited (ZLAB) Q1 2026 Earnings Call Transcript
zacks.com · 7 may
Zai Lab Limited (ZLAB) Reports Q1 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Zai Lab Limited (ZLAB) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.