Company Presentation March 2019
Disclaimer This presentation includes forward-looking statements, beliefs or opinions, including statements with respect to our business, financial condition, results of operations and plans. These forward-looking statements involve known and unknown risks and uncertainties, many of which are beyond our control and all of which are based on our management’s current beliefs and expectations about future events. Forward-looking statements are sometimes identified by the use of forward-looking terminology such as “believe,” “expects,” “may,” “will,” “could,” “should,” “shall,” “risk,” “intends,” “estimates,” “aims,” “plans,” “predicts,” “continues,” “assumes,” “positioned” or “anticipates” or the negative thereof, other variations thereon or comparable terminology or by discussions of strategy, plans, objectives, goals, future events or intentions. These forward-looking statements include all matters that are not historical facts. Forward-looking statements may and often do differ materially from actual results. No assurance can be given that such future results will be achieved. Factors that may materially affect our results include, among other things, the scope, rate and progress of our clinical and preclinical trials and other research and development activities, anticipating timing of new clinical trials, our plans to commercialize our product candidates, the timing of, and ability to, obtain and maintain necessary regulatory approvals for our product candidates and those risks listed in our prospectus filed with the Securities and Exchange Commission on September 21, 2017 and in our filings with the Securities and Exchange Commission. Such forward-looking statements contained in this presentation speak only as of the date of this presentation. We expressly disclaim any obligation or undertaking to update any forward-looking statement contained in this presentation to reflect any change in our expectations or any change in events, conditions or circumstances on which such statements are based unless required to do so by applicable law. You may get copies of our final prospectus and other Securities and Exchange Commission filings for free by visiting EDGAR on the Securities and Exchange Commission’s website at http://www.sec.gov . 2
Agenda Zai vision, team and infrastructure overview Pipeline and progress Financial and catalysts 3
Biotech Leader in Bringing Innovative Therapies to China and Worldwide Zai Lab is an innovative , research based, commercial stage biopharma, based in US and China, treating patients with unmet medical needs around the globe. Growth Pillars 7 Late stage programs; Gateway to China for Discovery via internal 3 US FDA approved innovative assets research and pipeline products; 2 Launches in generation platform HK; 1 China NDA 4 in-licensing deals last submission year, 3 involving global co- 1-2 INDs/year in 2020 development Strategic Enablers Best China-based clinical Extensive global and 2 Pureplay innovative development and local industry and commercial platforms operations team; 20+ regulatory expertise o ngoing and planned trials 4
Strong, Execution-oriented Leadership Team Samantha Du Ph.D. Founder, Chairman & CEO Tao Fu Yong-Jiang Hei Harald Reinhart Billy Cho MBA, MS, CFA M.D., Ph.D. M.D. MBA, MA President and COO Chief Medical Officer - Chief Medical Officer Chief Financial Oncology - Autoimmune and Officer Infectious Diseases Jonathan Wang William Liang James Yan Ning Xu MBA M.D. Ph.D. M.D. SVP Head of BD Chief Commercial EVP, Head of Pre- EVP Head of Clinical Officer clinical development and Regulatory and Drug Safety 5
Building a fully-integrated innovative biopharma leader in China • >450 employees • Leading late-stage oncology portfolio • Best China-based clinical team (~150 FTEs) San Francisco (US HQ & R&D) • Elite innovative oncology sales team (~200 FTEs and expanding) Beijing (clinical & regulatory) Suzhou (manufacturing) Shanghai (HQ & R&D) Zai office/footprint Guangzhou (commercial) HK Zai commercial (commercial) presence / coverage 6 6
Clinical development and regulatory team with strong execution capability Clinical Development & Regulatory Affairs Department Oncology TA Regulatory Clinical Data PV Biostatistics CQA Medical Affairs Operations Management Regulatory Physicians / Clinical Data PV physician/ Quality Director Medical Project management Biostaticians specialists managers Directors Directors specialists CQA Project RA managers specialist managers Medical Affairs Field monitors MSL CTAs 7
Ready-Built Commercial Organization Commercial Organization BU head BU head Medical Sales Market access Infectious Oncology Affairs operation Pricing/ Key teams Sales Sales Hospital MSL SFE listing Distributor Training, management Reimburse- etc. Marketing Medical studies Marketing ment Proven track record and heritage from top-selling oncology MNCs and brands in China – Current Zai team launched 8 of the top 10 innovative oncology products in China today 8
Agenda Zai vision, team and infrastructure overview Pipeline and progress Financial and catalysts 9
Broad and Validated Late-stage Innovative Pipeline with Global First-in-Class and/or Best-in-Class Profile Phase 3/ Commercial Program Indication Preclinical Phase 1 Phase 2 Partner pivotal Territories Ovarian Cancer (2 nd line maintenance) / PK Study China NDA Ovarian Cancer (1 st line maintenance) Small Cell Lung Cancer ZL-2306 (Niraparib) IO Combo in Gastric Cancer 2 Greater China IO Combo in Ovarian Cancer 2 IO Combo in NSCLC 2 Other 1 Glioblastoma (GBM) Mesothelioma NSCLC Optune Greater China Brain Metastases (TTFields) Pancreatic Cancer Ovarian Cancer Gastric Cancer HER2+ breast cancer Margetuximab HER2+ gastric cancer 2 Ovarian 2 Gastric 1 Greater China MGD013 TNBC NSCLC HCC Other 2 FPA144 (Bemarituzumab) Gastric Cancer, GEJ Greater China ZL-2301 (Brivanib) Hepatocellular Carcinoma (HCC) 2 Greater China Acute Bacterial Skin and Skin Structure Infection (ABSSSI) ZL-2401 (Omadacycline) Greater China Community-Acquired Bacterial Pneumonia (CABP) A.Baumanii Bacterial Infections Asia Pacific ETX2514 HK Commercial Oncology Infectious FDA approved 10 Note: (1) Combo and mono therapy; (2) Combo therapy. Launch
Continuously Enhancing Discovery Efforts with 1-2 INDs per year starting in 2020 Zai Lab’s Current Discovery Pipeline ZL-1102 Topical Psoriasis ZL-1201 Hematology & Oncology ZL-1211 Gastric Cancer ZL-2103 Autoimmune & Oncology Multiple undisclosed Oncology Foundation for Future Discovery Pipeline Generation Best-in-class Human IgG Transgenic Mice Platform (US site) Improved diversity/yield through B cell cloning & encapsulation Versatile platform adaptable for bi-specifics 11
Strong Oncology Franchise in 5 Common Cancers in China with Synergistic Late Stage Assets Women’s Gastric Brain Lung Liver Cancer Cancer Cancer Cancer Cancer Ovarian Niraparib Brain Met SCLC Breast Margetuximab Breast Bemarituzimab Brivanib MGD013 Breast NSCLC Optune GBM Breast NSCLC Target Therapy I-O TTFields 12
Three FDA Approved Products with Significant China Market Potential ZL-2306 (Niraparib) Optune ZL-2401 (Omadacycline) • Best-in-class PARP franchise • New, breakthrough cancer • The only next generation, once- treatment modality for multiple daily broad spectrum antibiotic Positioning/ tumor types available in oral and Strategy • 1 st novel GBM treatment in ~15 IV formulations years >1.0m 16.5m >1.0m China Market Opportunity 2.7m (Annual 45K 54K Incidence (2) in 2018E) GBM Cur. Add. Market ABSSI CABP (1) OC Cur. Add. Market • Abbreviated clinical trial • Launched in HK (Dec 2018) • Approved in HK and agreed for China • Pursue clinical trial waver in launched (Q4 2018) • Supported by China national China • NDA accepted by NMPA China key grants • Recommended in China Glioma (Dec 2018) Regulatory • Category 1 drug guidelines based on Level 1 Status • Priority Review (Jan 2019) evidence • Local manufacturing • Category 1 drug • Local manufacturing Source: Cancer Statistics in China, National Bureau of Statistics of China, US Department of Health & Human Services, Respiratory Medicine, Thorac Cancer, and Broker Estimates. Note: (1) Primarily include ovarian, breast (gBRCA, TNBC), SCLC and Gastric; (2) Primarily include NSCLC, Brain Metastases, Pancreatic and Ovarian Cancer. 13
Niraparib has Best-in-class Properties Compared to Olaparib in China Zejula (ZL-2306) / Niraparib Lynparza / Olaparib Company Headquarter China England Class I Class 5 Drug Category (Local Innovation) (Import) Manufacturing Local Import Efficacy (PFS: BRCA+ / BRCA- in 21 mos / 9.3 mos 19.1 mos / 7.4 mos second line maintenance) All-comers (PRIMA data expected end of 1 st line maintenance trial design gBRCA only the year) 200mg QD 300mg BID Dosing PK Properties Low DDI/Brain penetration high DDI/no brain penetration Co-Marketing Local, Direct Commercialization w/ Merck Zai Lab’s NDA accepted by NMPA in Dec ‘18 with priority review status (one year ahead of schedule) 14
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