ZLAB 10-Q: Material agreement

Zai Lab's subsidiary

Filed with the SEC on · accession 0001628280-26-070521

ZLAB filed a 10-Q (quarterly report) with the SEC on Nov 5, 2026. Zai Lab's subsidiary entered into Addendum No. 4 to its 2021 Collaboration and License Agreement with argenx BV, expanding development activities for autoimmune indications (AIE, Graves' disease, SN-gMG and oMG) and amending royalty and milestone payment obligations, including a one-time milestone… The stock moved -0.9% by the first close after the filing.

Summary of the filing

Zai Lab's subsidiary entered into Addendum No. 4 to its 2021 Collaboration and License Agreement with argenx BV, expanding development activities for autoimmune indications (AIE, Graves' disease, SN-gMG and oMG) and amending royalty and milestone payment obligations, including a one-time milestone payment upon first regulatory approvals in China.

Key details

One-time, non-refundable, non-creditable milestone payment upon first regulatory approvals of a Licensed Product for both SN-gMG and oMG indications in the PRC (amount redacted)$0
Licensor and collaboration partnerargenx BV
Licensee and subsidiary of zai lab limitedZai Auto Immune (Hong Kong) Limited
Parent guarantorZai Lab Limited

How ZLAB stock reacted

Close before

$22.80

Nov 4, 2026

First close after

-0.88%

$22.60

5 trading days

—

Since filing

+6.49%

$24.28

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Frequently asked questions

What did ZLAB file with the SEC on Nov 5, 2026?

ZLAB filed a 10-Q (Material agreement). Zai Lab's subsidiary entered into Addendum No. 4 to its 2021 Collaboration and License Agreement with argenx BV, expanding development activities for autoimmune indications (AIE, Graves' disease, SN-gMG and oMG) and amending royalty and milestone payment obligations, including a one-time milestone payment upon first regulatory approvals in China.

What does a material agreement mean for ZLAB stock?

A contract important enough that investors need to know about it — a big customer contract, a loan, a merger agreement or a partnership.

How do I read a 10-Q?

The quarterly report: unaudited results for the quarter plus management’s comments. Compare revenue, margins and cash flow with the same quarter last year. Check MD&A for guidance changes and what drove the quarter.

Why are SEC filings important?

Public companies must tell the SEC about anything that can change their value — results, leadership changes, big deals, new shares, bankruptcy. Filings are the official source, often before the news. A 10-Q (quarterly report): The quarterly report: unaudited results for the quarter plus management’s comments.

How did ZLAB stock react to this filing?

ZLAB closed at $22.80 before the filing and $22.60 on Nov 5, 2026 (-0.88%).

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