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Jazz Pharmaceuticals (JAZZ)

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Earnings summaries and quarterly performance for Jazz Pharmaceuticals.

Research analysts who have asked questions during Jazz Pharmaceuticals earnings calls.

David Amsellem

David Amsellem

Piper Sandler Companies

8 questions for JAZZ

Also covers: ABBV, ALKS, AMGN +27 more
Jason Gerberry

Jason Gerberry

Bank of America Merrill Lynch

7 questions for JAZZ

Also covers: ALKS, AMPH, ARWR +23 more
MG

Marc Goodman

Leerink Partners

7 questions for JAZZ

Also covers: ACAD, ALDX, ALKS +14 more
Mohit Bansal

Mohit Bansal

Wells Fargo & Company

7 questions for JAZZ

Also covers: ABBV, AMGN, BMRN +16 more
Ami Fadia

Ami Fadia

Needham & Company, LLC

6 questions for JAZZ

Also covers: ACAD, ALKS, AVDL +11 more
Gary Nachman

Gary Nachman

Raymond James

6 questions for JAZZ

Also covers: ABBV, ACHV, ADMA +9 more
Joseph Thome

Joseph Thome

TD Cowen

6 questions for JAZZ

Also covers: ALKS, AMLX, ARDX +12 more
AN

Andrea Newkirk

Goldman Sachs

5 questions for JAZZ

Also covers: ABCL, ALKS, ARWR +9 more
Annabel Samimy

Annabel Samimy

Stifel Financial Corp.

5 questions for JAZZ

Also covers: ALT, APLS, CARA +14 more
Gregory Renza

Gregory Renza

RBC Capital Markets

5 questions for JAZZ

Also covers: ACAD, ADCT, AGIO +12 more
JF

Jessica Fye

JPMorgan Chase & Co.

5 questions for JAZZ

Also covers: ALKS, ALNY, AMRN +23 more
JL

Joon Lee

Truist Securities

5 questions for JAZZ

Also covers: ADVM, ALKS, AXSM +15 more
Akash Tewari

Akash Tewari

Jefferies

3 questions for JAZZ

Also covers: ALKS, APLS, ARGX +15 more
AL

Amy Li

Jefferies Financial Group Inc.

3 questions for JAZZ

Also covers: ARGX, IRWD, MDGL
Michael Riad

Michael Riad

Morgan Stanley

3 questions for JAZZ

Also covers: ACAD, ALEC, ITCI +3 more
A

Anastasia

Jefferies

2 questions for JAZZ

Brian Skorney

Brian Skorney

Robert W. Baird & Co.

2 questions for JAZZ

Also covers: ABUS, BIIB, CRNX +8 more
DH

David Hong

Deutsche Bank

2 questions for JAZZ

Also covers: AXSM
JH

Jeff Hung

Morgan Stanley

2 questions for JAZZ

Also covers: ACAD, ALEC, BHVN +10 more
Leonid Timashev

Leonid Timashev

RBC Capital Markets

2 questions for JAZZ

Also covers: ADCT, ALKS, AXSM +10 more
TL

Troy Langford

TD Cowen

2 questions for JAZZ

Also covers: ALKS, AXSM, NTLA
AV

Ashwani Verma

UBS Group AG

1 question for JAZZ

Also covers: ACAD, ALKS, ALVO +14 more
CD

Charles Duncan

Cantor Fitzgerald & Co.

1 question for JAZZ

Also covers: ACAD, ALKS, ATAI +12 more
DH

David Hoang

Citigroup

1 question for JAZZ

Also covers: ACAD, ALKS, AVDL +8 more
JB

Joel Beatty

Baird

1 question for JAZZ

Also covers: ACAD, ALKS, AMLX +11 more
Sean Laaman

Sean Laaman

Morgan Stanley & Co.

1 question for JAZZ

Also covers: ACAD, ARGX, AXSM +8 more

Recent press releases and 8-K filings for JAZZ.

Jazz Pharmaceuticals Reports Record 2025 Revenue and Provides 2026 Guidance
JAZZ
Earnings
Guidance Update
Product Launch
  • Jazz Pharmaceuticals reported record total revenue of $4.3 billion for the full year 2025 and $1.2 billion for Q4 2025, representing 10% year-over-year growth. The company projects 2026 total revenue to be between $4.25 billion and $4.50 billion.
  • Key product drivers in 2025 included XYWAV revenue of $1.7 billion (up 12%) and Epidiolex revenue of $1.1 billion (up 9%), which achieved blockbuster status. Modeyso, launched in August 2025, generated $48 million in revenue.
  • Significant pipeline advancements include practice-changing data for zanidatamab in HER2-positive metastatic GEA, with a potential launch in this indication in the second half of 2026 following Breakthrough Designation.
  • The company settled outstanding ANDA litigation for Epidiolex, extending its market runway into the very late 2030s, and sold a priority review voucher for $200 million in gross proceeds.
4 days ago
Jazz Pharmaceuticals Reports Record Q4 and Full Year 2025 Results, Issues 2026 Guidance
JAZZ
Earnings
Guidance Update
Product Launch
  • Jazz Pharmaceuticals reported record total revenues of $1.2 billion for Q4 2025 and $4.3 billion for the full year 2025, representing 10% and 5% growth over 2024, respectively.
  • XYWAV revenue grew 12% to approximately $1.7 billion for the year, and Epidiolex achieved $1.1 billion in revenue, up 9% year-over-year in 2025. Modeyso, launched in August 2025, generated $48 million in revenue by year-end.
  • For 2026, the company expects total revenue guidance of $4.25 billion-$4.50 billion, with double-digit growth anticipated in rare oncology and epilepsy revenues, driven by Epidiolex, Modeyso, and Ziihera.
  • The rare sleep franchise is projected to decline to $1.8 billion-$1.9 billion in 2026 from $2.01 billion in 2025, primarily due to generic high-sodium oxybate products and a modest step down in the Hikma royalty rate.
  • Key pipeline updates include the potential launch of zanidatamab in first-line metastatic GEA in the second half of 2026, following Breakthrough Designation from the FDA, while the development of JZP441 (orexin program) has been stopped.
4 days ago
Jazz Pharmaceuticals Reports Record 2025 Revenue and Provides 2026 Guidance
JAZZ
Earnings
Guidance Update
Product Launch
  • Jazz Pharmaceuticals reported record total revenue of $4.3 billion for the full year 2025, with Q4 2025 revenue at $1.2 billion, marking 10% year-over-year growth and the highest revenue quarter ever. Non-GAAP adjusted EPS for 2025 was $8.38.
  • For 2026, the company projects total revenue between $4.25 billion and $4.50 billion, a 2.5% growth at the midpoint compared to 2025. This outlook anticipates double-digit growth in rare oncology and epilepsy revenues, offset by a modest decrease in rare sleep revenue due to increased generic competition.
  • Product highlights include Epidiolex achieving blockbuster status with $1.1 billion in revenue and XYWAV revenue growing 12% to $1.7 billion in 2025. The recently launched Modeyso generated $48 million in 2025 revenue and is projected to have a peak sales opportunity of greater than $500 million in the U.S..
  • The company is advancing its pipeline, with zanidatamab receiving FDA Breakthrough Designation in GEA and a potential launch in the second half of 2026. Jazz has also sharpened its strategic focus on rare disease and significantly deleveraged its balance sheet to approximately 1.5 turns of EBITDA by the end of 2025, enabling future M&A.
4 days ago
Jazz Pharmaceuticals Announces Full Year and Fourth Quarter 2025 Financial Results and Provides 2026 Financial Guidance
JAZZ
Earnings
Guidance Update
Product Launch
  • Jazz Pharmaceuticals plc reported record total revenues of $4.3 billion for the full year 2025, a 5% year-over-year increase, and $1.2 billion for Q4 2025, a 10% year-over-year increase.
  • The company provided 2026 financial guidance, projecting total revenues between $4.25 billion and $4.50 billion.
  • Key product performance in 2025 included Xywav revenue of $1.7 billion (+12% YoY) and Epidiolex revenue of $1.1 billion (+9% YoY).
  • Modeyso generated $48 million in sales in 2025 following its August 2025 launch, with $37 million in Q4 2025.
  • As of December 31, 2025, the company held $2.4 billion in cash, cash equivalents, and investments and had $5.4 billion in outstanding long-term debt.
4 days ago
Jazz Pharmaceuticals Announces 2025 Financial Results and 2026 Guidance
JAZZ
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • Jazz Pharmaceuticals reported record total revenues of $4.3 billion for the full year 2025, a 5% year-over-year increase, and $1.2 billion for the fourth quarter of 2025, up 10% year-over-year.
  • In 2025, Xywav revenue reached $1.7 billion (+12% YoY) and Epidiolex revenue was $1.1 billion (+9% YoY).
  • The company issued 2026 total revenue guidance between $4.25 billion and $4.50 billion, anticipating double-digit growth across its epilepsy and oncology franchises.
  • Jazz Pharmaceuticals generated $1.4 billion in cash from operations in 2025 and held $2.4 billion in cash, cash equivalents, and investments as of December 31, 2025.
4 days ago
Jazz Pharmaceuticals Reports Record Q4 Revenue and Provides 2026 Guidance
JAZZ
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • Jazz Pharmaceuticals reported record fourth-quarter revenue of $1.2 billion, a 10% year-over-year increase, and adjusted EPS of $6.64, surpassing analyst estimates.
  • The company provided 2026 revenue guidance in the range of $4.25 billion to $4.50 billion.
  • Management plans to continue growth into 2026 through potential launches and label expansions, such as zanidatamab for GEA, and by bolstering key products like Epidiolex and Xywav.
  • Despite these positive results, the company faces challenges including declining margins and recent insider selling.
4 days ago
Jazz Pharmaceuticals Outlines Refined Rare Disease Strategy and 2025 Achievements
JAZZ
CEO Change
Guidance Update
New Projects/Investments
  • Jazz Pharmaceuticals' new CEO, Renée Galá, presented the company's refined strategy to focus on rare disease, leveraging existing expertise in rare sleep, epilepsy, and oncology, and expanding into new therapeutic areas.
  • The company highlighted significant 2025 accomplishments, including Epidiolex achieving $1 billion in sales, record total revenue, successful launches of Medaso and Zepzelca in new indications, and the resolution of major litigation.
  • Ziihera (zanidatamab) is positioned as a cornerstone for future growth, with positive Phase III data in GEA, a planned sBLA filing in the first half of 2026, and eligibility for Real-Time Oncology Review (RTOR).
  • Jazz reported a strong financial position, generating nearly $1 billion in cash in the first nine months of 2025 and ending Q3 2025 with over $2 billion in cash and investments, supporting internal growth and corporate development.
  • Looking ahead to 2026, the company expects to provide guidance in February, anticipating robust growth in non-oxybate revenue despite the entry of generic high-sodium oxybate products, and plans for one or more corporate development deals.
Jan 13, 2026, 7:15 PM
Jazz Pharmaceuticals Highlights Strong 2025 Results and Future Growth Drivers
JAZZ
Guidance Update
Product Launch
New Projects/Investments
  • Jazz Pharmaceuticals achieved over $4 billion in total revenues for the year ended December 31, 2025, meeting its guidance, and reported three $1B+ franchises including Epidiolex and Xywav each exceeding $1 billion in sales.
  • Modeyso (dordaviprone) received rapid FDA approval and generated nearly $50 million in revenue for 2025, with a projected $500M+ peak sales potential.
  • The company plans to submit a supplemental Biologics License Application (sBLA) for zanidatamab in 1L GEA in 1H 2026, with potential approval and launch in late 2026, representing a $2B+ opportunity.
  • Jazz Pharmaceuticals also reduced leverage with a $750 million debt paydown and increased equity value by $2.8 billion (YE2025 vs. YE2024).
Jan 13, 2026, 7:15 PM
Jazz Pharmaceuticals Reports Record 2025 Revenue and Shifts Focus to Rare Disease
JAZZ
Revenue Acceleration/Inflection
New Projects/Investments
Product Launch
  • Jazz Pharmaceuticals achieved record total revenue in 2025, with Epidiolex reaching $1 billion in sales for the first time, and successful launches of Medaso and Zepzelca.
  • The company is sharpening its strategic focus on rare disease, leveraging existing capabilities in rare sleep, rare epilepsy, and rare oncology, and expanding into new therapeutic areas.
  • Jazz plans to submit its sBLA filing for zanidatamab (Ziihera) in gastroesophageal adenocarcinoma (GEA) in the first half of 2026, with potential for approval and launch before year-end, projecting it as a $2 billion-plus commercial opportunity.
  • The company reported a strong financial position, generating nearly $1 billion in cash in the first nine months of 2025 and ending Q3 2025 with over $2 billion in cash and investments.
  • Jazz anticipates robust growth in non-oxybate revenue for 2026, despite the launch of Amneal's Xyrem generic, confident in the differentiation of Xywav.
Jan 13, 2026, 7:15 PM
Jazz Pharmaceuticals details 2025 achievements and rare disease strategy
JAZZ
New Projects/Investments
Product Launch
M&A
  • CEO Renée Galá highlighted 2025 accomplishments, including Epidiolex achieving $1 billion in sales and the company reaching record total revenue.
  • Jazz Pharmaceuticals is sharpening its strategic focus on rare diseases, aiming to build robust billion-dollar franchises in existing areas like rare sleep, epilepsy, and oncology, as well as new rare therapeutic areas.
  • The company's lead oncology asset, zanidatamab (Ziihera), is a potential $2 billion-plus commercial opportunity with an sBLA filing planned for H1 2026 and potential approval and launch later in the year for HER2-positive first-line GEA.
  • Jazz reported a strong financial position, generating nearly $1 billion in cash in the first nine months of 2025 and ending Q3 2025 with over $2 billion of cash and investments.
  • While Amneal launched a generic high-sodium oxybate (Xyrem), Jazz's low-sodium oxybate, Xywav, is strongly positioned with over 16,000 patients and excellent payer contracts as of early 2026.
Jan 13, 2026, 7:15 PM