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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.

Ami Fadia

Ami Fadia

Needham & Company, LLC

6 questions for JAZZ

Also covers: ACAD, ALKS, AVDL +10 more
David Amsellem

David Amsellem

Piper Sandler Companies

6 questions for JAZZ

Also covers: ABBV, ALKS, AMGN +27 more
Gary Nachman

Gary Nachman

Raymond James

6 questions for JAZZ

Also covers: ABBV, ACHV, ADMA +9 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
Jason Gerberry

Jason Gerberry

Bank of America Merrill Lynch

5 questions for JAZZ

Also covers: ALKS, AMPH, ARWR +21 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, AXSM, CNM +14 more
MG

Marc Goodman

Leerink Partners

5 questions for JAZZ

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

Mohit Bansal

Wells Fargo & Company

5 questions for JAZZ

Also covers: ABBV, AMGN, BMRN +16 more
Joseph Thome

Joseph Thome

TD Cowen

4 questions for JAZZ

Also covers: ALKS, AMLX, ARDX +12 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
JH

Jeff Hung

Morgan Stanley

2 questions for JAZZ

Also covers: ACAD, ALEC, BHVN +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 +12 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
Michael Riad

Michael Riad

Morgan Stanley

1 question for JAZZ

Also covers: ACAD, ALEC, ITCI +3 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 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.
1 day ago
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).
1 day ago
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.
1 day ago
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.
1 day ago
Jazz Pharmaceuticals plc Provides 2025 Financial Update and Strategic Outlook
JAZZ
Guidance Update
Product Launch
New Projects/Investments
  • Jazz Pharmaceuticals plc expects to meet its previously announced total revenue guidance range for the year ended December 31, 2025, with anticipated total revenues exceeding $4 billion.
  • For the year ended December 31, 2025, Xywav and Epidiolex sales are each projected to exceed $1 billion, while Modeyso generated nearly $50 million in revenue.
  • The company is strategically focused on Rare Disease, highlighting zanidatamab as a $2 billion+ commercial opportunity with an sBLA submission planned for 1H 2026 and potential approval in late 2026.
  • Jazz Pharmaceuticals plc reported over $1 billion in cash from operations for the nine months ended September 30, 2025, and held over $2 billion in cash, cash equivalents, and investments as of September 30, 2025.
2 days ago
Jazz Pharmaceuticals Reports Positive Phase 3 Results for Zanidatamab in Esophagogastric Cancer
JAZZ
Product Launch
New Projects/Investments
  • The Horizon-GEA-01 study for zanidatamab in HER2-positive esophagogastric cancer demonstrated significant improvements in progression-free survival (PFS) and overall survival (OS).
  • Both zanidatamab-containing arms achieved a median PFS of 12.4 months compared to 8.1 months for the control arm, representing a 35% reduction in the risk of disease progression or death.
  • The zanidatamab plus tislelizumab and chemotherapy arm showed a statistically significant 28% reduction in the risk of death, leading to a more than seven-month improvement in median OS and exceeding 26 months of median OS.
  • These results position zanidatamab to potentially replace trastuzumab as the new standard of care in first-line HER2-positive esophagogastric cancer, irrespective of PD-L1 status.
  • Jazz Pharmaceuticals plans to submit a supplemental Biologics License Application (sBLA) for zanidatamab in the first half of 2026.
5 days ago
Jazz Pharmaceuticals Presents Positive HERIZON-GEA-01 Trial Results for Zanidatamab
JAZZ
Product Launch
New Projects/Investments
  • Jazz Pharmaceuticals presented groundbreaking data from the Phase III HERIZON-GEA-01 Clinical Trial for zanidatamab in first-line HER2-positive gastroesophageal adenocarcinoma (GEA) patients at the American Society of Clinical Oncology Gastrointestinal Cancer Symposium.
  • The trial demonstrated a 35% reduction in the risk of disease progression or death and a more than four-month improvement in median progression-free survival for zanidatamab combinations compared to trastuzumab + chemotherapy.
  • The combination of zanidatamab, tislelizumab, and chemotherapy showed a statistically significant 28% reduction in the risk of death and a more than seven-month improvement in median overall survival compared to the trastuzumab control arm.
  • Jazz Pharmaceuticals plans to submit a supplemental biologics license application (sBLA) in the first half of 2026 and will expeditiously seek NCCN listing for zanidatamab based on these results.
  • The company believes these results position zanidatamab as a potential new standard of care for HER2-positive GEA, replacing trastuzumab.
5 days ago
Jazz Pharmaceuticals' Collaboration Trial Shows Positive Results for HER2+ GEA Treatment
JAZZ
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
  • Jazz Pharmaceuticals, in collaboration with BeOne Medicines Ltd., announced positive full results from the Phase 3 HERIZON-GEA-01 trial for ZIIHERA® (zanidatamab) in combination with chemotherapy, with and without TEVIMBRA® (tislelizumab), as a first-line treatment for HER2-positive advanced gastric and esophageal adenocarcinoma (GEA).
  • The trial achieved its primary endpoints, demonstrating statistically significant and clinically relevant improvements in progression-free survival (PFS) in both experimental arms compared to the control group.
  • The combination of TEVIMBRA, ZIIHERA, and chemotherapy significantly improved overall survival (OS), with a median OS of 26.4 months and a 28% reduction in the risk of death.
  • These results indicate a potential new standard of care for first-line HER2-positive metastatic GEA, with BeOne planning to submit supplemental biologic license applications to the FDA and China's NMPA. Jazz Pharmaceuticals holds the rights to zanidatamab in regions outside Asia, Australia, and New Zealand.
  • The complete data, including the first interim overall survival analysis, will be presented as a late-breaking oral presentation at the ASCO GI Symposium on January 8, 2026.
7 days ago
Jazz Pharmaceuticals' Partner Announces Positive Phase 3 Ziihera Trial Results
JAZZ
Product Launch
New Projects/Investments
  • Positive efficacy and safety results were announced from the Phase 3 HERIZON-GEA-01 trial for Ziihera (zanidatamab-hrii) in combination with chemotherapy, with or without tislelizumab, as a first-line treatment for HER2-positive locally advanced or metastatic gastroesophageal adenocarcinoma (GEA).
  • Both investigational arms demonstrated a statistically significant and clinically meaningful prolongation of progression-free survival (PFS), with approximately a 35% reduction in the risk of disease progression or death compared to the control arm.
  • Ziihera plus tislelizumab and chemotherapy showed a statistically significant and clinically meaningful overall survival (OS) benefit, achieving a median OS of 26.4 months and a 28% reduction in the risk of death versus trastuzumab plus chemotherapy.
  • These results support Ziihera as the new HER2-targeted agent-of-choice in first-line HER2-positive GEA, with the potential to redefine treatment.
Jan 6, 2026, 6:34 PM
Jazz Pharmaceuticals Reports Positive Phase 3 Ziihera Trial Results
JAZZ
New Projects/Investments
  • Jazz Pharmaceuticals announced positive efficacy and safety results from the Phase 3 HERIZON-GEA-01 trial for Ziihera (zanidatamab-hrii) in HER2-positive (HER2+) locally advanced or metastatic gastroesophageal adenocarcinoma (GEA).
  • The trial found that Ziihera plus tislelizumab and chemotherapy achieved a median overall survival (OS) of 26.4 months, representing a greater than seven-month improvement and a 28% reduction in the risk of death compared to trastuzumab plus chemotherapy.
  • Both investigational arms, Ziihera plus tislelizumab and chemotherapy and Ziihera plus chemotherapy, led to a statistically significant and clinically meaningful prolongation of progression-free survival (PFS) with a median PFS of more than one year.
  • The safety profile of Ziihera combinations was consistent with known effects, and no new safety signals were identified.
  • These results are expected to position Ziihera as the HER2-targeted agent-of-choice and a potential new standard of care, with Jazz Pharmaceuticals moving rapidly toward FDA submission.
Jan 6, 2026, 6:32 PM