Latest news with #JazzPharmaceuticals
Yahoo
14-07-2025
- Business
- Yahoo
Jazz Pharmaceuticals (JAZZ) Highlights Growth at Goldman Sachs Healthcare Conference
Jazz Pharmaceuticals PLC (NASDAQ:JAZZ) is one of the 7 most undervalued pot stocks to buy according to analysts. On June 11, the company presented at the Goldman Sachs 46th Annual Global Healthcare Conference, where it outlined its strategic growth initiatives and acknowledged various challenges. A close up of cannabis plants growing in an outdoor facility, symbolizing the product of the cannabinoid company. According to the presentation, Jazz Pharmaceuticals reported robust growth in its neuroscience segment, particularly with Xywav (for sleep disorders like narcolepsy and idiopathic hypersomnia) and Epidiolex (for epilepsy). These products showed 'strong growth' in the first quarter of 2025. Xywav's low sodium content and flexible dosing were highlighted as key market advantages. The company detailed that it is expanding its oncology portfolio and pipeline, which now accounts for over half of its 2024 revenue, up from 26% in 2018. Key oncology initiatives include Zanidatamab (Ziihera), Zepzelca (lurbinectedin), Subzelca (formerly JZP-351), and Dordavapril (from Chimerix acquisition). The company stated that beyond marketed products, it is advancing its pipeline with upcoming product launches and regulatory decisions anticipated to drive future growth. This includes the orexin program (JZP-441 trials being monitored for cardiovascular effects) and prasinezumab in Europe. Jazz Pharmaceuticals PLC (NASDAQ:JAZZ) expanded its footprint into the cannabis sector with the acquisition of GW Pharmaceuticals. Consequently, it develops and markets FDA-approved drugs that contain purified cannabis-based substances, specifically cannabidiol (CBD), to treat serious illnesses. While we acknowledge the potential of JAZZ as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: Returns and 12 Best Consumer Goods Stocks Billionaires Are Quietly Buying. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
07-07-2025
- Business
- Yahoo
Jazz Pharmaceuticals' Ziihera Receives Conditional European Approval for Advanced Biliary Tract Cancer
Jazz Pharmaceuticals (NASDAQ:JAZZ) is one of the best high short interest stocks with huge upside potential. On July 2, Jazz Pharmaceuticals announced that the European Commission/EC had granted conditional marketing authorization for its new bispecific antibody, called Ziihera (zanidatamab), for the treatment of biliary tract cancer/BTC. The approval extends to all European Union member states, as well as Norway, Iceland, and Liechtenstein. Ziihera is authorized as a single agent for adults with unresectable locally advanced or metastatic HER2-positive (IHC 3+) BTC who have previously received at least one line of systemic therapy. The recommended dose for zanidatamab is 20mg/kg, administered intravenously every two weeks, until disease progression or unacceptable toxicity. A biopharmaceutical scientist in their lab, studying a newly-diagnosed therapy-related acute myeloid leukemia. . The EC's decision was supported by data from the Phase IIb HERIZON-BTC-01 trial, which included 87 participants with previously treated, locally advanced or metastatic HER2-positive BTC. The continuation of this conditional approval depends on further clinical benefits being demonstrated in the ongoing Phase III HERIZON-BTC-302 trial. Jazz Pharmaceuticals (NASDAQ:JAZZ) identifies, develops, and commercializes pharmaceutical products in the US, Europe, and internationally. While we acknowledge the potential of JAZZ as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey.
Forbes
07-07-2025
- Business
- Forbes
Is JAZZ Stock Undervalued At $110?
POLAND - 2025/02/22: In this photo illustration, the Jazz Pharmaceuticals company logo is seen ... More displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images) SOPA Images/LightRocket via Getty Images Jazz Pharmaceuticals (NASDAQ: JAZZ) is currently trading at approximately $110, having decreased by 11% year-to-date, even after a significant positive development with the conditional European Commission Marketing Authorization for Ziihera (zanidatamab) aimed at advanced HER2-Positive Biliary Tract Cancer. Ziihera is the first HER2-targeted therapy approved in the EU for this condition, with anticipated peak annual sales surpassing $2 billion. The stock's poor performance can primarily be linked to a revised earnings forecast for 2025, which has been adjusted downward from $22.50-$24 to $4-$5.60, due to a $1.1 billion impact from one-time IPR&D charges associated with the $935 million Chimerix acquisition along with some litigation costs. Despite this, we consider Jazz Pharmaceuticals to be undervalued at $110, offering an attractive buying opportunity for investors with a 3-5 year investment outlook. That being said, if you are looking for upside potential with less volatility compared to individual stocks, the Trefis High-Quality portfolio offers an alternative, having outperformed the S&P 500 and generated returns over 91% since its inception. Additionally, see – Should You Buy Oscar Health Stock At $17? Trailing Adjusted P/E: At $110, Jazz trades at only 5.5 times its trailing adjusted earnings of $20.19 per share, which is well below its four-year average P/E ratio of 8.1x. For further valuation metrics, examine – Jazz Pharmaceuticals Valuation Ratios. At $110, Jazz trades at only 5.5 times its trailing adjusted earnings of $20.19 per share, which is well below its four-year average P/E ratio of 8.1x. For further valuation metrics, examine – Jazz Pharmaceuticals Valuation Ratios. Future Earnings Potential: While 2025 earnings will be affected by one-off costs, 2026 earnings are anticipated to bounce back to $21.56. While 2025 earnings will be affected by one-off costs, 2026 earnings are anticipated to bounce back to $21.56. Pipeline Contribution: The Chimerix acquisition introduces dordaviprone to the oncology portfolio, with a peak annual sales potential over $500 million. The Chimerix acquisition introduces dordaviprone to the oncology portfolio, with a peak annual sales potential over $500 million. Analyst Consensus: The typical analyst price forecast of $188 suggests a substantial upside potential of 70%. High Debt Load: Jazz Pharmaceuticals has a considerable debt level of $5.4 billion with a market capitalization of $6.7 billion (as of July 3, 2025), leading to a Debt-to-Equity Ratio of 81.6%, which is significantly above the S&P 500 average of 19.4%. A lower debt-to-equity ratio is generally preferred. Jazz Pharmaceuticals has a considerable debt level of $5.4 billion with a market capitalization of $6.7 billion (as of July 3, 2025), leading to a Debt-to-Equity Ratio of 81.6%, which is significantly above the S&P 500 average of 19.4%. A lower debt-to-equity ratio is generally preferred. Historical Underperformance in Downturns: Historically, the stock has performed worse than the S&P 500 during market declines, such as the 2022 inflation shock (JAZZ down 38.7% versus S&P 500 down 25.4%) and the 2020 crisis (JAZZ down 42.6% versus S&P 500 down 33.9%). The stock has also yet to return to its pre-inflation crisis levels. Our dashboard on Buy or Sell JAZZ Stock has more details. Historically, the stock has performed worse than the S&P 500 during market declines, such as the 2022 inflation shock (JAZZ down 38.7% versus S&P 500 down 25.4%) and the 2020 crisis (JAZZ down 42.6% versus S&P 500 down 33.9%). The stock has also yet to return to its pre-inflation crisis levels. Our dashboard on Buy or Sell JAZZ Stock has more details. Slowing Oncology Portfolio Growth: There are specific concerns about a potential slowdown in the growth of the oncology portfolio. Despite the recent revisions to earnings and existing debt concerns, Jazz Pharmaceuticals offers a compelling value proposition. Its robust underlying fundamentals, appealing valuation metrics, and significant future sales potential from Ziihera and dordaviprone indicate that the current stock price does not adequately reflect its intrinsic value. While investors should remain aware of the substantial debt and historical sensitivity to market downturns, the long-term prospects for Jazz Pharmaceuticals seem positive for those with a 3-5 year investment horizon. However, there is always a significant risk associated with investing in a single stock or just a few stocks. Consider the Trefis High Quality (HQ) Portfolio which comprises 30 stocks and has a proven track record of consistently outperforming the S&P 500 over the past four years. Why is that? On the whole, HQ Portfolio stocks delivered superior returns with lower risk as compared to the benchmark index; experiencing less volatility, as evidenced by HQ Portfolio performance metrics .
Reuters
30-06-2025
- Business
- Reuters
ASL pushes for board shakeup at Avadel over handling of sleep drug rollout
June 30 (Reuters) - ASL Strategic Value Fund on Monday urged shareholders of Avadel Pharmaceuticals (AVDL.O), opens new tab to replace its board, citing mismanagement in the rollout of the drugmaker's flagship sleep disorder drug Lumryz since its launch two years ago. The hedge fund said Avadel was unable to convert patients to its drug Lumryz from its rivals, despite the treatment being what it called "best-in-class", leaving hundreds of millions in potential revenue unrealized. Lumryz, which competes with Jazz Pharmaceuticals' (JAZZ.O), opens new tab treatments, is approved in the United States to treat certain symptoms of narcolepsy by using a central nervous system depressant drug called sodium oxybate. ASL said "constant mis-steps" with the launch of Lumryz and miscommunication over the last several years with investors had destroyed significant shareholder value along with the management's credibility. ASL said Avadel should have converted 40% to 50% of sodium oxybate users within two years of launching Lumryz, an opportunity that could have generated an additional $600 million to $800 million in revenue. "The status quo at Avadel is unacceptable," ASL told shareholders in its letter. The election for the directors will be held at the company's annual meeting on July 29. ASL also asked Avadel to hire an investment bank to monetize the value in Lumryz, adding that the drug could bring $500 million to $1 billion in revenue if approved for idiopathic hypersomnia, a condition that causes excessive sleepiness. The fund holds shares worth about $15 million in Avadel according to a Wall Street Journal report on Sunday. Avadel told Reuters on Monday that its board has "consistently engaged with its largest shareholders and proactively sought their perspectives". The company said it remains focused on unlocking the full value of Lumryz in narcolepsy and in future indications. Separately, Avadel said the U.S. Court of Appeals for the District of Columbia Circuit gave a favorable, opens new tab ruling in a suit brought by Jazz regarding the FDA's approval of Lumryz. The ruling affirms FDA's decision to state that Lumryz's once-nightly dosing is clinically superior to other similar treatments.
Yahoo
29-06-2025
- Business
- Yahoo
The 5 Most Interesting Analyst Questions From Jazz Pharmaceuticals's Q1 Earnings Call
Jazz Pharmaceuticals faced a challenging first quarter as revenue remained flat year over year, missing Wall Street expectations. Management attributed the performance to contrasting trends across its portfolio: robust double-digit growth for key neuroscience products, Xywav and Epidiolex, was offset by weaker results in oncology, notably for Zepzelca and Rylaze. CEO Bruce Cozadd described the quarter as one of "meaningful progress" in R&D and commercial execution, but also acknowledged near-term headwinds impacting some oncology products and a significant charge related to legal settlements. The company also noted that operational factors, including an additional inventory burn for Epidiolex and one fewer shipping week in oncology, contributed to the results. Is now the time to buy JAZZ? Find out in our full research report (it's free). Revenue: $897.8 million vs analyst estimates of $986.6 million (flat year on year, 9% miss) Adjusted EPS: $1.68 vs analyst expectations of $4.66 (63.9% miss) Adjusted EBITDA: $206.5 million vs analyst estimates of $399.6 million (23% margin, 48.3% miss) The company reconfirmed its revenue guidance for the full year of $4.28 billion at the midpoint Management lowered its full-year Adjusted EPS guidance to $4.80 at the midpoint, a 79.4% decrease Operating Margin: -6.2%, down from 7.3% in the same quarter last year Market Capitalization: $6.51 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Jason Gerberry (Bank of America) inquired about Jazz's ability to mitigate tariff risks for Xywav supply. CEO Bruce Cozadd confirmed U.S. suppliers can fully meet domestic demand if tariffs are imposed, and there are no major issues sourcing active pharmaceutical ingredients domestically. Jessica Fye (JP Morgan) asked about the broader manufacturing footprint and contingency plans for tariffs. President Renee Gala detailed the mix of U.S. and European facilities, highlighting flexibility and inventory strategies as key mitigation tools. CFO Phil Johnson added that sufficient U.S. inventory has been built to cover 2025 needs. David Amsellem (Piper Sandler) focused on Zepzelca's competitive positioning and future growth as label expansion and new entrants emerge. Gala emphasized ongoing market share strength in second-line therapy and anticipated growth from upcoming first-line approvals and practice-changing data. Annabel Samimy (Stifel) questioned the timeline for Rylaze recovery in adolescent and young adult segments. Gala acknowledged the education challenge but expects normalization in the second quarter and continued long-term growth efforts. Marc Goodman (Leerink Partners) sought clarity on the potential financial impact of tariffs if inventory strategies were exhausted. Johnson refrained from providing hypothetical figures but reiterated current protection from inventory and the ability to source production domestically as needed. In assessing execution over the next several quarters, StockStory analysts will watch for (1) evidence of sustained growth and market share gains for Xywav and Epidiolex as disease awareness initiatives continue, (2) regulatory progress and commercialization for Dordaviprone and zanidatamab, and (3) normalization and renewed momentum for Rylaze and Zepzelca in the oncology portfolio. The impact of potential tariffs and competitive dynamics in both neuroscience and oncology will also be closely monitored. Jazz Pharmaceuticals currently trades at $107.51, down from $111.10 just before the earnings. Is the company at an inflection point that warrants a buy or sell? See for yourself in our full research report (it's free). Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
