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Jazz Pharmaceuticals
Jazz Pharmaceuticals (JAZZ) investor relations material
Jazz Pharmaceuticals 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
2025 accomplishments and performance
Achieved record total revenue, nearing the top end of guidance, and increased market value by over $2.8 billion.
Epidiolex and Xywav each surpassed $1 billion in sales, with Epidiolex reaching blockbuster status.
Launched Medaso/Modeyso, the first and only drug for H3K27M-mutant DMG, exceeding launch expectations and generating nearly $50 million in 2025 revenue.
Zepzelca and Ziihera (zanidatamab) delivered practice-changing clinical results, positioning them as new standards of care in their indications.
Resolved all major litigation, enhancing IP durability for key assets and delaying generic competition until the late 2030s.
Strategic evolution and future focus
Refined strategy to focus on rare diseases in sleep, epilepsy, oncology, and new rare therapeutic areas, targeting high unmet need and favorable regulatory dynamics.
Plans to build multiple billion-dollar franchises using internal discovery, disciplined corporate development, and leveraging 20+ years of expertise.
Emphasis on customer centricity, digital/AI capabilities, and all employees to be trained in AI by year-end.
Will deprioritize broad neuroscience indications, focusing on rare disease opportunities with potential for broader applicability if discovered.
CEO transition completed successfully, supporting strategic continuity.
Research and development highlights
Zanidatamab (Ziihera) showed unprecedented survival in HER2-positive GEA, outperforming Herceptin and expected to become the new standard of care.
sBLA submission for zanidatamab in 1L GEA planned for first half of the year, with potential approval and launch later in the year.
Multiple indication expansion opportunities for zanidatamab, including breast, gastric, CRC, and NSCLC.
Dordaviprone (Modeyso) Phase 3 ACTION trial ongoing, with interim data expected late 2026/early 2027.
Jazz-discovered molecules expected to enter the clinic soon, with a focus on validated mechanisms and rare disease targets.
Impact of new rare disease areas on resource allocation?
Zani's competitive edge beyond Herceptin?
Key assumptions for oxybate market outlook?
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Next Jazz Pharmaceuticals earnings date
Q4 202526 Feb, 2026
Jazz Pharmaceuticals
Next Jazz Pharmaceuticals earnings date
Q4 202526 Feb, 2026
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Frequently asked questions
Jazz Pharmaceuticals plc is a biopharmaceutical company focused on developing and commercializing treatments for neurological disorders, sleep medicine, and oncology. The company’s portfolio includes products designed to address rare and complex conditions, particularly in the areas of sleep disorders, epilepsy, and cancer. Jazz Pharmaceuticals engages in research, development, and global distribution of its therapies, working to advance treatment options for patients with unmet medical needs. The company is headquartered in Dublin, Ireland, and its shares are listed on the NASDAQ.
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