Have you assessed how the international operations of Jazz Pharmaceuticals (JAZZ) performed in the quarter ended March 2024? For this drugmaker, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects. In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shaping its overall financial health and growth trajectory. For invest ...

Jazz Pharmaceuticals (JAZZ) reported adjusted earnings of $2.68 per share in first-quarter 2024, missing the Zacks Consensus Estimate of $4.14. Earnings fell 32% year over year, primarily due to increased operating expenses incurred during the quarter. Total revenues in the reported quarter rose 1% year over year to $902 million, driven by higher oncology product sales, which were partially offset by lower neuroscience revenues. Per management, revenues were impacted by seasonal headwinds from payor reautho ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2024 or ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-33500 JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY (Exact name of registrant as specified in its charter) Ireland 98-1032470 (St ...

财务数据和关键指标变化 - 公司第一季度总收入为9.02亿美元,同比增长1% [42] - 公司确认2024年全年收入指引为40亿美元至42亿美元,包括Xywav、Epidiolex和Rylaze等关键增长驱动产品实现双位数增长,以及肿瘤业务实现双位数增长 [43] - 非GAAP调整后销售及营销费用增加,主要用于支持Xywav、Epidiolex和Rylaze等关键增长驱动产品 [44] - 非GAAP调整后研发费用增加,主要用于支持zanidatamab、suvecaltamide等多个后期临床项目 [45][46] - 公司第一季度非GAAP调整后净收益为1.82亿美元,非GAAP调整后每股收益为2.68美元 [50] - 公司确认2024年非GAAP调整后净收益指引为12.75亿美元至13.5亿美元 [51] 各条业务线数据和关键指标变化 睡眠业务 - Xywav第一季度收入为3.15亿美元,同比增长14% [11][13] - 公司预计Xywav将保持在低钠氧化钠治疗中的领先地位,包括在narcolepsy治疗中的第一选择 [12] - 公司第一季度narcolepsy患者人数增加375人至9,900人,但由于患者支持计划的增加,收入未完全反映这一增长 [16] - 公司第一季度特发性过度嗜睡(IH)患者人数增加275人至3,050人 [17] - 公司预计睡眠业务收入将达到25亿美元的2025年目标 [18] 癫痫业务 - Epidiolex第一季度收入约2亿美元,同比增长5% [19] - Epidiolex未来增长将由基础需求和地理扩张推动,公司对其具有重大市场潜力保持信心 [19][21] - Epidiolex在成人患者群体中的渗透率提高,得益于数据显示许多患者可能在成年前未确诊特定的LGS诊断,以及为成人患者提供明确的诊断工具 [20] - 公司计划在2024年进一步拓展Epidiolex在日本的市场 [29] 肿瘤业务 - 肿瘤业务第一季度收入约2.58亿美元,主要由Rylaze和Zepzelca贡献 [22] - Rylaze第一季度收入1.03亿美元,同比增长20%,需求强劲得益于在美国儿科抗肿瘤化疗方案中的广泛采用以及周一、周三、周五的给药方案 [22] - Zepzelca第一季度收入7500万美元,同比增长12%,已成为二线小细胞肺癌患者的首选治疗 [23][24] - 公司期待Zepzelca一线小细胞肺癌适应症的III期试验结果,如果成功将为Zepzelca带来显著增长机会 [24] 各个市场数据和关键指标变化 - 公司未具体披露各个市场的数据和关键指标变化 公司战略和发展方向及行业竞争 - 公司保持专注于推进睡眠障碍和癫痫领域的领先疗法,以及不断增长的肿瘤产品组合,实现"2025愿景"的三大支柱 [9] - 公司正在执行zanidatamab的广泛开发计划,覆盖多种肿瘤适应症,包括完成了二线胆道系统癌症的BLA提交,并计划在2025年或更早推出 [27][32][33][34] - 公司认为zanidatamab相较于赫赛汀(曲美布汀)和珀捷(帕妥珠单抗)具有差异化优势,在多项肿瘤适应症中展现出良好的疗效和安全性 [83][84] - 公司正在推进Zepzelca一线小细胞肺癌适应症的III期试验,预计2024年底或2025年初公布结果 [24][27] - 公司正在开发suvecaltamide治疗本态性震颤和帕金森病震颤,预计2024年上半年公布III期试验结果 [29][36][38][39] 管理层对经营环境和未来前景的评论 - 公司确认2024年财务指引,对Xywav、Epidiolex和Rylaze等关键增长驱动产品以及肿瘤业务的未来增长保持信心 [43] - 公司认为zanidatamab的开发计划可以为患者带来重大益处,并产生超过20亿美元的重大商业机会 [34] - 公司认为suvecaltamide有望为本质性震颤这一长期未得到有效治疗的疾病带来重大改善 [37][38] - 公司将继续专注于谨慎的资本配置,利用强大的经营现金流投资于商业组合和管线的持续增长,同时也为企业并购机会做好准备 [48][52][53] 问答环节重要的提问和回答 问题1 **Jessica Fye 提问** - 第一季度Xywav收入受到患者支持计划增加的负面影响,具体金额是多少? [58][59] - 有多少Xyrem患者转向使用仿制药或一次性高钠氧化钠,而不是转向Xywav? [58][59] **Renée Galá 回答** - 公司没有披露具体的患者支持计划对收入的影响金额,因为这些数据不是公司自己的 [59] - 公司没有披露从Xyrem转向使用仿制药或一次性高钠氧化钠的患者数量,因为这些数据不是公司自己的 [59] 问题2 **Jason Gerberry 提问** - 如果suvecaltamide III期试验成功,后续的确证性III期试验是否会采取更简化的设计,如随机撤出试验,以加快上市进程? [62][63][64] **Rob Iannone 回答** - 公司计划在III期试验中只使用一个剂量,这将是一个更简化的设计,有助于加快上市进程 [64][97][98] - 公司在设计III期试验时,

Jazz Pharmaceuticals (JAZZ) reported $901.98 million in revenue for the quarter ended March 2024, representing a year-over-year increase of 1%. EPS of $2.68 for the same period compares to $3.95 a year ago. The reported revenue represents a surprise of -3.94% over the Zacks Consensus Estimate of $938.99 million. With the consensus EPS estimate being $4.14, the EPS surprise was -35.27%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations t ...

May 1, 2024 2024 First Quarter ...

DUBLIN, May 1, 2024 /PRNewswire/ -- Jazz Pharmaceuticals plc (Nasdaq: JAZZ) today announced that Company management will participate in the BofA Securities 2024 Global Health Care Conference on Wednesday, May 15, 2024, in Las Vegas. The fireside chat will be held at 10:00 a.m. PT / 1:00 p.m. ET / 6:00 p.m. IST. An audio webcast of the fireside chat will be available via the Investors section of the Jazz Pharmaceuticals website at https://investor.jazzpharma.com/investors/events-presentations. A replay of th ...

Exhibit 99.1 Jazz Pharmaceuticals Announces First Quarter 2024 Financial Results and Affirms 2024 Financial Guidance – 12% year-over-year revenue increase from combined key growth drivers: Xywav®, Epidiolex® and Rylaze® – – Oncology revenues grew 13% year-over-year – – Submitted zanidatamab BLA for 2L BTC; expect to launch in 2025 or earlier – – Top-line Phase 2b data from suvecaltamide trial in essential tremor expected in late 1H24 – – 2024 total revenue guidance affirmed at $4.0 to $4.2 billion – DUBLIN, ...

Jazz Pharmaceuticals (JAZZ) 盈利预测 - Jazz Pharmaceuticals (JAZZ) 预计在2024年3月报告的季度中，盈利将同比增长，而收入也将增加[1] - 分析师们对该公司的盈利前景持乐观态度，预计每股收益为$4.15，同比增长5.1%，收入预计为$940.89百万美元，同比增长5.4%[4] 股价表现预测 - 如果关键数字超过预期，股价可能会上涨，反之则可能下跌[2]

Two oral presentations share results of real-world impact of idiopathic hypersomnia and long-term effectiveness of Epidiolex® (cannabidiol) in treatment-resistant epilepsies Thirteen abstracts underscore Jazz's diverse neuroscience portfolio and pioneering efforts to continue advancing the treatment of serious sleep disorders, rare epilepsy syndromes and movement disorders DUBLIN, April 10, 2024 /PRNewswire/ -- Jazz Pharmaceuticals plc (Nasdaq: JAZZ) today announced that 13 abstracts from across its neurosc ...