JAZZ - Jazz Pharmaceuticals: Targeting The Low-Hanging Fruit In Oncology Might Pay Off

2024-04-15 04:31:00 ET

Summary

• Jazz Pharmaceuticals is rated as a "Buy" due to its current financial health, multiple near-term catalysts, and projected growth for 2024 and 2025.
• The company's successful commercial products include Xywav, Epidiolex, and Rylaze, which have shown increasing adoption and sales revenues.
• JAZZ is targeting low-hanging fruit in oncology with its drug Zanidatamab, which has the potential to become a blockbuster drug with up to $2 billion/year in net sales.

Thesis

I rate Jazz Pharmaceuticals ( JAZZ ) as a "Buy", at this moment in time. My rating is based on its current financial health, the multiple near-term catalysts, its achievable projected growth for 2024 and 2025, and the management strategy targeting low-hanging fruit in oncology to accelerate regulatory approval.

Overview

Jazz Pharmaceuticals is a global pharmaceutical company headquartered in the Republic of Ireland. Currently, their most successful commercial products are Xywav (low sodium-based drug targeting narcolepsy), Epidiolex (cannabidiol-based drug against epilepsy) and Rylaze (for the treatment of acute lymphoblastic leukaemia and lymphoblastic lymphoma)....

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