Jazz Pharmaceuticals plc

JAZZ · Healthcare

$243.71

Markedsværdi: 15.82B USDUdbytteafkast:
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Zacks Investment Research2. sep. 2026, 15.30

Why Is Jazz (JAZZ) Down 6.9% Since Last Earnings Report?

Jazz Pharmaceuticals missed Q2 2026 EPS expectations ($5.71 vs. $6.04 estimate) due to $77 million in acquired IPR&D expenses, but beat revenue estimates at $1.21 billion. The company raised full-year 2026 revenue guidance to $4.60-$4.75 billion, driven by strong performance in its sleep franchise (Xywav up 13%), epilepsy business (Epidiolex up 16%), and oncology portfolio (up 32%). Despite the positive outlook, shares have underperformed the S&P 500 by 6.9% since the earnings report.

Zacks Investment Research1. sep. 2026, 16.05

Axsome Begins Phase III Study on AXS-05 for Smoking Cessation

Axsome Therapeutics has dosed the first patient in the phase III SUMMIT study evaluating AXS-05 for smoking cessation. The randomized, double-blind, placebo-controlled trial will compare AXS-05 against bupropion and placebo over 12 weeks, with smoking abstinence as the primary endpoint. Axsome's lead drug Auvelity continues to drive strong revenue growth, generating $333 million in H1 2026 (up 54.2% YoY), while the company's diversified portfolio includes Sunosi and newly launched Symbravo.

Zacks Investment Research1. sep. 2026, 16.02

JAZZ Rises on Updated OS Results From Gastric Cancer Study

Jazz Pharmaceuticals announced second interim results from the HERIZON-GEA-01 study showing statistically significant overall survival improvements for Ziihera plus chemotherapy versus standard of care trastuzumab plus chemotherapy in HER2-positive gastroesophageal adenocarcinoma. The three-drug regimen of Ziihera plus Tevimbra and chemotherapy also demonstrated improved OS hazard ratios with longer follow-up. These results support the recent FDA label expansion of Ziihera for first-line treatment in this indication, significantly expanding its commercial opportunity.