Core Insights - Jazz Pharmaceuticals has achieved a significant milestone by generating over $1 billion in annual product sales from its cannabis-derived therapy, Epidiolex, marking its entry into blockbuster territory [2][10] Group 1: Epidiolex Performance - Epidiolex generated $1.1 billion in product sales in 2025, accounting for approximately 25% of Jazz's total revenues, with a year-over-year growth of 9% driven by strong prescription demand [4][10] - The growth of Epidiolex is no longer limited to pediatric patients, with the company identifying adult patients, especially in long-term care settings, as a key growth opportunity [5] - Jazz has resolved nearly all outstanding ANDA litigations related to Epidiolex, extending patent protection into the late 2030s, which enhances revenue visibility and reduces the threat from generic competition [6][10] Group 2: Diversified Portfolio - Jazz Pharmaceuticals has a diversified biopharma portfolio that includes products in neuroscience and oncology, in addition to its cannabis-derived therapies [7] - The oxybate franchise, particularly Xywav, has become a significant growth driver, providing treatment for narcolepsy without the sodium-related warnings associated with previous formulations [8] - Oncology sales now account for over 26% of Jazz's total revenues, supported by new product launches and increasing market share [9] Group 3: Pipeline and Market Position - Despite commercial successes, Jazz has faced setbacks in its pipeline, including the discontinuation of suvecaltamide and disappointing results from a mid-stage study on JPZ150 for PTSD [12][13] - Jazz's stock has risen 11% year-to-date, outperforming the industry average of 8%, although earnings estimates present a mixed outlook for 2026 and 2027 [14][16] - Compared to pure-play cannabis companies, Jazz offers a more balanced risk profile, with recurring cash flows from its neuroscience and oncology products, while Epidiolex provides exposure to the medical cannabis market projected to exceed $130 billion by 2032 [18]

The Harbor Capital Advisors released its “Mid Cap Value Fund’s” Q4 2025 investor letter. A copy of the letter can be downloaded here. Harbor Mid Cap Value Fund, subadvised by LSV Asset Management, delivered solid outperformance in the fourth quarter of 2025, with the Institutional Class returning 4.07% versus 1.42% for the Russell Midcap Value Index, benefiting from strength in value stocks as the Russell Midcap Growth Index declined 3.7% during the period. U.S. equities broadly advanced, with the S&P 500 ...

I publish my best ideas and top coverage on the Growth Stock Forum. If you're interested in finding great growth stocks, with a focus on biotech, consider signing up. We focus on attractive risk/reward situations and track each of our portfolio and watchlist stocks closely.Our biotech Top Picks increased 137.6% last year with a 37.2% CAGR since 2017, along with a mid-20s CAGR for our core portfolio LTGP (CAGR performance as of Feb 20, 2026).To receive e-mail notifications for my public articles and blogs, ...

I publish my best ideas and top coverage on the Growth Stock Forum. If you're interested in finding great growth stocks, with a focus on biotech, consider signing up. We focus on attractive risk/reward situations and track each of our portfolio and watchlist stocks closely.Our biotech Top Picks increased 137.6% last year with a 37.2% CAGR since 2017, along with a mid-20s CAGR for our core portfolio LTGP (CAGR performance as of Feb 20, 2026).To receive e-mail notifications for my public articles and blogs, ...

Key Takeaways JAZZ posted Q4 EPS of $6.64 and revenues of $1.2B, topping estimates; shares rose 5% after hours.Jazz's neuroscience sales rose 8%, led by 16% growth in Xywav and 12% gain in oxybate franchise.JAZZ guides 2026 revenue of $4.25B-$4.50B, expecting double-digit epilepsy and oncology growth.Jazz Pharmaceuticals (JAZZ) reported fourth-quarter 2025 adjusted earnings per share (EPS) of $6.64 per share, which beat the Zacks Consensus Estimate of $6.62. Earnings rose 2% year over year.Total revenues ro ...

Achieved record annual revenue of $4.3 billion in 2025, driven by the successful launch of Modeyso and double-digit growth in the Xywav and Zepzelca franchises. Management is sharpening the corporate focus on rare disease, leveraging existing capabilities in sleep, epilepsy, and oncology to drive long-term value through internal R&D and M&A. Resolved significant legal headwinds by settling ANDA litigation for Epidiolex, extending the product's runway into the late 2030s, and settling the majority of r ...

For the quarter ended December 2025, Jazz Pharmaceuticals (JAZZ) reported revenue of $1.2 billion, up 10.1% over the same period last year. EPS came in at $6.64, compared to $6.60 in the year-ago quarter.The reported revenue represents a surprise of +1.56% over the Zacks Consensus Estimate of $1.18 billion. With the consensus EPS estimate being $6.62, the EPS surprise was +0.27%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to deter ...

Jazz Pharmaceuticals (JAZZ) came out with quarterly earnings of $6.64 per share, beating the Zacks Consensus Estimate of $6.62 per share. This compares to earnings of $6.6 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +0.27%. A quarter ago, it was expected that this drugmaker would post earnings of $5.74 per share when it actually produced earnings of $8.13, delivering a surprise of +41.64%.Over the last four quarters, the c ...

Jazz Pharmaceuticals (NasdaqGS:JAZZ) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Company ParticipantsJohn Bluth - Head of Investor RelationsMichael Riad - VPMohit Bansal - Managing DirectorPhil Johnson - EVP and CFORenee Gala - President and CEORob Iannone - EVP of Research and DevelopmentSam Pearce - Chief Commercial OfficerNone - ShareholderConference Call ParticipantsAmi Fadia - Senior AnalystBrian Skorney - Senior Research AnalystDavid Amsellem - Managing Director and Senior Research AnalystDavi ...

Jazz Pharmaceuticals (NasdaqGS:JAZZ) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Company ParticipantsJohn Bluth - Head of Investor RelationsMichael Riad - VPMohit Bansal - Managing DirectorPhil Johnson - EVP and CFORenee Gala - President and CEORob Iannone - EVP of Research and DevelopmentSam Pearce - Chief Commercial OfficerNone - ShareholderConference Call ParticipantsAmi Fadia - Senior AnalystBrian Skorney - Senior Research AnalystDavid Amsellem - Managing Director and Senior Research AnalystDavi ...