Jazz Pharmaceuticals (JAZZ) reported first-quarter 2025 adjusted earnings of $1.68 per share, which significantly missed the Zacks Consensus Estimate of $4.51. This miss was largely due to higher operating expenses incurred during the quarter. Earnings declined 36% year over year.Total revenues declined 0.5% year over year to $897.8 million. The reported figure also missed the Zacks Consensus Estimate of $981 million, attributed to the soft sales performance of its marketed products. (Find the latest EPS es ...

or ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 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, 2025 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) (State or other jurisd ...

Jazz Pharmaceuticals (JAZZ) reported $897.84 million in revenue for the quarter ended March 2025, representing a year-over-year decline of 0.5%. EPS of $1.68 for the same period compares to $2.68 a year ago.The reported revenue represents a surprise of -8.52% over the Zacks Consensus Estimate of $981.41 million. With the consensus EPS estimate being $4.51, the EPS surprise was -62.75%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to ...

Jazz, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $897.84 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 8.52%. This compares to year-ago revenues of $901.98 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commen ...

Jazz Pharmaceuticals (JAZZ) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Speaker0 Hello, and thank you for standing by. My name is Tiffany, and I will be your conference operator today. At this time, I would like to welcome everyone to the Jazz Pharmaceuticals First Quarter twenty twenty five Webcast Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, Speaker1 there Speaker0 will be a question and answer session. Thank you. I would now like to ...

Jazz Pharmaceuticals (JAZZ) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Jeff Macdonald - Executive director & IRBruce Cozadd - Chairman and Chief Executive OfficerRenée Galá - President & COORobert Iannone - Executive VP, Chief Medical Officer and Global Head of Research & DevelopmentPhilip Johnson - Executive VP & CFOJason Gerberry - MD & Equity ResearchMarc Goodman - Senior MD - NeuroscienceAnnabel Samimy - Managing DirectorAmy Li - SVP Equity ResearchAshwani Verma - Executive Dire ...

业绩总结 - Xywav®收入同比增长9%，在2025年第一季度达到431百万美元[24] - Epidiolex收入同比增长10%，在2025年第一季度达到218百万美元[40] - 2025年第一季度总收入为6.54亿美元，较2024年第一季度增长4%[92] - 2025年第一季度神经科学收入为3.45亿美元，同比增长9%[95] - 2025年第一季度肿瘤学收入为2.29亿美元，受到小细胞肺癌(SCLC)竞争的影响[95] - 2025年第一季度运营现金流强劲，达到4.3亿美元[27] - 2025年第一季度调整净收入为1.05亿美元，较2024年第一季度下降41%[92] - 2025年第一季度非GAAP调整净收入为1.68美元，较2024年第一季度下降36%[92] 收入预期 - 总收入预期在41.5亿至44亿美元之间，指导中点增长5%[26] - 预计2025年将实现Xywav的收入达到4.15亿美元，成为癫痫治疗的首选药物[97] - 预计2025年将实现Epidiolex的收入达到2.18亿美元，同比增长10%[95] - 预计Rylaze需求在2025年第二季度将正常化[50] - 预计Zanidatamab将成为超过20亿美元的市场机会[5] 每股收益与费用 - 预计2025年非GAAP调整后的每股收益在4.00至5.60美元之间[27] - 2025年预计每股亏损在10.00美元至7.50美元之间[130] - 2025年SG&A费用预计在1640百万至1723百万美元之间，同比增长21%至22%[130] - 2025年R&D费用预计在835百万至895百万美元之间，同比下降2%至3%[130] - 2024年GAAP每股收益为8.65美元，非GAAP调整后每股收益为20.65美元[135] 负面信息与诉讼 - 针对Chimerix收购和Xyrem反垄断诉讼和解的财务指导进行了更新[23] - 2025年预计GAAP净亏损为615百万美元，非GAAP调整后净收入为250百万至350百万美元[130] - 2025年预计Xyrem反垄断诉讼和Chimerix收购相关的IPR&D费用将影响GAAP和非GAAP结果，预计影响金额为10亿美元[130] 未来展望 - 预计2025年将继续推动多样化的商业组合增长[94] - 预计2025年将实现Epidiolex在2025年达到重磅药物地位[5]

"In the first quarter of 2025, our focus on commercial execution resulted in total revenues of $898 million, led by the strong performance of Xywav and Epidiolex. In addition, our team continues to receive positive feedback from healthcare providers on the launch of Ziihera in its first approved indication of 2L HER2+ BTC. We are affirming our 2025 total revenue guidance range of $4.15 - $4.40 billion, reflecting our confidence in our commercial portfolio delivering top-line growth this year," said Bruce Co ...

DUBLIN, April 30, 2025 /PRNewswire/ -- Jazz Pharmaceuticals plc (Nasdaq: JAZZ) today announced that the Company will participate in the BofA Securities 2025 Healthcare Conference. Company management will participate in a fireside chat on Wednesday, May 14, 2025, 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 the ...

文章核心观点 - 公司将于5月6日盘后公布2025年第一季度财报，虽模型预测其难以盈利超预期，但鉴于多元化业务、不断上升的每股收益预期和充足现金储备，建议长期持有其股票 [1][21] 财报信息 - 2025年第一季度销售额和每股收益的Zacks共识预测分别为9.786亿美元和4.61美元，过去60天内2025年每股收益预期从23.12美元升至23.33美元 [1] 盈利表现 - 过去四个季度中，公司有三次盈利超预期，一次未达预期，过去四个季度平均盈利超预期幅度为3.20%，上一季度盈利超预期幅度为13.99% [3] 模型预测 - 公司目前盈利预期偏差（Earnings ESP）为 -2.75%，Zacks排名为3（持有），不符合盈利超预期的条件 [4][5] 业务板块 神经科学 - 公司大部分收入来自神经科学药物销售，Zacks对神经科学产品销售额的共识预测为6.49亿美元，而内部估计为6.2亿美元 [7] - Xywav销售额在近几个季度持续增长，Zacks对其销售额的共识预测为3.72亿美元，内部估计为3.55亿美元 [8] - Epidiolex销售额预计在本季度上升，Zacks共识预测和内部模型估计分别为2.34亿美元和2.29亿美元 [9] - 传统药物Xyrem销售额预计下降，本季度Sativex销售额预计极少 [9] 肿瘤学 - 肿瘤学业务收入占公司总收入的很大一部分，Zacks共识预测和内部模型估计该板块销售额分别为2.69亿美元和2.72亿美元 [10] - 化疗药物Rylaze销售额预计受儿科急性淋巴细胞白血病（ALL）治疗方案更新影响，Zacks共识预测和内部模型估计均为1.03亿美元 [11] - 其他肿瘤药物Zepzelca、Vyxeos和Defitelio销售额预计在本季度实现个位数中段百分比增长 [11] 股价表现与估值 - 公司股价年初至今下跌约6%，跑输行业4%的跌幅，目前股价低于50日和200日移动平均线 [13] - 从估值角度看，公司市销率（P/S）为1.76，低于行业的1.97，也低于其五年均值2.70 [16] 投资分析 - 公司建立了涵盖神经科学和肿瘤学的强大产品组合，但管道挫折令人担忧，如今年早些时候停止了suvecaltamide的开发 [18] - 公司战略收购推动了产品线增长和收入基础扩大，目前有五款肿瘤产品上市，第六款胶质瘤药物dordaviprone预计8月18日获FDA审批 [19][20] - 尽管存在管道挫折，但多元化业务、2025年上升的每股收益预期和2024年底30亿美元的现金储备，使长期投资者可继续持有公司股票，股价大幅下跌时可加仓 [21]