How Fresh Epidiolex and Ziihera Data Accepted at Key Meetings At Jazz Pharmaceuticals (JAZZ) Has Changed Its Investment Story

• Jazz Pharmaceuticals recently announced that multiple new data sets on its epilepsy drug Epidiolex and oncology candidate Ziihera were accepted for presentation at major medical meetings, including late-breaking clinical and real-world evidence results shared at the American Epilepsy Society 2025 conference.
• This wave of fresh data, spanning seizure control, treatment patterns, real-world outcomes, and potential synergy with other therapies, strengthens the clinical profile of two of Jazz’s most important growth assets.
• We’ll now examine how this new evidence on Epidiolex’s broader impact on seizure care could influence Jazz Pharmaceuticals’ investment narrative.

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Jazz Pharmaceuticals Investment Narrative Recap

To own Jazz Pharmaceuticals, you need to believe its newer neuroscience and oncology assets can offset upcoming sleep-franchise patent headwinds and high debt, while the company turns recent revenue growth into sustainable profitability. The latest Epidiolex and Ziihera data sets support the depth of Jazz’s pipeline, but they do not materially change the near term focus on Xyrem/Xywav erosion and execution on key launches like Zepzelca and Modeyso.

The AES 2025 Epidiolex data are most relevant here, because they speak directly to one of Jazz’s identified growth pillars in epilepsy, with real world and late stage evidence potentially reinforcing clinician confidence and supporting longer term uptake as sleep revenues face generic pressure.

Yet, even as these assets build momentum, the looming shift from high margin oxybate sales is something investors should be aware of...

Read the full narrative on Jazz Pharmaceuticals (it's free!)

Jazz Pharmaceuticals' narrative projects $5.0 billion revenue and $883.5 million earnings by 2028. This requires 6.7% yearly revenue growth and a $1,288.3 million earnings increase from -$404.8 million today.

Uncover how Jazz Pharmaceuticals' forecasts yield a $208.50 fair value, a 24% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members see Jazz’s fair value anywhere from US$147 to about US$785, across just three independent views, which shows how far apart individual expectations can be. As you weigh those opinions, keep in mind that much of the optimism still rests on successful expansion of Epidiolex and other growth assets to offset upcoming generic competition and support a path to sustained profitability.

Explore 3 other fair value estimates on Jazz Pharmaceuticals - why the stock might be worth 12% less than the current price!

Build Your Own Jazz Pharmaceuticals Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Jazz Pharmaceuticals research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Jazz Pharmaceuticals research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Jazz Pharmaceuticals' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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