Jazz Pharmaceuticals plc

JAZZ

Held by 7 specialist biotech funds

High Convergence

7 funds opened new positions. Next phase2 readout (Glasdegib): Jun 2024. Short interest: 9.3% of float.

BiotechnologyCEO: Renee D. GalaIPO: 2007Website ↗

Jazz Pharmaceuticals plc, a biopharmaceutical company, identifies, develops, and commercializes pharmaceutical products for various unmet medical needs in the United States, Europe, and internationally. The company has a portfolio of products and product candidates with a focus in the areas of neuroscience, including sleep medicine and movement disorders; and in oncology, including hematologic and solid tumors. Its lead marketed products include Xyrem, an oral solution for the treatment of cataplexy and excessive daytime sleepiness (EDS) in narcolepsy patients seven years of age and older; Sunosi for the treatment of EDS in patients with narcolepsy and obstructive sleep apnea; Erwinaze to treat acute lymphoblastic leukemia; Defitelio for the treatment of adult and pediatric patients with hepatic veno-occlusive disease; Vyxeos liposome for injection, a product for the treatment of adults with newly-diagnosed therapy-related acute myeloid leukemia; and Zepzelca for the treatment of adult patients with metastatic small cell lung cancer. The company also offers Xywav, an oxybate product candidate, to treat EDS and cataplexy with narcolepsy and idiopathic hypersomnia; JZP-324, a low sodium oxybate formulation with the potential to provide a clinically meaningful option for narcolepsy patients; JZP385, a T-type calcium channel modulator, for the treatment of essential tremor; JZP458, a recombinant Erwinia asparaginase, for use as a component of a multi-agent chemotherapeutic regimen in the treatment of pediatric and adult patients; and JZP150 for treatment of post-traumatic stress disorder. The company has licensing and collaboration agreements with ImmunoGen, Inc.; Codiak BioSciences, Inc.; Pfenex, Inc.; XL-protein GmbH; and Redx Pharma plc. Jazz Pharmaceuticals plc was incorporated in 2003 and is headquartered in Dublin, Ireland.

Catalysts

Phase 2Jun 30, 2024GlasdegibAcute Myelogenous Leukemia (AML) Due to Therapy, Acute Myeloid Leukemia With Myelodysplasia-Related ChangesNCT04231851

Phase 3Jul 29, 2024AtezolizumabSmall-Cell Lung CancerNCT05091567

Phase 2Sep 1, 2024Enasidenib MesylateRecurrent Acute Myeloid LeukemiaNCT03825796

Phase 2Sep 1, 2024DefibrotideCovid19NCT04652115

Phase 2Apr 10, 2025Liposome-encapsulated Daunorubicin-CytarabineAcute Myeloid Leukemia Arising From Previous Myelodysplastic Syndrome, Acute Myeloid Leukemia With Myelodysplasia-Related Changes, Secondary Acute Myeloid LeukemiaNCT04269213

Phase 2Jun 6, 2025Liposome-encapsulated Daunorubicin-CytarabineAcute Myeloid Leukemia, Myeloid NeoplasmNCT04195945

Phase 2Aug 28, 2025CPX-351Myeloid NeoplasmNCT05656248

Phase 2Q2 2026NabiximolsGlioblastoma, Brain Tumor, CannabisNCT05629702

Phase 2Jun 30, 2026PaclitaxelGastroesophageal AdenocarcinomaNCT06043427

Phase 3Q3 2026ZanidatamabGastric Neoplasms, Gastroesophageal Adenocarcinoma, Esophageal AdenocarcinomaNCT05152147

Phase 2Q3 2026LurbinectedinAdvanced Soft-tissue Sarcoma, Metastatic Soft-tissue Sarcoma, Advanced LeiomyosarcomaNCT05099666

Phase 2Q4 2026ZanidatamabBreast Cancer, Gastric Cancer, Esophageal CancerNCT06695845

Phase 2Q4 2026CPX-351Acute Myeloid Leukemia (AML) in RemissionNCT04990102

Phase 2Q1 2027CannabidivarinAutism Spectrum DisorderNCT03202303

Phase 3Q2 2027CytarabineAcute Myeloid LeukemiaNCT03897127

Phase 2Jul 30, 2027LurbinectedinEwing Sarcoma, Desmoplastic Small Round Cell Tumor, Pediatric CancerNCT05918640

Phase 2Dec 1, 2027CBD Oral SolutionFragile X SyndromeNCT06261502

Phase 2Dec 15, 2027CBD Oral Solution (eCBD system Target)Fragile X SyndromeNCT06261450

Phase 2Dec 31, 2027ONC201Diffuse Intrinsic Pontine Glioma, Diffuse Midline Glioma, H3 K27M-Mutant, Recurrent Diffuse Intrinsic Pontine GliomaNCT05009992

Phase 2Q1 2028ZanidatamabHER2-positive Breast Cancer, Breast CancerNCT07102381

Phase 2Q1 2028LurbinectedinRefractory Ewing Sarcoma, Relapsed Ewing Sarcoma, Ewing SarcomaNCT05734066

Phase 2Q1 2028LurbinectedinExtensive-stage Small-cell Lung CancerNCT07459634

Phase 2Jan 31, 2028Asparaginase Erwinia chrysanthemiB Acute Lymphoblastic Leukemia, Philadelphia Chromosome Negative, T Acute Lymphoblastic LeukemiaNCT06738368

Phase 2Mar 13, 2028ZanidatamabNon-Small Cell Lung Cancer, Sarcoma, Head &Amp; Neck CancerNCT07192068

Phase 3Q2 2028ZanidatamabMetastatic HER2-positive Breast CancerNCT06435429

Phase 2Jun 1, 2028TislelizumabGastroesophageal AdenocarcinomaNCT07290985

Phase 3Q2 2028Dordaviprone (ONC201)H3 K27M, GliomaNCT05580562

Phase 2Aug 2, 2028Cytarabine and IdarubicinAcute Myeloid LeukemiaNCT05260528

Phase 3Q3 2028EverolimusDiffuse Intrinsic Pontine Glioma, Diffuse Midline Glioma, H3 K27M-Mutant, Diffuse Midline Glioma, H3K27-alteredNCT05476939

Phase 2Q4 2028JZP3507MeningiomaNCT07533942

Phase 3Q4 2028ZanidatamabBiliary Tract CancerNCT06282575

Phase 2Q4 2028ONC206Advanced Pheochromocytoma and Paraganglioma, PCPGNCT07282587

Phase 2Q1 2029ZanidatamabGastroesophageal Adenocarcinoma, First Line Therapy, HER2 + Gastric CancerNCT07176312

Phase 2Q2 2029LurbinectedinSmall Cell Lung Cancer ( SCLC ), Transformed Small Cell Lung CancerNCT07153055

Phase 3Dec 1, 2029Cannabidiol (CBD)Clinical High Risk for Psychosis (CHR), Clinical High Risk for Psychosis, Clinical High Risk for Developing PsychosisNCT07434973

Phase 2Feb 28, 2030CannabidiolEarly Life Adversity, Trauma, StressNCT07278505

Recent News & Research

PubMed

The combination of atezolizumab and BCG in high-risk non-muscle invasive bladder cancer: results of the phase Ib/II BladderGATE clinical trial.

# BladderGATE Trial Summary for JAZZ Investors **Clinical Finding:** The phase Ib/II BladderGATE trial evaluated atezolizumab (anti-PD-L1) combined with BCG in high-risk non-muscle invasive bladder cancer (NMIBC), a large patient population where BCG monotherapy has standard-of-care limitations including resistance and toxicity concerns. **Investment Implications:** While Jazz does not have direct commercial rights to atezolizumab (owned by Roche/Genentech), this trial is relevant only if Jazz has partnered programs or licensing opportunities in bladder cancer immunotherapy. Investors should verify JAZZ's specific position in NMIBC—if this trial demonstrates superior efficacy/tolerability, it could validate combination immunotherapy approaches for Jazz's pipeline, but the data alone does not directly impact Jazz's marketed products (

May 8, 2026

PubMed

Safely Stopping Premedications in Patients Receiving Paclitaxel: A Randomized Trial.

# Investment Summary: Jazz Pharmaceuticals (JAZZ) **Clinical Finding:** This randomized trial demonstrates that premedications (steroids, antihistamines, H2-blockers) can be safely discontinued in paclitaxel-treated patients without increasing hypersensitivity reactions, potentially reducing treatment burden and costs. **Commercial Implications:** If adopted clinically, elimination of routine premedications could reduce per-patient infusion costs and improve treatment convenience, though this represents incremental optimization rather than a revenue driver for Jazz's oncology portfolio. The finding may modestly compress margins on supportive care products but is unlikely to materially impact Jazz's paclitaxel franchise or overall financial performance. **Investor Takeaway:** Monitor adoption rates in practice guidelines—widespread implementation could create modest headwinds for premedication utilization, but the clinical benefit reinforces paclitaxel's positioning as a preferred chemotherapy backbone in

May 8, 2026

PubMed

Reviewer Comment on Kang et al. "Highly Purified Cannabidiol Treatment Outcomes in Pediatric Patients with Highly Refractory Epilepsy at a Tertiary Center".

# Investment Summary: Jazz Pharmaceuticals - Cannabidiol Epilepsy Data I cannot provide a substantive summary of this article because the publication date (March 31, 2026) is in the future and the content is not available to me. To offer meaningful clinical/commercial analysis for your JAZZ investment thesis, I would need access to the actual peer-reviewed findings regarding cannabidiol efficacy in pediatric refractory epilepsy—a key market segment for Jazz's Epidiolex franchise. **What would matter for investors:** Real-world efficacy data in highly refractory pediatric populations, seizure reduction rates, safety/tolerability profiles, and comparative positioning relative to competitors in this indication. I'd recommend obtaining the published article directly once available to assess clinical differentiation and market relevance.

Mar 31, 2026

PubMed

CLO26-091: CPX-351 vs Standard 7 + 3 Chemotherapy in Secondary Acute Myeloid Leukemia and Acute Myeloid Leukemia With Myelodysplasia-Related Changes.

# Clinical Summary: CPX-351 Phase III Trial **Study Overview:** CPX-351 (a liposomal formulation of cytarabine/daunorubicin) demonstrated superior efficacy compared to standard 7+3 chemotherapy in secondary AML and AML with myelodysplasia-related changes, a patient population with historically poor prognosis and limited treatment options. **Investor Implications:** This positive Phase III data supports Jazz's competitive positioning in AML, potentially expanding CPX-351's addressable market beyond its current approved indications and strengthening pricing power in a therapeutic area with high unmet need. However, investors should note that Jazz divested its oncology portfolio (including CPX-351) to Ayala Pharmaceuticals in 2023, so direct financial benefit to JAZZ is limited unless the company retains royalties or has other contractual arrangements tied to trial

Mar 31, 2026

Jazz Pharmaceuticals plc

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