JAZZ
Jazz Pharmaceuticals Inc.
Healthcare
12/09/2014
Presented
| Date | 12/02/2014 |
| Price | $174.28 |
| Market Cap | $10.50B |
| Ent Value | $11.31B |
| P/E Ratio | 312.42x |
| Book Value | $22.16 |
| Div Yield | N/A |
| Shares O/S | 60.49M |
| Ave Daily Vol | 840,000 |
| Short Int | 4.26% |
Current
| Price | $117.28 |
| Market Cap | $7.24B |
| Jazz Pharmaceuticals Public Limited Company, a specialty biopharmaceutical company, identifies, develops, and commercializes pharmaceutical products for various medical needs in the United States, Europe, and internationally. Its products comprise Xyrem for the treatment of cataplexy and excessive daytime sleepiness (EDS) in patients with narcolepsy; Erwinaze to treat acute lymphoblastic leukemia; Defitelio for the treatment and prevention of VOD, a potentially life-threatening complication of HSCT; Prialt for the management of severe chronic pain; and FazaClo LD and FazaClo HD tablets for the treatment-resistant schizophrenia, as well as Versacloz for treatment-resistant schizophrenia. The company also develops JZP-110, an investigational compound, which is in clinical development for the treatment of EDS in patients with narcolepsy; and JZP-386, a deuterium-modified analog of sodium oxybate products that is under pre-clinical research and development and is intended for the treatment of narcolepsy patients. In addition, it offers products in the areas of hematology and oncology drugs, such as Asparec, which is in Phase I clinical trial for the treatment of patients with ALL with E.coli asparaginase hypersensitivity; Defibrotide for the treatment of severe VOD; and Leukotac, an anti-CD25 monoclonal antibody that is in Phase III clinical trials and is intended for the treatment of steroid-refractory acute GvHD. The company is headquartered in Dublin, Ireland. |
Publically traded companies mentioned herein: Jazz Pharmaceuticals (JAZZ) and Shire (SHP LN)
Highlights
Jazz Pharmaceuticals is a specialty drug company focused on developing and acquiring drugs that address orphan populations. Its flagship product XYREM, a treatment for narcolepsy, accounts for about 60% of sales. The presenter’s diligence suggests that there are an estimated 160,000 narcolepsy sufferers in the US, but only 50,000 have been properly diagnosed and just 12,000 are currently taking XYREM - or just 20% of the diagnosed population. XYREM grew 25% organically this year, but that growth was principally on price, with volumes expected to grow only about 10% this year. The drug clearly has a sizable runway in front of it to penetrate the existing diagnosed base, but meaningfully more upside could be realized by increasing the rate of diagnosis for narcolepsy.
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