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Mar 31, 2024

Jazz Pharmaceuticals Q1 2024 Earnings Report

Jazz Pharmaceuticals announced first quarter 2024 financial results and affirmed its 2024 financial guidance.

Key Takeaways

Jazz Pharmaceuticals reported a 1% increase in total revenues for Q1 2024 compared to the same period in 2023, driven by a 13% increase in Oncology product sales. Key growth drivers, including Xywav, Epidiolex and Rylaze, delivered combined double-digit year-over-year growth.

Xywav net product sales grew 14% year-over-year.

Epidiolex/Epidyolex net product sales grew 5% year-over-year.

Rylaze/Enrylaze net product sales grew 20% year-over-year.

Completed the zanidatamab BLA submission seeking accelerated approval in 2L BTC.

Total Revenue
$902M
Previous year: $893M
+1.0%
EPS
$2.68
Previous year: $3.95
-32.2%
Gross Profit
$806M
Previous year: $764M
+5.5%
Cash and Equivalents
$1.82B
Previous year: $1.2B
+51.5%
Free Cash Flow
$260M
Previous year: $317M
-17.8%
Total Assets
$11.3B
Previous year: $11B
+2.5%

Jazz Pharmaceuticals

Jazz Pharmaceuticals

Jazz Pharmaceuticals Revenue by Segment

Forward Guidance

The company is affirming its full year 2024 financial guidance.

Positive Outlook

  • Revenues between $4.0 and $4.2 billion
  • Neuroscience revenues (including royalties from high-sodium oxybate AG) between $2.8 and $2.95 billion
  • Oncology revenues between $1.12 and $1.22 billion
  • GAAP Gross margin % of 89%
  • Non-GAAP Gross margin % of 93%

Challenges Ahead

  • GAAP SG&A expenses between $1.346 and $1.426 billion
  • Non-GAAP SG&A expenses between $1.170 and $1.230 billion
  • GAAP R&D expenses between $877 and $935 million
  • Non-GAAP R&D expenses between $800 and $850 million
  • Effective tax rate between (22)% and (3)%

Revenue & Expenses

Visualization of income flow from segment revenue to net income