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Jun 30, 2023

Jazz Pharmaceuticals Q2 2023 Earnings Report

Jazz Pharmaceuticals reported strong Q2 2023 results, driven by commercial excellence and increased adoption of key products.

Key Takeaways

Jazz Pharmaceuticals announced strong second-quarter 2023 financial results, with total revenues of $957 million. The company saw significant demand for Xywav, Epidiolex, and Rylaze, and raised its full-year 2023 financial guidance. They are resuming share repurchases under their existing program.

Total revenues for Q2 2023 were $957 million.

Xywav net product sales increased by 39% year-over-year.

Epidiolex net product sales increased by 15% year-over-year.

Rylaze net product sales increased by 39% year-over-year.

Total Revenue
$957M
Previous year: $933M
+2.6%
EPS
$4.51
Previous year: $4.3
+4.9%
Gross Margin
89.7%
Previous year: 86.6%
+3.6%
Gross Profit
$860M
Previous year: $809M
+6.3%
Cash and Equivalents
$1.28B
Previous year: $711M
+80.3%
Free Cash Flow
$291M
Previous year: $291M
+0.1%
Total Assets
$11.3B
Previous year: $11.2B
+0.5%

Jazz Pharmaceuticals

Jazz Pharmaceuticals

Jazz Pharmaceuticals Revenue by Segment

Forward Guidance

The Company is updating its full year 2023 financial guidance. Revenues are expected to be between $3,725 - $3,875 million. GAAP Net income per diluted share is expected to be $6.60-$8.15 and Non-GAAP adjusted net income per diluted share is expected to be $18.15-$19.00.

Positive Outlook

  • Total revenues are projected to be $3,725 - $3,875 million.
  • Neuroscience revenue (includes royalties from high-sodium oxybate AG) is projected to be $2,715 - $2,825 million.
  • Oncology revenue is projected to be $950 - $1,050 million.
  • GAAP Gross margin % is expected to be 89%.
  • Non-GAAP Gross margin % is expected to be 93%.

Challenges Ahead

  • GAAP SG&A expenses are projected to be $1,220 - $1,295 million.
  • GAAP R&D expenses are projected to be $739 - $793 million.
  • GAAP Effective tax rate is expected to be (35)% - (15)%.
  • Non-GAAP SG&A expenses are projected to be $1,045 - $1,105 million.
  • Non-GAAP R&D expenses are projected to be $675 - $725 million.