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Sep 30, 2022

Jazz Pharmaceuticals Q3 2022 Earnings Report

Announced financial results and raised total revenue guidance mid-point.

Key Takeaways

Jazz Pharmaceuticals announced strong Q3 2022 results, driven by growth in key products like Xywav and Epidiolex, and raised the mid-point of 2022 total revenue guidance to $3.65 billion.

Total revenues for 3Q22 were $940.7 million, a 12% increase compared to the same period in 2021.

Oxybate net product sales increased 11% to $512.0 million in 3Q22 compared to the same period in 2021.

Epidiolex/Epidyolex net product sales increased 22% to $196.2 million in 3Q22 compared to the same period in 2021.

The mid-point of 2022 total revenue guidance was raised to $3.65 billion.

Total Revenue
$941M
Previous year: $838M
+12.2%
EPS
$5.17
Previous year: $4.2
+23.1%
Gross Margin
85.7%
Previous year: 82.6%
+3.8%
Gross Profit
$807M
Previous year: $693M
+16.5%
Cash and Equivalents
$839M
Previous year: $672M
+24.9%
Free Cash Flow
$423M
Previous year: $266M
+59.1%
Total Assets
$10.4B
Previous year: $12.5B
-16.8%

Jazz Pharmaceuticals

Jazz Pharmaceuticals

Forward Guidance

The company has raised the mid-point of 2022 total revenue guidance to $3.65 billion driven by increases in the guidance mid-point for both our Neuroscience and Oncology therapeutic areas.

Positive Outlook

  • Revenues between $3,600 - $3,700 million
  • Neuroscience revenues between $2,700 - $2,800 million
  • Oncology revenues between $860 - $920 million
  • Gross margin % of 85%
  • Effective tax rate between (88)% - 179%

Challenges Ahead

  • SG&A expenses between $1,328 - $1,391 million
  • SG&A expenses as % of total revenues between 36% - 39%
  • R&D expenses between $560 - $596 million
  • R&D expenses as % of total revenues between 15% - 17%
  • Impairment charge of $134 million