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Sep 30, 2024

Jazz Pharmaceuticals Q3 2024 Earnings Report

Jazz Pharmaceuticals delivered record revenues and a year-over-year revenue increase from key growth drivers.

Key Takeaways

Jazz Pharmaceuticals announced strong Q3 2024 results with record revenues exceeding $1.05 billion. Key growth drivers, including Xywav, Epidiolex, and Rylaze, saw a combined 14% year-over-year revenue increase. The company has affirmed its 2024 total revenue guidance between $4.0 to $4.1 billion.

Key growth drivers grew 14% combined year-over-year.

Zepzelca and atezolizumab combination showed statistically significant and clinically meaningful improvement in OS and PFS primary endpoints.

Zanidatamab has a PDUFA date of November 29, with a 2L BTC commercial launch expected in 4Q24, following approval.

2024 total revenue guidance affirmed at $4.0 to $4.1 billion.

Total Revenue
$1.05B
Previous year: $972M
+8.5%
EPS
$6.61
Previous year: $4.84
+36.6%
Gross Margin
88.7%
Previous year: 89.1%
-0.4%
Gross Profit
$943M
Previous year: $870M
+8.4%
Cash and Equivalents
$2.22B
Previous year: $1.34B
+66.1%
Free Cash Flow
$388M
Previous year: $303M
+28.1%
Total Assets
$12.3B
Previous year: $11.2B
+9.4%

Jazz Pharmaceuticals

Jazz Pharmaceuticals

Jazz Pharmaceuticals Revenue by Segment

Forward Guidance

The company is updating its full year 2024 financial guidance and affirming 2024 total revenue guidance of $4.0 to $4.1 billion.

Positive Outlook

  • Affirming 2024 total revenue guidance of $4.0 to $4.1 billion.
  • Affirming neuroscience revenue guidance of $2.825 to $2.925 billion.
  • Raising GAAP EPS guidance range to $6.70 to $8.50.
  • Raising non-GAAP EPS guidance range to $19.50 to $20.60.

Challenges Ahead

  • Lowering oncology revenue guidance to $1.08 to $1.13 billion.
  • Lowering GAAP R&D expense guidance to $862 to $908 million.
  • Lowering non-GAAP R&D expense guidance to $790 to $830 million.
  • GAAP effective tax rate is expected to be between (17)% and (2)%.
  • Non-GAAP adjusted effective tax rate is expected to be between 10% and 12%.