Update shared on30 Aug 2025
Fair value Increased 1.64%Analysts have modestly raised their price targets for Jazz Pharmaceuticals, driven by growing confidence in Modeyso's commercial prospects and expanded market potential, partially offset by persistent challenges in other segments, resulting in a new consensus target of $186.47.
Analyst Commentary
- Bullish analysts are increasingly positive on the commercial potential of Modeyso following its recent approval, citing higher-than-expected pricing, a dedicated launch strategy, and strong patient/prescriber interest.
- Bullish analysts raised peak sales projections for Modeyso in second-line glioma treatment, reflecting an upward revision in market share estimates and accelerated uptake in academic centers.
- Positive feedback from key opinion leaders and increased confidence in the confirmatory Phase 3 ACTION trial for Modeyso have strengthened the outlook for approval in broader indications, potentially boosting U.S. peak sales above $400M.
- Bearish analysts reduced price targets due to ongoing softness in Epidiolex and oncology segments, and are tempering their oxybate outlook amid rising competitive alternatives in narcolepsy treatments.
- Coverage initiations remain constructive, with new Buy ratings reflecting overall confidence in Jazz’s product pipeline and long-term growth prospects.
What's in the News
- Jazz Pharmaceuticals announced exclusive global rights to SAN2355 (a selective Kv7.2/Kv7.3 activator for epilepsy and other conditions) via a licensing deal with Saniona, involving an upfront $42.5M payment, milestones up to $1B+, and tiered royalties.
- The company completed the repurchase of 2.5M shares (4.07% of outstanding) for $275M under its current buyback program.
- FDA granted accelerated approval to Modeyso (dordaviprone) for treatment of H3 K27M-mutant diffuse midline glioma, the first approved therapy for this ultra-rare brain tumor; continued approval depends on confirmatory Phase 3 data.
- Updated 2025 guidance: total revenue range slightly narrowed to $4.15B–$4.3B; net loss guidance improved to $565M–$450M.
- Renee Gala (President & COO) was named as the next CEO, succeeding co-founder Bruce Cozadd, marking a planned succession.
Valuation Changes
Summary of Valuation Changes for Jazz Pharmaceuticals
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $183.47 to $186.47.
- The Consensus Revenue Growth forecasts for Jazz Pharmaceuticals has risen slightly from 6.5% per annum to 6.7% per annum.
- The Net Profit Margin for Jazz Pharmaceuticals remained effectively unchanged, moving only marginally from 17.61% to 17.78%.
Disclaimer
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