Jazz Pharmaceuticals (JAZZ) Is Up 32.0% After Positive Phase 3 Results for Ziihera in HER2-Positive Cancer

• On November 17, 2025, Jazz Pharmaceuticals announced positive top-line results from the Phase 3 HERIZON-GEA-01 trial, showing that Ziihera combined with chemotherapy, with or without tislelizumab, achieved statistically significant and clinically meaningful improvements in progression-free and overall survival for HER2-positive gastroesophageal adenocarcinoma compared to standard of care.
• This milestone marks the first Phase 3 results for Ziihera, with Jazz pursuing regulatory submissions and clinical guideline adoption, reflecting growing momentum in the company's oncology portfolio.
• We'll explore how these advances for Ziihera as a potential new standard of care may impact Jazz Pharmaceuticals’ investment outlook.

AI is about to change healthcare. These 31 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.

Jazz Pharmaceuticals Investment Narrative Recap

To be a shareholder in Jazz Pharmaceuticals, investors must buy into the idea that pipeline innovation and successful product launches can offset looming revenue risks from legacy product competition and generic entry. The recent positive Phase 3 results for Ziihera in HER2-positive gastroesophageal cancer meaningfully shift near-term catalysts, strengthening Jazz’s case for leadership in oncology while also concentrating risk around regulatory reviews and market adoption in the next year. However, the biggest threat remains the potential revenue cliff from expected generic launches against core sleep therapies, which could pressure overall growth if new assets underperform or face delays.

Among Jazz’s recent announcements, the raised 2025 earnings guidance, released earlier this month, stands out as closely linked to these latest Ziihera results. The improved outlook reflects confidence in new launches like Ziihera and Zepzelca complementing the company’s sleep and neuroscience franchises, while underlining the need for continued execution as patent expirations approach and the business transitions to a more diversified revenue base. In contrast, investors should also be mindful of...

Read the full narrative on Jazz Pharmaceuticals (it's free!)

Jazz Pharmaceuticals' outlook forecasts $5.0 billion in revenue and $883.5 million in earnings by 2028. This projection assumes annual revenue growth of 6.7% and an earnings increase of about $1.29 billion from current earnings of -$404.8 million.

Uncover how Jazz Pharmaceuticals' forecasts yield a $186.47 fair value, a 3% upside to its current price.

Exploring Other Perspectives

Four fair value estimates from the Simply Wall St Community range from US$109.65 to US$766.64 per share. While many see innovation as a vital catalyst for future growth, opinions differ greatly on Jazz Pharmaceuticals' potential, giving you more reason to consider several viewpoints.

Explore 4 other fair value estimates on Jazz Pharmaceuticals - why the stock might be worth 39% less than the current price!

Build Your Own Jazz Pharmaceuticals Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Jazz Pharmaceuticals research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Jazz Pharmaceuticals research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Jazz Pharmaceuticals' overall financial health at a glance.

Searching For A Fresh Perspective?

These stocks are moving-our analysis flagged them today. Act fast before the price catches up:

• This technology could replace computers: discover 26 stocks that are working to make quantum computing a reality.
• These 11 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.
• The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com