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JAZZ 2026 JPM Healthcare Conference Presentation_FINAL.pdf

上传人: 明**** 编号:1069772 2026-01-17 18页 1.62MB

1、44th Annual J.P.Morgan Healthcare ConferenceJanuary 2026Renee Gala,President&CEORedefining Possibilities in Rare DiseaseThis presentation contains forward-looking statements and financial targets,including,but not limited to,statements related to:the Companys growth prospects and future financial an

2、d operating results,including the ability of the Companys portfolio to drive long-term shareholder value;expectations with respect to indication expansion opportunities;2025 total revenue guidance and 2025 revenue for each of Xywav,Epidiolex and Modeysoand the Companys expectations related thereto;t

3、he Companys ability to drive significant cash flow generation;the Companys commercial expectations,including with respect to revenue diversification and its expectations for significant growth;the Companys expectations with respect to the commercial potential of its products and product candidates,i

4、ncluding the peak potential of zanidatamab and Modeyso,growth opportunities for Epidiolex/Epidyolex,Modeyso,Xywav,Zepzelca and Ziihera,and the potential regulatory paths related thereto;the value and growth potential of its products;the Companys net product sales and goals for net product sales from

5、 new and acquired products;the Companys views and expectations relating to its patent portfolio,including with respect to expected patent protection;planned or anticipated clinical trial events,including with respect to initiations,enrollment and data read-outs,and the anticipated timing thereof,and

6、 planned or anticipated regulatory submissions and filings and other regulatory matters,including potential approvals,including the timing thereof,such as the timing of the supplemental biologics license application for,and launch and approval of,zanidatamab in 1L GEA;and other statements that are n

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1. **战略聚焦罕见病**:Jazz Pharmaceuticals深耕罕见病领域,拥有睡眠、癫痫、肿瘤三大10亿美元级产品管线,2025年总收入超40亿美元。 2. **核心产品表现**: - Zanidatamab(HER2双抗):1L GEA III期数据积极,2026年H1提交sBLA,潜在峰值销售额20亿美元+。 - Epidiolex:2025年销售额10亿美元+,LGS/DS/TSC标准疗法。 - Xywav:低钠羟丁酸盐差异化产品,峰值潜力5亿美元+。 3. **并购与财务**:收购Chimerix整合Modeyso(2025年近5000万美元收入),偿还7.5亿美元债务,股权价值增长28亿美元。 4. **研发管线**:推进Zanidatamab泛瘤种适应症,EmpowHER-BC-303 III期数据预计2027-2028年读出。
**罕见病新药前景?** **Zanidatamab潜力如何?** **Jazz战略优势在哪?**
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