Jazz Pharmaceuticals reported second-quarter revenue up 16% year over year to $1.2 billion, with Xywav at $471.2 million (up 13.5%) and Epidiolex at $292.1 million (up 16%). Xywav, about 39% of revenue, faces competition from Lumryz and generics for Xyrem, which the author says could weigh on the stock until the company diversifies its portfolio. Oncology revenue rose almost 32% to $362.3 million, led by Zepzelca at $105.8 million (up 42%). Ziihera received a label expansion in August for gastroesophageal adenocarcinoma and is being tested for several other potential indications, while Modeyso was approved in the U.S. last year. The author says the stock is attractive at current levels for investors willing to hold for at least five years, trading at 10.9x forward earnings versus a 19.2x average for healthcare stocks.
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