Jazz Gains From Ziihera Data, Upside Seen as Priced In, UBS Says

MT Newswires Live11-25

Jazz Pharmaceuticals (JAZZ) received a boost from positive topline data from a late-stage study of Ziihera in gastro-esophageal adenocarcinoma, which uplifts the company's oncology revenue outlook but is largely priced in, UBS Securities said in a note Monday.

The study showed statistically significant and clinically meaningful improvements in progression-free and overall survival for Ziihera in combination with chemotherapy, with or without the PD-1 inhibitor tislelizumab. Jazz plans to submit a supplemental Biologics License Application for this indication in the US in the first half of 2026.

UBS raised its Ziihera peak sales assumption to about $1.5 billion from its prior guidance of $730 million.

Despite the oncology upside, the investment firm flagged headwinds in the sleep franchise, citing intensifying competition and pressure from generic drugs.

UBS now models a 2026 to 2029 EPS compound annual growth rate of about 8% and said the stock's current valuation already reflects much of the Ziihera outcome.

The firm downgraded Jazz Pharmaceuticals to neutral from buy and raised its price target to $188 from $163.

Shares of the company were up 2.4% in recent trading.

Price: 181.16, Change: +4.23, Percent Change: +2.39

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2586496706?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-11-25 00:37","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2586496706","market":"hk","top_or_hot":-1,"title":"Jazz Gains From Ziihera Data, Upside Seen as Priced In, UBS Says","media":"MT Newswires Live","content":"<html><body><p> Jazz Pharmaceuticals (JAZZ) received a boost from positive topline data from a late-stage study of Ziihera in gastro-esophageal adenocarcinoma, which uplifts the company's oncology revenue outlook but is largely priced in, UBS Securities said in a note Monday.</p><p>The study showed statistically significant and clinically meaningful improvements in progression-free and overall survival for Ziihera in combination with chemotherapy, with or without the PD-1 inhibitor tislelizumab. Jazz plans to submit a supplemental Biologics License Application for this indication in the US in the first half of 2026.</p><p>UBS raised its Ziihera peak sales assumption to about $1.5 billion from its prior guidance of $730 million.</p><p>Despite the oncology upside, the investment firm flagged headwinds in the sleep franchise, citing intensifying competition and pressure from generic drugs.</p><p>UBS now models a 2026 to 2029 EPS compound annual growth rate of about 8% and said the stock's current valuation already reflects much of the Ziihera outcome.</p><p>The firm downgraded Jazz Pharmaceuticals to neutral from buy and raised its price target to $188 from $163.</p><p>Shares of the company were up 2.4% in recent trading.</p><p>Price: 181.16, Change: +4.23, Percent Change: +2.39</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jazz Gains From Ziihera Data, Upside Seen as Priced In, UBS Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJazz Gains From Ziihera Data, Upside Seen as Priced In, UBS Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-11-25 00:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Jazz Pharmaceuticals (JAZZ) received a boost from positive topline data from a late-stage study of Ziihera in gastro-esophageal adenocarcinoma, which uplifts the company's oncology revenue outlook but is largely priced in, UBS Securities said in a note Monday.</p><p>The study showed statistically significant and clinically meaningful improvements in progression-free and overall survival for Ziihera in combination with chemotherapy, with or without the PD-1 inhibitor tislelizumab. Jazz plans to submit a supplemental Biologics License Application for this indication in the US in the first half of 2026.</p><p>UBS raised its Ziihera peak sales assumption to about $1.5 billion from its prior guidance of $730 million.</p><p>Despite the oncology upside, the investment firm flagged headwinds in the sleep franchise, citing intensifying competition and pressure from generic drugs.</p><p>UBS now models a 2026 to 2029 EPS compound annual growth rate of about 8% and said the stock's current valuation already reflects much of the Ziihera outcome.</p><p>The firm downgraded Jazz Pharmaceuticals to neutral from buy and raised its price target to $188 from $163.</p><p>Shares of the company were up 2.4% in recent trading.</p><p>Price: 181.16, Change: +4.23, Percent Change: +2.39</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BN0W2T93.GBP","symbol_name":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (GBP) ACC","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2586496706","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2586496706","pubTimestamp":1764002221,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Jazz Pharmaceuticals  received a boost from positive topline data from a late-stage study of Ziihera in gastro-esophageal adenocarcinoma, which uplifts the company's oncology revenue outlook but is largely priced in, UBS Securities said in a note Monday.The study showed statistically significant and clinically meaningful improvements in progression-free and overall survival for Ziihera in combination with chemotherapy, with or without the PD-1 inhibitor tislelizumab. Jazz plans to submit a supplemental Biologics License Application for this indication in the US in the first half of 2026.UBS raised its Ziihera peak sales assumption to about $1.5 billion from its prior guidance of $730 million.Despite the oncology upside, the investment firm flagged headwinds in the sleep franchise, citing intensifying competition and pressure from generic drugs.UBS now models a 2026 to 2029 EPS compound annual growth rate of about 8% and said the stock's current valuation already reflects much of the Zi","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00BN0W2T93.GBP":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (GBP) ACC","JAZZ":"爵士制药","LU0320765992.SGD":"FTIF - Franklin Biotechnology Discovery A Acc SGD","BK4532":"文艺复兴科技持仓","IE00BN0W2W23.USD":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0109394709.USD":"富兰克林生物科技新领域基金A (acc)","LU0823416689.USD":"BNP PARIBAS HEALTH CARE INNOVATORS \"C\" (USD) ACC","LU0889565916.HKD":"FRANKLIN BIOTECHNOLOGY DISCOVERY \"A\" (HKD) ACC","IE00BN0W2V16.EUR":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (EUR) ACC","BK4007":"制药"},"translate_title":"瑞银表示，爵士乐从Ziihera数据中获益，上涨空间已被定价","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JAZZ":1},"content_text":"Jazz Pharmaceuticals (JAZZ) received a boost from positive topline data from a late-stage study of Ziihera in gastro-esophageal adenocarcinoma, which uplifts the company's oncology revenue outlook but is largely priced in, UBS Securities said in a note Monday.The study showed statistically significant and clinically meaningful improvements in progression-free and overall survival for Ziihera in combination with chemotherapy, with or without the PD-1 inhibitor tislelizumab. Jazz plans to submit a supplemental Biologics License Application for this indication in the US in the first half of 2026.UBS raised its Ziihera peak sales assumption to about $1.5 billion from its prior guidance of $730 million.Despite the oncology upside, the investment firm flagged headwinds in the sleep franchise, citing intensifying competition and pressure from generic drugs.UBS now models a 2026 to 2029 EPS compound annual growth rate of about 8% and said the stock's current valuation already reflects much of the Ziihera outcome.The firm downgraded Jazz Pharmaceuticals to neutral from buy and raised its price target to $188 from $163.Shares of the company were up 2.4% in recent trading.Price: 181.16, Change: +4.23, Percent Change: +2.39","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2586496706","isCrawlerRequest":true}