GLOBAL RESEARCH ARCHIVE
JAZZ: Highlights from the RBC Healthcare Conference
Research evidence excerpt
JAZZ: Highlights from the RBC Healthcare Conference
u BC sales by 2035.
• Zani can also serve as a backbone for combination approaches, such as with HER2 TKIs, and JAZZ is currently engaged in active
collaborations that can build a next wave of opportunity for the drug.
• Building on zani's profile, team also indicated a potential to move across the oncology space including into the neoadjuvant
space for breast and gastric cancers, presenting an exciting opportunity to expand the market for zani, as well as non-small lung
cancer (where overexpression of HER2 can be an underappreciated driver with few therapies) and other rare tumors.
• On sleep, the team remains dedicated to the franchise, noting it has evolved as they have been expecting, and they remain
believers in Xywav's benefit as it may be the only agent addressing one of the root causes for hypersomnia - disrupted nighttime
sleeplessness.
• The team remains interested in orexin and will bring forward another molecule.
• Further, the team remains excited about epilepsy franchise both with Epidiolex as a potential backbone therapy with great
efficacy and a well-tolerated profile in many rare epilepsies, as well as future expansion with novel agents such as Kv7, Kv4, and
absence seizure targeting agents.
• The team also noted that Modeyso had a successful launch in the rare glioma space, and they remain confident that it will
continue to perform in 2L with a potential to move into 1L which can grow the opportunity; and we see a $650M oppt'y for
the drug.
All values in USD unless otherwise noted. Priced as of prior trading day's market close, EST (unless otherwise noted).
Disseminated: May 19, 2026 10:27EDT; Produced: May 19, 2026 10:27EDT
For Required Conflicts Disclosures, see page 2
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