ReportGem ReportGem 中文

GLOBAL RESEARCH ARCHIVE

JAZZ: Highlights from the RBC Healthcare Conference

Published: 2026-05-19Institution: RBC Capital MarketsCompany / ticker: JAZZ.OQPages: 5Original language: 英语Evidence page: 1

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

The English excerpt is extracted automatically from the cited source page and may contain layout or recognition errors. It is never batch translated.

Open report viewer