Reminder: Expert Access Today in 1-hour: Barclays Hosted: The Franchises – JAZZ Xywav IP: The Latest, The Scenarios, And Potential Outcomes With IP Expert

研报英文原文证据摘录

Reminder: Expert Access Today in 1-hour: Barclays Hosted: The Franchises – JAZZ Xywav IP: The Latest, The Scenarios, And Potential Outcomes With IP Expert

Event Description

We're hosting a call with an IP litigation expert to discuss ongoing litigation with Xywav,

where current lawsuits stand, what’s next, and potential outcome scenarios. In 2025,

Xywav delivered sales of $1.6Bn with consensus projecting peak sales of $1.7Bn in 2026.

JAZZ is currently engaged in ongoing litigation with Lupin and TEVA on generic Xywav and

Tris Pharma (private, not covered), which has filed an NDA application with Xywav as one

of the reference-listed drugs. Given the relative importance of Xywav to JAZZ’s CNS

portfolio, earlier-than-expected entrance of a Xywav alternatives or a settlement with filers

beyond what consensus assumes could have a material affect on JAZZ's valuation.

Key topics of discussion will include the following:

•• Detailed discussion on Xywav IP and IP expiration

•• The ongoing Xywav litigation and the potential scenarios and outcomes for Tris Pharma

•• Detailed discussion on the generic ANDA filers Teva and Lupin

Relevant Research

Barclays Hosted: The Franchises – Why You Shouldn’t Lose Any Sleep Over JAZZ’s CNS

Portfolio

Takeaways from KOL Call on JAZZ's CNS Drivers: Xywav Uniquely Positioned, Epidiolex

Revenue Sticky With Upside in FOS

JAZZ: Initiating Coverage at Overweight: Downside Protected by Sticky Neuro Business,

Upside Opportunity in Oncology

Meet the Speaker

Sashank Upadhye, J.D

Shashank Upadhye JD is a Patent Law expert and Partner at Upadhye Tang LLP. He is a

leader in patent and FDA law. Upadhye Tang LLP is a boutique law firm specializing in IP,

FDA, and commercial law in drug, device, food & bev., CBD, and supplement spaces. He is a