Jazz Pharmaceuticals Plc · NASDAQ:JAZZ
Jazz Pharmaceuticals — Investor Presentation (September 2026)
27 slides from Jazz Pharmaceuticals's investor presentation, September 2026
Slide 1: Corporate Overview
Corporate Overview Innovating to Transform the Lives of Patients and Their Families September 2026
Slide 2: Caution Concerning Forward-Looking Statements
Transforming Lives. Redefining Possibilities. Caution Concerning Forward-Looking Statements This presentation contains forward-looking statements, including, but not limited to, statements related to: the company’s growth prospects and future financial and operating results, including the company’s
Slide 3: Non-GAAP Financial Measures
Transforming Lives. Redefining Possibilities. Non-GAAP Financial Measures To supplement Jazz Pharmaceuticals’ financial results and guidance presented in accordance with U.S. GAAP, the company uses certain non-GAAP (also referred to as adjusted or non-GAAP adjusted) financial measures in this presen
Slide 4: Dedicated to developing life-changing medicines for people with rare disease
At Jazz, we are dedicated to developing life-changing medicines for people with rare disease – often with limited or no therapeutic options 4
Slide 5: Strong Execution Across Franchises Drives 2026 Revenue Guidance Increase
Strong Execution Across Franchises Drives 2026 Revenue Guidance Increase 2Q26 Execution Financial Upcoming Highlights Strength Milestones Commercial: Robust 2Q26: • Xywav (+13% YoY) • Record quarterly revenues of $1.2B (+16% YoY) • HERIZON-GEA-01 Arm B OS statistically • Epidiolex (+16% YoY) • Doubl
Slide 6: Refined Strategic Focus on Rare Disease
Refined Strategic Focus on Rare Disease Attractive Growth Market That Plays to Jazz’s Strengths Rare Disease High unmet need Small patient populations RARE RARE RARE NEW RARE ONCOLOGY EPILEPSY SLEEP THERAPEUTIC Concentrated call points AREAS Differentiated support services Lower competitive intensit
Slide 7: Actio Acquisition: Building on Success in Rare Epilepsies
Actio Acquisition: Building on Success in Rare Epilepsies Jazz to acquire Actio Biosciences expanding rare epilepsies portfolio • Strong strategic fit that is complementary to Jazz’s existing development and commercial expertise in rare pediatric epilepsy; Transaction expected to close by 4Q26 • Add
Slide 8: Key Commercial Products
Key Commercial Products Highly Differentiated Medicines for Patients with Serious Diseases 8
Slide 9: Successful Commercial Execution in Rare Disease
Successful Commercial Execution in Rare Disease 20+ years of experience building a diverse portfolio of products that make a difference for patients and their families Rare Sleep Rare Epilepsy Rare Oncology Leader in Sleep Expanding Epidiolex development program Proven commercial capabilities Exclus
Slide 10: Xywav: Differentiated by Low Sodium; IH Provides Growth Opportunity
Xywav: Differentiated by Low Sodium; IH Provides Growth Opportunity Xywav remains the #1 branded treatment for narcolepsy1 • Benefits of a highly efficacious and safer treatment option due to reduced sodium content and an individualized dosing regimen continue to resonate with patients and HCPs • FD
Slide 11: Epidiolex: Development Opportunities for Durable Growth
Epidiolex: Development Opportunities for Durable Growth Epidiolex is the #1 branded epilepsy treatment1 • Expanded Epidiolex development opportunities with multiple new clinical trials • Submitted NDA for cannabidiol capsule formulation2 to help broaden utilization and increase flexibility for patie
Slide 12: Now Approved in 1L HER2+ mGEA
Now Approved in 1L HER2+ mGEA Goal: Establish Ziihera as HER2-Targeted Agent of Choice in 1L HER2+ GEA 1. Clinical Education & Differentiation 2. Accelerated Market Access Establishing the new Standard of Care: Ziihera + tislelizumab Leveraging immediate reimbursement: Utilize established, as founda
Slide 13: Zanidatamab: Updated Peak Sales Opportunity of $3-$5B
Zanidatamab: Updated Peak Sales Opportunity of $3-$5B Drivers of Peak Sales Increase: • Approvals in BTC and GEA, derisked investments in existing studies • Additional registrational trials planned in CRC, NSCLC, and early gastric cancer Other HER2- • Additional registrational opportunities in mBC,
Slide 14: Modeyso: Strong Initial Uptake and Early Launch Success
Modeyso: Strong Initial Uptake and Early Launch Success 1 2 3 Disease State Awareness Branded Campaign Launch Launch Exceeding Expectations & Education Strong HCP awareness and CNS WHO Grade 4 glioma1 focus on testing driving The most aggressive form increasing breadth of adoption of glioma Invariab
Slide 15: Zepzelca: Opportunity to Redefine 1L ES-SCLC Treatment Paradigm
Zepzelca: Opportunity to Redefine 1L ES-SCLC Treatment Paradigm FDA approved Zepzelca in combination with Tecentriq as first-line maintenance therapy for ES-SCLC in 4Q25 • Included in NCCN Guidelines as a Category 1 preferred regimen • Addresses significant unmet need: IMforte trial results1 shows m
Slide 16: Pipeline
Pipeline Focused Investments in Promising R&D Portfolio 16
Slide 17: Key Pipeline Programs
Key Pipeline Programs Key Clinical Programs PHASE 1 PHASE 2 PHASE 3 PHASE 4 / REGULATORY Recent / Upcoming Milestones 1L GEA (HERIZON-GEA-01) Now Approved in 1L HER2+ mGEA; Arm B stat sig 1L BTC (HERIZON-BTC-302) Breast cancer patients post T-DXd (EmpowHER-BC-303) Anticipate top-line data late 2027
Slide 18: Robust Ongoing Zanidatamab Development Program
Robust Ongoing Zanidatamab Development Program PHASE 1 PHASE 2 PHASE 3 RECENT / UPCOMING MILESTONES 1L GEA (HERIZON-GEA-01) Now Approved; Arm B stat sig 1L BTC (HERIZON-BTC-302) 1L BTC confirmatory trial Metastatic breast cancer (mBC) patients post T-DXd (EmpowHER-BC-303) Anticipate top-line data la
Slide 19: Financial Performance
Financial Performance Financial Strength and Discipline Enables Future Growth 19
Slide 20: 2Q26 Financial Results
2Q26 Financial Results Continued Commercial Execution + Financial Discipline 2Q26 2Q25 Key Commentary • 16% increase primarily driven by higher Xywav, Modeyso, Total Revenues $1,208.3M $1,045.7M Epidiolex, and Zepzelca revenues Non-GAAP Gross Margin1 92.1% 92.7% • Slight decrease primarily due to ro
Slide 21: 2026 Financial Guidance
2026 Financial Guidance Raising Revenue and Updating Expense Guidance1 Updated 2026 Guidance Prior Guidance Key Commentary (as of August 3, 2026) (as of May 5, 2026) • Continue to expect double-digit growth for combined rare oncology + epilepsy revenue Total Revenues $4.60 - $4.75B $4.25 - $4.50B •
Slide 22: Well Positioned to Succeed in Rare Disease
Well Positioned to Succeed in Rare Disease Research and Commercial Corporate Development Development Strong Financial $1.2B $824M $2.2B Position Total revenues1 Cash from operations2 Cash, cash equivalents, and investments3 1For the quarter ended June 30, 2026; 2For the six months ended June 30, 202
Slide 23: Appendix
Appendix ¢€ Jazz Pharmaceuticals
Slide 24: Glossary
Glossary Acronym Definition Acronym Definition 1L First-line IPR&D In-process research and development 2L Second-line JME Juvenile myoclonic epilepsy Actio Actio Biosciences, Inc. LGS Lennox-Gastaut syndrome AG Authorized generic M Millions ANI/ANL Adjusted net income/Adjusted net loss NCCN National
Slide 25: Reconciliation of GAAP Reported to Non-GAAP Adjusted Information
Reconciliation of GAAP Reported to Non-GAAP Adjusted Information1 Three Months Ended June 30, In millions, except per share amounts 2026 2025 (unaudited) Net Income Diluted EPS Net Loss Diluted LPS GAAP reported $192.8 $2.78 $(718.5) $(11.74) Intangible asset amortization 170.0 2.45 162.1 2.65 Share
Slide 26: Reconciliation of GAAP Reported to Non-GAAP Adjusted Information
Reconciliation of GAAP Reported to Non-GAAP Adjusted Information1 Three Months Ended June 30, (In millions, except percentages) 2026 2025 GAAP gross margin on total revenues 90.4 % 88.9 % Acquisition accounting inventory fair value step-up 1.3 % 3.5 % Share-based compensation expense 0.4 % 0.3 % Non
Slide 27: Reconciliation of GAAP to Non-GAAP Adjusted 2026 Guidance
Reconciliation of GAAP to Non-GAAP Adjusted 2026 Guidance 1 Projected Range (In millions, except percentages) Low High GAAP gross margin on total revenues 89 % 90 % Acquisition accounting inventory fair value step-up 1% 1% Non-GAAP gross margin1 on total revenues 90 % 91 % GAAP SG&A expenses $1,506
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