JAZZ
I don't think FY 26 Will be a slower growth story especially if the acquisition drug hits (That is and if) as well as the successful launch and expansion over time of Zantidamab, which I believe will occur. I think the reason why this is happening is often times when eps estimates go up significantly like they have for FY 25 over the last 30-60 -90 day, the next FY eps by analysts don't rise as much in the beginnign, hence given the impression of coming bad comps, when it reality they have raised FY 25 number without reevaluating FY 26 eps models.
Most of there main drugs are growing and most of them have patents protection into the 2030's which is another reason why I like JAZZ. As XYREM becomes less and less of revs that is also another headwind to revenue growth being removed. I guarantee you XYREM revs can't drop another 336 million this year (what happened in FY 24), considering it is only 233 million in revs in FY 24. Don't get me wrong those revs will be down again, it is just as it gets to be a smaller base it will not have the effect on the collective growth of the company's revs. I think the company will earn $24-25 this year when all said and done, and I wouldn't be surprised if we are in the upper 20's next year. Granted whether that helps the ridiculous price action even if that does happen remains to be seen. All is just my opinion, and I could always be wrong though.
Market Data 
Markets 
AI
