Jazz Pharmaceuticals (JAZZ) Earnings Call Presentation

IMforte Trial Results and Implications - The IMforte trial demonstrated a statistically significant improvement in Progression-Free Survival (PFS) and Overall Survival (OS) with first-line (1L) maintenance treatment using lurbinectedin + atezolizumab versus atezolizumab alone in patients with Extensive-Stage Small Cell Lung Cancer (ES-SCLC)[29, 77] - The median PFS was 54 months with lurbinectedin + atezolizumab compared to 21 months with atezolizumab alone, with a stratified Hazard Ratio (HR) of 054 (95% CI 043, 067) and a p-value of less than 00001[49] - The median OS was 132 months with lurbinectedin + atezolizumab compared to 106 months with atezolizumab alone, with a stratified HR of 073 (95% CI 057, 095) and a p-value of 00174[55] - The combination therapy showed a manageable safety profile, with most Adverse Events (AEs) being low grade and treatment discontinuation rates remaining low[29, 77] Zepzelca Commercial Opportunity - The company views the IMforte data as practice-changing, potentially establishing Zepzelca as a foundational treatment in ES-SCLC[94] - The company plans to drive further adoption of the 1L maintenance regimen with Zepzelca + atezolizumab[92] - The company intends to continue the use of Zepzelca in second-line (2L+) Zepzelca-naïve patients[93] Regulatory and Development - The supplemental New Drug Application (sNDA) for Zepzelca has been granted Priority Review, with a Prescription Drug User Fee Act (PDUFA) target date of October 7, 2025[86] Zanidatamab Potential - The company anticipates zanidatamab to have a peak potential exceeding $2 billion across multiple HER2+ tumors[2, 20]