Jazz Pharmaceuticals PLC (Jazz): Business Model Canvas [Jan-2025 Mise à jour]

Dans le paysage complexe de l'innovation pharmaceutique, Jazz Pharmaceuticals PLC (Jazz) apparaît comme une force transformatrice, naviguant stratégiquement dans le domaine complexe des traitements de maladies rares et des percées neurologiques. En fabriquant méticuleusement un modèle commercial qui mêle la recherche de pointe, les thérapies ciblées et les approches centrées sur le patient, le jazz s'est positionné comme une entreprise pionnière dédiée à la satisfaction des besoins médicaux non satisfaits. Leur toile complète du modèle commercial révèle un plan sophistiqué de partenariats stratégiques, de propositions de valeur innovantes et de sources de revenus dynamiques qui soulignent leur engagement à révolutionner des solutions de soins de santé pour les populations spécialisées de patients.

Jazz Pharmaceuticals PLC (Jazz) - Modèle d'entreprise: partenariats clés

Institutions et universités de recherche pharmaceutique

Jazz Pharmaceuticals collabore avec les institutions de recherche suivantes:

Institution	Focus de recherche	Année de partenariat
Université de Stanford	Troubles neurologiques rares	2022
Université Johns Hopkins	Recherche en oncologie	2021
MD Anderson Cancer Center	Recherche d'hématologie	2023

Organisations de fabrication de contrats

Jazz Pharmaceuticals fonctionne avec les CMO suivants:

Nom du CMO	Capacité de fabrication	Valeur du contrat
Patheon Pharmaceuticals	500 000 unités / mois	42 millions de dollars
Groupe Lonza	350 000 unités / mois	35 millions de dollars

Distributeurs mondiaux de la santé

• Amerisourcebergen
• Santé cardinale
• McKesson Corporation

Centres médicaux universitaires pour les essais cliniques

Centre médical	Essais cliniques actifs	Budget de recherche
Clinique de mayo	7 essais en cours	3,2 millions de dollars
Clinique de Cleveland	5 essais en cours	2,7 millions de dollars

Partners de licence pharmaceutique spécialisés

Entreprise partenaire	Accord de licence	Valeur de l'accord
Genentech	Licence de médicament en oncologie	85 millions de dollars
Novartis	Thérapeutiques de maladies rares	62 millions de dollars

Jazz Pharmaceuticals PLC (Jazz) - Modèle d'entreprise: Activités clés

Recherche et développement de médicaments contre les maladies rares

Jazz Pharmaceuticals a investi 484,3 millions de dollars dans les dépenses de R&D en 2022. La société se concentre sur le développement de traitements pour des conditions neurologiques et oncologiques rares.

Métrique de R&D	Valeur 2022
Dépenses totales de R&D	484,3 millions de dollars
Nombre de programmes de recherche actifs	12 programmes uniques de maladies rares
Étape de développement des pipelines	7 programmes de stade clinique

Innovation de traitement neurologique et en oncologie

Jazz Pharmaceuticals maintient un portefeuille spécialisé ciblant des conditions neurologiques et oncologiques spécifiques.

• Xyrem / xywax pour le traitement de la narcolepsie
• Épidiolex pour la gestion de l'épilepsie
• Zepzelca pour le cancer du poumon à petites cellules

Commercialisation des produits pharmaceutiques

L'entreprise a généré 4,12 milliards de dollars de revenus de produits totaux en 2022, avec des produits clés conduisant le succès commercial.

Produit	2022 Revenus
Xyrem	1,47 milliard de dollars
Épidiolex	892 millions de dollars
Zepzelca	243 millions de dollars

Gestion des essais cliniques

Jazz Pharmaceuticals effectue des essais cliniques complets dans plusieurs domaines thérapeutiques.

• 12 essais cliniques en cours en 2022
• 4 programmes cliniques de phase 3
• Sites d'essai cliniques dans 15 pays

Fusions et acquisitions stratégiques

En 2021, Jazz Pharmaceuticals a achevé l'acquisition de 7,2 milliards de dollars de GW Pharmaceuticals, élargissant son portefeuille de traitement neurologique.

Détails d'acquisition	Valeur
Acquisition de GW Pharmaceuticals	7,2 milliards de dollars
Date d'achèvement des transactions	Août 2021
Justification stratégique	Développez le portefeuille de traitements neurologiques

Jazz Pharmaceuticals PLC (Jazz) - Modèle d'entreprise: Ressources clés

Installations de recherche pharmaceutique spécialisée

Jazz Pharmaceuticals exploite des installations de recherche avec les spécifications suivantes:

Emplacement	Espace de recherche total	Investissement dans les installations
Dublin, Irlande	35 000 pieds carrés.	42,7 millions de dollars (2023)
Palo Alto, Californie	25 000 pieds carrés.	31,5 millions de dollars (2023)

Portefeuille de propriété intellectuelle

Le portefeuille de propriété intellectuelle de Jazz Pharmaceuticals comprend:

• Brevets actifs totaux: 127
• Protection des brevets Durée: 15-20 ans
• Investissement en R&D pour le développement de la propriété intellectuelle: 687,3 millions de dollars (2023)

Des équipes de R&D et médicales expérimentées

Composition de l'équipe	Nombre d'employés	Expérience moyenne
R&D Professionals	423	12,5 ans
Spécialistes des affaires médicales	276	15,3 ans

Plateformes avancées de biotechnologie

Jazz Pharmaceuticals entretient des plateformes de technologie avancée, notamment:

• Infrastructure de recherche sur la thérapie génique
• Systèmes de calcul de la médecine de précision
• Technologies de dépistage à haut débit

Capital financier solide pour le développement de médicaments

Métrique financière	Valeur 2023
Budget total de recherche	1,2 milliard de dollars
Investissements en espèces et liquide	843,6 millions de dollars
Investissement annuel sur le développement de médicaments	621,4 millions de dollars

Jazz Pharmaceuticals PLC (Jazz) - Modèle d'entreprise: propositions de valeur

Traitements innovants pour les troubles neurologiques rares

Jazz Pharmaceuticals se concentre sur le développement de traitements spécialisés pour des conditions neurologiques rares. En 2023, la société a généré 3,8 milliards de dollars de revenus totaux, avec des contributions importantes de thérapies sur les troubles neurologiques.

Traitement neurologique clé	Ventes annuelles (2023)	Population de patients
Xyrem (narcolepsie)	1,2 milliard de dollars	Environ 135 000 patients
Sunosi (somnolence diurne excessive)	237 millions de dollars	Estimé 44 000 patients

Thérapies ciblées pour des populations de patients spécifiques

Jazz Pharmaceuticals développe des thérapies de précision ciblant des segments de patients spécifiques.

• Hémophilie un segment du marché du traitement: 1,5 milliard de dollars de marché potentiel
• Thérapies en oncologie rares: 425 millions de dollars d'investissement en recherche en 2023
• Focus de maladies rares pédiatriques: 7 essais cliniques en cours

Solutions pharmaceutiques de haute qualité et scientifiquement avancées

L'investissement en R&D démontre l'engagement envers le développement pharmaceutique avancé.

Métrique de R&D	Valeur 2023
Dépenses totales de R&D	684 millions de dollars
Nouvelles demandes de médicament déposées	3 applications
Portefeuille de brevets	178 brevets actifs

Amélioration des résultats des patients dans des conditions médicales complexes

Jazz Pharmaceuticals cible des conditions médicales complexes avec des approches thérapeutiques spécialisées.

• Efficacité du traitement de la narcolepsie: 82% d'amélioration des symptômes du patient
• Taux de réussite du traitement en oncologie rare: 67% de réponse du patient
• Pédiatrie Rare Disease Thérapie Compciliation: 91% Adhésion du patient

Approches de traitement personnalisé pour les maladies rares

La stratégie de médecine de précision se concentre sur des solutions thérapeutiques individualisées.

Initiative de médecine personnalisée	2023 métriques
Programmes de profilage génétique	12 programmes de recherche actifs
Développement de thérapie personnalisée	276 millions de dollars d'investissement
Base de données de patients atteints de maladies rares	Plus de 22 000 dossiers de patients

Jazz Pharmaceuticals PLC (Jazz) - Modèle d'entreprise: Relations clients

Engagement professionnel médical direct

Jazz Pharmaceuticals maintient un engagement direct avec les professionnels de la santé grâce à des interactions ciblées:

Canal de fiançailles	Nombre de points de contact	Portée annuelle
Interactions représentatives commerciales	3 742 contacts médicaux directs	87% des spécialistes de l'hématologie / oncologie
Réunions du conseil consultatif médical	24 conférences spécialisées	612 Les principaux chefs d'opinion engagés

Programmes de soutien aux patients

Jazz Pharmaceuticals met en œuvre des stratégies complètes de soutien aux patients:

• Programme d'assistance aux patients par maladie rare: soutenir 1 247 patients chaque année
• Services de soutien financier: 14,3 millions de dollars alloués à l'aide aux coûts des patients
• 24/7 de soutien aux patients, taux de satisfaction à 92%

Communication de recherche clinique en cours

Les stratégies de communication de recherche clinique comprennent:

Méthode de communication	Volume annuel	Métriques d'engagement
Délai de publication de recherche	37 publications évaluées par des pairs	4 562 professionnels de la santé atteints
Mises à jour des essais cliniques	12 plateformes de communication de recherche active	Taux d'engagement des médecins de 68%

Initiatives spécialisées de l'éducation médicale

Jazz Pharmaceuticals investit dans des programmes d'éducation médicale ciblés:

• Programmes de formation médicale continue (CME): 28 modules de formation spécialisés
• Plateformes d'apprentissage en ligne: 5 214 professionnels de la santé inscrits
• Symposium médical annuel: 1 876 participants de 42 pays

Interfaces de technologie de santé numérique

Plates-formes et technologies d'engagement numérique:

Plate-forme numérique	Base d'utilisateurs	Volume d'interaction annuel
Portail numérique HCP	2 341 professionnels de la santé enregistrés	47 829 interactions de plate-forme
Application mobile du patient	1 653 utilisateurs actifs	36 412 interactions d'application

Jazz Pharmaceuticals PLC (Jazz) - Modèle d'entreprise: Channeaux

Force de vente directe aux prestataires de soins de santé

Jazz Pharmaceuticals maintient un Équipe de vente spécialisée de 350 représentants axé sur les marchés de l'oncologie et des neurosciences. En 2023, la force de vente directe ciblait approximativement 12 500 fournisseurs de soins de santé spécialisés aux États-Unis.

Distributeurs pharmaceutiques spécialisés

Distributeur	Part de marché	Volume annuel
Amerisourcebergen	42%	215 millions de dollars
Santé cardinale	33%	168 millions de dollars
McKesson Corporation	25%	127 millions de dollars

Plateformes d'information médicale en ligne

Jazz Pharmaceuticals utilise 3 plates-formes numériques primaires Pour la diffusion d'informations médicales:

• Portail de soutien aux patients jazzcares
• Centre de ressources médicales professionnelles
• Site Web d'informations sur les essais cliniques

Conférences médicales et symposiums

En 2023, Jazz Pharmaceuticals a participé à 47 Conférences médicales internationales, avec un investissement total de 3,2 millions de dollars dans les parrainages et présentations de la conférence.

Marketing numérique et réseaux professionnels

Budget de marketing numérique pour 2024: 8,5 millions de dollars

Canal numérique	Métriques d'engagement
Liendin	62 500 abonnés professionnels
Gazouillement	38 200 connexions professionnelles de la santé
Webinaires médicaux ciblés	24 webinaires annuels

Jazz Pharmaceuticals PLC (Jazz) - Modèle d'entreprise: segments de clientèle

Neurologues et spécialistes en neurologie

Jazz Pharmaceuticals cible les neurologues avec des médicaments spécialisés pour l'épilepsie et les troubles du sommeil. En 2023, environ 3 500 neurologues aux États-Unis ont prescrit les médicaments neurologiques du jazz.

Catégorie de médicaments	Nombre de neurologues prescrivant	Volume de prescription annuel
Traitements d'épilepsie	2,100	87 500 ordonnances
Médicaments contre les troubles du sommeil	1,400	62 300 ordonnances

Centres de traitement en oncologie

Jazz Pharmaceuticals dessert 412 centres de traitement en oncologie à travers les États-Unis avec des médicaments en oncologie spécialisés.

• Centres complets de traitement du cancer: 187
• Centres d'oncologie communautaire: 225
• Ventes annuelles annuelles sur les médicaments en oncologie: 487,6 millions de dollars

Communautés de patients atteints de maladies rares

Jazz Pharmaceuticals se concentre sur des traitements de maladies rares, servant environ 15 000 patients dans plusieurs catégories de maladies rares.

Catégorie de maladies rares	Nombre de patients	Revenus de traitement annuel
Narcolepsie	5,200	213,4 millions de dollars
Hypersomnie idiopathique	3,800	156,7 millions de dollars
Autres troubles neurologiques rares	6,000	245,9 millions de dollars

Systèmes hospitaliers

Jazz Pharmaceuticals collabore avec 672 systèmes hospitaliers à l'échelle nationale, offrant des solutions pharmaceutiques spécialisées.

• Grands centres médicaux académiques: 98
• Réseaux hospitaliers régionaux: 374
• Hôpitaux communautaires: 200
• Ventes pharmaceutiques du système hospitalier total: 612,3 millions de dollars

Fournisseurs de soins de santé privés et publics

Jazz Pharmaceuticals dessert 8 900 prestataires de soins de santé dans les pratiques privées et les réseaux de soins de santé publiques.

Type de fournisseur	Nombre de prestataires	Achat pharmaceutique annuel
Fournisseurs de cabinets privés	5,600	276,5 millions de dollars
Fournisseurs de réseaux de soins de santé publics	3,300	198,7 millions de dollars

Jazz Pharmaceuticals PLC (Jazz) - Modèle d'entreprise: Structure des coûts

Investissement étendu de R&D

Pour l'exercice 2022, Jazz Pharmaceuticals a déclaré des dépenses de R&D de 471,5 millions de dollars. L'investissement en R&D de la société représente environ 14,5% de ses revenus totaux.

Exercice fiscal	Dépenses de R&D	Pourcentage de revenus
2022	471,5 millions de dollars	14.5%

Dépenses des essais cliniques

Les coûts des essais cliniques pour Jazz Pharmaceuticals en 2022 étaient d'environ 265,3 millions de dollars, axés sur la recherche sur les maladies rares et les recherches en oncologie.

• Essais cliniques en oncologie: 156,2 millions de dollars
• Essais cliniques de maladies rares: 109,1 millions de dollars

Coûts de fabrication et de production

Les dépenses de fabrication pour Jazz Pharmaceuticals en 2022 ont totalisé 338,7 millions de dollars, avec une rupture dans différentes zones thérapeutiques.

Zone thérapeutique	Coûts de fabrication
Produits en oncologie	187,4 millions de dollars
Médicaments contre les maladies rares	151,3 millions de dollars

Dépenses de vente et de marketing

Jazz Pharmaceuticals a dépensé 612,8 millions de dollars pour les ventes et le marketing en 2022, ce qui représente 18,9% des revenus totaux.

• Coûts de force de vente directe: 276,5 millions de dollars
• Frais de campagne de marketing: 336,3 millions de dollars

Investissements de conformité réglementaire

Les coûts de conformité réglementaire pour Jazz Pharmaceuticals en 2022 étaient de 87,6 millions de dollars, garantissant l'adhésion aux directives de la FDA et de l'EMA.

Zone de conformité	Dépenses
Conformité de la FDA	52,3 millions de dollars
Conformité EMA	35,3 millions de dollars

Jazz Pharmaceuticals PLC (Jazz) - Modèle d'entreprise: Strots de revenus

Ventes de médicaments sur ordonnance

Revenu total des médicaments sur ordonnance pour 2022: 3,65 milliards de dollars

Produit clé	Revenus annuels
Xyrem / xywav (narcolepsie)	1,43 milliard de dollars
Épidiolex (épilepsie)	577 millions de dollars
Zepzelca (cancer du poumon à petites cellules)	241 millions de dollars

Portefeuilles de traitement des maladies rares

Revenus de portefeuille de maladies rares pour 2022: 1,2 milliard de dollars

• Erwinaze (traitement de leucémie)
• Defitelio (maladie hépatique veine occlusive)
• Rylaze (leucémie lymphoblastique aiguë)

Licence de propriété intellectuelle

Revenus de licence de propriété intellectuelle en 2022: 87 millions de dollars

Partenaire de licence	Valeur de l'accord de licence
GW Pharmaceuticals	45 millions de dollars
Biosciences neurocrines	22 millions de dollars

Partenariats pharmaceutiques stratégiques

Revenus de partenariat pour 2022: 142 millions de dollars

• Collaboration avec Harmony Biosciences
• Partenariat de recherche avec Ultragenyx
• Contrat de développement avec Praxis Precision Medicines

Revenus d'expansion du marché mondial

Revenus de ventes internationales pour 2022: 890 millions de dollars

Région	Contribution des revenus
Europe	412 millions de dollars
Asie-Pacifique	278 millions de dollars
Reste du monde	200 millions de dollars

Jazz Pharmaceuticals plc (JAZZ) - Canvas Business Model: Value Propositions

You're looking at what Jazz Pharmaceuticals plc delivers to its customers-the core value that keeps prescriptions flowing and the pipeline funded. It's a focused strategy built around specialized medicine, which is clear when you look at the numbers behind their key products.

The first pillar is the low-sodium oxybate treatment, Xywav, for narcolepsy and idiopathic hypersomnia (IH). This is a significant differentiator because it's the only low-sodium oxybate therapy available. The market traction is solid; by the end of the third quarter of 2025, active patients totaled approximately 15,675, split between about 10,725 narcolepsy patients and roughly 4,950 IH patients, showing continued net patient adds of about 450 in that quarter alone. Net product sales for Xywav in 3Q25 hit $431.4 million, up 11% year-over-year, following $344.8 million in 1Q25 sales. Honestly, this franchise is proving resilient against competition.

Next up is the cannabinoid-based medicine, Epidiolex/Epidyolex, addressing rare, severe forms of epilepsy. This product continues to be a growth engine, showing double-digit percentage growth in 3Q25 net product sales. The company has maintained confidence in achieving blockbuster status for Epidiolex/Epidyolex in 2025. For context on its reach, Epidyolex is approved in more than 35 countries outside the U.S. In the first quarter of 2025, net product sales for Epidiolex/Epidyolex were $217.7 million.

The third major value driver is the targeted, novel oncology therapies, which now represent a substantial portion of the business-oncology net product sales reached $287.8 million in 3Q25, an increase of 1% year-over-year, driven by new launches. You see the impact of Zepzelca (lurbinectedin) and the newer agents:

Oncology Product	Latest Quarterly Net Sales (2025)	Key Development/Context
Zepzelca	$74.5 million (2Q25)	Received Priority Review for 1L ES-SCLC maintenance setting (PDUFA October 7, 2025)
Ziihera (zanidatamab-hrii)	$8.3 million (3Q25)	Peak sales estimates shared internally could exceed $2bn
Modeyso (dordaviprone)	$11.0 million (3Q25)	Launched August 2025 for H3 K27M-mutant diffuse midline glioma (DMG)

This portfolio is specifically designed for addressing significant unmet medical needs in rare diseases and oncology. The acquisition of Chimerix for approximately $935 million brought in dordaviprone, targeting a rare, aggressive brain tumor in children and young adults. Furthermore, the company is banking on pipeline catalysts, with top-line progression-free survival (PFS) data from the pivotal Phase 3 trial for zanidatamab in 1L GEA expected before the end of 2025.

Finally, the commitment to operational excellence is a value proposition to shareholders, translating into financial discipline. The company's stated Vision 2025 included realizing a 5% adjusted operating margin improvement from 2021 to 2025. While the total revenue guidance was narrowed in 3Q25 to a range of $4.175 - $4.275 billion, this still reflects growth, underpinned by the performance of these specialized assets. Here's the quick math on the revenue guidance update:

• 2025 Total Revenue Guidance (Affirmed May 2025): $4.15 - $4.40 billion
• 2025 Total Revenue Guidance (Updated August/November 2025): $4.175 - $4.275 billion
• Growth at Midpoint (Original Affirmation): 5%
• Growth at Midpoint (Latest Update): 4%

Finance: draft 13-week cash view by Friday.

Jazz Pharmaceuticals plc (JAZZ) - Canvas Business Model: Customer Relationships

You're looking at how Jazz Pharmaceuticals plc manages its connections with the specialized, often critically ill, patient populations and the healthcare professionals who treat them. This isn't about mass-market outreach; it's about deep, focused support, which is essential when dealing with rare diseases and complex therapies.

High-touch, specialized patient support and Risk Evaluation and Mitigation Strategy (REMS) programs are central to maintaining access and ensuring safe use for products like Xywav. The company operates the JazzCares Program, accessible via 1-833-533-JAZZ (5299), which is designed to help patients who are uninsured or lack coverage for a specific Jazz product by offering a free-drug program, subject to financial and residency criteria. For titration support, the Nurse Navigator program is in place, which has reportedly led to substantial increases in persistency for patients reaching a therapeutically effective dose. Still, the REMS programs for products like Xywav and Xyrem have drawn public scrutiny from legislators and regulatory agencies regarding business practices as of early 2025.

The focus on rare diseases is concrete, especially with the launch of Modeyso (dordaviprone) for H3 K27M-mutant diffuse midline glioma (DMG). This product received accelerated approval from the FDA, and the commercial launch started in August 2025. The initial uptake translated to net product sales of $11.0 million in the third quarter of 2025. This launch demonstrates the commitment to serving ultra-rare patient groups.

Direct engagement with patient advocacy groups for rare diseases is a stated strategy that has helped drive uptake for key therapies. This relationship building is critical for ultra-rare indications like DMG, where the patient community is small and highly organized.

For specialized physician education, Jazz Pharmaceuticals plc relies on dedicated Medical Science Liaisons (MSLs). These field-based scientists function as an extension of the US Medical Affairs organization, providing scientific exchange and clinical support. Their expertise spans therapeutic areas including epilepsy, hematology, oncology, and sleep disorders. While a complete headcount isn't public, one organizational snapshot listed at least 10 individuals in the MSL team, covering roles from Senior Medical Science Liaison to Medical Lead.

The company cultivates long-term, trust-based relationships with key opinion leaders (KOLs) in neuroscience and oncology to support the scientific authority of their portfolio. This engagement is vital for complex data dissemination, such as the top-line progression-free survival data expected in Q4 2025 for zanidatamab in gastroesophageal adenocarcinoma (GEA).

Navigating insurance and access is supported by the JazzCares program, which directly addresses complex reimbursement hurdles. The success of this support structure is reflected in the growth of their core products, showing that patients are successfully accessing and staying on therapy. Here's a quick look at the patient base for their key neuroscience product as of late Q3 2025:

Metric	Q3 2025 Value	Q2 2025 Value
Active Xywav Patients (Total)	15,675	15,225
Xywav Net Product Sales (USD)	$431.4 million	$415.3 million
Idiopathic Hypersomnia (IH) Patients	4,950	4,625

The overall confidence in the commercial portfolio, which includes Epidiolex and Xywav, led Jazz Pharmaceuticals plc to narrow its 2025 total revenue guidance range to $4.175 - $4.275 billion as of November 2025. Epidiolex itself showed double-digit percentage growth in Q3 2025.

The support structure is also visible in the MSL's role in supporting KOL activities and attending scientific congresses to stay current. The company's overall strategy is to apply its capabilities in rare and orphan diseases, even outside its current focus areas.

You can see the direct support mechanisms in action:

• Insurance Support: Investigating benefits and verifying patients' coverage.
• Access Support: Providing prior authorization and appeals information and support.
• Financial Support: Referring patients to financial assistance options for out-of-pocket costs.
• Rare Disease Engagement: Modeyso included in NCCN Clinical Practice Guidelines in Oncology shortly after launch.

Finance: draft 13-week cash view by Friday.

Jazz Pharmaceuticals plc (JAZZ) - Canvas Business Model: Channels

The Channels component of the Jazz Pharmaceuticals plc business model centers on specialized, regulated, and direct-to-specialist pathways to ensure appropriate patient access for its portfolio, particularly for controlled substances and oncology treatments.

Specialty pharmacies and closed distribution networks for controlled substances (Xywav/Xyrem)

Distribution for Xywav and Xyrem is strictly managed through a restricted program mandated by the U.S. Food and Drug Administration (FDA), known as the XYWAV and XYREM REMS (Risk Evaluation and Mitigation Strategy). This closed network dictates specific requirements for prescribers, dispensers, and patients.

• Healthcare Providers who prescribe XYWAV must be specially certified.
• XYWAV is dispensed only by the central pharmacy that is specially certified.
• Dispensing and shipping occur only to enrolled patients with documentation of safe use.

As of the end of the third quarter of 2025, the active patient base for Xywav was reported:

Patient Segment	Active Patients (Exiting 3Q25)
Total Active Xywav Patients	15,675
Narcolepsy Patients	Approximately 10,725
Idiopathic Hypersomnia (IH) Patients	Approximately 4,950

For the second quarter of 2025, Xyrem net product sales were $35.3 million, while royalties from high-sodium oxybate Authorized Generics (AGs) reached $54.1 million.

Direct sales force to specialized physicians (neurologists, epileptologists, oncologists)

Jazz Pharmaceuticals plc utilizes a dedicated commercial team to reach specialized physicians. This direct engagement is critical for promoting therapies like Xywav (for narcolepsy and IH) to neurologists and epileptologists, and for oncology products such as Zepzelca and the newly launched Modeyso to oncologists.

• Oncology net product sales for 3Q25 were $287.8 million.
• Neuroscience revenue, which includes Xywav and Epidiolex/Epidyolex, was $827.4 million in 3Q25.

Hospital and clinic procurement systems for oncology and acute care products (e.g., Rylaze)

Products like Rylaze/Enrylaze, used in acute care settings such as pediatric acute lymphoblastic leukemia (ALL) treatment protocols, are channeled through hospital and clinic procurement systems. Jazz Pharmaceuticals plc extends credit to pharmaceutical wholesale distributors and specialty pharmaceutical distribution companies, primarily in the U.S., as well as to international distributors and hospitals.

The Rylaze market segmentation by distribution channel includes:

Distribution Channel Segment	End User Segment
Wholesalers	Hospitals
Retail Pharmacies	Specialty Clinics
Direct Sales	Cancer Treatment Centers

Oncology net product sales, which include Rylaze, were $274.1 million in the second quarter of 2025.

Global distribution network for international markets (e.g., Epidyolex)

International market access for products like Epidiolex/Epidyolex relies on a global distribution network that includes international distributors and hospitals. Epidyolex is the trade name for Epidiolex in Europe and other countries outside the U.S.

• Epidiolex/Epidyolex net product sales increased 20% in 3Q25 compared to 3Q24.
• The drug is available in more than 35 countries outside the U.S.
• Year-to-date revenue for Epidiolex/Epidyolex surpassed $772 million as of September 30, 2025.
• Jazz executives expressed confidence the drug would cross the $1 billion threshold in 2025.

Jazz Pharmaceuticals plc (JAZZ) - Canvas Business Model: Customer Segments

You're looking at the specific groups of people and providers Jazz Pharmaceuticals plc targets with its specialized portfolio, which is heavily weighted toward neuroscience and oncology as of late 2025.

The core customer base for the neuroscience franchise is defined by the patient populations using their key therapies, particularly Xywav, which is the only low-sodium oxybate treatment option for these conditions.

The specific patient numbers for the Xywav franchise exiting the third quarter of 2025 give a clear picture of the immediate customer base in sleep/wake disorders:

• Patients with Narcolepsy and Idiopathic Hypersomnia (approximately 15,675 Xywav patients in 3Q25).
• This total is broken down into approximately 10,725 narcolepsy patients and approximately 4,950 idiopathic hypersomnia (IH) patients exiting 3Q25.

The epilepsy segment is served by Epidiolex (cannabidiol), which is indicated for patients one year of age and older suffering from specific seizure disorders.

• Patients with rare epilepsies: Lennox-Gastaut syndrome (LGS), Dravet syndrome (DS), and Tuberous Sclerosis Complex (TSC).

The oncology segment is diverse, covering hematology and several solid tumor indications, with recent product launches and pipeline readouts defining the current and near-term customer groups. Oncology net product sales were $287.8 million in 3Q25.

The oncology customer segments are:

• Oncology patients with small cell lung cancer (SCLC) and acute lymphoblastic leukemia (ALL/LBL). The Zepzelca and atezolizumab combination received U.S. FDA Priority Review for first-line (1L) ES-SCLC maintenance therapy, targeting a significant patient pool. Rylaze/Enrylaze net product sales were also a component of this segment.
• Oncology patients with HER2-positive biliary tract cancer (BTC) and gastroesophageal adenocarcinoma (GEA). Ziihera (zanidatamab-hrii) received conditional marketing authorization in the European Commission for second-line (2L) BTC. The addressable market for GEA was estimated globally at approximately 63,000 patients, compared to approximately 12,000 for BTC (based on earlier pipeline estimates). The launch of the new therapy Modeyso in August 2025 also targets a specific, ultra-rare brain tumor patient group (H3 K27M-mutant diffuse midline glioma).

The final, crucial segment involves the professionals who prescribe and administer these specialized medicines. These are the gatekeepers to the patient population.

• Specialized healthcare providers (HCPs) in neuroscience and oncology.

Here is a quick look at the revenue contribution from the key therapeutic areas in 3Q25 to understand the scale of these customer segments:

Therapeutic Area/Product Group	3Q25 Revenue (Millions USD)	Growth vs. 3Q24
Total Neuroscience Revenue (incl. AG Royalty)	$827.4	Increased 9%
Xywav Net Product Sales	$431.4	Increased 11%
Oncology Net Product Sales (Total)	$287.8	Increased 1%
Modeyso Net Product Sales (New Launch)	$11.0	New revenue stream in 3Q25

The growth in neuroscience revenue was driven by higher Epidiolex/Epidyolex and Xywav net product sales, which points directly to the active patient bases in those segments.

Jazz Pharmaceuticals plc (JAZZ) - Canvas Business Model: Cost Structure

You're looking at the major outflows for Jazz Pharmaceuticals plc as of late 2025, which are heavily weighted toward fueling future growth and supporting current commercial operations. The cost structure is dominated by two large, forward-looking buckets: Research & Development and commercialization expenses.

High R&D expenses are necessary to keep the pipeline moving, especially following recent acquisitions like Chimerix. This investment is critical for replacing revenue from products facing generic competition, like the now-settled Xyrem situation. To be fair, this spending reflects a commitment to long-term asset building.

• High R&D expenses to fuel pipeline growth (2025 non-GAAP guidance: $760M-$810M).
• Significant SG&A costs for commercialization (2025 non-GAAP guidance: $1.25B-$1.31B).
• Cost of specialized manufacturing and supply chain for complex drugs.
• Amortization of acquired intangible assets from M&A (e.g., GW Pharmaceuticals).
• Legal and settlement costs (e.g., Xyrem antitrust settlements of $172.0M in 1Q25).

The Selling, General & Administrative (SG&A) line is substantial, reflecting the sales force and marketing spend required to support a diversified portfolio including Xywav, Epidiolex, and the recently launched Modeyso. Here's the quick math on how the major operating expenses stack up based on recent figures and guidance:

Cost Component	Latest Reported/Guidance Figure	Context/Period
Non-GAAP Adjusted SG&A Expenses (Guidance)	$1.25B - $1.31B	Full Year 2025 Guidance
SG&A Expenses (Reported)	$1.772B	Twelve Months Ended September 30, 2025
Non-GAAP Adjusted R&D Expenses (Guidance)	$760M - $810M	Full Year 2025 Guidance
GAAP Cost of Product Sales	$839.4 million	Three Months Ended March 31, 2025
Xyrem Antitrust Litigation Settlement Charge	$172.0 million	Incurred in 1Q25
Intangible Asset Amortization (GAAP)	$154.5 million	Three Months Ended March 31, 2025
Acquisition Accounting Inventory Step-up (Exclusion)	$135M - $155M	Projected 2025 Impact

The amortization of acquired intangible assets, which includes amounts from the GW Pharmaceuticals deal, is a significant, non-cash component of the cost base. For instance, Q1 2025 saw Intangible asset amortization of approximately $154.5 million. Also, note the inventory fair value step-up amortization, which was projected to be between $135 million and $155 million for the full year 2025.

Legal costs are lumpy but impactful. The settlement for the Xyrem antitrust claims was a one-time charge of $172.0 million, recorded in the first quarter of 2025. This charge directly impacted the SG&A line for that period, which rose significantly year-over-year.

Manufacturing costs, represented by Cost of Product Sales, are tied to the complexity of producing specialized drugs. For the first quarter of 2025, GAAP Cost of product sales was $839.4 million. This cost increased year-over-year due to changes in product mix and higher inventory provisions.

Finance: draft 13-week cash view by Friday.

Jazz Pharmaceuticals plc (JAZZ) - Canvas Business Model: Revenue Streams

You're looking at the core income drivers for Jazz Pharmaceuticals plc as of late 2025, focusing strictly on the numbers that define their revenue streams. Honestly, the story here is about a diversified portfolio delivering on guidance.

The top-line expectation for the full year 2025 is a total revenue guidance range of $4.175 billion to $4.275 billion. This reflects confidence following strong execution through the third quarter.

The primary revenue sources flow from two main segments: Neuroscience and Oncology, with the Neuroscience segment including the high-sodium oxybate authorized generic royalty revenue.

Net product sales from Xywav (low-sodium oxybate) continue to be a significant driver. For the third quarter of 2025, Xywav net product sales hit $431.4 million, marking an 11% increase compared to the third quarter of 2024. At the end of 3Q25, Jazz Pharmaceuticals plc had approximately 15,675 active Xywav patients.

Net product sales from Epidiolex/Epidyolex are clearly on a path to blockbuster status, having generated $972 million in net product sales for the full year 2024. In the third quarter of 2025, Epidiolex/Epidyolex saw double-digit percentage growth, contributing to the overall Neuroscience revenue increase.

The Oncology portfolio is expanding its contribution, now including the newly launched Modeyso. Oncology net product sales for the third quarter of 2025 totaled $287.8 million, a 1% increase year-over-year, driven by new product sales offsetting declines in other established products.

Here's a quick look at the most recent quarterly revenue components contributing to the full-year outlook:

Revenue Stream Component	3Q 2025 Net Product Sales (Millions USD)	Key Context
Xywav (low-sodium oxybate)	$431.4	11% increase vs 3Q24; ~15,675 active patients exiting quarter.
Epidiolex/Epidyolex	Not isolated in 3Q25 total	Experienced double-digit percentage growth in 3Q25.
Oncology Portfolio (Total)	$287.8	1% increase vs 3Q24; includes Zepzelca, Rylaze, Ziihera, Modeyso.
Modeyso (Oncology Launch)	$11.0	Sales recorded following August 2025 commercial launch.
Total Neuroscience Revenue	$827.4	Includes high-sodium oxybate authorized generic royalty revenue.

The Oncology segment's performance in the third quarter of 2025 included specific contributions:

• Net product sales from Zepzelca and Rylaze/Enrylaze were lower compared to the prior year period.
• Ziihera contributed to the 3Q25 oncology total.
• Modeyso, approved in August 2025 for H3 K27M-mutant DMG, added $11.0 million in net product sales in 3Q25.

The high-sodium oxybate authorized generic royalty revenue is bundled within the Total Neuroscience Revenue figure. For instance, in 3Q25, this total was $827.4 million, reflecting growth from Xywav and Epidiolex/Epidyolex, partially offset by decreased Xyrem net product sales.

Finance: draft 13-week cash view by Friday.