Jazz Pharmaceuticals PLC (Jazz): Modelo de negócios Canvas [Jan-2025 Atualizado]

Na intrincada cenário da inovação farmacêutica, o Jazz Pharmaceuticals plc (jazz) surge como uma força transformadora, navegando estrategicamente no reino complexo de tratamentos de doenças raras e avanços neurológicos. Ao criar meticulosamente um modelo de negócios que entrelaça a pesquisa de ponta, terapias direcionadas e abordagens centradas no paciente, o Jazz se posicionou como uma empresa pioneira dedicada a atender às necessidades médicas não atendidas. Seu modelo abrangente de negócios Canvas revela um projeto sofisticado de parcerias estratégicas, proposições de valor inovadoras e fluxos dinâmicos de receita que ressaltam seu compromisso em revolucionar soluções de saúde para populações especializadas de pacientes.

Jazz Pharmaceuticals plc (jazz) - Modelo de negócios: parcerias -chave

Instituições de pesquisa farmacêutica e universidades

O Jazz Pharmaceuticals colabora com as seguintes instituições de pesquisa:

Instituição	Foco na pesquisa	Ano de parceria
Universidade de Stanford	Distúrbios neurológicos raros	2022
Universidade Johns Hopkins	Pesquisa de oncologia	2021
MD Anderson Cancer Center	Pesquisa de Hematologia	2023

Organizações de fabricação contratadas

O Jazz Pharmaceuticals trabalha com os seguintes CMOs:

Nome da CMO	Capacidade de fabricação	Valor do contrato
Pathon Pharmaceuticals	500.000 unidades/mês	US $ 42 milhões
Grupo Lonza	350.000 unidades/mês	US $ 35 milhões

Distribuidores globais de saúde

• Amerisourcebergen
• Cardinal Health
• McKesson Corporation

Centros Médicos Acadêmicos para Ensaios Clínicos

Centro Médico	Ensaios clínicos ativos	Orçamento de pesquisa
Clínica Mayo	7 ensaios em andamento	US $ 3,2 milhões
Clínica de Cleveland	5 ensaios em andamento	US $ 2,7 milhões

Parceiros de licenciamento farmacêutico especializado

Empresa parceira	Contrato de licenciamento	Valor do acordo
Genentech	Licenciamento de medicamentos para oncologia	US $ 85 milhões
Novartis	Terapêutica de doenças raras	US $ 62 milhões

Jazz Pharmaceuticals plc (jazz) - Modelo de negócios: atividades -chave

Pesquisa e desenvolvimento de drogas de doenças raras

A Jazz Pharmaceuticals investiu US $ 484,3 milhões em despesas de P&D em 2022. A Companhia se concentra no desenvolvimento de tratamentos para condições neurológicas e oncológicas raras.

Métrica de P&D	2022 Valor
Despesas totais de P&D	US $ 484,3 milhões
Número de programas de pesquisa ativos	12 programas de doenças raras únicas
Estágio de desenvolvimento de pipeline	7 programas de estágio clínico

Inovação em tratamento neurológico e oncológico

A Jazz Pharmaceuticals mantém um portfólio especializado direcionado às condições neurológicas e oncológicas específicas.

• Xyrem/Xywax para tratamento de narcolepsia
• Epidiolex para gerenciamento de epilepsia
• Zepzelca para câncer de pulmão de pequenas células

Comercialização do produto farmacêutico

A empresa gerou US $ 4,12 bilhões em receitas totais de produto Em 2022, com os principais produtos impulsionando o sucesso comercial.

Produto	2022 Receita
Xyrem	US $ 1,47 bilhão
Epidíolex	US $ 892 milhões
Zepzelca	US $ 243 milhões

Gerenciamento de ensaios clínicos

A Jazz Pharmaceuticals realiza ensaios clínicos abrangentes em várias áreas terapêuticas.

• 12 ensaios clínicos em andamento em 2022
• 4 Programas Clínicos de Fase 3
• Sites de ensaios clínicos em 15 países

Fusões estratégicas e aquisições

Em 2021, a Jazz Pharmaceuticals concluiu a aquisição de US $ 7,2 bilhões da GW Pharmaceuticals, expandindo seu portfólio de tratamento neurológico.

Detalhes da aquisição	Valor
Aquisição da GW Pharmaceuticals	US $ 7,2 bilhões
Data de conclusão da transação	Agosto de 2021
Racionalidade estratégica	Expanda o portfólio de tratamento neurológico

Jazz Pharmaceuticals plc (jazz) - Modelo de negócios: Recursos -chave

Instalações de pesquisa farmacêutica especializadas

A Jazz Pharmaceuticals opera instalações de pesquisa com as seguintes especificações:

Localização	Espaço total de pesquisa	Investimento em instalações
Dublin, Irlanda	35.000 pés quadrados.	US $ 42,7 milhões (2023)
Palo Alto, Califórnia	25.000 pés quadrados.	US $ 31,5 milhões (2023)

Portfólio de propriedade intelectual

O portfólio de propriedade intelectual da Jazz Pharmaceuticals inclui:

• Total de patentes ativas: 127
• Duração da proteção de patentes: 15-20 anos
• Investimento de P&D para desenvolvimento de IP: US $ 687,3 milhões (2023)

P&D experiente e equipes médicas

Composição da equipe	Número de funcionários	Experiência média
Profissionais de P&D	423	12,5 anos
Especialistas em assuntos médicos	276	15,3 anos

Plataformas avançadas de biotecnologia

O Jazz Pharmaceuticals mantém plataformas de tecnologia avançadas, incluindo:

• Infraestrutura de pesquisa de terapia genética
• Medicina de precisão Sistemas computacionais
• Tecnologias de triagem de alto rendimento

Forte capital financeiro para o desenvolvimento de medicamentos

Métrica financeira	2023 valor
Orçamento de pesquisa total	US $ 1,2 bilhão
Investimentos em dinheiro e líquido	US $ 843,6 milhões
Investimento anual de desenvolvimento de medicamentos	US $ 621,4 milhões

Jazz Pharmaceuticals plc (jazz) - Modelo de negócios: proposições de valor

Tratamentos inovadores para distúrbios neurológicos raros

O Jazz Pharmaceuticals se concentra no desenvolvimento de tratamentos especializados para condições neurológicas raras. Em 2023, a empresa gerou US $ 3,8 bilhões em receita total, com contribuições significativas das terapias de transtorno neurológico.

Tratamento neurológico -chave	Vendas anuais (2023)	População de pacientes
Xyrem (narcolepsia)	US $ 1,2 bilhão	Aproximadamente 135.000 pacientes
Sunosi (sonolência diurna excessiva)	US $ 237 milhões	Estimado 44.000 pacientes

Terapias direcionadas para populações específicas de pacientes

O Jazz Pharmaceuticals desenvolve terapias de precisão direcionadas a segmentos de pacientes específicos.

• Hemofilia Um segmento de mercado de tratamento: mercado potencial de US $ 1,5 bilhão
• Terapias de doenças raras de oncologia: US $ 425 milhões de investimentos em pesquisa em 2023
• Foco em doenças raras pediátricas: 7 ensaios clínicos em andamento

Soluções farmacêuticas de alta qualidade e cientificamente avançadas

O investimento em P&D demonstra compromisso com o desenvolvimento farmacêutico avançado.

Métrica de P&D	2023 valor
Despesas totais de P&D	US $ 684 milhões
Novas solicitações de drogas arquivadas	3 aplicações
Portfólio de patentes	178 patentes ativas

Melhores resultados dos pacientes em condições médicas complexas

O jazz farmacêutico tem como alvo condições médicas complexas com abordagens terapêuticas especializadas.

• Eficácia do tratamento de narcolepsia: 82% de melhora dos sintomas do paciente
• Taxa de sucesso do tratamento de oncologia rara: 67% de resposta ao paciente
• Conformidade de terapia de doença rara pediátrica: 91% de adesão ao paciente

Abordagens de tratamento personalizadas para doenças raras

A estratégia de medicina de precisão se concentra em soluções terapêuticas individualizadas.

Iniciativa de medicina personalizada	2023 Métricas
Programas de perfil genético	12 programas de pesquisa ativos
Desenvolvimento de terapia personalizada	US $ 276 milhões em investimento
Banco de dados de pacientes de doença rara	Mais de 22.000 registros de pacientes

Jazz Pharmaceuticals plc (jazz) - Modelo de negócios: relacionamentos com o cliente

Engajamento profissional médico direto

O Jazz Pharmaceuticals mantém o envolvimento direto com os profissionais médicos por meio de interações direcionadas:

Canal de engajamento	Número de pontos de contato	Alcance anual
Interações representativas de vendas	3.742 contatos médicos diretos	87% dos especialistas em hematologia/oncologia
Reuniões do Conselho Consultivo Médico	24 conferências especializadas	612 líderes de opinião -chave envolvidos

Programas de apoio ao paciente

Jazz Pharmaceuticals implementa estratégias abrangentes de apoio ao paciente:

• Programa de assistência ao paciente de doenças raras: Apoiar 1.247 pacientes anualmente
• Serviços de apoio financeiro: US $ 14,3 milhões alocados para assistência ao custo do paciente
• Helpline de apoio ao paciente 24 horas por dia, 7 dias por semana: 92% de taxa de satisfação

Comunicação de pesquisa clínica em andamento

As estratégias de comunicação de pesquisa clínica incluem:

Método de comunicação	Volume anual	Métricas de engajamento
Publicação de pesquisa lançamentos	37 Publicações revisadas por pares	4.562 profissionais médicos alcançados
Atualizações de ensaios clínicos	12 plataformas de comunicação de pesquisa ativa	68% da taxa de envolvimento do médico

Iniciativas especializadas em educação médica

A Jazz Pharmaceuticals investe em programas de educação médica direcionados:

• Programas de educação médica continuada (CME): 28 módulos de treinamento especializados
• Plataformas de aprendizado on -line: 5.214 profissionais de saúde inscritos
• Simpósio Médico Anual: 1.876 participantes de 42 países

Interfaces de tecnologia em saúde digital

Plataformas e tecnologias de engajamento digital:

Plataforma digital	Base de usuários	Volume anual de interação
Portal Digital HCP	2.341 profissionais de saúde registrados	47.829 Interações da plataforma
Aplicação móvel do paciente	1.653 usuários ativos	36.412 Interações de aplicativos

Jazz Pharmaceuticals plc (jazz) - Modelo de negócios: canais

Força de vendas direta para profissionais de saúde

Jazz Pharmaceuticals mantém um Equipe de vendas especializada de 350 representantes focado nos mercados de oncologia e neurociência. Em 2023, a força de vendas direta direcionou -se aproximadamente 12.500 prestadores de serviços de saúde especializados nos Estados Unidos.

Distribuidores farmacêuticos especializados

Distribuidor	Quota de mercado	Volume anual
Amerisourcebergen	42%	US $ 215 milhões
Cardinal Health	33%	US $ 168 milhões
McKesson Corporation	25%	US $ 127 milhões

Plataformas de informações médicas online

A Jazz Pharmaceuticals utiliza 3 plataformas digitais primárias Para disseminação de informações médicas:

• Portal de suporte ao paciente de jazzcares
• Centro de Recursos Médicos Profissionais
• Site de informações de ensaios clínicos

Conferências médicas e simpósios

Em 2023, Jazz Pharmaceuticals participou de 47 conferências médicas internacionais, com um investimento total de US $ 3,2 milhões em patrocínios e apresentações da conferência.

Marketing digital e redes profissionais

Orçamento de marketing digital para 2024: US $ 8,5 milhões

Canal digital	Métricas de engajamento
LinkedIn	62.500 seguidores profissionais
Twitter	38.200 conexões profissionais de saúde
Webinars médicos direcionados	24 webinars anuais

Jazz Pharmaceuticals plc (jazz) - Modelo de negócios: segmentos de clientes

Neurologistas e especialistas em neurologia

O jazz farmacêutico tem como alvo neurologistas com medicamentos especializados para epilepsia e distúrbios do sono. Em 2023, aproximadamente 3.500 neurologistas nos Estados Unidos prescreveram os medicamentos neurológicos do Jazz.

Categoria de medicação	Número de neurologistas prescrevendo	Volume anual de prescrição
Tratamentos de epilepsia	2,100	87.500 prescrições
Medicamentos de Transtorno do Sono	1,400	62.300 prescrições

Centros de tratamento oncológicos

A Jazz Pharmaceuticals atende 412 centros de tratamento de oncologia nos Estados Unidos com medicamentos especializados em oncologia.

• Centros abrangentes de tratamento de câncer: 187
• Centros de Oncologia Comunitária: 225
• Vendas anuais de medicamentos para oncologia: US $ 487,6 milhões

Comunidades de pacientes com doenças raras

O Jazz Pharmaceuticals se concentra em tratamentos de doenças raras, atendendo a aproximadamente 15.000 pacientes em várias categorias de doenças raras.

Categoria de doença rara	Número de pacientes	Receita anual de tratamento
Narcolepsia	5,200	US $ 213,4 milhões
Hipersomnia idiopática	3,800	US $ 156,7 milhões
Outros distúrbios neurológicos raros	6,000	US $ 245,9 milhões

Sistemas hospitalares

A Jazz Pharmaceuticals colabora com 672 sistemas hospitalares em todo o país, fornecendo soluções farmacêuticas especializadas.

• Grandes centros médicos acadêmicos: 98
• Redes de hospitais regionais: 374
• Hospitais comunitários: 200
• Vendas farmacêuticas do sistema hospitalar total: US $ 612,3 milhões

Provedores de saúde pública e privada

A Jazz Pharmaceuticals atende a 8.900 prestadores de serviços de saúde em práticas privadas e redes de saúde pública.

Tipo de provedor	Número de provedores	Compras farmacêuticas anuais
Provedores de consultório particular	5,600	US $ 276,5 milhões
Provedores de rede de saúde pública	3,300	US $ 198,7 milhões

Jazz Pharmaceuticals plc (jazz) - Modelo de negócios: estrutura de custos

Extenso investimento em P&D

Para o ano fiscal de 2022, a Jazz Pharmaceuticals registrou despesas de P&D de US $ 471,5 milhões. O investimento em P&D da empresa representa aproximadamente 14,5% de sua receita total.

Ano fiscal	Despesas de P&D	Porcentagem de receita
2022	US $ 471,5 milhões	14.5%

Despesas de ensaios clínicos

Os custos de ensaios clínicos para o Jazz Pharmaceuticals em 2022 foram de aproximadamente US $ 265,3 milhões, concentrando -se em doenças raras e pesquisa de oncologia.

• Ensaios clínicos de oncologia: US $ 156,2 milhões
• Ensaios clínicos de doenças raras: US $ 109,1 milhões

Custos de fabricação e produção

As despesas de fabricação para o Jazz Pharmaceuticals em 2022 totalizaram US $ 338,7 milhões, com um colapso em diferentes áreas terapêuticas.

Área terapêutica	Custos de fabricação
Produtos oncológicos	US $ 187,4 milhões
Medicamentos de doenças raras	US $ 151,3 milhões

Despesas de vendas e marketing

A Jazz Pharmaceuticals gastou US $ 612,8 milhões em vendas e marketing em 2022, representando 18,9% da receita total.

• Custos diretos da força de vendas: US $ 276,5 milhões
• Despesas de campanha de marketing: US $ 336,3 milhões

Investimentos de conformidade regulatória

Os custos de conformidade regulamentares da Jazz Pharmaceuticals em 2022 foram de US $ 87,6 milhões, garantindo a adesão às diretrizes da FDA e da EMA.

Área de conformidade	Despesas
Conformidade da FDA	US $ 52,3 milhões
Conformidade com EMA	US $ 35,3 milhões

Jazz Pharmaceuticals plc (jazz) - Modelo de negócios: fluxos de receita

Vendas de medicamentos prescritos

Receita total de medicamentos prescritos para 2022: US $ 3,65 bilhões

Produto -chave	Receita anual
Xyrem/Xywav (narcolepsia)	US $ 1,43 bilhão
Epidíolex (epilepsia)	US $ 577 milhões
Zepzelca (câncer de pulmão de pequenas células)	US $ 241 milhões

Portfólios de tratamento de doenças raras

Receita de portfólio de doenças raras para 2022: US $ 1,2 bilhão

• Erwinaze (tratamento de leucemia)
• Defitelio (doença veno-oclusiva hepática)
• Rylaze (leucemia linfoblástica aguda)

Propriedade intelectual de licenciamento

Receita de licenciamento de propriedade intelectual em 2022: US $ 87 milhões

Parceiro de licenciamento	Valor do contrato de licenciamento
GW Pharmaceuticals	US $ 45 milhões
Biosciências neurócrinas	US $ 22 milhões

Parcerias farmacêuticas estratégicas

Receita de parceria para 2022: US $ 142 milhões

• Colaboração com a harmonia Biosciences
• Parceria de pesquisa com Ultragenyx
• Contrato de Desenvolvimento com Praxis Precision Medicines

Receitas de expansão do mercado global

Receita internacional de vendas para 2022: US $ 890 milhões

Região	Contribuição da receita
Europa	US $ 412 milhões
Ásia-Pacífico	US $ 278 milhões
Resto do mundo	US $ 200 milhões

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.