Jazz Pharmaceuticals PLC

Ligand Pharmaceuticals has developed a product portfolio that spans more than 700 patents offering varying degrees of protection to the assets.

Lone Pine initiated a new position in Equinix (EQIX) last quarter that accounts for 1.81% of the fund’s total 1Q portfolio. Lone Pine had exited the position in 4Q 2013 and restarted it last quarter.

Jazz Pharmaceuticals’ Xyrem generated revenues of $357.3 million in the third quarter—compared to $303.9 million in the third quarter of 2017.

In 3Q16, Valeant Pharmaceuticals (VRX) generated revenues of $2.4 billion, compared with $2.2 billion in 3Q17.

In 1H17, Teva Pharmaceutical’s (TEVA) CNS (central nervous system) business generated revenues of ~$2.3 billion, or ~16% lower YoY (year-over-year).

In 2Q17, Jazz Pharmaceuticals’ (JAZZ) Erwinaze generated revenues of ~$49 million, which represents a ~1% fall YoY and a ~4% fall QoQ.

In 2Q17, Jazz Pharmaceuticals’ (JAZZ) Defitelio generated revenues of ~$30 million, which represents a ~10% fall YoY and a ~17% fall QoQ.

In August 2017, JAZZ’s Vyxeos liposome injection for the treatment of adult individuals with rapidly progressing or life t-AML received FDA approval.

Ligand Pharmaceuticals (LGND) expects its licensees to invest ~$2.0 billion for advancing more than 155 partnered research and development programs in 2017.

Defitelio could help Jazz Pharmaceuticals become a prominent player not only in the treatment but also in the prevention of post-HSCT complications.

In early 2017, Jazz Pharmaceuticals (JAZZ) expanded its sales force team from 35 to 55 and expanded its field reimbursement teams to support the commercial launch of Vyxeos in the US.

If Vyxeos manages to penetrate a sizeable portion of the target market, it may have a favorable impact on Jazz Pharmaceuticals stock.

Jazz Pharmaceuticals (JAZZ) expects quarterly variability in Defitelio sales as the drug targets hepatic veno-occlusive disease (or VOD), an ultra-rare condition.

This trial demonstrated the efficacy and safety of JAZZ’s JZP-110 in both the MWT and sleep latency tests at all dosages at the end of weeks 4 and 12.

Erwinaze saw net sales worth $49 million in 2Q17, almost flat compared to the drug’s revenues of $50 million in 2Q16.

To expand Xyrem’s addressable market, JAZZ has been evaluating the efficacy of Xyrem in pediatric narcolepsy patients with cataplexy and excessive sleepiness.

In 2Q17, Jazz Pharmaceuticals’ (JAZZ) Xyrem reported revenues of ~$298 million, which represented a YoY (year-over-year) growth of ~6% and sequential growth of ~9%.

For 2Q17, Jazz Pharmaceuticals (JAZZ) reported revenues close to $394 million, which represented a YoY growth of ~3% and sequential growth ~5%.

Jazz Pharmaceuticals’ (JAZZ) Xyrem is a drug for cataplexy and excessive daytime sleepiness occurring in patients with narcolepsy, a serious orphan disease.

Jazz Pharmaceuticals’ Defitelio is the first and only approved treatment that increases survival in VOD patients with multi-organ dysfunction (or MOD).