Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

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<ul><li>Jazz Pharmaceuticals reported strong financial and operational results for the first quarter of 2026, with total revenues reaching $1.1 billion, representing a 19% year-over-year increase.</li><li>This growth was driven by successful commercial execution across its portfolio, particularly from products targeting sleep disorders, epilepsy, and oncology.</li><li>Notable product performances included Xywav, which grew 18% to $408 million in net product sales and added around 425 new patients; Epidiolex, with a 15% increase to $250 million attributed to volume growth and expanded reach, especially in adult patients; and the oncology products Zepzelca and Modeyso, which saw robust sales growth of 60% and $41 million in net sales respectively, both benefiting from recent label expansions and launches targeting high unmet needs.</li></ul>

Jazz Pharmaceuticals reported strong financial and operational results for the first quarter of 2026, with total revenues reaching $1.1 billion, representing a 19% year-over-year increase.This growth was driven by successful commercial execution across its portfolio, particularly from products targeting sleep disorders, epilepsy, and oncology.Notable product performances included Xywav, which grew 18% to $408 million in net product sales and added around 425 new patients; Epidiolex, with a 15% increase to $250 million attributed to volume growth and expanded reach, especially in adult patients; and the oncology products Zepzelca and Modeyso, which saw robust sales growth of 60% and $41 million in net sales respectively, both benefiting from recent label expansions and launches targeting high unmet needs.

Jazz Pharmaceuticals: Inside the Pipeline Expansion Strategy Targeting Sleep

<ul><li>Jazz Pharmaceuticals reported strong financial and operational performance in 2025, marking their 21st consecutive year of topline revenue growth.</li><li>The company achieved record total revenue of $4.3 billion, with the fourth quarter contributing $1.2 billion, reflecting a 10% year-over-year increase, making it their highest revenue quarter ever.</li><li>This growth was driven by successful product launches and strategic acquisitions.</li></ul>

Jazz Pharmaceuticals reported strong financial and operational performance in 2025, marking their 21st consecutive year of topline revenue growth.The company achieved record total revenue of $4.3 billion, with the fourth quarter contributing $1.2 billion, reflecting a 10% year-over-year increase, making it their highest revenue quarter ever.This growth was driven by successful product launches and strategic acquisitions.

Jazz Pharmaceuticals: Modeyso Is Beating Expectations—Is This a Surprise Launch That Can Reset the Revenue Story?

<ul><li>Jazz Pharmaceuticals reported a strong performance in the third quarter of 2025, achieving a record revenue surpassing $1.1 billion.</li><li>The growth was largely driven by solid sales from Xywav, Epidiolex, and the successful early launch of Modeyso.</li><li>These developments underscore the company's ability to deliver highly differentiated therapies addressing serious unmet medical needs, which is an indication of strategic execution and robust operational capabilities.</li></ul>

Jazz Pharmaceuticals reported a strong performance in the third quarter of 2025, achieving a record revenue surpassing $1.1 billion.The growth was largely driven by solid sales from Xywav, Epidiolex, and the successful early launch of Modeyso.These developments underscore the company's ability to deliver highly differentiated therapies addressing serious unmet medical needs, which is an indication of strategic execution and robust operational capabilities.

Jazz Pharmaceuticals Inside Story: How CNS & Oncology Deals Are Building a New Revenue Machine!

<ul><li>In a week dominated by biotech headlines, few announcements carried more weight than the positive Phase 3 data for Ziihera, the HER2-targeted bispecific antibody developed by Jazz Pharmaceuticals and Zymeworks.</li><li>On November 18, 2025, Jazz Pharmaceuticals reported that the HERIZON-GEA-01 trial of Ziihera (zanidatamab) in first-line treatment of HER2-positive gastroesophageal adenocarcinoma (GEA) had met its endpoints, driving strong progression-free survival and overall survival results.</li><li>This milestone marks a significant leap in treatment options for one of the world’s most aggressive and deadly cancers.</li></ul>

In a week dominated by biotech headlines, few announcements carried more weight than the positive Phase 3 data for Ziihera, the HER2-targeted bispecific antibody developed by Jazz Pharmaceuticals and Zymeworks.On November 18, 2025, Jazz Pharmaceuticals reported that the HERIZON-GEA-01 trial of Ziihera (zanidatamab) in first-line treatment of HER2-positive gastroesophageal adenocarcinoma (GEA) had met its endpoints, driving strong progression-free survival and overall survival results.This milestone marks a significant leap in treatment options for one of the world’s most aggressive and deadly cancers.

Jazz Pharmaceuticals’ Ziihera Trial Rocks the Market—A New Era in Oncology?

<ul><li>Jazz Pharmaceuticals reported a largely stable performance in the second quarter of 2025, marked by a slight increase in revenue, driven primarily by growth in its neuroscience products, particularly Xywav.</li><li>This performance reflects both positive advancements and some challenges for the company.</li><li>On the positive side, Jazz has demonstrated progress in diversifying its product portfolio and advancing its pipeline.</li></ul>

Jazz Pharmaceuticals reported a largely stable performance in the second quarter of 2025, marked by a slight increase in revenue, driven primarily by growth in its neuroscience products, particularly Xywav.This performance reflects both positive advancements and some challenges for the company.On the positive side, Jazz has demonstrated progress in diversifying its product portfolio and advancing its pipeline.

Jazz Pharmaceuticals Targets Blockbuster Growth as Epidiolex Nears $1 Billion Milestone; What Lies Ahead?

Ireland

Jazz Pharmaceuticals plc is a specialty biopharmaceutical company focused on improving patients' lives by identifying, developing and commercializing innovative products that address unmet medical needs. The company has a diverse portfolio of products in the areas of narcolepsy, oncology, pain and psychiatry.

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Jazz Pharmaceuticals (JAZZ US)

Jazz Pharmaceuticals: Inside the Pipeline Expansion Strategy Targeting Sleep

Jazz Pharmaceuticals reported strong financial and operational results for the first quarter of 2026, with total revenues reaching $1.1 billion,...

Baptista Research

Jazz Pharmaceuticals: Modeyso Is Beating Expectations—Is This a Surprise Launch That Can Reset the Revenue Story?

Jazz Pharmaceuticals reported strong financial and operational performance in 2025, marking their 21st consecutive year of topline revenue...

Baptista Research

Jazz Pharmaceuticals Inside Story: How CNS & Oncology Deals Are Building a New Revenue Machine!

Jazz Pharmaceuticals reported a strong performance in the third quarter of 2025, achieving a record revenue surpassing $1.1 billion. The growth...

Baptista Research

Jazz Pharmaceuticals’ Ziihera Trial Rocks the Market—A New Era in Oncology?

In a week dominated by biotech headlines, few announcements carried more weight than the positive Phase 3 data for Ziihera, the HER2-targeted...

Baptista Research

Jazz Pharmaceuticals Targets Blockbuster Growth as Epidiolex Nears $1 Billion Milestone; What Lies Ahead?

Jazz Pharmaceuticals reported a largely stable performance in the second quarter of 2025, marked by a slight increase in revenue, driven primarily...

Baptista Research

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