The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Gregory James Renza - RBC Capital Markets, Research Division - Analyst
: That's great. A lot certainly unpacked. And as we have alluded to, just being fresh from the quarter just over a week ago and as you're trying -- as
you're tracking to Vision 2025, just on a high level, how are you seeing that underlying demand across the multiple areas of your franchises? You
said you continue that commitment to grow, volumes and patient demand needs to be there. So maybe bring that down.
Question: Gregory James Renza - RBC Capital Markets, Research Division - Analyst
: And maybe just as you're commenting on demand across the franchise, maybe a bit on Epidiolex as well.
Question: Gregory James Renza - RBC Capital Markets, Research Division - Analyst
: Okay.
Question: Gregory James Renza - RBC Capital Markets, Research Division - Analyst
: Great. A good overview of three key products here. And maybe spinning back to oxybate and as you alluded to, with respect to an AG launch,
which we and you have all been preparing for. What are you seeing in terms of those behaviors of physicians of the patients? Maybe a proportion
of those patients who have switched, how are you quantifying that? And maybe just that receptivity in the marketplace given oxybate?
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MAY 16, 2023 / 8:05PM, JAZZ.OQ - Jazz Pharmaceuticals PLC at RBC Capital Markets Global Healthcare
Conference
Question: Gregory James Renza - RBC Capital Markets, Research Division - Analyst
: That's great. So certainly more than price. We're talking about the differentiated services that can't be overlooked here. That's really helpful. And
then on price, what are your thoughts on pricing of the three AG followers coming into the market? How could that impact the dynamics at least
on that medium to longer term?
Question: Gregory James Renza - RBC Capital Markets, Research Division - Analyst
: With respect to brand competition, we do have one entering the market on once nightly. So knowing that the sleep space exceedingly well. What's
the feedback you're hearing there on that profile for competition? One nightly higher sodium concentration. So if there's an angle with the sodium
matters campaign as well. Maybe help us understand the appreciation of low-sodium as it relates to that and also just the trade-offs of the
administration?
Question: Gregory James Renza - RBC Capital Markets, Research Division - Analyst
: Maybe just drilling down on oncology. You mentioned Rylaze thus far. Maybe just on Zepzelca, just the performance there in small cell lung. How
that's tracked relative to your expectations that effort to expand into first line? How is that progressing?
Question: Gregory James Renza - RBC Capital Markets, Research Division - Analyst
: Fantastic. Maybe just keeping on the oncology game. I know Rob, you have a lot to talk about, but just maybe teeing up Bruce Zanidatamab. And
while we're all interested in how that strategy, the licensing and the design of this deal is in the Vision 2025, as you mentioned, we do have some
ASCO presentation coming up.
And maybe we can just focus there to learn about how to set expectations there. We've got a KOL webcast as has been mentioned and maybe
segueing once you cover that on the regulatory path going forward.
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MAY 16, 2023 / 8:05PM, JAZZ.OQ - Jazz Pharmaceuticals PLC at RBC Capital Markets Global Healthcare
Conference
Question: Gregory James Renza - RBC Capital Markets, Research Division - Analyst
: And contribution with Vision 2025, obviously, that's a guiding compass for deals like this. But as you talk about potential revenues during this
decade, how would we think about that?
Question: Gregory James Renza - RBC Capital Markets, Research Division - Analyst
: And certainly, within your pipeline, there are some readouts that are setting up over the next year, which could or could not guide just the view
of the external world and how acquisitive or how active you want to be strategically.
Maybe just cover some of those, starting with JZP150 in PTSD. Phase II coming this year, just walk us through maybe the benchmarks the level of
benefit over placebo, the design of that trial and what we should be thinking about.
Question: Gregory James Renza - RBC Capital Markets, Research Division - Analyst
: Okay. And then on essential tremor with suvecaltamide. Certainly, it looks like it was in the first half of '24. So top line Phase II, maybe walk us
through just the (inaudible) market and also the differentiation for this?
Question: Gregory James Renza - RBC Capital Markets, Research Division - Analyst
: Great. Great. Just out of time, Bruce, maybe over to you for some closing comments.
Question: Gregory James Renza - RBC Capital Markets, Research Division - Analyst
: Great. Gentlemen, thanks for joining us.
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