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: Joseph Thome - TD Cowen - Analyst
: Perfect. And as I'm sure everyone in the room is aware, Chimerix was our top Q1 pick for the regulatory review. So we also like the
asset. The deal is going to close in Q2. The PDUFA is in August. So maybe can you talk a little bit about your confidence that the drug
will be approved this cycle? And obviously, there's the Phase 3 ongoing to move it frontline. How do you think about the odds of
success to move in frontline the H3 K27M-mutant glioma?
Question: Joseph Thome - TD Cowen - Analyst
: Perfect. And we do get probably the most questions on zanidatamab and Zilihera and GEA for the upcoming readout. Can you talk
a little bit about what will be deemed in your mind or clinicians' eyes clinically in terms in terms of an extension on PFS? And do you
need to hit in both arm B and arm C in the upcoming trial?
Question: Joseph Thome - TD Cowen - Analyst
: Maybe on that overall survival analysis, when we see the data in the back half of the year, maybe how mature will OS be? And kind
of how are you going to be using that in potentially taking the PFS data to the FDA?
Question: Joseph Thome - TD Cowen - Analyst
: In terms of how mature the OS is going to be and how you're going to use--?
Question: Joseph Thome - TD Cowen - Analyst
: And can you talk a little bit about the relative size of the GEA market versus your initial launch indication of second-line BTC?
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MARCH 05, 2025 / 3:30PM, JAZZ.OQ - Jazz Pharmaceuticals PLC at TD Cowen Healthcare Conference
Question: Joseph Thome - TD Cowen - Analyst
: In the ASCO data in BTC last year, we did see that Zilihera does show maybe a slightly larger benefit in the IHC3+ population versus
2+ and the label followed that. When you think about GEA, do you expect the same thing? And what proportion of patients in the
trial do you anticipate will have IHC3+ disease?
Question: Joseph Thome - TD Cowen - Analyst
: And maybe could you talk a little bit about the opportunity in breast cancer and your work here? Obviously, you've shown some
interesting data post Enhertu. Kind of how are you thinking about zanidatamab in that setting?
Question: Joseph Thome - TD Cowen - Analyst
: Perfect. And maybe we'll jump over to the [SLEEP] franchise. Maybe start on the narcolepsy side of things. What are you seeing in
terms of, obviously, generic Xyrem and potential competition from LUMRYZ as it relates to your Xywav franchise? How sticky are
you able to keep your oxybate side of things? And what's anticipated in the current guidance?
Question: Joseph Thome - TD Cowen - Analyst
: And when you think about IH, how penetrated into this market are you? Can you kind of talk about how easy it's been to identify
and treat this proportion of patients?
Question: Joseph Thome - TD Cowen - Analyst
: And we have heard?
Question: Joseph Thome - TD Cowen - Analyst
: Perfect. And with that, we are out of time. So congrats on all the great progress and looking forward for more.
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