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Jazz Pharmaceuticals plc (JAZZ)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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133.29+0.87 (+0.66%)
At close: 04:00PM EDT
134.50 +1.21 (+0.91%)
After hours: 06:19PM EDT
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  • T
    Tom
    IF JAZZ acquires AVDL for $20 per share , their stock will move higher by $30 at least, why wait 6 months for patent expiration....
  • T
    Tom
    My advice to investors holding long is to diversify their holdings , minimize your risk, buy some AVDL, this stock can be cut in half in this market....
    Bearish
  • n
    nouveau rich
    You would think avdl holders would be more enthusiastic, it's still circling the drain. It would appear no one over there is too happy.
  • T
    Tom
    Here we go...grinding lower every day....
  • T
    Tom
    As JAZZ's competition gets familiar with AVDL's opportunity and their FDA conditional approval, the value of acquisition goes higher, this might be a case where JAZZ will say to themselves, we really screwed up....lessons learned...
    Bearish
  • T
    Tom
    April 1st. 2009 JAZZ stock was $.55 , yes that is 55 cents , they say history repeats itself....
    Bearish
  • C
    Cured
    $SLS conversation
    Investing now will be rewarded Bigly - $Jazz bought CPXX for $1.5B, its share price jumped +2,000% on its P3 Data “Some positive clinical trial results from a cancer trial drove its value all the way from $1.68 a share in March 14 to $30.25 on May 31” --> SlS share price will be climbing all along the way as we are now approaching the FDA Green Light.
    Bullish
  • M
    Mark
    interesting that multiple positive JAZZ articles were published in first two weeks of Sept ... and now its off $20 a share or 13% ... far worse than the market. smell tests says these are "hit pieces" ... that hit the retail investors that believe them. JAZZ is performing far worse than XBI and broader markets. there is no doubt that JAZZ has been a great investment from 2007 to 2015 --- but the last 7 years are essentially flat - with slight down trend. but far worse are the underlying fundamentals the company faces in the next 9 months as it will lose significant revenue to competitors. add to that, its recent acquisitions that are not baring any profitable fruit along with tuff FedResrv and you have the recipe for sub $100 and probably sub $75/share. It was a great run if you bought in 2005 .... but sometimes the party comes to an end. Good job Bruce, suggest you increase your exit plan from 2% per month to 20% per month on the way to $50/share.

    http://openinsider.com/insider/Cozadd-Bruce-C/1193210
    Insider trades for Cozadd Bruce C. Monitor SEC Form 4 Insider Trading Filings for Insider Buying and Selling. Real-time Insider Trading Stock Screener. Long and Short Trading Ideas using Insider Transaction Data.
    Insider trades for Cozadd Bruce C. Monitor SEC Form 4 Insider Trading Filings for Insider Buying and Selling. Real-time Insider Trading Stock Screener. Long and Short Trading Ideas using Insider Transaction Data.
    openinsider.com
  • C
    CMOREGAINS
    This was the only stock I had that wasn't in the red. Now it's deep in the red and about to hit my stop loss. I knew I should of sold this when it was up last month! Should of, Could of, WOULD OF!!! I hate the stock market! Biggest SCAM I've ever been suckered into and now I'll never be able to retire!!
  • C
    Cured
    $SLS conversation
    2,500% Potential Gains Incoming - Downside Risk Minimal Upside GAIN MAXIMUM - its MATH
    Note the SIMILARITIES in GPS and $CPXX Estimated Revenue $200M initially and growing to $800M for BOTH CPXX got BOUGHT FOR $1.5B and all of SLS trades for $60M --> "Celator previously projected sales between $200 million and $270 million in the U.S. and European markets; although sales could top out between $690 million and $780 million if Vyxeos is approved to treat AML patient populations outside of the subset used in the Phase-3 study."
    CPXX Stock: Is 70% an Excessive Premium? (JAZZ)investorplace › ... › Celator previously projected sales between $200 million and $270 ...

    Compare this to what the CF analyst forecast for GPS
    "initial niche revenue of 200M ... and then expanding

    The doctors who See the 33 months worth of Open Label PH3 Gps data have requested EXPANDED ACCESS - Gps must be doing what it has done in every single previous trial

    Shares are Way Over Shorted and undervalued

    Even in the initial niche target population of AML patients after second complete remission, “we project the peak sales to be about $200-million,” she added.

    “Overtime, we think GPS has the potential to broaden into AML patients after first complete remission, as well as in other indications with combinations,” Ms. Watsek said.

    The company currently has a market capitalization of about $140-million with cash of $32-million as of July 6th, 2021. “We see an attractive risk/reward profile heading into the interim data,” Cantor Fitzgerald Analyst Li Watsek.

    $Jazz paid $1.5B for CPXX right when it Released P3 data - Cantor Fitz also Estimates GPs rev $200 - $800M
    --> "Celator previously projected sales between $200 million and $270 million in the U.S. and European markets; although sales could top out between $690 million and $780 million if Vyxeos is approved to treat AML patient populations outside of the subset used in the Phase-3 study."

    Sept 15 Symposium focused on commercialization - GPS Approval is very likely - Dr's, including the chair of MD Andersons Leukemia dept., who see the 33 month old Open Label Phase 3 trial data, Requested Expanded Access to Gps. - 21 months of survival in the Moffitt Center phase 2 Gps arm vs 5.4 months with standard of care - statistically significant p value .02 98% Reproducibility factor - same P3 structure
    -2 other MSK Phase 2's and 5 phase 1's where GPS patients survived longer than patients on any other treatment
    -Hiring the Commercial officer. J
    - Just having the Gps symposium re commercialization, seems to assume Gps efficacy, and the co insiders see that data.
    - Funds paying attention and buying now they have a clear timeline. Funds doubling their positions in Q2 is also a pretty clear signal.
    Bullish
  • C
    Cured
    $SLS conversation
    $Jazz paid $1.5B for CPXX right when it Released P3 data --> " Celator previously projected sales between $200 million and $270 million in the U.S. and European markets; although sales could top out between $690 million and $780 million if Vyxeos is approved to treat AML patient populations outside of the subset used in the Phase-3 study." Wall St Journal article
  • C
    Cured
    $SLS conversation
    Gps symposium re Commercialization - Expectations- Compounded Evidence of EFFICACY - For funds who have determined approval is likely, a Definitive scope of market with drug pricing could cause some serious investment. - 200M in annual rev is worth $2b to big pharma, all day.
    Expectations:
    - The 10Q update, that the Phase 3 timeline is on track, set the clock ticking for New and Accumulating Institutional investors.
    - More $$ Paying attention and getting more interested, fullest definition of the term 'interested' applies.

    - no material data, per sec regs
    - CCo

    - Analysts appreciate clarity for investment return analysis

    - Gps combination w Opdivo:
    - $MRK Joint analysis Gps combination w Keytruda for Pr/rOC ovarian cancer patients.

    - EAP - Gps investigators, the Chair of MD Anderson, sees 34 month old open label trial and has requested expanded access to Gps for ASCT patients.
    Expanding the label potential to 50% of all AML patients MRD, Cr1
    - 5X Cr2

    Upcoming Investor Symposium

    The Company will host a virtual investor symposium on Thursday, September 15, 2022, from 1:00 p.m. to 2:00 p.m. ET. The event will focus on the Company’s lead clinical asset, GPS, including the potential commercial opportunity for GPS in AML patients.

    Event: Galinpepimut-S Update Call
    Date: Thursday, September 15, 2022
    Time: 1:00 p.m. Eastern Time
    Live Call: +1-877-407-9716 (U.S. Toll Free) or +1-201-493-6779 (International)
    Fund Analysts will have sharp pencils at the Gps symposium re commercialization: Sept 15.
    - Currently Cantor Fitz Estimates GPs rev $200M for Cr2 + and growing to include CR1, a market 5 x the size. identical to the Cpxx revenue est prior to its buyout.

    - Funds already invested are paying attention will be listening closely for the company plans to cash in on the potential.
    - a fact SLS shares will instantly triple or quadruple : If SLS does a license deal with $bmy $mrk for ovarian cancer or mesothelioma ( two trial readouts imminent )

    $Jazz paid $1.5B for CPXX right when it Released P3 data --> " Celator previously projected sales between $200 million and $270 million in the U.S. and European markets; although sales could top out between $690 million and $780 million if Vyxeos is approved to treat AML patient populations outside of the subset used in the Phase-3 study." Wall St Journal article
    Bullish
  • C
    Cured
    $SLS conversation
    $Jazz paid $1.5B for CPXX right when it Released P3 data --> " Celator previously projected sales between $200 million and $270 million in the U.S. and European markets; although sales could top out between $690 million and $780 million if Vyxeos is approved to treat AML patient populations outside of the subset used in the Phase-3 study." Wall St Journal article
    Bullish
  • V
    VisionaryAbove
    Looks like AVDL will have ATLEAST a min. Of a 3 year run into 2026 gaining massive market share on JAZZ. Hence position accordingly before the move! I've done my due diligence, have you? My posts are not financial advice, always do your own research. AVDL is my research.
    Bullish
  • C
    Cured
    $SLS conversation
    Gps symposium re Commercialization - Expectations - Compounded Evidence of EFFICACY - For funds who have determined approval is likely, a Definitive scope of market with drug pricing could cause some serious investment. - 200M - 800M in annual rev is worth billions. - The 10Q update, that the Phase 3 timeline is on track, set the clock ticking for New and Accumulating Institutional investors.
    - More $$ Paying attention and getting more interested, fullest definition of the term 'interested' applies.

    - no material data, per sec regs
    - CCo

    - Analysts appreciate clarity for investment return analysis

    - Gps combination w Opdivo:
    - $MRK Joint analysis Gps combination w Keytruda for Pr/rOC ovarian cancer patients.

    - EAP - Gps investigators, the Chair of MD Anderson, sees 34 month old open label trial and has requested expanded access to Gps for ASCT patients.
    Expanding the label potential to 50% of all AML patients MRD, Cr1
    - 5X Cr2

    - Currently Cantor Fitz Estimates GPs rev $200M for Cr2 + and growing to include CR1, a market 5 x the size. identical to the Cpxx revenue est prior to its buyout.

    - Funds already invested are paying attention will be listening closely for the company plans to cash in on the potential.
    - a fact SLS shares will instantly triple or quadruple : If SLS does a license deal with $bmy $mrk for ovarian cancer or mesothelioma ( two trial readouts imminent )

    $Jazz paid $1.5B for CPXX right when it Released P3 data --> " Celator previously projected sales between $200 million and $270 million in the U.S. and European markets; although sales could top out between $690 million and $780 million if Vyxeos is approved to treat AML patient populations outside of the subset used in the Phase-3 study." Wall St Journal article
  • C
    Cured
    $SLS conversation
    Identical GPS and $CPXX Estimated Revenue: $200M initially, growing to $800M for BOTH. CPXX got BOUGHT FOR $1.5B and all of SLS trades for $60M --> "Celator previously projected sales between $200 million and $270 million in the U.S. and European markets; although sales could top out between $690 million and $780 million if Vyxeos is approved to treat AML patient populations outside of the subset used in the Phase-3 study."

    CPXX Stock: Is 70% an Excessive Premium? (JAZZ)investorplace › ... › Celator previously projected sales between $200 million and $270 ... can google the article for the rev specific details

    Compare this to what the CF analyst forecast for GPS, "initial niche revenue of 200M ... and then expandinG

    "Even in the initial niche target population of AML patients after second complete remission, “we project the peak sales to be about $200-million,” she added.

    “Overtime, we think GPS has the potential to broaden into AML patients after first complete remission, as well as in other indications with combinations,” Ms. Watsek said.

    The company currently has a market capitalization of about $140-million with cash of $32-million as of July 6th, 2021. “We see an attractive risk/reward profile heading into the interim data,” Cantor Fitzgerald Analyst Li Watsek.
    Covid is the only reason SLS isn't already $50 per share or bought out.

    $Jazz paid $1.5B for CPXX right when it Released P3 data
    - Cantor Fitz also Estimates GPs rev $200 - $800M
    --> "Celator previously projected sales between $200 million and $270 million in the U.S. and European markets; although sales could top out between $690 million and $780 million if Vyxeos is approved to treat AML patient populations outside of the subset used in the Phase-3 study."

    Sept 15 Symposium focused on commercialization
    - GPS Approval is very likely - Dr's, including the chair of MD Andersons Leukemia dept., who see the 34 month old Open Label Phase 3 trial data, Requested Expanded Access to Gps.
    - 21 months of survival in the Moffitt Center phase 2 Gps arm vs 5.4 months with standard of care
    - statistically significant p value .02 98% Reproducibility factor - same P3 structure
    -2 other MSK Phase 2's and 5 phase 1's where GPS patients survived longer than patients on any other treatment
    -Hiring the Commercial officer.
    - Just having the Gps symposium re commercialization, seems to assume Gps efficacy, and the co insiders see that data.
    - Funds paying attention and buying now they have a clear timeline. Funds doubling their positions in Q2 is also a pretty clear signal.
    Bullish
  • C
    Cured
    $SLS conversation
    Fund Analysts will have sharp pencils at the Gps symposium re commercialization: Sept 15.
    $Jazz paid $1.5B for CPXX right when it Released P3 data --> " Celator previously projected sales between $200 million and $270 million in the U.S. and European markets; although sales could top out between $690 million and $780 million if Vyxeos is approved to treat AML patient populations outside of the subset used in the Phase-3 study." Wall St Journal article

    Currently Cantor Fitz Estimates GPs rev $200M for Cr2 + and growing to include CR1, a market 5 x the size.

    Funds already invested are paying attention will be listening closely for the company plans to cash in on the potential.
    Bullish
  • C
    Cured
    $SLS conversation
    $Jazz paid $1.5B for CPXX right when it Released P3 data - Cantor Fitz also Estimates GPs rev $200 - $800M
    --> "Celator previously projected sales between $200 million and $270 million in the U.S. and European markets; although sales could top out between $690 million and $780 million if Vyxeos is approved to treat AML patient populations outside of the subset used in the Phase-3 study."
    Bullish
  • C
    Cured
    $SLS conversation
    $Jazz paid $1.5B for CPXX right when it Released P3 data --> " Celator previously projected sales between $200 million and $270 million in the U.S. and European markets; although sales could top out between $690 million and $780 million if Vyxeos is approved to treat AML patient populations outside of the subset used in the Phase-3 study." Wall St Journal article
  • C
    Cured
    $SLS conversation
    Gps symposium Sept 15 re Commercialization - Expectations / valuation analysis
    - Compounded Evidence of EFFICACY - For funds who have determined approval is likely, a Definitive scope of market with drug pricing will cause serious investment. $200m -$800M in rev Price to sales range up to $4B in value to Big Pharma - The last 10Q update, that the Phase 3 timeline is on track, set the clock ticking for New and Accumulating Institutional investors - 2x investment Last Q after Investigators requested Expanded Access.
    - More $$ Paying attention and getting more interested, the fullest definition of the term 'interested' applies.
    - no material data, per sec regs
    - CCo
    - Analysts appreciate clarity for investment return analysis - another reiteration of the same timeline $$$$$$$$
    - Gps combination w Opdivo:
    - $MRK Joint analysis Gps combination w Keytruda for Pr/rOC ovarian cancer patients.

    - EAP - Gps investigators, the Chair of MD Anderson, sees 34 month old open label trial and has requested expanded access to Gps, Expanding the label potential to 50% of all AML patients MRD, Cr1
    - 5X the initial secondary remission patient setting Cr2

    Upcoming Investor Symposium
    The Company will host a virtual investor symposium on Thursday, September 15, 2022, from 1:00 p.m. to 2:00 p.m. ET. The event will focus on the Company’s lead clinical asset, GPS, including the potential commercial opportunity for GPS in AML patients.

    Event: Galinpepimut-S Update Call
    Date: Thursday, September 15, 2022
    Time: 1:00 p.m. Eastern Time
    Live Call: +1-877-407-9716 (U.S. Toll Free) or +1-201-493-6779 (International)
    Fund Analysts will have sharp pencils at the Gps symposium re commercialization: Sept 15.
    - Currently Cantor Fitz Estimates GPs rev $200M for Cr2 + and growing to include CR1, a market 5 x the size. identical to the Cpxx revenue est prior to its buyout.

    - Funds already invested are paying attention will be listening closely for the company plans to cash in on the potential.
    - a fact SLS shares will instantly triple or quadruple : If SLS does a license deal with $bmy $mrk for ovarian cancer or mesothelioma ( two trial readouts imminent )

    $Jazz paid $1.5B for CPXX right when it Released P3 data --> " Celator previously projected sales between $200 million and $270 million in the U.S. and European markets; although sales could top out between $690 million and $780 million if Vyxeos is approved to treat AML patient populations outside of the subset used in the Phase-3 study."
    Compare this Wall St Journal article CPXX rev estimates with Cantor Fitz Analysts GPS Revenue Estimates: virtually Identical. Cpxx got bought for $1.5B - SLS market cap .06b.

    Even in the initial niche target population of AML patients after second complete remission, “we project the peak sales to be about $200-million,” she added.

    “Overtime, we think GPS has the potential to broaden into AML patients after first complete remission, as well as in other indications with combinations,” Ms. Watsek said.

    The company currently has a market capitalization of about $140-million with cash of $32-million as of July 6th, 2021. “We see an attractive risk/reward profile heading into the interim data,” she said.
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