Professional
Added to YB: 2024-11-18
Pitch date: 2024-11-13
JAZZ [bullish]
Jazz Pharmaceuticals plc
+31.89%
current return
Author Info
No bio for this author
Company Info
Jazz Pharmaceuticals plc identifies, develops, and commercializes pharmaceutical products in the United States, Europe, and internationally.
Market Cap
$10.7B
Pitch Price
$127.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.58
P/E
-29.08
EV/Sales
3.39
Sector
Pharmaceuticals
Category
value
Silver Ring Value Partners New Position: Jazz Pharmaceuticals plc
JAZZ: Specialty pharma co transitioning from Xyrem to low-sodium Xywav. Uncertainty around competition & transition sustainability. Strong mgmt (CEO owns $50M+), solid balance sheet (<3x Net Debt/EBITDA). Bought at <50% est. Base Case NPV. Low downside risk even in Worst Case. Recent strong results & promising pipeline data. Still deeply undervalued.
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