How NCCN Endorsement of Modeyso May Shape Jazz Pharmaceuticals’ (JAZZ) Rare Oncology Expansion

• Earlier this month, Jazz Pharmaceuticals announced that Modeyso (dordaviprone) was recommended by the National Comprehensive Cancer Network (NCCN) Guidelines as a single-agent treatment for pediatric and adult patients with certain recurrent or progressive high-grade gliomas, following its recent accelerated approval by the US FDA.
• This dual recognition not only highlights clinical acceptance for Modeyso but also marks an important step for Jazz in the rare oncology space.
• We’ll explore how the NCCN guideline endorsement for Modeyso could strengthen Jazz Pharmaceuticals’ growth trajectory and portfolio diversification.

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Jazz Pharmaceuticals Investment Narrative Recap

To own shares in Jazz Pharmaceuticals, you need to believe in the company’s ability to transition from reliance on its established sleep franchise toward revenue growth from new therapies, especially in rare oncology. The recent NCCN guideline endorsement for Modeyso is a positive development that could help offset near-term risks tied to upcoming generic competition, but continued regulatory milestones and clinical trial success remain crucial to sustaining momentum.

The August 2025 accelerated FDA approval for Modeyso is directly relevant here, as its ongoing success is subject to outcomes from the Phase 3 ACTION confirmatory trial. This product’s initial clinical and regulatory traction strengthens Jazz’s oncology pipeline, but ultimate impact depends on broader adoption and validation, making each future update from this program especially meaningful for investors watching key corporate catalysts.

On the other hand, investors should also be aware that, despite Modeyso’s progress, exposure to generic erosion in Jazz’s legacy products could…

Read the full narrative on Jazz Pharmaceuticals (it’s free!)

Jazz Pharmaceuticals’ outlook projects $5.0 billion in revenue and $883.5 million in earnings by 2028. This scenario assumes a 6.7% compound annual revenue growth rate and a $1.29 billion increase in earnings from the current $-404.8 million level.

Uncover how Jazz Pharmaceuticals’ forecasts yield a $186.47 fair value, a 45% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members submitted five fair value estimates for Jazz Pharmaceuticals, ranging from US$109.65 to US$1,898.34 per share. With product launches like Modeyso drawing attention, your view on future catalysts could shape how you interpret this wide spectrum of expectations.

Explore 5 other fair value estimates on Jazz Pharmaceuticals – why the stock might be worth 15% less than the current price!

Build Your Own Jazz Pharmaceuticals Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

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