@leblancb3391 not sure exactly how to answer your question. Of course, there is a concern/risk to the oxybate franchise. However, I have always been in the camp that the low sodium benefit, extensive experience JAZZ has in the space and the IH expansion would mute the effect. IMO the oxybate franchise is not the key driver to JAZZ hitting its $5 billion target in 2025. Of course if it was to drop 30% it would cause more concern but I don’t see that happening. There is a bigger story evolving at JAZZ that the Street is missing. The expansion of its own R&D shop, the projected strong FCF, the improving deleveraging of the BS and the low share count are all more important to the story over the next 5-7 years. I hope this helps. As always, this is just my two cents. No issues with other SA members having a different view. Slow and steady. Good luck to all.
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