TD Cowen retains Buy on Jazz Pharmaceuticals shares amid CEO transition

EditorNatashya Angelica
Published 18/12/2024, 02:36 am
JAZZ
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On Tuesday, TD Cowen reiterated its Buy rating on shares of Jazz Pharmaceuticals (NASDAQ:JAZZ), maintaining a price target of $195.00. According to InvestingPro data, analyst targets range from $128 to $230, with the company currently trading at $122.77. The stock appears undervalued based on InvestingPro's Fair Value analysis.

The firm's positive stance is underpinned by the robustness of Jazz's core business and the prospects of its drug candidate, zanidatamab. Despite the announcement that CEO Bruce Cozadd is set to retire by the end of 2025, the company reassured stakeholders of his active involvement throughout and beyond the transition period.

Jazz Pharmaceuticals confirmed its financial outlook for fiscal year 2024, projecting revenues between $4.0 and $4.1 billion. The company's strong financial position is evident in its impressive 92.62% gross profit margin and healthy current ratio of 4.26.

TD Cowen's analyst expressed confidence that the CEO transition would not disrupt the company's near-term operations. InvestingPro analysis reveals eight additional key insights about Jazz's financial health, which subscribers can access along with detailed valuation metrics. The firm remains attentive to forthcoming updates regarding the successor search.

The analyst also expects that the submission of a supplemental New Drug Application (sNDA) for Zepzelca in the first-line treatment of ES-SCLC, as well as promising data for zanidatamab in first-line GEA, anticipated in the second quarter of 2025, will positively influence market perceptions of Jazz. The firm views these developments as potential catalysts for the stock.

TD Cowen's current price target of $195 for Jazz Pharmaceuticals is based on a net present value (NPV) calculation. It is noteworthy that this valuation does not yet account for significant contributions from Jazz's wider pipeline, including zanidatamab's application in breast cancer treatment, which could offer additional upside potential to the company's value.

For a comprehensive analysis of Jazz's valuation metrics and growth potential, investors can access the detailed Pro Research Report available on InvestingPro, which covers over 1,400 US stocks with expert insights and actionable intelligence.

In other recent news, Jazz Pharmaceuticals has announced that its CEO, Bruce Cozadd, will retire by the end of 2025, prompting a search for his successor.

The company has also received several analyst upgrades, with Truist Securities increasing the price target for Jazz to $220, while Morgan Stanley (NYSE:MS) upgraded the company from Equalweight to Overweight with a new price target of $175. Piper Sandler also reaffirmed an Overweight rating for Jazz Pharmaceuticals.

The company's financial health has been bolstered by the recent FDA approval of Ziihera for second-line biliary tract cancer, with further approvals expected. Jazz Pharmaceuticals also expanded its credit facility from $500 million to $885 million, enhancing its financial flexibility.

The CEO's forthcoming retirement and the search for a new leader, along with the recent analyst upgrades and the FDA approval of Ziihera, are among the recent developments at Jazz Pharmaceuticals. The company's performance and strategic decisions are closely watched by investors and industry analysts, as these factors are pivotal for the company's future.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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