Legal IssuesThe 2H25 setup could be trickier, given OX2 data from ALKS and lawsuits including the anti-trust one vs AVDL.
Market CompetitionAnalyst believes the 1H25 setup for JAZZ heading into HORIZON GEA could meaningfully bring zani closer to JAZZ's $2B guided peak sales, but the competition remains fierce.
Patent ExpiryThe 2035 patents are strong, potentially delaying any generic settlement prior to 2025, but patent expiry remains a looming concern.