HIGHOutside partySupplier
ESSDS
“10-K Item 1A: 'We depend on outside vendors, including ESSDS, the central certified pharmacy, to distribute Xywav and Xyrem in the U.S.'”
JAZZ · Concentration risk · 10-K extracted
Jazz Pharmaceuticals (JAZZ) concentration risks
Updated
The most significant concentration Jazz Pharmaceuticals discloses is ESSDS, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Jazz Pharmaceuticals’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 3 disclosed concentrations
HIGH1
MEDIUM2
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMBuilt-in & outside partyProduct / Revenue mix
41%
Xywav
“10-K Item 1: 'net product sales of Xywav were $1,657.0 million, which represented 41% of our total net product sales for the year'”
MEDIUMBuilt-in & outside partyProduct / Revenue mix
26%
Epidiolex
“10-K Item 1: 'Net product sales of Epidiolex/Epidyolex in 2025 were $1,059.2 million, which represented 26% of our total net product sales for the year'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company carries a layered concentration profile with a critical supply-chain dependency sitting on top of two meaningful product exposures. On the distribution side, the company depends on outside vendors, including ESSDS, the central certified pharmacy, to distribute its core products in the U.S. — a high-share dependency by disclosed size. Because ESSDS is the sole certified distribution channel for Xywav and Xyrem domestically, any operational disruption there would directly impair the ability to reach patients without a readily available alternative. The two largest disclosed products compound this picture. Xywav contributed 41% of total net product sales, a moderate share, and Epidiolex/Epidyolex contributed 26% of total net product sales, also a moderate share. Both carry a mixed character: they are approved, in-market products with established commercial traction, but their revenue streams remain subject to competitive entry, reimbursement dynamics, and label changes that are beyond the company's full control. Together these two products account for the substantial majority of disclosed product revenue. The combination of a sole-distributor dependency on ESSDS and two products each contributing a moderate but meaningful share of sales means that the exposure profile is concentrated along a single supply-chain thread and across a limited number of revenue sources. Disruption at either the distribution or product level would be material given the structural weight of these three claims.
For the engine’s reasoning on JAZZ’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Biotechnology
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ACAD | ACADIA Pharmaceuticals Inc. | 2 | 0 | 0 | 2 |
| JAZZ● | Jazz Pharmaceuticals plc | 1 | 2 | 0 | 3 |
| ACLX | Arcellx, Inc. | 1 | 1 | 0 | 2 |
| AGIO | Agios Pharmaceuticals, Inc. | 1 | 0 | 0 | 1 |
| ALMS | Alumis Inc. | 1 | 0 | 0 | 1 |
| ADMA | ADMA Biologics Inc | 0 | 1 | 0 | 1 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.