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Needham Says Promising Data Underscore Growth Potential for Jazz Pharma (JAZZ)

On June 3, Needham analyst Ami Fadia reaffirmed a Buy rating on Jazz Pharmaceuticals plc (NASDAQ:JAZZ) and raised the price target slightly from $200 to $202. Fadia’s favorable opinion was based on recent encouraging clinical data updates from the annual American Society of Clinical Oncology (ASCO) 2025 meeting, which strengthen the company’s oncology pipeline.

New data support the role of Zanidatamab (Zani) in bile duct cancer (BTC) and highlight its potential for gastroesophageal adenocarcinoma (GEA). These findings suggest Zani could provide meaningful benefits in both conditions and enhance its commercial outlook.

A scientist researching the innate and adaptive immune response in a biopharmaceutial laboratory.

Fadia also noted progress with Zepzelca, which is being evaluated as a first-line maintenance treatment for small cell lung cancer (SCLC). Phase 3 results from the ImForte trial, which studies the combination of Lurbinectedin (lurbi) and Atezolizumab (atezo), indicate strong safety and efficacy, reinforcing the likelihood of regulatory approval.

Additionally, updated Phase 2 results for Zani in first-line GEA showed high response rates and improved survival compared to current treatments. In second-line BTC, Zani continues to show substantial survival benefits, outperforming external benchmarks.

Overall, these developments mark steady progress in Jazz’s oncology portfolio. While further validation and regulatory approvals are needed, the latest data support a positive outlook for the stock.

Jazz Pharmaceuticals plc (NASDAQ:JAZZ) is a biopharmaceutical company focused on developing therapies for oncology and neuroscience.

While we acknowledge the potential of JAZZ as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than JAZZ and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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