After surveying 25 physicians who treat a significant number of obstructive sleep apnea and narcolepsy patients, Piper Jaffray analyst David Amsellem believes peak U.S. sales potential for Jazz Pharmaceuticals' solriamfetol of at least $400M in the OSA/narcolepsy setting is realistic, "particularly given the sizable portion of patients who do not respond adequately to existing options." Solriamfetol helps position Jazz for annual double-digit EBITDA growth over the next several years, Amsellem tells investors in a research note. He calls Jazz one of his highest conviction specialty pharma ideas. The analyst reiterates an Overweight rating on the shares with a $201 price target.