John Cox's questions to Supernus Pharmaceuticals Inc (SUPN) leadership • Q2 2025
Question
John Cox, on behalf of Jefferies, asked about the drivers behind ZERZUVEY's Q2 sales acceleration, its future growth trajectory, peak sales potential, and the company's interest in pursuing other indications like MDD.
Answer
CEO Jack Khattar stated that while Supernus just closed the acquisition, Sage had reported strong organic momentum for ZERZUVEY, with 36% prescription growth in Q2. He deferred providing specific peak sales figures but pointed to the deal's milestone structure as an indicator of their expectations. Khattar noted that any decisions on future indications would be made jointly with their partner, Biogen.