John [for Andrew]'s questions to Supernus Pharmaceuticals Inc (SUPN) leadership • Q1 2025
Question
An analyst identified as John asked about the primary growth drivers for Qelbree in 2025, specifically the balance between volume and price. He also inquired about the rationale for advancing SPN-820 into a Phase IIb trial for Major Depressive Disorder (MDD), the potential efficacy target, and the expected timeline for data.
Answer
Executive Jack Khattar explained that Qelbree's 2025 growth will be driven mainly by prescription volume, citing a record high in March. For SPN-820, he stated the goal is a clinically significant 5- to 8-point placebo-adjusted reduction on the MADRS scale. The decision to proceed was based on a new intermittent dosing regimen believed to be more effective for the drug's mechanism. A best-case scenario would see the trial start before year-end, with data available approximately 1.5 years after commencement.