Earnings summaries and quarterly performance for SUPERNUS PHARMACEUTICALS.
Executive leadership at SUPERNUS PHARMACEUTICALS.
JK
Jack Khattar
Detailed
President, Chief Executive Officer and Secretary
CEO
FM
Frank Mottola
Detailed
Chief Technical Operations Officer
JR
Jonathan Rubin
Detailed
Senior Vice President, Chief Medical Officer, Research and Development
PB
Padmanabh Bhatt
Detailed
Senior Vice President of Intellectual Property, Chief Scientific Officer
TD
Timothy Dec
Detailed
Senior Vice President, Chief Financial Officer
Board of directors at SUPERNUS PHARMACEUTICALS.
Research analysts who have asked questions during SUPERNUS PHARMACEUTICALS earnings calls.
SK
Stacy Ku
TD Cowen
6 questions for SUPN
Also covers: AUPH, BCRX, KALV +3 more
David Amsellem
Piper Sandler Companies
5 questions for SUPN
Also covers: ABBV, ALKS, AMGN +27 more
Kristen Kluska
Cantor Fitzgerald
4 questions for SUPN
Also covers: ABEO, ADMA, AQST +24 more
Jack Padovano
Stifel
3 questions for SUPN
Also covers: RGNX, RVNC
J
Jack
Cantor Fitzgerald
2 questions for SUPN
Also covers: JMIA, TWLO
JC
Jon Cox
Kepler Cheuvreux
2 questions for SUPN
Also covers: BARN.SW, BRRLY, CFRUY +1 more
PP
Pavan Patel
Bank of America
2 questions for SUPN
Also covers: AMPH, CPRX, HRMY +2 more
AR
Alex Riesemann
Piper Sandler Companies
1 question for SUPN
Also covers: OGN, XERS
Andrew Tsai
Jefferies
1 question for SUPN
Also covers: ARQT, ATAI, ATHA +16 more
John Cox
Jefferies
1 question for SUPN
Linda Tsai
Jefferies
1 question for SUPN
Also covers: ADC, AKR, AMH +32 more
Recent press releases and 8-K filings for SUPN.
Supernus Pharmaceuticals Reports Record 2025 Revenues and Resolves ONAPGO Supply Constraints
SUPN
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Supernus Pharmaceuticals achieved record total revenues of $719 million for the full year 2025 and $211.6 million for Q4 2025, representing a 21% increase over the prior year quarter. The company reported a GAAP net loss of $4.1 million or $0.07 per diluted share for Q4 2025 and a GAAP net loss of $38.6 million or $0.68 per diluted share for the full year.
- The company's four growth products (Qelbree, GOCOVRI, Zurzuvae, and ONAPGO) accounted for approximately 76% of total revenues in Q4 2025, demonstrating a successful transition from legacy products.
- ONAPGO generated $8.9 million in net sales for Q4 2025, contributing to $17.3 million in total net sales for its first year, and the company has resolved supply constraints, resuming new patient initiations. The 2026 sales guidance for ONAPGO is $45 million-$70 million.
- Qelbree exceeded $300 million in net sales for 2025, a 26% growth over 2024, and Zurzuvae collaboration revenues were $32.8 million in Q4 2025, with U.S. sales increasing 187% compared to Q4 2024.
4 days ago
Supernus Pharmaceuticals Reports Record Q4 and Full Year 2025 Revenues, Provides 2026 Guidance
SUPN
Earnings
Guidance Update
M&A
- Supernus Pharmaceuticals achieved record total revenue of $211.6 million for the fourth quarter of 2025, a 21% increase compared to the same quarter last year, and $719 million for the full year 2025, representing a 27% increase excluding net product sales of TRUCENDA XR and AXTELLO XR.
- The company reported a GAAP net loss of $4.1 million, or $0.07 per diluted share, for Q4 2025, and a GAAP net loss of $38.6 million, or $0.68 per diluted share, for the full year 2025, primarily due to higher operating costs and incremental intangible asset amortization related to the Sage acquisition.
- For the full year 2026, Supernus expects total revenues to range from $840 million to $870 million, with combined R&D and SG&A expenses projected between $620 million and $650 million.
- New patient initiations for ONAPGO began in Q1 2026 following the resolution of supply constraints, and the company assumes $45 million to $70 million of net sales from ONAPGO for the full year 2026.
- As of December 31, 2025, Supernus had approximately $309 million in cash equivalents and marketable securities and no debt, providing financial flexibility for potential M&A and other growth opportunities.
4 days ago
Supernus Pharmaceuticals Reports Record 2025 Revenues and Provides 2026 Guidance
SUPN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Supernus Pharmaceuticals achieved record total revenues of $719 million for the full year 2025 and $211.6 million for the fourth quarter of 2025, marking a 21% increase compared to the same quarter last year.
- The company's four growth products (Qelbree, Proquarius, Zurzuvae, and ONAPGO) contributed significantly, accounting for approximately 76% of total revenues in Q4 2025. Qelbree exceeded $300 million in net sales for 2025, and ONAPGO generated $8.9 million in net sales in Q4 2025, concluding its first year with $17.3 million in total net sales.
- Supernus has made progress in resolving ONAPGO supply constraints, resuming new patient initiation, and expects $45 million-$70 million in net sales from ONAPGO for the full year 2026.
- For the full year 2026, Supernus anticipates total revenues to range from $840 million-$870 million and non-GAAP operating earnings to range from $140 million-$170 million.
4 days ago
Supernus Pharmaceuticals, Inc. Announces Record Q4 and Full Year 2025 Financial Results
SUPN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Supernus Pharmaceuticals, Inc. announced record total revenues of $211.6 million for Q4 2025, a 21% increase year-over-year, and $719.0 million for the full year 2025, up 9%.
- The company reported a net loss of $4.1 million ($0.07 diluted loss per share) for Q4 2025 and a net loss of $38.6 million ($0.68 diluted loss per share) for the full year 2025.
- Cash, cash equivalents, and current marketable securities stood at $308.7 million as of December 31, 2025.
- For full year 2026, Supernus provided guidance projecting total revenues of $840 million to $870 million and adjusted operating earnings (non-GAAP) of $140 million to $170 million.
- Combined revenues of growth products (Qelbree®, GOCOVRI®, ZURZUVAE®, and ONAPGO™) increased significantly to $161.3 million in Q4 2025 and $521.8 million for the full year 2025, showing year-over-year growth of 45% and 40%, respectively.
4 days ago
Newron Pharmaceuticals Announces Publication of Evenamide Clinical Data
SUPN
New Projects/Investments
- Newron Pharmaceuticals announced the publication of peer-reviewed data highlighting evenamide's clinically meaningful and sustained benefits as an adjunctive treatment for schizophrenia, particularly for patients with inadequate response or treatment-resistant schizophrenia (TRS).
- Evenamide is a novel glutamate modulator that targets the hippocampus, offering a distinct mechanism of action compared to existing antipsychotics.
- Clinical studies demonstrated that over half of patients with treatment-resistant schizophrenia (TRS) treated with evenamide improved to the extent that they no longer met severity criteria for TRS after long-term adjunctive treatment, with approximately one-quarter achieving remission.
- Newron is advancing evenamide through the ENIGMA-TRS Phase III clinical program, which includes ENIGMA-TRS 1 (initiated August 2025) and ENIGMA-TRS 2 (initiated December 2025).
Feb 3, 2026, 12:00 PM
Newron Pharmaceuticals Secures New Evenamide Patent in EU
SUPN
New Projects/Investments
Legal Proceedings
- Newron Pharmaceuticals announced that the European Patent Office (EPO) granted a new composition of matter patent (EP4615820) for its lead development compound, evenamide.
- This patent is expected to extend evenamide's asset exclusivity in the EU into 2044, strengthening the company's intellectual property.
- Evenamide, a first-in-class glutamate modulator for treatment-resistant schizophrenia, is currently in a global Phase III development program with topline results expected in Q4-2026.
Jan 6, 2026, 12:00 PM
Supernus Pharmaceuticals: ZURZUVAE™ Authorized in Canada
SUPN
Product Launch
M&A
- Health Canada has authorized ZURZUVAE™ (zuranolone), making it the first and only treatment indicated for adults with moderate or severe postpartum depression (PPD) in Canada.
- ZURZUVAE is a once-daily, 14-day oral single course treatment designed to offer relief from depressive symptoms as early as Day 3.
- This approval addresses a significant unmet medical need, as PPD affects up to one in five Canadian women.
- Supernus Pharmaceuticals, Inc. (SUPN) became Biogen's collaboration partner for ZURZUVAE in the U.S. after acquiring Sage Therapeutics, Inc., the drug's discoverer, in July 2025.
Dec 9, 2025, 12:00 PM
Supernus Pharmaceuticals Updates on Sage Integration, Qelbree Performance, and Apokyn Supply Challenges
SUPN
M&A
Guidance Update
Revenue Acceleration/Inflection
- Supernus is tracking ahead on the integration of the Sage acquisition, anticipating achieving up to $200 million in annualized synergies within the first year, primarily from SG&A and R&D program evaluation.
- Qelbree, the company's ADHD treatment, continues to demonstrate robust growth, with pediatric prescriptions increasing by approximately 19% and adult prescriptions by 32% during the last back-to-school season, annualizing at over 1 million prescriptions a year.
- The company is actively addressing supply constraints for Apokyn by working with its current third-party supplier and exploring an alternative European supplier, with traditional timelines for bringing a new supplier online potentially taking up to a year, though expedited options are being discussed with the FDA.
- For Zurzuvae, a treatment for postpartum depression, the market is in early development, with only an estimated 45%-50% of the 500,000 women who experience the condition annually currently being diagnosed, highlighting significant potential for market building and growth.
Dec 8, 2025, 8:20 PM
Supernus Discusses Sage Integration, Qelbree Growth, and Apokyn Supply Challenges
SUPN
M&A
Revenue Acceleration/Inflection
New Projects/Investments
- Supernus is on track to achieve up to $200 million in annualized synergies from the Sage acquisition, with significant portions coming from SG&A and R&D program evaluation.
- Qelbree demonstrated robust growth in Q3, with pediatric prescriptions increasing by 19% and adult prescriptions by 32%, annualizing at over 1 million prescriptions.
- The company is actively addressing Apokyn supply constraints by pushing the current supplier for more batches and exploring an alternative European supplier, with FDA approval for a new facility potentially taking up to a year.
- Gocovri continues to differentiate itself by treating both dyskinesia and off-episodes, benefiting from the Medicare redesign which has helped more patients stay on the product with lower copays.
Dec 8, 2025, 8:20 PM
Supernus Pharmaceuticals Addresses ONAPGO Supply Constraints and ZURZUVAE Market Potential
SUPN
Product Launch
New Projects/Investments
M&A
- Supernus Pharmaceuticals is actively working to resolve ONAPGO supply constraints, which are due to a capacity issue with the current manufacturer. The company is exploring options including increasing capacity with the current supplier and qualifying an alternative European supplier, though onboarding a new supplier could take several months to a year.
- Despite supply interruptions, ONAPGO has experienced overwhelming demand, with physicians continuing to submit patient enrollment forms. Supernus plans to revisit its initial $200 million-$300 million US peak sales assumptions for ONAPGO after resolving the supply situation, given the strong market interest.
- For ZURZUVAE, the market for postpartum depression is estimated at 500,000 women annually, with over 100,000 treated patients. Approximately 14,000 patients have been on the product since launch, indicating significant growth potential.
- Supernus is on track to achieve up to $200 million in annualized synergies from the Sage acquisition, expected to be realized between August 2025 and August 2026. The company's M&A strategy continues to prioritize commercial-stage assets and later-stage development programs (post-Phase II, early-Phase III).
Dec 2, 2025, 9:00 PM
Quarterly earnings call transcripts for SUPERNUS PHARMACEUTICALS.
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