Earnings summaries and quarterly performance for SUPERNUS PHARMACEUTICALS.
Executive leadership at SUPERNUS PHARMACEUTICALS.
Jack Khattar
Detailed
President, Chief Executive Officer and Secretary
CEO
Frank Mottola
Detailed
Chief Technical Operations Officer
Jonathan Rubin
Detailed
Senior Vice President, Chief Medical Officer, Research and Development
Padmanabh Bhatt
Detailed
Senior Vice President of Intellectual Property, Chief Scientific Officer
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.
Stacy Ku
TD Cowen
4 questions for SUPN
Also covers: AUPH, BCRX, KALV +3 more
David Amsellem
Piper Sandler Companies
3 questions for SUPN
Also covers: ABBV, ALKS, AMGN +27 more
Jack Padovano
Stifel
3 questions for SUPN
Also covers: RGNX, RVNC
Kristen Kluska
Cantor Fitzgerald
2 questions for SUPN
Also covers: ABEO, ADMA, AQST +24 more
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 +13 more
John Cox
Jefferies
1 question for SUPN
Linda Tsai
Jefferies
1 question for SUPN
Also covers: ADC, AKR, AMH +31 more
Recent press releases and 8-K filings for SUPN.
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).
6 days ago
Supernus Pharmaceuticals Discusses APO-go Supply Constraints and Zurzuvae Market Potential
SUPN
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Supernus Pharmaceuticals is actively working to resolve APO-go supply constraints, which are primarily due to a capacity issue with the current manufacturer rather than API or regulatory problems. The company is exploring alternative suppliers, including one already manufacturing the product for Europe, with onboarding potentially taking several months to a year.
- Despite the supply challenges, demand for APO-go remains strong, and the company plans to revisit its previous $200 million-$300 million US peak sales assumptions, acknowledging they may be conservative given the initial overwhelming demand.
- For Zurzuvae, Supernus highlights a significant market opportunity, with 500,000 women annually experiencing postpartum depression symptoms, but only around 14,000 patients have been on the product since launch, indicating substantial untapped potential.
- Supernus is on track to realize up to $200 million in annualized synergies related to Sage by 2026.
6 days ago
Supernus provides updates on APO-go supply, Zurzuvae market, and M&A strategy
SUPN
Product Launch
New Projects/Investments
- Supernus is actively working to resolve supply constraints for APO-go, which are due to a capacity issue with the current manufacturer, not product quality or API sourcing. Efforts include working with the current supplier and exploring an alternative supplier in Europe, with a potential onboarding process for a new supplier taking several months to up to a year.
- Despite supply interruptions, physician demand for APO-go remains strong, with continued submission of patient enrollment forms. The company plans to revisit its US peak sales assumption of $200 million-$300 million after resolving the supply situation, acknowledging the initial launch demand was "overwhelming".
- For postpartum depression, approximately 14,000 patients have been on Zurzuvae since its launch, indicating significant untapped market potential given an estimated 100,000+ treated women annually. The product is unique for its rapid action and 14-day course of therapy.
- Supernus is on track to realize up to $200 million in annualized synergies from the Sage acquisition, expected between August 2025 and August 2026. The company's M&A strategy prioritizes commercial-stage assets, followed by later-stage development assets (post-phase two, early-phase three).
6 days ago
Supernus Pharmaceuticals Provides Business Update at Jefferies Conference
SUPN
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- Supernus Pharmaceuticals provided revenue guidance of $685 million to $705 million for the current year, highlighting Qelbree, Gocovri, Onapgo, and Zurzuvae as key growth drivers.
- Qelbree is annualizing at approximately $320 million and continues to demonstrate strong prescription growth of 20% or more, with patent protection extending until 2035.
- The company is experiencing tight supply issues for Onapgo, leading to a pause in new patient initiations despite Q3 sales of $6.8 million and potential for peak sales beyond the initial $200 million to $300 million estimate.
- Zurzuvae has shown consistent 19% to 20% quarter-over-quarter growth over the last three quarters, with Supernus booking 50% of its sales.
- Business development remains a priority for commercial or later-stage CNS/psychiatry/women's health assets, with Phase 2B data for SPN-820 and SPN-817 anticipated in 2027.
Nov 17, 2025, 2:30 PM
Supernus Discusses Product Performance, ONAPGO Supply Issues, and Pipeline Updates
SUPN
Guidance Update
Product Launch
M&A
- Supernus provided a revenue guidance of $685 million-$705 million for the current year, highlighting key growth drivers such as Qelbree, which is annualizing at approximately $320 million based on the last quarter and has a patent until 2035.
- The company is experiencing supply constraints for ONAPGO, leading to a pause in new patient initiation due to fill and finish issues, despite demand exceeding expectations and potentially conservative peak sales estimates of $200-$300 million.
- ZURZUVAE has shown consistent 19%-20% quarter-over-quarter growth over the last three quarters, with Supernus booking 50% of its sales.
- Supernus remains focused on Business Development (BD), prioritizing commercial or late-stage pipeline assets, with potential transaction sizes ranging from $1 billion-$1.5 billion.
Nov 17, 2025, 2:30 PM
Supernus Pharmaceuticals Discusses Product Performance, Supply Challenges, and Pipeline Updates
SUPN
Guidance Update
Product Launch
New Projects/Investments
- Supernus Pharmaceuticals, a CNS-focused biopharma, provided a revenue guidance of $685 million-$705 million for this year.
- Key growth drivers include Qelbree, annualizing at around $320 million based on the last quarter with a patent until 2035, and ZURZUVAE, which generated $55 million in unadjusted sales in Q3 and showed consistent 19%-20% quarter-over-quarter growth.
- ONAPGO (Parkinson's product) reported Q3 sales of $6.8 million but is facing supply issues with fill and finish operations, resulting in a pause in new patient initiation. The company is actively seeking solutions to minimize the impact on 2026.
- The company maintains a strong balance sheet with approximately $300 million of cash as of Q3 and continues to prioritize business development for commercial or later-stage pipeline assets in CNS or women's health.
- Pipeline updates include SPN-820 and SPN-817 with data expected in 2027, and a novel stimulant SPN-443 for ADHD entering a SAD-MAD study in 2026.
Nov 17, 2025, 2:30 PM
Supernus Pharmaceuticals Reports Q3 2025 Results with Revenue Growth and Updated Guidance
SUPN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Supernus Pharmaceuticals reported total revenue of $192.1 million for Q3 2025, an increase from $175.7 million in the same quarter last year, with total revenue (excluding Trokendi XR and Oxtellar XR) increasing 30%.
- The company's four growth products—Qelbree, Gocovri, Zurzuvae, and Onapco—accounted for approximately 78% of total revenues in Q3 2025.
- Onapco generated $6.8 million in net sales in Q3 2025, but is experiencing supplier constraints due to stronger-than-expected demand, leading to a pause in new patient initiations.
- Zurzuvae collaboration revenue was $20.2 million in Q3 2025, representing approximately two months of revenue since the Sage acquisition on July 31, 2025, with potential annual synergies of up to $200 million by mid-2026.
- Supernus updated its full-year 2025 financial guidance, raising the expected total revenue range to $685-$705 million and non-GAAP operating earnings to $125-$145 million.
Nov 4, 2025, 9:30 PM
Supernus Announces Third Quarter 2025 Financial Results
SUPN
Earnings
Guidance Update
M&A
- Supernus Pharmaceuticals, Inc. reported total revenues of $192.1 million for the third quarter of 2025, representing a 9% increase compared to the same period in 2024.
- The company recorded a net loss of $45.1 million and a diluted loss per share of $0.80 for the third quarter of 2025, primarily due to approximately $70.0 million of acquisition-related costs from the Sage acquisition.
- Combined revenues from the company's four growth products (Qelbree, GOCOVRI, ZURZUVAE, and ONAPGO) increased 52% to $149.2 million in the third quarter of 2025.
- Supernus completed the acquisition of Sage Therapeutics, Inc. on July 31, 2025.
- The company is increasing its full year 2025 revenue guidance to $685 million - $705 million and updating its full year 2025 operating loss guidance to $(65) million - $(75) million.
Nov 4, 2025, 9:17 PM
Supernus Pharmaceuticals Announces Strong Q3 2025 Revenue Growth and Updated Full Year Guidance
SUPN
Earnings
Guidance Update
M&A
- Supernus Pharmaceuticals reported total revenues of $192.1 million in the third quarter of 2025, marking a 9% increase compared to the same period in 2024.
- Combined revenues from its four growth products (Qelbree, GOCOVRI, ZURZUVAE, and ONAPGO) increased 52% to $149.2 million in Q3 2025. ONAPGO generated $6.8 million in net product sales in its first full quarter, despite facing supply constraints, and collaboration revenue from ZURZUVAE was $20.2 million.
- The company completed the acquisition of Sage Therapeutics, Inc. on July 31, 2025, which contributed to an operating loss of $60.2 million for Q3 2025, primarily due to approximately $70.0 million in acquisition-related costs.
- Supernus updated its full year 2025 financial guidance, increasing total revenue guidance to $685 - $705 million and updating operating loss guidance to $(65) - $(75) million.
Nov 4, 2025, 9:01 PM
Supernus Pharmaceuticals Discusses Re-accelerated Growth and Key Product Strategies
SUPN
Product Launch
Revenue Acceleration/Inflection
M&A
- Supernus Pharmaceuticals is in a re-accelerated growth phase following the acquisition of Sage, focusing on its CNS portfolio, which includes Qelbree, Gocovri, Onapgo, and ZURZUVAE.
- Qelbree, a non-stimulant ADHD treatment, is experiencing strong growth, with recent growth rates of 25-26%. The adult segment now accounts for 35% of its business, and the company believes it has significant growth potential, aiming for 4-6% market share from its current less than 1-2%.
- The recently launched Parkinson's drug, Onapgo, a continuous apomorphine infusion device, has shown encouraging early uptake. While initially estimated at $200-$300 million peak sales, its potential could be significantly larger if adopted for earlier-stage patients.
- ZURZUVAE, acquired through the Sage acquisition, is the first oral medication approved for postpartum depression, a condition affecting 1 in 7 women. Supernus is focusing on increasing disease awareness and screening among healthcare providers and patients to address the current low diagnosis rates.
Sep 3, 2025, 1:04 PM
Quarterly earnings call transcripts for SUPERNUS PHARMACEUTICALS.
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