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
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
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 +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: 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
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.
Dec 2, 2025, 9:00 PM
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).
Dec 2, 2025, 9:00 PM
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
Quarterly earnings call transcripts for SUPERNUS PHARMACEUTICALS.
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