SUPN
Supernus Pharmaceuticals, Inc.48.32
+1.04+2.2%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
ONAPGO supply resolves backlog risks
Q&A zeroed in on ONAPGO supply resolution, confirming the current supplier supports $45-70 million 2026 guidance while bridging to a higher-capacity European partner in 2027, with no clinical data needed beyond stability batches. Demand stays hot: 1,800 enrollment forms signal strong interest from advanced PD patients, at ~$100,000 WAC per year (one cartridge daily) and 20-30% gross-to-net. Management hinted at upside beyond $70 million but held the guide. ZURZUVAE remains launch-focused, with 70% repeat prescribers and DTC push into vast PPD market. Q&A directly tackled supply backlog fears. Supply continuity drives the thesis forward.
Key Stats
Market Cap
2.77BP/E (TTM)
-Basic EPS (TTM)
-0.34Dividend Yield
0%Recent Filings
8-K
Record Q4 revenues, strong guidance
Supernus reported record Q4 2025 revenues of $211.6 million, up 21% year-over-year, driven by 45% growth in its four key products to $161.3 million including new ONAPGO and ZURZUVAE contributions, while legacy drugs declined sharply. Full-year revenues hit $719.0 million. Growth persists. 2026 guidance projects $840-$870 million in revenues.
8-K
Exec comp boosted
Supernus Pharmaceuticals boosted executive pay on February 18, 2026, effective January 1, with CEO Jack Khattar's base salary rising from $1,036,000 to $1,067,100, plus a $846,930 2025 bonus and hefty equity grants including 341,610 options at $50.20 strike. Other execs saw similar 3-4% hikes, time-based RSUs, and performance PSUs. Compensation aligns with peers per Aon review. Vesting hinges on goals.
8-K
Q4 results set for Feb 24
8-K
Amends 2018 merger milestones
IPO
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