Supernus Pharmaceuticals Q3 revenue rises 18% on CNS growth

By Reuters News


Overview

  • U.S. CNS drugmaker's Q3 total revenue rose 18% yr/yr on strong growth products

  • Adjusted operating earnings for Q3 increased from prior year, driven by higher revenue

  • Company expects Indivior merger to close Nov. 2, creating larger CNS biopharma


Outlook

  • Company raises 2026 full-year revenue guidance to $875 mln-$900 mln

  • Supernus expects 2026 adjusted operating earnings of $160 mln-$180 mln

  • Company says 2026 guidance will no longer apply after Indivior merger closes Nov. 2, 2026


Result Drivers

  • GROWTH PRODUCTS - Co said revenue growth was driven by higher net sales of Qelbree, GOCOVRI, ZURZUVAE, and ONAPGO

  • ZURZUVAE COLLABORATION - Collaboration revenue from ZURZUVAE more than doubled, with U.S. sales reported by Biogen up 53% yr/yr

  • ONAPGO DEMAND - ONAPGO net sales more than doubled, supported by prescription growth and orphan-drug approval


Company press release:


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Product Sales

$178.60 mln

Q3 Adjusted Revenue from commercial products

$220.30 mln

Q3 Operating Earnings

$21.18 mln


Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the pharmaceuticals peer group is "buy"

  • Wall Street's median 12-month price target for Supernus Pharmaceuticals, Inc. is $65.00, about 58.2% above its October 28 closing price of $41.08

  • The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 15 three months ago


Reuters Recommended Reads

  • Oct 29 - Indivior Pharmaceuticals tops Q3 revenue estimates, net income hits record

  • Oct 28 - Biogen Q3 revenue beats on Apellis acquisition, product demand

  • Oct 28 - Biogen tops quarterly estimates on rare-disease drug strength


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.


(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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