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Supernus Pharmaceuticals Q1: Strong Sales, Supply Concerns
Description
Supernus Pharmaceuticals exceeded revenue estimates with a 38.6% year-over-year increase, driven by strong Onepco demand and solid growth in Zirzuve and Kelli. Despite missing adjusted earnings per share, they surpassed adjusted EBITDA forecasts and improved operating margins. The company reaffirmed full-year revenue guidance and addressed supply chain concerns for Onapro. Analysts inquired about direct-to-consumer ads for Xerzuvey and merger appetite, with management focusing on CNS and womens health deals. Key catalysts to watch include the second Onapro supplier approval, prescription ramps for Onepco and Kelli, and trial updates on SPN-eight-twenty and SPN-eight-seventeen. The stock remains stable around $49.42, with a $2.87 billion market cap, as managements rebound story unfolds.
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