Q3 2025 Supernus Pharmaceuticals Inc Earnings Call Transcript
Key Points
- Supernus Pharmaceuticals Inc (SUPN) reported strong operating results in the third quarter, with four growth products accounting for approximately 78% of total revenues.
- ONAPGO generated net sales of USD 6.8 million in the third quarter, up from USD 1.6 million in the second quarter, indicating strong demand and positive feedback from prescribers.
- Collaboration revenue from ZURZUVAE was USD 20.2 million, with US sales reported by partner Biogen increasing approximately 150% compared to the same period in 2024.
- Qelbree showed robust performance with a 23% growth in prescriptions and 31% growth in net sales compared to the same period last year.
- The company has a strong balance sheet with approximately USD 281 million in cash equivalents and marketable securities, providing financial flexibility for potential M&A or growth opportunities.
- Supernus Pharmaceuticals Inc (SUPN) faced supply constraints for ONAPGO, impacting the ability to meet strong demand and requiring a pause in delivery to new patients.
- The company reported a GAAP operating loss of USD 60.2 million for the third quarter, compared to operating earnings of USD 40.9 million in the same quarter last year.
- GAAP net loss was USD 45.1 million for the third quarter, or a loss of USD 0.80 per diluted share, compared to GAAP net earnings of USD 38.5 million in the same quarter last year.
- Combined R&D and SG&A expenses increased significantly to USD 209 million in the third quarter, primarily due to acquisition-related costs from the Sage acquisition.
- The decrease in cash equivalents and marketable securities from USD 454 million at the end of 2024 to USD 281 million as of September 30, 2025, was primarily due to the funding of the Sage acquisition.
Hi. Good afternoon and welcome to the Supernus Pharmaceuticals third quarter 2025 Financial results conference call. [Operator Instructions]
I will now turn the conference over to Peter Vozzo of ICR Healthcare, investor relations representative for Supernus Pharmaceuticals. You may now begin.
Thank you, Raven. Good afternoon, everyone, and thank you for joining us today for Supernus Pharmaceuticals third quarter 2025 Financial results conference call. Today, after the close of the market, the company issued a press release announcing these results.
On the calls made today are Supernus's Chief Executive Officer; Jack A. Khattar, Chief Financial Officer; Timothy C. Dec. Today's call is being made available via the investor relations section of the company's website at www.ir.supernus.com.
During the course of this call, management may make certain forward statements regarding future events and the company
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