Q4 2025 Supernus Pharmaceuticals Inc Earnings Call Transcript

Feb 24, 2026 / 09:30 PM GMT

Release Date Price: $52.13 (+2.57%)

Transcript 10-K8-K

Key Points

Positve

Supernus Pharmaceuticals Inc (SUPN) achieved record total revenues of $719 million in 2025, marking a 27% increase compared to the previous year.
The company reported strong growth of 40% in revenues from its four growth products: Kalbry, Cocori, Zerove, and UNO.
SUPN successfully executed the acquisition of Sage Therapeutics, enhancing its product portfolio and market presence.
FDA approval and launch of OnapPCO in the Parkinson's market, contributing to the company's growth strategy.
The company maintains a strong balance sheet with no debt, providing financial flexibility for potential mergers and acquisitions.

Negative

SUPN experienced a GAAP net loss of $38.6 million for the full year 2025, compared to net earnings of $73.9 million in 2024.
Operating loss on a GAAP basis for the full year of 2025 was $62.3 million, a significant decline from operating earnings of $81.7 million in 2024.
The company faced supply constraints for OnapPCO, impacting its ability to meet demand and requiring resolution efforts.
Increased SG&A expenses, including $73 million of acquisition-related costs from the Sage acquisition, impacted profitability.
Cash and marketable securities decreased to $309 million as of December 31, 2025, from $454 million the previous year, primarily due to the Sage acquisition.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SUPN.OQ - Supernus Pharmaceuticals Inc
Q4 2025 Supernus Pharmaceuticals Inc Earnings Call
Feb 24, 2026 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and welcome to Supernis Pharmaceuticals for the quarter in full year 2025 financial results conference call. At this time, all participants are in listen-only mode. Later, we will conduct a question-and-answer session.

Instructions will follow at this time. As a reminder, this conference is being recorded. I would now like to hand the conference over to Peter Vazo of ICR Healthcare, Investor investor relations representative for Supernis Pharmaceuticals. You may now, you may now just begin.

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Unidentified_2 [2]
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