Supernus Pharmaceuticals, Inc. (SUPN)
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-09-04
$43.53-1.00%
Close 2026-09-04 · 1-day change
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-09-04
QuarterlyIQ Insights · SUPN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-09-04.
The screen ranks SUPN against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated neutral grew net income 51% of the time over the next year (vs 41% for the rest of the cohort, n=13363).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Execute the all-stock merger of equals with Indivior to create a diversified CNS biopharmaceutical leader with $2.2B combined revenues and $125M annual cost synergies.
Newly stated in 2026-Q2. The merger agreement was announced in August 2026, aiming to create a combined company with $2.2 billion in pro forma net revenue and $125 million in expected annual cost synergies. This is a new strategic priority with no prior quarters stating it. The financial scale and synergy targets are clearly defined, indicating a significant strategic shift.
“Supernus Pharmaceuticals and Indivior Pharmaceuticals to Merge, Creating a Diversified CNS Biopharmaceutical Leader with Significant Scale”
Focus on increasing sales and prescriptions of growth products including Qelbree, GOCOVRI, ZURZUVAE, and ONAPGO to sustain revenue growth.
Stated in 3 of last 3 quarters (2025-Q2, 2025-Q4, 2026-Q1). Revenue grew from $149.8 million in 2025-Q1 to $207.7 million in 2026-Q1, driven by 56% growth in combined revenues of key growth products. Management consistently emphasizes growth product momentum, and the financials show delivering growth in this area.
Progress clinical trials for novel CNS therapies including SPN-817 for epilepsy, SPN-820 for depression, and SPN-443 for ADHD.
Stated in 2 of last 2 quarters (2025-Q4, 2026-Q1). Management reports ongoing Phase 2b trials for SPN-817 and SPN-820 and plans to start Phase 1 study for SPN-443 in 2026-H2. While no financial impact is yet reported, the company is actively progressing its clinical pipeline as a strategic priority.
“Phase 2b study of SPN-817 ongoing; Phase 2b trial of SPN-820 initiated; Phase 1 study of SPN-443 expected in second half of 2026”
Reiterate and raise full year 2026 financial guidance with focus on revenue growth and adjusted operating earnings improvement.
Stated in 3 of last 3 quarters (2025-Q4, 2026-Q1, 2026-Q2). Management reiterated and then raised full year 2026 revenue guidance from $840-$870 million to $860-$890 million, while revising operating earnings guidance to a loss range of $(20)M to $(50)M. The trajectory shows management updating guidance to reflect current expectations, indicating active financial management.
“The Company is raising its full year 2026 financial guidance to $860 million to $890 million in revenue.”
Focus on acquiring and integrating companies to expand product portfolio and capabilities.
Over the trailing year it converted -14.06x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by M&A activity. Historically, Health Care names rated neutral grew net income 53% of the time over the next year (vs 49% for the rest of the cohort, n=5275).
Not investment advice. As of 2026-09-04.
“First quarter 2026 combined revenues of growth products increased 56% year-over-year driven by Qelbree, GOCOVRI, ZURZUVAE, and ONAPGO”
“Fourth quarter 2025 combined revenues of growth products increased 45% year-over-year driven by Qelbree, GOCOVRI, ZURZUVAE, and ONAPGO”
“Strong performance in first half 2025 and impact of Sage acquisition driving growth products”
“Company advancing pipeline with Phase 2b trials for SPN-817 and SPN-820 ongoing”
“The Company reiterates full year 2026 financial guidance of $840 million to $870 million in revenue.”
“Full year 2026 guidance for total revenues of $840 million to $870 million, operating earnings $0 to $30 million.”