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Supernus Pharmaceuticals (SUPN) investor relations material
Supernus Pharmaceuticals Wells Fargo 20th Annual Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wells Fargo 20th Annual Healthcare Conference 2025 summary4 Sep, 2025
Business overview and portfolio transition
Transitioning from legacy products to a new growth phase with four key CNS-focused assets, including KELRI for ADHD, ZERZUVEY for postpartum depression, GOCOVRI for Parkinson's, and the newly launched NAPCO infusion device for Parkinson's motor fluctuations.
Recent acquisition of Sage expanded the portfolio into women's health while maintaining CNS focus, with ZERZUVEY as the first and only oral treatment for postpartum depression.
Strong collaboration with Biogen and Shionogi supports product launches and market access across multiple regions.
Continued profitability during the transition, with expectations for reaccelerated top-line growth.
Product performance and market dynamics
KELRI is experiencing rapid growth, outperforming the ADHD and non-stimulant markets, with 35% of business now in adults and 80% satisfaction in this segment.
Back-to-school season is driving further momentum for KELRI, with a 26% increase in recent weeks and expectations for a strong second half.
GOCOVRI benefits from Medicare redesign, leading to higher patient retention and lower out-of-pocket costs, though offset by increased manufacturer rebates.
NAPCO launch is meeting strong demand, providing a needed alternative for advanced Parkinson's patients, with early signs of limited cannibalization of the Apoquin pen.
ZERZUVEY is showing robust sequential growth, supported by sales force expansion and ongoing physician education.
Pipeline and R&D strategy
Evaluating Sage's legacy pipeline and integrating with internal discovery programs, with a focus on rationalizing and prioritizing early-stage assets.
Lead internal pipeline asset SPN-817 is in Phase IIb for seizures, showing promising efficacy and potential cognitive benefits.
SPN-820 for depression is being repositioned for intermittent dosing after mixed Phase IIb results, with a new trial planned before year-end and data expected by 2027.
Early-stage asset SPN-443 is advancing, with a lead indication decision expected before year-end.
NAPCO's impact on Apoquin usage dynamics?
SPN-820: Rationale for re-doing Phase IIb?
M&A target criteria for 2026-2030 launches?
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Next Supernus Pharmaceuticals earnings date
Q3 20253 Nov, 2025
Next Supernus Pharmaceuticals earnings date
Q3 20253 Nov, 2025
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Frequently asked questions
Supernus Pharmaceuticals Inc. is a biopharmaceutical company focused on the development and commercialization of treatments for central nervous system (CNS) disorders. The company specializes in therapies for neurological and psychiatric conditions, including epilepsy, attention deficit hyperactivity disorder (ADHD), and depression. Supernus Pharmaceuticals Inc. is headquartered in Rockville, Maryland, and its shares are listed on the NASDAQ.
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