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Supernus Pharmaceuticals (SUPN) investor relations material
Supernus Pharmaceuticals Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Record Q3 revenue was $226.8M, up 18% YoY; four growth products generated $192.2M, up 29%.
Growth in Qelbree, ONAPGO and ZURZUVAE offset declines in legacy products; Indivior merger closing was expected Nov. 2, 2026.
Financial highlights
Q3 revenue was $226.8M versus $192.1M; 9M revenue was $653.5M versus $507.4M.
Q3 revenue comprised $178.6M product sales, $41.7M ZURZUVAE collaboration revenue and $6.5M royalties, licensing and other revenue.
Q3 total revenue excluding Trokendi XR and Oxtellar XR was $208.6M, up 23%; 9M total was $601.2M, up 37%.
Q3 commercial product revenue was $220.3M, up 17%; 9M total was $599.7M, up 23%.
9M net loss was $39.8M versus $34.4M; 2026 included $56.5M in impairment charges, primarily for APOKYN.
Outlook and guidance
Raised standalone FY 2026 revenue guidance to $875M–$900M from $860M–$890M; adjusted operating earnings guidance rose to $160M–$180M from $150M–$180M.
FY 2026 GAAP operating loss guidance improved to $5M–$40M from $20M–$50M; guidance included ONAPGO sales of $60M–$65M and Trokendi XR/Oxtellar XR sales of $60M–$67M.
Standalone guidance ceases to apply if the merger closes; combined FY 2027 guidance was expected in February 2027.
Management expected future profitability, while noting variability from market pressures, patent erosion, R&D and commercial launch spending.
- Supplement revises merger valuation disclosures and highlights litigation and closing risks.SUPN
Proxy filing - Indivior and Supernus to merge as equals, with Supernus shareholders receiving 1.5401 Indivior shares each.SUPN
Proxy filing - Qelbree and new launches drive robust growth, with pipeline innovation targeting CNS disorders.SUPN
Wells Fargo 21st Annual Healthcare Conference - Qelbree and ONAPGO drive growth as the Indivior merger and innovative pipeline fuel future expansion.SUPN
12th Annual Cantor Fitzgerald Global Healthcare Conference - All-stock merger to form a diversified CNS biopharma leader with $2.2B in commercial assets.SUPN
Proxy filing - Merger forms a CNS leader with $2.2B revenue, 11 medicines, and major cost synergies.SUPN
Proxy filing - Supernus and Indivior to merge as equals, forming a CNS leader with $2.2B revenue and $1B dividend.SUPN
Proxy filing - Merger creates a $2.2B CNS leader with $125M synergies, $1B dividend, and strong growth drivers.SUPN
Q2 2026 & Merger - Strong CNS portfolio growth, robust financials, and expanding market opportunities ahead.SUPN
Jefferies Global Healthcare Conference 2026
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