Supernus Pharmaceuticals, Inc. (SUPN)

Over the past six months, Supernus announced strong third-quarter 2025 financial results driven by Qelbree and GOCOVRI, but noted supplier constraints for ONAPGO. An analysis indicated Supernus shares had risen over 50% since mid-2025, with a projected 25% upside for 2026 due to Qelbree's growth and strategic acquisitions. Supernus announced record fourth-quarter and full-year 2025 financial results, with Q4 revenue surpassing expectations. Supernus acquired all rights to the compound NV-5138 from Navitor Pharmaceuticals, Inc. The stock closed at US$51.61, reflecting mixed short-term performance but a strong 1-year total shareholder return of 62.5%.

Based on the available information, no specific demand seasonality for Supernus Pharmaceuticals, Inc.'s products and services has been identified.

Supernus Pharmaceuticals, Inc. specializes in addressing neurological and psychiatric disorders with a diverse neuroscience portfolio including treatments for epilepsy, migraine, ADHD, hypomobility in Parkinson's Disease (PD), cervical dystonia, chronic sialorrhea, dyskinesia in PD patients receiving levodopa-based therapy, and postpartum depression (PPD). Major products include Qelbree for ADHD, GOCOVRI for dyskinesia and OFF episodes in PD, Oxtellar XR for epilepsy seizures, Trokendi XR for epilepsy and migraine prophylaxis, APOKYN for hypomobility in PD, XADAGO as an adjunctive treatment for OFF episodes in PD, MYOBLOC for cervical dystonia and chronic sialorrhea, ONAPGO for motor fluctuations in advanced Parkinson's disease and ZURZUVAE capsules CIV for postpartum depression.

Supernus Pharmaceuticals, Inc. is headquartered in Rockville, Maryland, United States, and primarily focuses on commercializing its products in the United States. While its stock is traded on various international exchanges, its core market for product commercialization is the U.S. The company also seeks strategic collaborations for commercialization outside the United States.

Supernus Pharmaceuticals has maintained a generally positive brand reputation over the past year, driven by strong product performance and strategic growth initiatives, including strong sales growth for key products and the successful acquisition of Sage Therapeutics. Supplier constraints for ONAPGO could have a minor impact on reputation due to the need to prioritize existing patients. The recent acquisition of full rights to SPN-820 indicates a continued commitment to pipeline development.

Institutional investors hold the vast majority of Supernus Pharmaceuticals' stock, with approximately 86.89% owned by institutional investors, 4.33% by insiders, and 8.78% by public companies and individual investors. Major institutional owners include BlackRock, Inc., The Vanguard Group, Inc., Dimensional Fund Advisors, L.P., Millennium Management LLC, Armistice Capital LLC, Point72 Asset Management, L.P., State Street Corporation, Renaissance Technologies LLC and Geode Capital Management, L.L.C. CEO Jack Khattar holds about 1.6% of the company's shares.