Supernus Pharmaceuticals

Supernus has overcome the revenue decline caused by patent losses for Oxtellar XR and Trokendi XR and is relying on internal research as well as acquisitions to refresh its portfolio. In the second quarter of 2025 revenue rose 32% and four growth products together grew by more than 50%; the 2025 full‑year guidance was raised to $860–890 million. Drivers are Qelbree (strong prescription growth), ONAPGO (supply issues resolved) and ZURZUVAE; the pipeline is focused on SPN‑820 and SPN‑817 as potential future growth sources. » Altro su de.investing.com

At the Cantor Fitzgerald Global Healthcare Conference, Supernus outlined revenue and merger plans, highlighted an increased 2024 revenue target of $860–890 million and adjusted EBITDA of $150–180 million, and a 2027 revenue goal of $1 billion. CEO Jack Khattar emphasized the planned merger with Indivior, saying it should strengthen diversification and financial flexibility, but continued to give cautious guidance. Commercial drivers include Qelbree (strong prescription growth), ONAPGO’s recovery after supply constraints, and Zurzuvae’s launch above expectations; SPN-820 remains the most advanced pipeline program with an ongoing placebo-controlled study. » Altro su de.investing.com

Shares of Supernus Pharmaceuticals fell to a 52-week low of $42.39, down about 5% year-to-date and roughly 19% over the past six months. In the second quarter the company reported revenue of $219.1 million but missed adjusted earnings, posting a loss of $1.01 per share versus an expected $0.43. Supernus announced a planned merger with Indivior, which would produce pro‑forma revenue of about $2.2 billion and adjusted EBITDA of $888 million. Analysts have price targets between $55 and $67, implying upside of up to 44%. » Altro su de.investing.com

Supernus and Indivior will combine in an all‑stock merger to create a diversified CNS‑focused biopharma with pro forma net revenue of $2.2bn. The combined company will unite 11 marketed medicines across neurology, addiction and psychiatry, target mid‑to‑late‑stage pipeline development and pursue women's health opportunities. Management expects about $125m in annual cost synergies, plans to trade as Supernus Inc on Nasdaq under SUPN, and names Jack Khattar as CEO if the deal closes in Q4 2026. » Altro su finance.yahoo.com

Supernus and Indivior beat consensus estimates in the second quarter with adjusted EPS of $1.15 and revenue of $343 million. Both companies announced a stock-swap merger that is intended to create a CNS-focused company with about $2.2 billion in annual revenue, adjusted EBITDA of $888 million and expected annual cost synergies of $125 million. The transaction is expected to close in Q4 2026, subject to shareholder and regulatory approval; SUBLOCADE and Qelbree are highlighted as key growth drivers. » Altro su de.investing.com