A strong stock as of late has been Supernus Pharmaceuticals (SUPN) . Shares have been marching higher, with the stock up 6.1% over the past month. The stock hit a new 52-week high of $51.78 in the previous session. Supernus has gained 36.9% since the start of the year compared to the 1.6% gain for the Zacks Medical sector and the 2.2% return for the Zacks Medical - Generic Drugs industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, as it hasn't missed ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for momentum i ...

A strong stock as of late has been Supernus Pharmaceuticals (SUPN) . Shares have been marching higher, with the stock up 5.7% over the past month. The stock hit a new 52-week high of $47.07 in the previous session. Supernus has gained 29.9% since the start of the year compared to the -1.8% move for the Zacks Medical sector and the -2.2% return for the Zacks Medical - Generic Drugs industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our ...

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Live Chat on The Biotech Forum sees frequent discussion of specific covered call trades. To see what covered call trades I am currently executing along with a model portfolio of attractive biotech stocks, just initiate your free trial into The Biotech Forum by clicking HERE .Bret leads the investing group The Biotech Forum , in which he and his team offer a model portfolio with their favorite 12-20 high upside biotech stocks, live chat to discuss trade ideas, and weekly research and option trades. The group ...

Financial Data and Key Metrics Changes - The company continues to be profitable even through the transition from legacy products to new growth products [4] - KELBRE has shown a 25% growth in prescriptions year-over-year and a 23% growth in the first half of the current year [16] - GOCOVRI has seen a significant increase in patient retention due to Medicare redesign, with 97% of patients having less than $25 co-pay by June [24] Business Line Data and Key Metrics Changes - KELBRE has grown to 35% of the business, with an 80% satisfaction rate among adult users, significantly higher than Strattera's 53% [13] - ZERZUVEY, the first oral treatment for postpartum depression, is expected to set the standard of care, with 80% of women receiving it as a first-line treatment [7] - Anapco, the new infusion device for Parkinson's, is performing well, with demand matching that of AbbVie's product [30] Market Data and Key Metrics Changes - The back-to-school season has shown a 26% growth in the last four-week rolling average for KELBRE, indicating strong momentum [17] - The company has seen a 36% growth in unit shipments of ZERZUVEY quarter-over-quarter, reflecting a healthy brand performance [36] Company Strategy and Development Direction - The acquisition of Sage allows the company to enter women's health while maintaining its CNS focus, indicating a strategic expansion [5] - The company is prioritizing M&A to fill its portfolio with post-Phase II assets, aiming for launches between 2026 and 2030 [58][59] - The company is taking a pause to reevaluate the Sage pipeline while integrating it with its own discovery programs [40] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the potential of ZERZUVEY to become the standard of care for postpartum depression [8] - The company anticipates a strong second half of the year, driven by back-to-school momentum and continued growth in its product portfolio [19] - Management is confident that the increased demand from Medicare redesign will offset the mandatory rebates on manufacturers [26] Other Important Information - The company is exploring the potential of its pipeline, particularly focusing on SPN-817 for seizures, which has shown promising results [41] - The company is also considering the future of XERZUVEY and its potential new indications in collaboration with Biogen [39] Q&A Session Summary Question: Can you discuss the acquisition rationale for Sage? - The acquisition allows entry into women's health while maintaining CNS focus, addressing a significant unmet need in postpartum depression [5] Question: What are the expectations for the collaboration with Biogen? - The collaboration is expected to be mutually beneficial, with both companies learning from each other across various functions [10] Question: How is KELBRE performing in the adult ADHD market? - KELBRE has achieved 35% of the business in adults, with an 80% satisfaction rate, indicating strong market acceptance [13] Question: What is the outlook for GOCOVRI following Medicare redesign? - The redesign has improved patient retention, with 97% of patients having low co-pays, which is expected to continue [24] Question: How is Anapco performing compared to AbbVie's product? - Anapco's performance is in line with AbbVie's product, with both addressing a significant need in the market for advanced Parkinson's treatment [30] Question: What is the company's approach to M&A? - The company remains focused on acquiring post-Phase II assets to enhance its portfolio and ensure future growth [58][59]

Financial Data and Key Metrics Changes - The company continues to be profitable while transitioning to a new phase of growth with a strong product portfolio [2][3] - KELBRE has shown a 25% growth in prescriptions year-over-year, with a 23% growth in the first half of the current year [16] - GOCOVRI has benefited from Medicare redesign, resulting in 97% of patients having less than $25 co-pay by June, significantly improving patient retention [25][28] Business Line Data and Key Metrics Changes - KELBRE has achieved 35% of its business from adult patients, with an 80% satisfaction rate compared to 53% for Strattera [13] - ZERZUVEY, the first oral treatment for postpartum depression, is seeing strong clinical data and is expected to become the standard of care [6][7] - Anapco, launched in April, is performing well and is seen as a significant alternative for advanced Parkinson's disease patients [29][31] Market Data and Key Metrics Changes - The back-to-school season has shown a 26% growth in the last four weeks for KELBRE, indicating strong momentum [18] - The company is experiencing a healthy growth trajectory across its product lines, with significant unit shipment growth for ZERZUVEY [37] Company Strategy and Development Direction - The acquisition of Sage is strategically aligned with the company's focus on CNS and women's health, expanding its product offerings [4][5] - The company is prioritizing M&A to fill its portfolio with post-Phase II assets, aiming for launches between 2026 and 2030 [56][58] - The company is also evaluating its pipeline, particularly the Sage assets, to rationalize and determine the best programs to advance [40][41] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the collaboration with Biogen and the potential for ZERZUVEY to set the standard of care in postpartum depression [10][38] - The company anticipates a strong second half of the year, driven by the back-to-school season and ongoing product momentum [20] - Management is confident that the demand for GOCOVRI will offset increased mandatory rebates due to Medicare redesign [26][28] Other Important Information - The company is exploring the potential of its pipeline, particularly SPN-817 for seizures, which has shown promising results in early studies [42][45] - The company is also considering the future of XERZUVEY and its potential new indications in collaboration with Biogen [39][40] Q&A Session Summary Question: Can you discuss the rationale behind the Sage acquisition? - The acquisition allows entry into women's health while maintaining a CNS focus, addressing a significant unmet need in postpartum depression [4][5] Question: What are the expectations for the collaboration with Biogen? - The collaboration is seen as a true partnership with mutual learning opportunities, enhancing the launch and marketing efforts for ZERZUVEY [10][11] Question: How is KELBRE performing in the adult ADHD market? - KELBRE has achieved significant growth in the adult segment, with high satisfaction rates compared to competitors [13][16] Question: What is the outlook for GOCOVRI following the Medicare redesign? - The redesign has improved patient retention and co-pay situations, leading to a positive outlook for GOCOVRI's growth [25][28] Question: What is the company's approach to M&A moving forward? - The company remains focused on acquiring post-Phase II assets to enhance its portfolio and ensure future product launches [56][58]

Summary of Supernus Pharmaceuticals (SUPN) Conference Call Company Overview - Supernus Pharmaceuticals is a CNS-focused biopharmaceutical company with a portfolio of about eight to nine products on the market [2][3] - The company is profitable and has a clean balance sheet, recently completing the acquisition of Sage Therapeutics [2][3] - Supernus has transitioned from the loss of exclusivity on two legacy products and is now in a re-accelerated growth phase driven by key products like Qelbree, Gocovri, Onapgo, and ZURZUVAE [3] Key Products and Market Insights Qelbree (ADHD Treatment) - Qelbree is a novel non-stimulant ADHD medication that works as early as week one, addressing a significant market need for effective non-stimulant options [7][8] - The ADHD market consists of approximately 100 million prescriptions annually, with Supernus currently holding less than 2% market share, indicating substantial growth potential [8][19] - The adult segment represents 67% of the ADHD market, and Supernus has seen growth in this segment, with 35% of their business coming from adults [18][19] - Qelbree has shown a growth rate of 20% plus, with recent data indicating a 25-26% growth during the back-to-school season [18][19] Onapgo (Parkinson's Treatment) - Onapgo is a new continuous infusion device for apomorphine, launched in April, aimed at treating off episodes in Parkinson's patients [23][24] - The device has received positive initial responses, and its market potential is still being evaluated, with estimates ranging from $200 to $300 million [29][30] - The product is designed for advanced patients but may also be used for earlier-stage patients, which could expand its market opportunity [29][30] ZURZUVAE (Postpartum Depression) - ZURZUVAE is the first oral medication approved for postpartum depression (PPD), a condition affecting 1 in 7 women [31] - There is a significant lack of awareness and education regarding PPD, with only about 40% of women diagnosed over the years [31][32] - Supernus is actively working on educating healthcare providers and patients about PPD, emphasizing the importance of screening and diagnosis [32][38] Industry Dynamics and Challenges - The ADHD treatment landscape has historically relied on stimulants, which do not work for 15-30% of patients, creating a demand for effective non-stimulant alternatives [9][10] - In the Parkinson's space, approximately 90-95% of patients experience off episodes after five years of diagnosis, highlighting the need for effective treatments [22][25] - The company is addressing the stigma around ADHD and PPD through influencer partnerships and educational initiatives [21][38] Conclusion - Supernus Pharmaceuticals is positioned for significant growth with its innovative product offerings in ADHD, Parkinson's, and postpartum depression - The company is focused on expanding its market share and improving patient outcomes through education and effective treatment options, indicating a strong potential for future success in the biopharmaceutical industry [3][19][31]

Core Insights - Supernus Pharmaceuticals, Inc. is participating in multiple investor conferences in September 2025, showcasing its focus on central nervous system (CNS) diseases [1][2][3] Conference Details - The company will present at the Cantor Global Healthcare Conference on September 3, 2025, at 8:00 a.m. ET in New York [1] - The Wells Fargo Healthcare Conference is scheduled for September 4, 2025, at 8:45 a.m. ET in Everett, MA [2] - The TD Cowen's 5th Annual Novel Mechanisms in Neuropsychiatry & Epilepsy Summit will take place virtually on September 18, 2025, at 10:40 a.m. ET [3] Webcast Information - A live audio webcast of the presentations will be available on the Supernus Pharmaceuticals website, with archived replays accessible for 60 days post-conference [4] Company Overview - Supernus Pharmaceuticals specializes in developing and commercializing products for CNS diseases, with a diverse portfolio that includes treatments for ADHD, Parkinson's disease, postpartum depression, epilepsy, migraine, cervical dystonia, and chronic sialorrhea [5][6]

Core Insights - Supernus Pharmaceuticals reported $165.45 million in revenue for Q2 2025, a year-over-year decline of 1.7% but exceeding the Zacks Consensus Estimate of $154.14 million by 7.34% [1] - The company achieved an EPS of $0.91, significantly higher than the $0.36 from the previous year, resulting in an EPS surprise of 93.62% compared to the consensus estimate of $0.47 [1] Revenue Breakdown - Trokendi XR generated $11.2 million in net product sales, surpassing the average estimate of $9.74 million, but reflecting a year-over-year decline of 34.5% [4] - Oxtellar XR reported $11.6 million in net product sales, exceeding the estimated $8.43 million, with a significant year-over-year decrease of 60.7% [4] - Qelbree achieved $77.6 million in net product sales, outperforming the $71.25 million estimate, marking a year-over-year increase of 30.6% [4] - Total net product sales amounted to $158 million, above the average estimate of $148.32 million, but showing a year-over-year decline of 2.8% [4] - Royalty revenues reached $7.46 million, exceeding the estimated $5.33 million, with a year-over-year increase of 28.6% [4] - GOCOVRI net product sales were $36.7 million, surpassing the $33.51 million estimate, reflecting a year-over-year increase of 15.8% [4] - Other net product sales totaled $6.5 million, below the estimated $8.21 million, with a year-over-year decline of 13.3% [4] - APOKYN generated $12.8 million in net product sales, below the average estimate of $15.6 million, with a year-over-year decrease of 26% [4] Stock Performance - Supernus shares have returned +17.8% over the past month, significantly outperforming the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]