Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35518 SUPERNUS PHARMACEUTICALS, INC. (Exact name of registrant as specified in its charter) | Delaware | | | 20- ...

Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) Q1 2023 Results Conference Call May 9, 2023 4:30 PM ET Company Participants Peter Vozzo - ICR Westwicke, IR Jack Khattar - CEO Tim Dec - CFO Conference Call Participants Andrew Tsai - Jefferies David Amsellem - Piper Sandler Jack Padovano - Stifel Operator Good afternoon, and welcome to Supernus Pharmaceuticals First Quarter 2023 Financial Results Conference Call. At this time all participants are in a listen-only mode. Later we will conduct a question-and-answer ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35518 SUPERNUS PHARMACEUTICALS, INC. (Exact name of registrant as specified in its charter) | Delaware | | | 20 ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL YEAR ENDED December 31, 2022 or ☐ TRANSMISSION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO COMMISSION FILE NUMBER: 001-35518 (Address of Principal Executive Offices) (zip code) (301) 838-2500 (Registrant's telephone number, including area cod ...

Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) Q4 2022 Earnings Conference Call February 28, 2023 4:30 PM ET Company Participants Peter Vozzo - ICR Westwicke, IR Jack Khattar - CEO Tim Dec - CFO Conference Call Participants David Amsellem - Piper Sandler Andrew Tsai - Jefferies Jack Padovano - Stifel Operator Good afternoon, and welcome to Supernus Pharmaceuticals Fourth Quarter and Full Year 2022 Financial Results Conference Call. At this time all participants are in a listen-only mode. Later we will conduct ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35518 SUPERNUS PHARMACEUTICALS, INC. (Exact name of registrant as specified in its charter) | Delaware | | ...

Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) Q3 2022 Earnings Conference Call November 8, 2022 4:30 PM ET Company Participants Peter Vozzo - ICR Westwicke, Investor Relations Jack Khattar - Chief Executive Officer Tim Dec - Chief Financial Officer Conference Call Participants David Amsellem - Piper Sandler Jack Padovano - Stifel Operator Good afternoon and welcome to Supernus Pharmaceuticals' Third Quarter 2022 Financial Results Conference Call. At this time, all participants are in a listen-only mode. [Ope ...

| --- | --- | |------------------------------------------------------------|-------| | | | | Supernus Pharmaceuticals | | | Corporate Overview September 2022 | | | © 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. | | 1 Safe Harbor Statement This presentation and other matters discussed today or answers that may be given to questions asked include forward-looking statements within the meaning of the federal securities laws. These statements, among other things, relate to Supernus' business strategy ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35518 SUPERNUS PHARMACEUTICALS, INC. (Exact name of registrant as specified in its charter) | Delaware | | | 20- ...

Financial Data and Key Metrics Changes - Total revenues for the first half of 2022 were $322.6 million, an 18% increase compared to the same period last year [7][25] - Adjusted non-GAAP operating earnings for the first half of 2022 were $65.7 million, a 5% increase over the first half of last year [7][29] - Total revenue for the second quarter of 2022 was $170.1 million, a 20% increase compared to $141.3 million in the same quarter last year [20] - GAAP net earnings for the second quarter of 2022 were $7.9 million, or $0.14 per diluted share, compared to $23.7 million, or $0.43 per diluted share in the same period last year [24] Business Line Data and Key Metrics Changes - Qelbree prescriptions reached 62,938 in Q2 2022, a 33% increase compared to Q1 2022, with June prescriptions at 23,403, the highest monthly total since launch [10] - GOCOVRI net sales for Q2 2022 were $24.7 million, a 23% increase compared to $20.1 million in Q2 2021 [12] - Oxtellar XR net product sales were $30 million, a 20% increase compared to the same period last year [16] - Trokendi XR net product sales were approximately $72 million, down from $79 million last year [16] Market Data and Key Metrics Changes - The adult ADHD market, targeted by Qelbree, represents approximately 68% of total market prescriptions and is growing faster than the pediatric market [8][9] - The ADHD market has been growing at a faster rate than previously expected, indicating a significant opportunity for Qelbree [44] Company Strategy and Development Direction - The company is focusing on transitioning from legacy products to growth products, with significant investment in Qelbree and its launch activities [7] - The company plans to increase commercial spending in Q3 2022 to support Qelbree's adult launch and prepare for the back-to-school season [11] - The company is actively seeking strategic opportunities for future growth and leadership in the CNS market [17] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about Qelbree's growth momentum and the upcoming back-to-school season [50] - The company reiterated its financial guidance for 2022, expecting total revenues to range from $640 million to $680 million [30] - Management highlighted the importance of Qelbree and GOCOVRI's growth as top priorities [50] Other Important Information - The company is preparing for the commercial launch of SPN-830 in early 2023, pending FDA approval [13] - The company adopted a new accounting standard affecting the treatment of convertible debt instruments, impacting diluted EPS calculations [24] Q&A Session Summary Question: Can you discuss Qelbree's gross to net and contracting activities with PBMs? - Management indicated that the gross to net is currently in the low 60s and aims for 50% to 55% by year-end, with ongoing negotiations with PBMs [35][36] Question: What are the expectations for Trokendi's erosion upon generic market formation? - Management anticipates a 90% erosion over 12 months for Trokendi, typical for heavily retail products, and will provide more clarity as generics enter the market [37][38] Question: What is the market potential for Qelbree? - Management believes Qelbree could capture 5% to 10% market share, translating to a $1 billion opportunity, based on historical data from similar products [44][45] Question: How does the apomorphine pump compare to DUOPA? - The apomorphine pump is aimed at advanced Parkinson's patients needing continuous infusion, positioned before invasive procedures like deep brain stimulation [46][48]