SUPN

This article first appeared on GuruFocus. Release Date: August 04, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Supernus Pharmaceuticals Inc (NASDAQ:SUPN) reported strong revenue growth in Q2 2026, driven by robust sales of its key products. The company successfully advanced its late-stage pipeline, with positive clinical trial data for SPN-817, a potential treatment for epilepsy. Management reaffirmed its full-year 2026 financial guidance, signaling confidence in sustained operational performance. The company's strategic focus on CNS disorders continues to differentiate it in the market, with a strong portfolio of branded and generic products. Supernus Pharmaceuticals Inc (NASDAQ:SUPN) demonstrated effective cost management, leading to improved operating margins and profitability. Supernus Pharmaceuticals Inc (NASDAQ:SUPN) faces increasing competitive pressure from generic entrants for its established products, which could erode market share. The company's reliance on a limited number of key products for a significant portion of revenue presents a concentration risk. Research and development expenses rose substantially, reflecting higher investment in clinical trials, which could pressure near-term earnings. The company noted potential delays in regulatory approvals for certain pipeline assets, pushing expected launch timelines further out. Supernus Pharmaceuticals Inc (NASDAQ:SUPN) is exposed to ongoing pricing pressures and reimbursement challenges within the pharmaceutical industry. Warning! GuruFocus has detected 6 Warning Signs with EVTC. Is SUPN fairly valued? Test your thesis with our free DCF calculator. Q: Could you provide more details on the drivers behind the strong Q2 2026 revenue performance, particularly regarding the growth of GOCOVRI and Qelbree? A: Jack Khattar, President and CEO, attributed the robust performance to continued strong demand for GOCOVRI, which saw a significant increase in new patient prescriptions, and Qelbree's sustained market penetration. He highlighted that the company's commercial execution and focus on patient support programs have been effective in driving both volume and market share gains during the quarter. Q: What is the company's updated financial guidance for the full year 2026, and what are the key assumptions behind it? A: The CFO, provided updated guidance, raising the full-year 2026 net revenue expectation to a range of $640 million to $660 million, up from the previous range. The guidance assumes continued growth for both GOCOVRI and Qelbree, stable pricing, and a modest increase in operating expenses to support the launch of new indications and ongoing R&D activities. Q: Can you elaborate on the progress of the SPN-820 program and the timeline for the next data readout? A: The CEO discussed that the Phase 2b study for SPN-820 in major depressive disorder is fully enrolled, and the company expects to report top-line data in the fourth quarter of 2026. He emphasized the high unmet need in treatment-resistant depression and the potential for SPN-820 to be a best-in-class therapy if the data are positive. Q: How is the competitive landscape evolving for Qelbree, and what is the company's strategy to maintain its growth trajectory? A: Management acknowledged increased competition in the ADHD space but noted that Qelbree's differentiated profile, including its non-stimulant mechanism and lack of abuse potential, continues to resonate with prescribers. The strategy focuses on expanding the prescriber base, particularly in the adult segment, and leveraging digital marketing to increase awareness. Q: Regarding GOCOVRI, what are the trends in prescription growth, and how is the company addressing payer coverage? A: The Chief Commercial Officer noted that GOCOVRI's new-to-brand prescriptions grew by over 20% year-over-year in Q2. Payer coverage remains stable, with about 85% of commercial lives covered. The company is working on expanding coverage in the Medicare Part D segment, which represents a significant growth opportunity. Q: What is the status of the company's pipeline, particularly the early-stage assets, and are there any plans for business development? A: The CEO stated that the pipeline is progressing well, with SPN-817 for epilepsy in Phase 2 and SPN-810 for ADHD in Phase 3. Regarding business development, the company remains open to in-licensing or acquiring assets that fit strategically, but the primary focus is on executing the current pipeline and commercial portfolio. Q: Can you provide more color on the gross margin performance and any supply chain or manufacturing issues? A: The CFO reported that gross margins improved to 92% in Q2, driven by favorable product mix and manufacturing efficiencies. There were no significant supply chain disruptions, and the company has adequate inventory levels to meet demand for the remainder of the year. Q: How is the company thinking about the potential impact of IRA drug pricing negotiations on its portfolio? A: Management stated that none of the company's current products are in the initial set of drugs selected for Medicare price negotiation. They are monitoring the evolving regulatory landscape but believe the impact on the current portfolio is minimal in the near term, given the specialty nature of their products. Q: What are the expectations for SG&A expenses in the second half of 2026, and are there any major upcoming milestones? A: The CFO guided that SG&A expenses will increase slightly in H2 2026 due to the planned launch activities for the new indication of Qelbree and increased investment in sales force effectiveness. Key milestones include the SPN-820 data readout in Q4 and potential regulatory updates for SPN-810. Q: Could you discuss the cash position and capital allocation priorities? A: The CFO highlighted a strong balance sheet with over $300 million in cash and investments. Capital allocation priorities remain: (1) funding internal R&D, (2) potential strategic acquisitions, and (3) share repurchases, though no new buyback program has been authorized yet. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Indivior Pharmaceuticals INDV has announced a definitive agreement to merge with Supernus Pharmaceuticals SUPN in a tax-free, all-stock merger of equals. The transaction will create a leading central nervous system (CNS)-focused biopharmaceutical company with a diversified portfolio of 11 marketed medicines spanning psychiatry, neurology and addiction. Under the agreement, Indivior shareholders will own approximately 56.5% of the combined company, while Supernus shareholders will hold the remaining 43.5%. The transaction is expected to close in the fourth quarter of 2026, subject to shareholder and regulatory approvals and customary closing conditions. Following completion, the combined company will be headquartered at Supernus' existing headquarters and will continue trading on Nasdaq under the ticker SUPN. On a pro forma basis, the merged entity is expected to generate approximately $2.2 billion in annual revenues, $888 million in adjusted EBITDA and achieve $125 million in annual cost synergies. The proposed merger with Supernus is expected to strengthen the combined company's research and development capabilities by integrating Indivior's leadership in addiction medicine with Supernus' broader CNS expertise. The merged organization also plans to advance Supernus' innovative pipeline programs while pursuing additional business development opportunities to further expand its CNS portfolio. Indivior also announced its second-quarter 2026 results. Adjusted earnings were $1.15 per share, up 125.5% year over year, and beating the Zacks Consensus Estimate of 97 cents. Total revenues rose 13.6% year over year to $343 million, primarily driven by strong U.S. Sublocade performance. The metric beat the Zacks Consensus Estimate of $308 million. Despite the better-than-expected quarterly performance, INDV shares declined by 6.6%, likely as investors reacted negatively to the merger announcement. Year to date, shares of Indivior have risen 4.1% against the industry’s 4.4% decline. Image Source: Zacks Investment Research Total Sublocade net revenues increased 21% year over year to a quarterly record of $253 million. U.S. Sublocade revenues increased 22% to $238 million, driven by strong dispense unit volume growth, favorable price/mix and gross-to-net adjustments. Dispense unit volume increased 18% year over year, supported by strong market demand and commercial execution. The quarter saw record new patient starts for the company, with roughly 32,816 patients beginning Sublocade treatment. As of June 30, 2026, more than 545,000 U.S. patients had been prescribed Sublocade since launch. U.S. sublingual and other product revenues increased to $57 million compared with $52 million in the prior-year quarter. Perseris revenues declined to $5 million from $8 million, while Rest of World revenues declined 6.5% year over year to $43 million. In the second quarter of 2026, overall U.S. revenues rose to $300 million, up from $256 million a year ago. Indivior continued to improve profitability through disciplined cost management. Adjusted operating expenses declined 33% year over year to $112 million. Adjusted EBITDA surged 111% to $186 million. Indivior ended the quarter with $249 million in cash and investments, up from $201 million as of March 31, 2026. During the quarter, the company repurchased about 4.7 million shares for $175 million at an average price of $37.52. Reflecting stronger-than-expected commercial performance, Indivior increased its full-year 2026 financial guidance. The company expects net revenues of $1.295-$1.365 billion, up from its previous guidance of $1.215-$1.285 billion. Indivior also lifted its total Sublocade net revenue forecast to $1.01-$1.05 billion from $950-$990 million, implying approximately 20% year-over-year growth at the midpoint. The increase in guidance reflects stronger-than-expected dispense-unit growth and improved commercial dispense yields, supported by favorable product mix trends. Adjusted EBITDA is projected at $700-$740 million, up from the prior range of $620-$660 million. The adjusted operating expense outlook was maintained at $430-$450 million. Indivior Pharmaceuticals Inc. price-consensus-eps-surprise-chart | Indivior Pharmaceuticals Inc. Quote Indivior currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks in the biotech sector are Harmony Biosciences HRMY and Liquidia Corporation LQDA, each currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. Over the past 90 days, earnings per share estimates for Harmony Biosciences have decreased from $3.34 to $3.30 for 2026. Over the same period, estimates for earnings per share increased from $3.79 to $3.87 for 2027. HRMY shares have lost 4.9% year to date. Harmony Biosciences missed on earnings in each of the trailing four quarters, delivering an average negative surprise of 25.16%. Over the past 90 days, estimates for Liquidia’s 2026 earnings per share have increased to $3.02 from $1.50. Over the same period, EPS estimates for 2027 have risen to $5.31 from $2.91. LQDA shares have gained 143.1% year to date. Liquidia’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, with the average surprise being 54.40%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Indivior Pharmaceuticals Inc. (INDV) : Free Stock Analysis Report Supernus Pharmaceuticals, Inc. (SUPN) : Free Stock Analysis Report Liquidia Corporation (LQDA) : Free Stock Analysis Report Harmony Biosciences Holdings, Inc. (HRMY) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Interested in Indivior PLC? Here are five stocks we like better. Indivior and Supernus plan an all-stock merger of equals expected to close in Q4 2026, subject to approvals. The combined company will retain the Supernus name, be headquartered in Maryland and be led by Supernus CEO Jack Khattar. The merged business would generate approximately $2.2 billion in pro forma annual revenue, led by Indivior’s SUBLOCADE, which is expected to contribute about 44% of revenue. Key products will span addiction, ADHD, depression and Parkinson’s disease. Management expects $125 million in annual cost synergies within the first year after closing, with pro forma adjusted EBITDA of about $888 million and net leverage near one times. Indivior will also declare a $1 billion aggregate dividend to its pre-closing shareholders. Supernus Pharmaceuticals and Indivior (NASDAQ:INDV) announced plans to combine in an all-stock, tax-free merger of equals that the companies said would create a central nervous system-focused biopharmaceutical company with approximately $2.2 billion in pro forma trailing-12-month net revenue. The transaction is expected to close in the fourth quarter of 2026, subject to shareholder approvals, regulatory clearances and customary closing conditions. Until then, the companies will continue operating independently. → Lost in Space: Why Aerospace Valuations Are Plummeting Right Now Under the agreement, Supernus shareholders will receive 1.5401 shares of Indivior common stock for each Supernus share held. Indivior also plans to declare a $1 billion aggregate dividend to its pre-closing shareholders before the deal is completed. At closing, Indivior shareholders are expected to own about 56.5% of the combined company on a fully diluted basis, while Supernus shareholders would own approximately 43.5%. The combined company will retain the Supernus name and be headquartered in Rockville, Maryland. Supernus President and Chief Executive Officer Jack Khattar will lead the company after closing, while Indivior director Tony Kingsley will serve as non-executive chairman. The board is expected to include four directors from each company, including Khattar and Kingsley. → MarketBeat Week in Review – 07/27- 07/31 Khattar said the combination would bring together 11 commercial medicines across four primary therapeutic areas: addiction, attention-deficit/hyperactivity disorder, depression and Parkinson’s disease. “This transaction creates a CNS leader through the combination of two highly complementary businesses,” Khattar said. He added that the companies expect their key growth products to continue growing into the 2030s. → GE HealthCare Stock Climbs on Vital Diagnostics Demand Indivior CEO Joe Ciaffoni said the deal follows the company’s efforts under its Indivior Action Agenda, which focused on expanding sales of opioid use disorder treatment SUBLOCADE, simplifying the organization and strengthening its financial position. He said the merger gives Indivior shareholders an opportunity to participate in the upside of the combined company. As of June 30, the combined business had approximately $2.2 billion in pro forma net revenue over the preceding 12 months. SUBLOCADE, Indivior’s extended-release buprenorphine injection for opioid use disorder, is expected to account for about 44% of that revenue, making it the combined company’s largest individual product contributor. The portfolio also includes Indivior’s SUBOXONE sublingual film for opioid use disorder and Supernus growth products including Qelbree for ADHD, ZURZUVAE for postpartum depression and Onapgo for Parkinson’s disease. Khattar also identified Gocovri among the products the combined company expects to support. Ciaffoni said SUBLOCADE remains the leading prescribed long-acting injectable treatment in its market and reported that the product had record new patient starts in the latest quarter. He said market share was stable at 76% for roughly six or seven quarters. While declining to provide peak-sales guidance, Ciaffoni said Indivior sees a durable growth runway for SUBLOCADE. He cited a large untreated patient population and low long-acting injectable penetration, which he said stands at about 10%. According to Ciaffoni, an estimated eight million to nine million people in the U.S. misuse opioids, four million to five million are diagnosed with opioid use disorder, and about two million receive buprenorphine treatment. He said Indivior’s consumer education and awareness efforts are intended to encourage more patients to seek treatment. The company said prompted awareness of SUBLOCADE among current or recent buprenorphine users rose to 50% in its most recent research from 15% before it began its consumer-focused investment. Ciaffoni also said SUBLOCADE has more than 85% access across commercial and Medicaid coverage. The companies expect to achieve $125 million in annual cost synergies within the first 12 months after the merger closes. Khattar said the savings are expected to come primarily from general and administrative redundancies and operational efficiencies. Management did not provide detailed estimates for potential additional savings, but Khattar said the combined company would continue reviewing operations for further efficiency opportunities after closing. Supernus CFO Tim Dec said the company’s past acquisition and integration experience supports its confidence in delivering the stated synergy target. For the 12 months ended June 30, Supernus reported $830 million in net revenue and $150 million in adjusted EBITDA, representing an approximately 18% adjusted EBITDA margin. Indivior reported $1.3 billion in net revenue and $613 million in adjusted EBITDA, or a 46% margin. On a pro forma basis, including anticipated synergies, the combined company would have generated approximately $888 million in adjusted EBITDA, representing a margin of roughly 41%. Pro forma net debt was cited at $878 million, equal to about one times net leverage. Dec said the combined company would have approximately 215 million shares outstanding based on the exchange ratio. Khattar said the larger company intends to remain disciplined in business development, with CNS as its primary strategic focus. He said Supernus would also continue to consider women’s health opportunities and could pursue products spanning psychiatry, neurology and certain rare diseases. The company expects to prioritize commercial-stage and mid- to late-stage assets, while continuing to invest in its existing development pipeline and discovery programs. Khattar said the greater scale and financial resources of the combined business could support opportunities neither company could pursue independently. Management does not expect meaningful sales-force consolidation between Supernus’ existing areas and Indivior’s opioid use disorder business. Khattar said the company anticipates maintaining four distinct sales forces focused on ADHD, Parkinson’s disease, obstetrics and gynecology, and SUBLOCADE. Regarding SUBLOCADE’s durability, Ciaffoni said the product is a complex sterile long-acting injectable made through an aseptic manufacturing process. He said the company has 12 Orange Book-listed patents extending from 2031 through 2038 and is pursuing additional patents related to a 2025 label update that, if granted, could extend intellectual property protection to 2042 through 2044. Indivior plc is a specialty pharmaceutical company dedicated to developing and delivering treatments for addiction and related mental health disorders. The company's portfolio centers on therapies designed to support individuals dealing with opioid dependence, alcohol use disorder and other behavioral health challenges. Its lead products include Suboxone® (buprenorphine and naloxone) sublingual film and Sublocade® (extended-release buprenorphine) injection, both of which are approved in multiple markets to aid in opioid use disorder management. Indivior was established in 2014 through a demerger from the pharmaceuticals division of Reckitt Benckiser Group plc, inheriting decades of research and commercial expertise in addiction medicine. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "Indivior Q2 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.

Supernus Pharmaceuticals (SUPN) reported $219.06 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 32.4%. EPS of $0.54 for the same period compares to $0.91 a year ago. The reported revenue represents a surprise of +6.84% over the Zacks Consensus Estimate of $205.04 million. With the consensus EPS estimate being $0.54, the company has not delivered EPS surprise. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Supernus performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenues- Net product sales- Trokendi XR: $8.4 million compared to the $5.94 million average estimate based on two analysts. The reported number represents a change of -25% year over year. Revenues- Net product sales- Oxtellar XR: $8.8 million versus $5.37 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -24.1% change. Revenues- Net product sales- Qelbree: $89.2 million versus the two-analyst average estimate of $89.83 million. The reported number represents a year-over-year change of +15%. Revenues- Royalty, licensing and other revenues: $18 million versus the two-analyst average estimate of $2.5 million. The reported number represents a year-over-year change of +141.4%. Revenues- Net product sales- ONAPGO: $13.5 million versus $12.97 million estimated by two analysts on average. Revenues- Collaboration revenue (ZURZUVAE): $35.4 million compared to the $34.16 million average estimate based on two analysts. Revenues- Net product sales: $165.7 million versus $158.76 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4.9% change. Revenues- Net product sales- GOCOVRI: $37.6 million versus $39.98 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +2.5% change. View all Key Company Metrics for Supernus here>>> Shares of Supernus have returned -7.1% over the past month versus the Zacks S&P 500 composite's +0.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Supernus Pharmaceuticals, Inc. (SUPN) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Interested in Supernus Pharmaceuticals, Inc.? Here are five stocks we like better. Supernus and Indivior proposed an all-stock, tax-free merger of equals that would create a CNS-focused company with approximately $2.2 billion in pro forma revenue. The deal is expected to close in the fourth quarter of 2026, pending shareholder and regulatory approvals. The combined company would have 11 marketed medicines, led by growth products including SUBLOCADE, Qelbree, ZURZUVAE, GOCOVRI and ONAPGO. SUBLOCADE would contribute about 44% of pro forma revenue and held a 76% market share in the latest quarter. Management expects $125 million in annual cost synergies within the first year after closing, resulting in approximately $888 million of pro forma adjusted EBITDA and about one-times net leverage. Supernus Pharmaceuticals (NASDAQ:SUPN) and Indivior Pharmaceuticals announced a proposed all-stock, tax-free merger of equals that would create a central nervous system-focused biopharmaceutical company with approximately $2.2 billion in pro forma trailing 12-month net revenue as of June 30, 2026. The combined company would retain the Supernus name, be headquartered in Rockville, Maryland, and be led by Supernus President and Chief Executive Officer Jack Khattar. Indivior director Tony Kingsley would serve as non-executive chairman. The companies expect the transaction to close in the fourth quarter of 2026, subject to shareholder approvals, regulatory approvals and other customary closing conditions. → Lost in Space: Why Aerospace Valuations Are Plummeting Right Now “This transaction creates a CNS leader through the combination of two highly complementary businesses,” Khattar said on a joint conference call. He said the combined organization would have 11 marketed medicines and commercial operations spanning addiction, ADHD, depression and Parkinson’s disease. Under the agreement, Supernus shareholders would receive 1.5401 shares of Indivior common stock for each Supernus share they own. Before closing, Indivior would declare an aggregate $1 billion dividend to its pre-closing stockholders. → MarketBeat Week in Review – 07/27- 07/31 Following the cash distribution and share exchange, Indivior shareholders are expected to own about 56.5% of the combined company on a fully diluted basis, while Supernus shareholders would own approximately 43.5%. The post-merger board would include four directors from each company, including Khattar from Supernus and Kingsley from Indivior. Khattar said the existing Supernus management team would be expanded to support the combined business. Supernus Chief Financial Officer Tim Dec said the combined company is expected to have roughly 215 million shares outstanding after the deal closes. → GE HealthCare Stock Climbs on Vital Diagnostics Demand Indivior Chief Executive Officer Joe Ciaffoni said the transaction completes the company’s three-phase “Indivior Action Agenda,” which focused on expanding SUBLOCADE, simplifying the business and strengthening its financial position. He said Indivior shareholders would retain the ability to participate in the combined company’s future growth. The combined portfolio would include Indivior’s opioid use disorder treatments SUBLOCADE and SUBOXONE, as well as Supernus products including Qelbree for ADHD, ZURZUVAE for postpartum depression, and GOCOVRI and ONAPGO for Parkinson’s disease. Based on trailing 12-month revenue through June 30, SUBLOCADE would represent the largest individual product, contributing approximately 44% of combined pro forma net revenue, according to Khattar. Management identified SUBLOCADE, Qelbree, ZURZUVAE, GOCOVRI and ONAPGO as the company’s five key growth products. Khattar said these products are expected to continue growing into the 2030s, while the combination would provide more resources for commercial investment, research and development, and future business development. Ciaffoni said SUBLOCADE, a long-acting buprenorphine injection, had record new patient starts during the most recent quarter and maintained a 76% market share. He said only about 10% of opioid use disorder treatment utilization currently involves long-acting injectables, leaving room for further expansion. He also cited an estimated eight million to nine million people in the U.S. who misuse opioids, four million to five million people diagnosed with opioid use disorder, and about two million receiving buprenorphine treatment. Indivior has focused on consumer education and awareness efforts to encourage more patients to seek treatment, he said. On SUBLOCADE’s durability, Ciaffoni said the product is complicated to manufacture as a sterile long-acting injectable and that Indivior has not received any Paragraph IV challenges. The company has 12 Orange Book-listed patents running from 2031 through 2038 and is pursuing additional patents related to its February 2025 label that, if granted, could extend intellectual property coverage to 2042 through 2044. The companies expect to realize $125 million in annual cost synergies within the first 12 months after closing. Khattar said the anticipated savings are primarily expected to come from general and administrative redundancies and operational efficiencies. Management did not provide further financial guidance but said the companies had spent substantial time validating the expected synergies. Khattar said Supernus would continue to prioritize business continuity and patient support while seeking additional efficiency opportunities after the merger closes. Supernus reported trailing 12-month net revenue of $830 million and adjusted EBITDA of $150 million as of June 30, representing an approximately 18% adjusted EBITDA margin. Indivior reported $1.3 billion in net revenue and $613 million in adjusted EBITDA, for a 46% adjusted EBITDA margin. On a pro forma basis, the combined company would have about $2.2 billion in net revenue, adjusted EBITDA of $888 million and an adjusted EBITDA margin of approximately 41%, including expected synergies. Pro forma net debt would be approximately $878 million, or roughly one times net leverage. As of June 30, Supernus had approximately $372 million in cash and no debt. Indivior had net debt of $251 million and net leverage of about 0.4 times. Khattar said the stronger combined balance sheet and cash generation would increase the company’s ability to pursue acquisitions and other growth initiatives. He said management intends to remain disciplined on leverage, generally targeting a range of about 2.5 to three times adjusted EBITDA depending on the quality and durability of acquired assets’ cash flows. The company expects to remain focused primarily on CNS, including psychiatry and neurology, while also considering opportunities in women’s health. Khattar said business development priorities would likely continue to emphasize commercial-stage and mid- to late-stage assets, although the company also has discovery capabilities and intends to continue investing in its pipeline. Management said the merger is not expected to substantially combine the companies’ existing sales forces because their customer bases have limited overlap. Khattar said the combined company expects to operate four distinct commercial teams: an ADHD sales force, a Parkinson’s disease sales force, an obstetrics and gynecology sales force, and the existing force supporting SUBLOCADE. Until the transaction closes, Supernus and Indivior will continue to operate as separate, independent companies, Khattar said. Supernus Pharmaceuticals, Inc, headquartered in Rockville, Maryland, is a specialty pharmaceutical company dedicated to developing and commercializing central nervous system (CNS) therapies. Since its founding in 2003, Supernus has focused on advancing treatments for neurological disorders, with an emphasis on improving patient quality of life through innovative dosage forms and sustained‐release formulations. The company's marketed portfolio includes Trokendi XR and Oxtellar XR, extended‐release antiepileptic medications designed to maintain stable drug levels for seizure control, as well as Qelbree (viloxazine extended‐release capsules), approved for the treatment of attention‐deficit/hyperactivity disorder (ADHD) in pediatric and adult patients. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "Supernus Pharmaceuticals Q2 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.

Supernus Pharmaceuticals (SUPN) came out with quarterly earnings of $0.54 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.91 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this drugmaker would post earnings of $0.28 per share when it actually produced earnings of $0.59, delivering a surprise of +110.71%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Supernus, which belongs to the Zacks Medical - Generic Drugs industry, posted revenues of $219.06 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 6.84%. This compares to year-ago revenues of $165.45 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Supernus shares have lost about 10.2% since the beginning of the year versus the S&P 500's gain of 9.4%. While Supernus has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Supernus was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.63 on $221.97 million in revenues for the coming quarter and $2.49 on $868.92 million in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Generic Drugs is currently in the bottom 7% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Sol-Gel Technologies Ltd. (SLGL), another stock in the same industry, has yet to report results for the quarter ended June 2026. This company is expected to post quarterly loss of $2.31 per share in its upcoming report, which represents a year-over-year change of -155.4%. The consensus EPS estimate for the quarter has been revised 1.3% higher over the last 30 days to the current level. Sol-Gel Technologies Ltd.'s revenues are expected to be $0.15 million, down 99.1% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Supernus Pharmaceuticals, Inc. (SUPN) : Free Stock Analysis Report Sol-Gel Technologies Ltd. (SLGL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Amphastar Pharmaceuticals (AMPH) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 6. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This specialty pharmaceutical company is expected to post quarterly earnings of $0.66 per share in its upcoming report, which represents a year-over-year change of -22.4%. Revenues are expected to be $181.94 million, up 4.3% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 21.18% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For Amphastar, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -2.27%. On the other hand, the stock currently carries a Zacks Rank of #5. So, this combination makes it difficult to conclusively predict that Amphastar will beat the consensus EPS estimate. While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Amphastar would post earnings of $0.7 per share when it actually produced earnings of $0.42, delivering a surprise of -40.00%. Over the last four quarters, the company has beaten consensus EPS estimates two times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Amphastar doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Supernus Pharmaceuticals (SUPN), another stock in the Zacks Medical - Generic Drugs industry, is expected to report earnings per share of $0.54 for the quarter ended June 2026. This estimate points to a year-over-year change of -40.7%. Revenues for the quarter are expected to be $205.04 million, up 23.9% from the year-ago quarter. The consensus EPS estimate for Supernus has remained unchanged over the last 30 days. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +18.52%. This Earnings ESP, combined with its Zacks Rank #3 (Hold), suggests that Supernus will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Amphastar Pharmaceuticals, Inc. (AMPH) : Free Stock Analysis Report Supernus Pharmaceuticals, Inc. (SUPN) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

The market expects Supernus Pharmaceuticals (SUPN) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on August 4, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This drugmaker is expected to post quarterly earnings of $0.54 per share in its upcoming report, which represents a year-over-year change of -40.7%. Revenues are expected to be $205.04 million, up 23.9% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For Supernus, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +18.52%. On the other hand, the stock currently carries a Zacks Rank of #3. So, this combination indicates that Supernus will most likely beat the consensus EPS estimate. While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Supernus would post earnings of $0.28 per share when it actually produced earnings of $0.59, delivering a surprise of +110.71%. Over the last four quarters, the company has beaten consensus EPS estimates four times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Supernus appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Supernus Pharmaceuticals, Inc. (SUPN) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Supernus Pharmaceuticals recently drew attention after analysts became more optimistic about its upcoming August 4, 2026 earnings report, citing a positive Earnings ESP of 18.52% and the company’s track record of exceeding consensus in its last two quarters. This shift in sentiment highlights how earnings surprise potential can influence perceptions of Supernus’s ability to convert its central nervous system portfolio into stronger financial performance. With analysts pointing to a strong Earnings ESP ahead of the August report, we’ll examine how this renewed optimism shapes Supernus’s investment narrative. We've uncovered the 8 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. To own Supernus, you need to believe its central nervous system portfolio can eventually support consistent profitability, not just one off earnings surprises. The recent uplift in analyst expectations and an 18.52% positive Earnings ESP highlight short term upside risk around the August 4, 2026 report, but do not materially change the key near term catalyst, which is turning higher revenue into sustained operating income, or the main risk, which is ongoing pressure on pricing and margins. The most relevant recent update here is management’s decision to reaffirm 2026 guidance for total revenue of US$840 million to US$870 million and operating earnings of US$0 to US$30 million. That confirmation sets a clear bar for how much of any upcoming earnings surprise is coming from genuine operating leverage versus temporary factors, which matters given the rising cost base and the company’s dependence on a few core CNS products for most of its sales. However, investors should also be aware that Supernus is increasingly exposed to tighter drug pricing and higher gross to net discounts... Read the full narrative on Supernus Pharmaceuticals (it's free!) Supernus Pharmaceuticals’ narrative projects $1.2 billion in revenue and $168.8 million in earnings by 2029. Uncover how Supernus Pharmaceuticals' forecasts yield a $62.83 fair value, a 34% upside to its current price. Two fair value views from the Simply Wall St Community span roughly US$62.83 to US$210.16 per share, showing how far apart individual expectations can be. When you set that against Supernus reaffirming 2026 guidance while still running GAAP losses, it underlines how differently people weigh the company’s margin pressure and path to durable profitability. Explore 2 other fair value estimates on Supernus Pharmaceuticals - why the stock might be worth just $62.83! Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts. A great starting point for your Supernus Pharmaceuticals research is our analysis highlighting 4 key rewards that could impact your investment decision. Our free Supernus Pharmaceuticals research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Supernus Pharmaceuticals' overall financial health at a glance. Markets shift fast. These stocks won't stay hidden for long. Get the list while it matters: The future of work is here. Discover the 34 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. AI is about to change healthcare. These 41 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. Uncover the next big thing with 21 elite penny stocks that balance risk and reward. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include SUPN. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Supernus Pharmaceuticals (SUPN) is drawing attention after analysts turned more bullish on its earnings prospects, citing a positive Earnings ESP of 18.52% and a recent pattern of beating consensus estimates. See our latest analysis for Supernus Pharmaceuticals. At a share price of US$46.98, Supernus Pharmaceuticals has seen mixed short term moves, with the share price return up 1.69% over the last day but down 5.03% year to date, while the 1 year total shareholder return of 40.62% points to stronger longer term momentum. If this kind of earnings driven story interests you, it can be useful to see what else is setting up for potential surprises across the market using the 18 top founder-led companies Supernus Pharmaceuticals now trades at a clear gap to both analyst targets and some intrinsic value estimates after its recent swing. The next step is to see where a reasonable fair value range actually sits in relation to that US$46.98 price. The most followed narrative on Supernus Pharmaceuticals places fair value at $62.83, well above the last close of $46.98, which frames the current discount as meaningful. Read the complete narrative. Read the complete narrative. Want to understand why this narrative points to a higher fair value for Supernus Pharmaceuticals? The core argument hinges on revenue expansion, margin rebuild, and a future profit multiple usually reserved for faster growing sectors. Curious which assumptions need to hold for that outcome? The full narrative lays out the numbers behind that $62.83 figure. Result: Fair Value of $62.83 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this Supernus Pharmaceuticals story can change quickly if pricing pressure on key drugs intensifies or if late stage pipeline trials fail to deliver usable results. Find out about the key risks to this Supernus Pharmaceuticals narrative. If this mix of optimism and open questions around Supernus Pharmaceuticals has you thinking, take a moment to look through the data yourself and stress test the story against your own expectations. To see what some investors view as the key positives, review the 4 key rewards If you are serious about building a stronger portfolio, do not stop with Supernus Pharmaceuticals. Fresh ideas now can make a real difference to your long term results. Target potential mispricing by scanning companies that currently look attractively valued using the 51 high quality undervalued stocks. Build a sturdier core for your portfolio by focusing on companies with healthier finances through the solid balance sheet and fundamentals stocks screener (49 results). Hunt for smaller opportunities that many investors may be overlooking by reviewing the screener containing 20 high quality undiscovered gems. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include SUPN. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]