TickerTalks
Browse all tickers →
TickerTalks›$SUPN
SUSUPN

Supernus Pharmaceuticals, Inc.

$SUPN·$2.5B·Drug Manufacturers - Specialty & Generic·Healthcare
$43.25-6.0%YTD-13.0%1Y+16.7%
Mentions · last 7 days
2026-07-29: 0 posts2026-07-30: 3 posts2026-07-31: 1 posts2026-08-01: 1 posts2026-08-02: 1 posts2026-08-03: 77 posts2026-08-04: 8 posts91
Price updated 7h ago·X counts updated 7h ago
SUSUPN
$SUPNSupernus Pharmaceuticals, Inc.
$43.25-5.98%91 posts
AI analysisFundamentalsVoices on X
Loading…

What it does

Plain-English summary of the business — what they sell and how they make money.

Supernus Pharmaceuticals, Inc. is a biopharmaceutical firm dedicated to developing and marketing therapies for central nervous system (CNS) disorders within the United States. Its portfolio of marketed products includes Trokendi XR, an extended-release topiramate formulation prescribed for both epilepsy management and migraine prevention. Another key product is Oxtellar XR, an extended-release oxcarbazepine designed for the standalone treatment of partial-onset epileptic seizures in patients aged 6 to 17 and adults. The company also offers Qelbree, a selective norepinephrine reuptake inhibitor approved for attention-deficit hyperactivity disorder (ADHD) in children and adolescents aged 6 to 17. For advanced Parkinson's Disease (PD) patients, APOKYN offers acute, intermittent relief during "off" episodes of hypomobility, and XADAGO serves as an adjunctive treatment with levodopa/carbidopa for those experiencing similar off periods. Other offerings include GOCOVRI, which targets dyskinesia in PD patients, and Osmolex ER, used for Parkinson's disease and drug-induced extrapyramidal reactions in adults. MYOBLOC, a Type B toxin, is indicated for cervical dystonia and sialorrhea in adults. Beyond its commercial portfolio, Supernus is actively developing several investigational therapies. These include Qelbree (SPN-812), which has successfully completed Phase III trials for ADHD. SPN-830, a late-stage drug/device combination, aims to prevent off episodes in PD patients. SPN-817 is a novel compound in Phase I trials for severe epilepsy. SPN-820 is undergoing Phase II trials for resistant depression, and SPN-443 and SPN-446 are in earlier, preclinical stages for various CNS indications. Products are distributed through a network of pharmaceutical wholesalers, specialty pharmacies, and authorized distributors. Established in 2005, Supernus Pharmaceuticals is headquartered in Rockville, Maryland.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - Specialty & Generic sits in its cycle right now — and what that implies for $SUPN.

Drug Manufacturers - Specialty & Generic · Healthcare

No material change from last week — animal health revenues under pressure from inflation-driven vet visit deferrals while a securities fraud investigation adds governance overhang; the key debate..

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+19.1%YTD
+49.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-22.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-53.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-26.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-55.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
84.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$0.54$0.42+27.8%
Q1 2026May 5, 2026$0.59$0.28+110.7%
Q4 2025Feb 24, 2026$0.92$0.28+228.6%
Q3 2025Nov 4, 2025$1.01$0.82+23.2%
Next earningsTue, Nov 3·consensus EPS $0.68

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$219.1B+132298.9%84.6%-26.5%$-1.01$-5.4M
Q1 FY26$207.7M+38.6%88.7%-3.6%$-0.04$66.5M
Q4 FY25$211.6M+21.5%89.1%6.5%$-0.07$19.4M
Q3 FY25$192.1M+9.3%90.1%-31.4%$-0.80$-61.8M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$875.7M$872.1M – $879.3M$2.80$2.37 – $3.324
FY27$1.4B$1.3B – $1.4B$4.66$4.04 – $5.114
FY28$1.7B$1.6B – $1.8B$5.40$2.11 – $8.694
FY29$1.8B$1.8B – $1.9B$5.70$5.55 – $5.853
FY30$1.9B$1.9B – $2.0B$5.80$5.64 – $5.953

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.3.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.32%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-11.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 54.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.565-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMar 18Padmanabh P. BhattSr. VP of IP, CSO7.3K sh$360KSellMar 17Padmanabh P. BhattSr. VP of IP, CSO50.0K sh$2.5MSellMar 16Padmanabh P. BhattSr. VP of IP, CSO50.0K sh$2.5MSellMar 13Jack A. KhattarCEO35.0K sh$1.8MSellMar 12Frederick M. HudsonDirector5.4K sh$272KSellMar 9Frank MottolaSVP, Chief Tech. Ops. Officer1.6K sh$87K
+ 17 other (7 exempts · 5 awards · 4 inkinds · 1 other) in window

See when $SUPN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

INDV to Merge With Supernus, Beats on Q2 Earnings, Raises '26 Outlookzacks.com·16h agoWhy Supernus Pharmaceuticals Stock Topped the Market Todayfool.com·1d ago$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Supernus Pharmaceuticals, Inc. (NASDAQ: SUPN)gurufocus.com·2d agoSupernus Pharmaceuticals, Inc. (SUPN) M&A Call Transcriptseekingalpha.com·2d ago$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Supernus Pharmaceuticals, Inc. (NASDAQ: SUPN)prnewswire.com·2d ago

More in Drug Manufacturers - Specialty & Generic

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$BHC$INDV$LNTH$ETON$RGC$ZYBT$BGM$BCHMF
Voices on X · top 7 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport