Supernus reiterates full-year 2026 financial guidance

Supernus Pharmaceuticals

05/05/2026 21:53

Overview

US CNS drugmaker's Q1 total revenue rose 39% yr/yr, driven by growth products and new launches

Adjusted operating earnings for Q1 were $28.7 million vs $25.9 million last year

Company reiterated full-year 2026 financial guidance

Outlook

Supernus reiterates 2026 total revenue guidance of $840 mln to $870 mln

Company expects 2026 adjusted operating earnings of $140 mln to $170 mln

Supernus expects ONAPGO 2026 net sales between $45 mln and $70 mln

Result Drivers

GROWTH PRODUCTS - Revenue growth was driven by higher net sales of Qelbree and GOCOVRI, and the addition of ONAPGO and ZURZUVAE collaboration revenue

QELBREE VOLUME - Net sales of Qelbree rose 20% yr/yr, primarily due to higher prescription volumes

ZURZUVAE COLLABORATION - Collaboration revenue from ZURZUVAE contributed $27.6 mln, with U.S. sales reported by Biogen up about 100% yr/yr

Company press release: ID:nGNXc7kbgN

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Product Sales
$150.80 mln
Q1 Adjusted Revenue
$178.40 mln
Q1 Adjusted Operating Earnings
$28.70 mln
Q1 Operating Earnings
-$8.33 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the pharmaceuticals peer group is "buy"

Wall Street's median 12-month price target for Supernus Pharmaceuticals Inc is $64.00, about 31.6% above its May 4 closing price of $48.63

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 13 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)