Quarterly ResultMay 5, 2026, 04:22 PM
Supernus Q1 Revenue $207.7M; Net Loss $(2.3)M; EPS $(0.04)
AI Summary
Supernus Pharmaceuticals reported a significant increase in total revenues for Q1 2026, reaching $207.7 million, up from $149.8 million in Q1 2025. This growth was primarily driven by new collaboration revenue from ZURZUVAE and increased net product sales for Qelbree and GOCOVRI, alongside new sales from ONAPGO. The company also narrowed its net loss to $2.3 million, or $(0.04) per share, compared to a net loss of $11.8 million, or $(0.21) per share, in the prior year period. The company also resolved ONAPGO supply constraints and recognized a $20.0 million licensing revenue from Shionogi.
Key Highlights
- Total revenues increased to $207.7 million in Q1 2026 from $149.8 million in Q1 2025.
- Net loss narrowed to $(2.3) million, or $(0.04) per share, from $(11.8) million, or $(0.21) per share.
- Net product sales rose to $150.8 million, with Qelbree sales at $77.8 million (+20.2% YoY).
- Collaboration revenue from ZURZUVAE was $27.6 million, new in Q1 2026.
- Royalty, licensing, and other revenues grew to $29.3 million from $7.8 million.
- Net cash provided by operating activities was $66.5 million, up from $30.6 million.
- ONAPGO generated $8.4 million in net product sales, with supply issues resolved in Feb 2026.
- Recognized $20.0 million in licensing revenue from a Shionogi commercial milestone.
Price Impact
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