NASDAQ$SUPN

Supernus Pharmaceuticals Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported strong Q2 2024 financial results with increased net sales and adjusted operating earnings, and raised full year 2024 guidance.

Supernus Pharmaceuticals announced strong financial results for the second quarter of 2024, marked by a 24% increase in total revenues to $168.3 million compared to the same period in 2023. Key growth drivers were Qelbree and GOCOVRI, with Qelbree net sales increasing by 92% and GOCOVRI by 10%. The company also reported an operating income of $22.6 million and adjusted operating earnings of $45.5 million. Supernus raised its full-year 2024 guidance for total revenues and operating earnings.

  • Net sales of Qelbree increased by 92% to $59.4 million compared to Q2 2023.
  • Net sales of GOCOVRI increased by 10% to $31.7 million compared to Q2 2023.
  • Total revenues increased by 24% to $168.3 million compared to Q2 2023.
  • Adjusted operating earnings increased to $45.5 million, compared to $10.0 million in the same period in 2023.

Headline financials

Total Revenue

$168M

Previous: $136M+24.2%
EPS

$0.36

Previous: -$0.02+1900.0%
Capital Expenditures

-$312K

Previous: -$437K+28.6%
Free Cash Flow

$19.6M

Previous: -$1.27M+1646.1%
Net Income

$19.9M

Previous: -$831K+2496.6%
Operating Income

$22.6M

Previous: -$17.6M+228.3%
Gross Profit

$150M

Previous: $114M+31.4%
R&D Expense

$25.6M

No prior period
Stock-Based Comp

$6.55M

Previous: $6.09M+7.6%

Revenue & EPS history

Supernus · Revenue · Quarterly

$168M

Q2 2024+24.2%vs Q2 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Supernus · $50.2M total across 2 segments · Q3 2023

  • Oxtellar XR
    $29.6M-3.0%
  • Trokendi XR
    $20.6M-70.4%

Forward guidance

Supernus Pharmaceuticals is increasing its full year 2024 financial guidance for total revenues, GAAP operating earnings (loss) and non-GAAP operating earnings, and maintaining guidance for combined R&D and SG&A expenses.

Tailwinds

  • Total revenues are expected to be between $600 million and $625 million.
  • Combined R&D and SG&A expenses are projected to be between $430 million and $460 million.
  • Operating earnings are expected to be between $0 million and $20 million.
  • Adjusted operating earnings are projected to be between $100 million and $125 million.
  • The revenue guidance includes approximately $135 - $145 million of Trokendi XR and Oxtellar XR.

Headwinds

  • Continued generic erosion of Trokendi XR is expected.
  • Generic erosion of Oxtellar XR is expected to begin in September 2024.
  • Operating earnings could be as low as $0 million.
  • Combined R&D and SG&A expenses could be as high as $460 million.
  • Total revenues may only reach $600 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-0.5%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+0.1%

Avg return

30 days after

48%

27 / 56 earnings

Positive

+22.3%

Q3 2020

Best reaction

-29.9%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.2%+6.1%-8.1%
Q4 2025+7.9%+0.7%+0.1%
Q3 2025-16.9%-20.4%-19.9%
Q1 2025-4.6%-0.9%+2.2%
Q4 2024-2.7%-3.3%-1.6%
Q3 2024+2.3%+7.7%+9.4%
Q2 2024+14.3%+15.0%+23.1%
Q1 2024-3.7%-4.7%-15.7%
Q4 2023+5.4%+5.1%+15.6%
Q3 2023+9.6%+14.5%+12.8%
Q2 2023-5.3%-1.1%-6.8%
Q1 2023-0.2%-7.2%-3.3%
Q4 2022+3.4%+4.8%-4.5%
Q3 2022-5.9%+0.9%+2.5%
Q2 2022+0.4%-3.1%+7.4%
Q1 2022-6.0%-2.5%+2.7%
Q4 2021-3.1%-8.7%-16.5%
Q3 2021+5.0%+11.6%+1.1%
Q2 2021-1.1%-4.3%+2.1%
Q1 2021-2.7%-2.5%-0.7%
Q4 2020-13.2%-12.1%-11.3%
Q3 2020+22.3%+28.4%+18.5%
Q2 2020-6.0%-12.5%-9.7%
Q1 2020+4.7%+4.3%+7.8%
Q4 2019-18.5%-6.6%-17.7%
Q3 2019-29.9%-23.6%-22.8%
Q2 2019-11.8%-11.5%-14.0%
Q1 2019-7.0%-5.0%-20.3%
Q4 2018+12.8%+2.2%-0.6%
Q3 2018+8.4%+8.6%-2.8%
Q2 2018-8.1%-12.9%-13.6%
Q1 2018+6.3%+26.5%+20.2%
Q4 2017+0.0%+1.9%+17.7%
Q3 2017-13.4%-11.4%-13.3%
Q2 2017+3.1%+4.1%+17.2%
Q1 2017+0.0%+4.2%+28.7%
Q4 2016-2.4%-1.1%+9.5%
Q3 2016+5.1%+10.2%+11.1%
Q2 2016+3.2%+4.0%-0.9%
Q1 2016-5.7%
Q4 2015+7.8%
Q3 2015+6.0%
Q2 2015-8.9%
Q1 2015-7.1%
Q4 2014+11.1%
Q3 2014+4.1%
Q2 2014+7.0%
Q1 2014-3.7%
Q4 2013+9.8%
Q3 2013+9.5%
Q2 2013+6.8%
Q1 2013+10.0%
Q4 2012-22.6%
Q3 2012+2.8%
Q2 2012-0.1%
Q1 2012-5.9%
Q4 2011
Q3 2011
Q2 2011
Q1 2011
Q4 2010

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