NASDAQ$SUPN

Supernus Pharmaceuticals Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported strong financial results driven by Qelbree and GOCOVRI sales growth and raised full-year 2024 guidance for total revenues and operating earnings.

Supernus Pharmaceuticals reported a 14% increase in total revenue for Q3 2024, driven by strong sales of Qelbree and GOCOVRI. Operating earnings significantly improved compared to the same period in the previous year. The company also announced positive topline data from its Phase 2a study of SPN-820 in major depressive disorder and initiated a Phase 1 study for SPN-443.

  • Qelbree net sales increased by 68% compared to Q3 2023.
  • GOCOVRI net sales increased by 8% compared to Q3 2023.
  • Total revenues increased by 14% compared to Q3 2023.
  • Operating earnings improved significantly, reaching $40.9 million compared to $8.1 million in Q3 2023.

Headline financials

Total Revenue

$176M

Previous: $154M+14.2%
EPS

$0.69

Previous: -$0.29+337.9%
Capital Expenditures

-$512K

Previous: -$587K+12.8%
Free Cash Flow

$38M

Previous: -$16.6M+329.3%
Net Income

$38.5M

Previous: -$16M+341.0%
Operating Income

$40.8M

Previous: $8.14M+401.9%
Gross Profit

$158M

Previous: $134M+17.7%
R&D Expense

$28.4M

Previous: $22M+29.0%
Stock-Based Comp

$7.67M

Previous: $7.92M-3.1%

Revenue & EPS history

Supernus · Revenue · Quarterly

$176M

Q3 2024+14.2%vs Q3 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 and operating earnings (GAAP and Non-GAAP).

Tailwinds

  • Total revenues are projected to be between $630 million and $650 million.
  • Combined R&D and SG&A expenses are expected to be between $430 million and $450 million.
  • Operating earnings are projected to be between $50 million and $65 million.
  • Adjusted operating earnings are projected to be between $150 million and $170 million.
  • The guidance reflects continued generic erosion of Trokendi XR and generic erosion of Oxtellar XR beginning in September 2024.

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 Q3 2024

Historical avgQ3 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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