Supernus reported strong Q4 2025 revenue of $211.6 million, up 21.5% year-on-year, beating Wall Street expectations. Since its founding in 2003, Supernus has focused on advancing treatments for neurological disorders with an emphasis on improving patient quality of life through innovative dosage forms and sustained-release formulations.
Cyborg Score Rationale
Recent momentum shows strong Q4 revenue growth and improved 12.5% annualized growth over two years. However, operating margins have declined significantly, with a 23 percentage point drop over five years and 7.7 points over two years.
Top Insights
Q4 2025 revenue of $211.6 million exceeded expectations with 21.5% year-over-year growth
Full-year 2026 revenue guidance of $855 million at midpoint slightly missed analyst estimates
Operating margin contracted to negative 1.9% in Q4 2025, down 14.2 percentage points year-over-year due to expenses growing faster than revenue
Acquisition of Sage Therapeutics represents major strategic expansion to enhance CNS treatment portfolio
Named Competitors
Luye Pharma/Zurzuvae — Treatment for postpartum depression
Qelbree — ADHD treatment for pediatric and adult patients
Gocovri — Treatment for dyskinesia in Parkinson's disease patients
Recent Developments
Feb 2025 - Q4 2025 earnings reported revenue of $211.6 million, beating expectations
June 2025 - Announced acquisition of Sage Therapeutics for up to $795 million
2Q 2025 - Strong results driven by robust Qelbree and Gocovri sales with surge in Zurzuvae revenue
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