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Supernus Pharmaceuticals, Inc.

SUPN

Healthcare · 44.63 -2.0% today

Jodie read · what matters now

Revenue increased 38.6% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to SUPN, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections16 verified links13 additional receipts in Pro
Organic co-movement groupCNS Drug Manufacturers · LeaderLast observed group; it is between live snapshots · See active groups →

Latest filing assessment · baseline

Fundamentals strengthened in the latest filing

10-Q filed 2026-05-05 against the comparable filing from 2025-05-06.

constructive
OperationsconstructiveEvidence score +3
liquidityneutralEvidence score 0
valuationmixed

What improved

  • Revenue increased 38.6% versus the comparable filing period.
  • The operating loss narrowed by 1.9M.

What weakened

No thresholded deterioration was identified.

Filing receipts

The decrease in net loss was primarily due to an increase in total revenues due to the addition of revenues from ONAPGO and ZURZUVAE products, as well as licensing revenue from the achievement of a commercial milestone under our collaboration agreement with Shionogi.

The increase in cash flows provided by operating activities was primarily due to the decrease in net loss as well as changes in working capital.

The increase was primarily due to an increase in clinical program costs on SPN-817, which includes the $10.0 million expense to former Biscayne security holders, and the Company's share of R&D expenses from the collaboration arrangement with Biogen which was acquired through the Sage Acquisition in July 2025, partially offset by decreased clinical program costs on SPN-820.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind SUPN

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

SGIOFFiling-linked namecustomerFull receipt with Pro →

Depended on by

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens 13 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

SUPN is currently a Leader in the organic co-movement group CNS Drug Manufacturers. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for SUPN; it is not active in the latest market snapshot.

Theme membership history

No durable theme membership has been observed for this name yet.