Analyst Conference Summary

biotechnology

conference date: November 4, 2025 @ 1:30 PM Pacific Time
for quarter ending: September 30, 2025 (third quarter, Q3)

Forward-looking statements

Overview: Acquired Sage in Q3.

Basic data (GAAP):

Revenue was $ million, sequentially from $165 million, and down % from $ million year-earlier.

Net Income was $ million, sequentially from $22.5 million, and up % from $ million year-earlier.

EPS (Earnings per Share), diluted, were $, sequentially from $0.40, and up % from $ year-earlier.

Guidance:

Conference Highlights:

Jack Khattar, President and CEO, said "" Corporate development will continue to be a top priority.

The acquisition of Sage Therapeutics was completed on July 31, 2025. Zurzuvae for PPD is the prize, as it is seeing rapid revenue growth. Is partnered with Biogen.

In April 2025, the Supernus launched Onapgo, a subcutaneous apomorphine infusion device for the treatment of motor fluctuations in adults with advanced Parkinson's disease. So far demand is exceeding expectations, with more than 750 enrollment forms submitted by more than 300 prescribers through the end of Q2 2025.

SPN-820 will start a Phase 2b trial for major depressive disorder by the end of 2025.

SPN-443 completed a Phase 1 study of two oral formulations. A lead indication should be slected by the end of 2025.

Non-GAAP earnings were $ million, sequentially from $41 million, and down from $ millon year-earlier.

Cash and equivalents ended at $ million, down sequentially from $523 million. Cash was used to acquire Sage after the quarter ended.

Total expenses were $ million, consisting of: cost of good sold $ million, R&D $ million, SG&A $ million, amortization $ million. Leaving operating earnings of $ million. Interest and other income $ million. Income tax $ million.

Q&A (selective summary):

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