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CNS specialty pharma selling epilepsy, ADHD and Parkinson's drugs including Qelbree and Trokendi XR.
CNS specialty pharma selling epilepsy, ADHD and Parkinson's drugs including Qelbree and Trokendi XR.
Sells branded prescription drugs in the US through its own sales force, with reported sales net of rebates paid to insurers and pharmacy middlemen. Its older epilepsy products are mature and exposed to generic copies, so growth rests on newer drugs. It bought Sage Therapeutics in 2025, adding a postpartum depression drug sold through a Biogen partnership.
Moat: narrow (IP / patents, distribution). Extended-release formulation patents and an established CNS sales force protect share.
Headquarters: Rockville, Maryland, US · Founded: 2005 · Employees: 838
Size Supernus Pharmaceuticals (SUPN) is a United States Health Care company (Pharmaceuticals: Major) with a market value of $5.43B, the 1126th largest of 3,117 United States companies the cockpit tracks. Shares closed at $26.16 on 6 Nov 2026.
Performance Over six months the shares fell 49.1%, against -0.9% for the median peer and -1.1% for the United States market (cap-weighted) — lowest of 19 in its peer set.
Growth Revenue grew 16.4% over the last twelve months (peer median +8.4%); the operating margin is 45.0% (peer median 15.6%).
Valuation It trades at 6.7× forward earnings against a peer median of 28.0× (cheapest of 16).
Price implies For today's price to make sense, revenue must grow about 4% a year for seven years (Req g). Recent delivered growth is +14%, so the hurdle is -10 pp: the price already allows for a slowdown.
Short interest Short interest is 7.0% of the free float (15 Oct 2026).
Next results Next results expected around 4 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.37B | $1.24B | $1.19B | $1.09B | $901M |
| Revenue growth | — | +4% | +9% | +21% | — |
| Gross profit | $1.17B | $1.02B | $977M | $919M | $729M |
| EBITDA | $633M | $378M | $298M | $249M | $230M |
| Net income | $450M | $210M | $7.00M | -$129M | -$53.0M |
| Free cash flow | $26.0M | -$93.0M | $7.00M | -$308M | -$9.00M |
| Capital expenditure | $64.4M | $67.0M | $31.0M | $53.0M | $6.00M |
| Total debt | $501M | $351M | $375M | $283M | $277M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Supernus Pharmaceuticals SUPN | $5.43B | -49% | +16% | 45% | 6.7× | 4.2% |
| Jazz Pharmaceuticals Public JAZZ | $15.1B | +4% | +13% | 25% | 8.9× | -3.9% |
| Amneal Pharmaceuticals AMRX | $7.01B | +53% | +9% | 17% | 17.7× | 15.2% |
| Neurocrine Biosciences NBIX | $16.7B | +8% | +38% | 25% | 18.2× | -1.7% |
| Takeda Pharmaceutical 4502.T | $66.4B | +24% | +6% | 18% | 42.1× | 3.0% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | SUPN | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -38.9% | +1.7% | lowest of 20 |
| 6-month return | -49.1% | -0.9% | lowest of 19 |
| Distance from 52-week high | -56.2% | -27.9% | lowest of 21 |
| Revenue growth (TTM) | +16.4% | +8.4% | 6th highest of 17 |
| Operating margin | 45.0% | 15.6% | 2nd highest of 18 |
| Forward P/E | 6.7× | 28.0× | cheapest of 16 |
| Growth the price implies (Req g, 7 yrs) | 4.2% | 9.7% | 7th least demanding of 15 |
| Growth delivered (Del g) | +13.9% | +9.8% | 5th highest of 15 |
| Hurdle (Req g minus delivered) | -9.7 pp | -0.8 pp | 6th least demanding of 15 |
| EV / EBITDA | 8.9× | 21.5× | 3rd cheapest of 11 |
| Net debt / EBITDA | 0.3× | 0.7× | 7th least indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Supernus Pharmaceuticals SUPN | United States | $5.43B | -49% | +16% | 45% | 6.7× | 4.2% | +13.9% |
| PTC Therapeutics PTCT | United States | $5.47B | -11% | -35% | 22% | 34.8× | 8.0% | +35.4% |
| Gland Pharma GLAND.NS | India | $5.53B | +69% | +18% | 20% | 39.0× | 28.0% | +13.3% |
| Beijing TongRenTang 600085.SS | China | $5.27B | -8% | -17% | 8% | 31.2× | 2.7% | +6.2% |
| Apotex Health APTX.TO | Canada | $5.62B | n/a | +4% | 32% | 18.6× | -13.5% | +4.2% |
| Sumitomo Pharma 4506.T | Japan | $5.23B | +7% | +11% | 10% | 8.3× | 1.4% | -2.6% |
| IPCA Laboratories IPCALAB.NS | India | $5.22B | +24% | +11% | 17% | 32.4× | 17.8% | +12.2% |
| Shenzhen Salubris Pharmaceuticals 002294.SZ | China | $5.18B | -39% | +14% | 11% | 41.6× | 15.5% | +9.7% |
| SKBP 326030.KS | South Korea | $5.12B | -11% | +39% | 35% | 21.6× | 0.5% | +93.6% |
| Veradermics MANE | United States | $5.80B | +31% | n/a | n/a | n/a | n/a | n/a |
| Erasca ERAS | United States | $5.04B | +42% | n/a | n/a | n/a | n/a | n/a |
| Shanghai Allist Pharmaceuticals 688578.SS | China | $5.90B | -6% | +39% | 47% | 13.8× | 1.8% | +519.6% |
| Abbott India ABBOTINDIA.NS | India | $5.93B | -1% | +6% | 28% | 32.4× | 11.4% | +10.0% |
| Mirum Pharmaceuticals MIRM | United States | $6.12B | -13% | +42% | -21% | n/a | n/a | n/a |
| Ligand Pharmaceuticals LGND | United States | $6.12B | +38% | +1% | 14% | 28.0× | 57.8% | +7.5% |
| Novast Laboratories 301569.SZ | China | $4.82B | n/a | +3% | 27% | n/a | 42.6% | +3.1% |
| Travere Therapeutics TVTX | United States | $4.76B | +16% | +49% | -3% | 16.9× | 16.7% | +19.9% |
| Belite Bio, Inc. ADR BLTE | United States | $6.20B | 0% | n/a | n/a | n/a | n/a | n/a |
| Humanwell Healthcare (Group) 600079.SS | China | $4.71B | +3% | -3% | 16% | 13.4× | -6.8% | +3.0% |
| Biocon BIOCON.NS | India | $6.28B | -4% | +6% | 8% | 56.4× | n/a | n/a |
| Samsung Epis 0126Z0.KS | South Korea | $6.39B | -36% | n/a | -25% | 24.0× | n/a | n/a |