Supernus Pharmaceuticals, Inc.

NasdaqGM:SUPN 주식 리포트

시가총액: US$2.6b

Supernus Pharmaceuticals 경영진

경영진 기준 점검 2/4

Supernus Pharmaceuticals CEO는 Jack Khattar, Jan2005 에 임명되었습니다 의 임기는 21.42 년입니다. 총 연간 보상은 $15.50M, 6.7% 급여 및 93.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $98.44M 가치에 해당하는 회사 주식의 3.79% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 6.4 년과 13.8 년입니다.

핵심 정보

Jack Khattar

최고경영자

US$15.5m

총 보수

CEO 급여 비율6.68%
CEO 재임 기간21.4yrs
CEO 지분 보유율3.8%
경영진 평균 재임 기간6.4yrs
이사회 평균 재임 기간13.8yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 26

SUPN: Resolved Supply Constraints Will Support Forward Repricing Case

Analysts have raised their price target on Supernus Pharmaceuticals stock to $65 from $60, citing updated models after Q4 results and increased confidence that Onapgo supply constraints are easing as additional production capacity comes online. Analyst Commentary Bullish Takeaways Bullish analysts view the higher US$65 price target as reflecting updated Q4 assumptions and a clearer picture of the company’s earnings power.
내러티브 업데이트 May 11

SUPN: Easing Supply Constraints Will Support Future Repricing Opportunity

Analysts have inched their price target for Supernus Pharmaceuticals higher to $65, supported by refreshed models that factor in updated fair value estimates, modestly different growth and margin assumptions, and greater confidence that Onapgo supply constraints are easing. Analyst Commentary Bullish Takeaways Bullish analysts view the higher US$65 price target as reflecting updated fair value work, where refreshed assumptions on growth and margins support a stronger long-term earnings profile.
내러티브 업데이트 Apr 22

SUPN: Resolved Supply Constraints Will Support Future Repricing Potential

Analysts have lifted their price target on Supernus Pharmaceuticals by $5 to $65, citing refreshed models after Q4 results and improved visibility on Onapgo supply as production ramps up with the current supplier and a second source expected in 2027. Analyst Commentary Bullish Takeaways Bullish analysts view the $65 price target, up from $60, as reflecting refreshed forecasts after the latest Q4 update.
내러티브 업데이트 Apr 07

SUPN: Resolved Supply Constraints And Dual Sourcing Plans Will Support Future Repricing

Narrative Update: Supernus Pharmaceuticals Analyst Price Target Shift Analysts have lifted their price target on Supernus Pharmaceuticals to $65 from $60, citing updated models after Q4 results and expectations that Onapgo supply constraints are now addressed with increased production capacity and a planned second supplier in 2027. Analyst Commentary Analysts see the updated price target as a reflection of fresh Q4 inputs and improved visibility on Onapgo supply.
내러티브 업데이트 Mar 24

SUPN: Resolved Supply Constraints Will Support Repricing Through Improved Execution

Analysts have lifted their price target on Supernus Pharmaceuticals to $65 from $60, citing updated models after Q4 results and expectations that Onapgo supply constraints are easing with increased production capacity and an additional supplier planned for 2027. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$65 price target as a reflection of updated models that better align with recent Q4 information and current expectations for the business.
내러티브 업데이트 Mar 10

SUPN: Supply Resolution And Refined P/E Assumptions Will Support Repricing

Analysts have increased their price target on Supernus Pharmaceuticals to $65 from $60, citing updated models following Q4 results and expectations that Onapgo supply constraints are now resolved with expanded production capacity. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$65 price target as a reflection of updated Q4 assumptions that support their view of improved execution and earnings potential.
내러티브 업데이트 Feb 23

SUPN: Stable Fair Value And Refined P/E Assumptions Will Support Repricing

Analysts modestly adjusted their $61.33 price target on Supernus Pharmaceuticals as they updated their assumptions around revenue growth, profit margin, and future P/E. This reflects a more finely tuned view of the company’s earnings power and valuation risk.
내러티브 업데이트 Feb 09

SUPN: Steady Fair Value And P/E Outlook Will Support Bullish Repricing

Analysts have kept their price target for Supernus Pharmaceuticals broadly steady, citing only modest tweaks to underlying assumptions such as a slightly higher discount rate, minor adjustments to expected revenue growth and profit margin, and a largely unchanged future P/E outlook. Valuation Changes Fair Value Estimate remains unchanged at 61.33.
Seeking Alpha Feb 01

Supernus: Outlook For 2026 Positive, Upholding Buy Rating

Summary Supernus remains a Buy, with shares up >50% since mid-2025 and ~25% upside projected for 2026. Qelbree drives growth, with 2026 net sales expected to exceed $450m; patent expirations are being offset by pipeline and acquisitions. The Sage Therapeutics acquisition adds near-term revenue and pipeline depth, though pipeline maturity limits major new launches before 2027. Estimated forward price-to-sales is <4x; cost synergies and incremental pipeline progress support a bullish long-term multi-billion CNS franchise thesis. Read the full article on Seeking Alpha
내러티브 업데이트 Jan 25

SUPN: Higher 2025 Revenue Guidance Will Support Expanded Future Earnings Multiple

Analysts have adjusted their price target on Supernus Pharmaceuticals to US$61.33 per share, reflecting updated assumptions around discount rate, revenue growth, profit margin, and future P/E that remain broadly in line with prior estimates. What's in the News Supernus Pharmaceuticals raised its 2025 total revenue guidance to a range of US$685 million to US$705 million, including approximately US$75 million to US$85 million from Trokendi XR and Oxtellar XR (Key Developments).
내러티브 업데이트 Jan 10

SUPN: Higher 2025 Revenue Guidance Will Support Expanded Future Earnings Multiple

Analysts have inched their price target on Supernus Pharmaceuticals higher by about $0.83, citing updated assumptions that include a modest adjustment to fair value, slightly different revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News Supernus Pharmaceuticals raised its 2025 total revenue guidance to a range of US$685 million to US$705 million, including approximately US$75 million to US$85 million from Trokendi XR and Oxtellar XR (Key Developments).
내러티브 업데이트 Dec 19

SUPN: Faster Therapy Adoption Will Drive Shares Toward Higher Future Upside

Analysts have raised their price target on Supernus Pharmaceuticals to $65, up from $40, citing a faster than expected ramp for ONAPGO and the potential for additional upside beyond current peak sales assumptions. Analyst Commentary Recent research updates reflect a constructive shift in sentiment toward Supernus, with multiple firms lifting price targets and emphasizing the upside from ONAPGO's adoption curve.
내러티브 업데이트 Dec 05

SUPN: Upgrades Will Drive Future Upside As Revenue Outlook Tightens

Analysts have raised their price target on Supernus Pharmaceuticals to $65 from $40, reflecting growing confidence in stronger ONAPGO uptake and expanded long term earnings potential. Analyst Commentary Recent Street research reflects a more constructive stance on Supernus, with higher price targets supported by improving ONAPGO assumptions and a clearer long term earnings trajectory.
내러티브 업데이트 Nov 20

SUPN: Upgrades Will Drive Momentum As Earnings Guidance Increases

Analysts have raised their price target for Supernus Pharmaceuticals from $59.33 to $60.50, citing improved revenue growth expectations and increased peak sales forecasts for ONAPGO. Analyst Commentary Recent Street research reflects growing optimism around Supernus Pharmaceuticals, as analysts adjust their targets and ratings in response to strong expectations for ONAPGO and the company’s broader growth trajectory.
내러티브 업데이트 Nov 05

SUPN: Upgrades And Revenue Outlook Will Shape Performance Amid Execution Risk

Analysts have raised their price target for Supernus Pharmaceuticals by over $4 to approximately $59.33 per share. This change is due to higher future revenue growth expectations and an improved outlook for key therapies.
내러티브 업데이트 Oct 22

Analysts Boost Price Targets for Supernus Pharmaceuticals on Accelerating Growth and Revenue Outlook

Supernus Pharmaceuticals’ analyst price targets have risen sharply, with the fair value estimate increasing from $49.20 to $55.20 per share as analysts cite accelerating growth prospects and higher peak sales potential in key product lines. Analyst Commentary Bullish Takeaways Bullish analysts have raised their price targets substantially, with figures as high as $65 per share.
내러티브 업데이트 Oct 08

Widening CNS Access Will Shape Long-term Market Opportunity

Analysts have raised their fair value estimate for Supernus Pharmaceuticals from $40.20 to $49.20, citing a stronger forecast for blockbuster products and higher projected profit margins. This has resulted in a more than $9 increase in their price target.
분석 기사 Sep 10

We Ran A Stock Scan For Earnings Growth And Supernus Pharmaceuticals (NASDAQ:SUPN) Passed With Ease

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 Jul 23

Benign Growth For Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) Underpins Its Share Price

Supernus Pharmaceuticals, Inc.'s ( NASDAQ:SUPN ) price-to-sales (or "P/S") ratio of 3.1x might make it look like a buy...
분석 기사 May 13

Shareholders Can Be Confident That Supernus Pharmaceuticals' (NASDAQ:SUPN) Earnings Are High Quality

Supernus Pharmaceuticals, Inc. ( NASDAQ:SUPN ) just reported healthy earnings but the stock price didn't move much...
분석 기사 Feb 10

Investor Optimism Abounds Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) But Growth Is Lacking

With a price-to-earnings (or "P/E") ratio of 35.5x Supernus Pharmaceuticals, Inc. ( NASDAQ:SUPN ) may be sending very...
Seeking Alpha Feb 06

Supernus: New Approval Holds Promise Of Increased Growth

Summary Supernus Pharmaceuticals' ONAPGO for Parkinson’s Disease received FDA approval, providing a basis for optimism despite past regulatory challenges with SPN-830. The company is methodically planning ONAPGO's market launch in Q2 2025, supported by a robust nurse education program and access support. Continuous subcutaneous apomorphine infusion has a proven 30-year history in Europe, bolstering confidence in ONAPGO's potential success. Supernus' unsteady earnings and unproductive pipeline make it challenging to value, but ONAPGO's approval marks a significant positive development. Read the full article on Seeking Alpha
Seeking Alpha Nov 12

Supernus Pharmaceuticals: Recently Launched Qelbree Is Powering Growth

Summary Supernus Pharmaceuticals recently posted better-than-expected Q3 results, and management also revised FY2024 guidance upward. The ADHD drug Qelbree, which was approved in 2021, is powering revenue growth, and reduced costs are benefiting the bottom line. The company also has a pristine balance sheet with just over $400 million in cash and marketable securities. An updated analysis around Supernus Pharmaceuticals is provided in the paragraphs below. Read the full article on Seeking Alpha
분석 기사 Oct 31

Supernus Pharmaceuticals, Inc.'s (NASDAQ:SUPN) Share Price Could Signal Some Risk

With a median price-to-sales (or "P/S") ratio of close to 2.9x in the Pharmaceuticals industry in the United States...
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새로운 내러티브 Sep 12

Qelbree And GOCOVRI Spearhead Robust Revenue Surge, Setting The Path For Market Domination In CNS Therapeutics

Supernus Pharmaceuticals shows robust growth potential with advancements in its product pipeline and significant net sales growth from key products like Qelbree and GOCOVRI.
Seeking Alpha Sep 12

Supernus: Stock Slides As Qelbree Sales Questioned, But Positives Still Outweigh Negatives

Summary Supernus Pharmaceuticals' stock has risen 15% since my last "strong buy" rating, despite recent analyst downgrades due to Qelbree's slowing growth. Supernus' diverse neuroscience portfolio includes key drugs like Qelbree for ADHD and GOCOVRI for Parkinson's, with Qelbree's revenues being potentially seasonally influenced. Despite falling sales of older drugs, Supernus' strong financial position and promising pipeline, including SPN-820 for depression, suggest significant future upside is achievable, but not inevitable. The market may undervalue Supernus, focusing on risks over potential, but strategic M&A and upcoming catalysts like SPN-820 data could drive substantial gains. Read the full article on Seeking Alpha
분석 기사 Aug 19

Supernus Pharmaceuticals' (NASDAQ:SUPN) Conservative Accounting Might Explain Soft Earnings

The market was pleased with the recent earnings report from Supernus Pharmaceuticals, Inc. ( NASDAQ:SUPN ), despite the...
Seeking Alpha Jul 02

Supernus Pharmaceuticals: So-So Neuroscience Portfolio, With ADHD Standout

Summary Supernus' revenue growth is hindered by rapidly declining Trokendi sales. There are no pipeline products reliably poised to help out with revenues. Qelbree provides the one bright point on Supernus' revenues. Read the full article on Seeking Alpha
분석 기사 Apr 24

Subdued Growth No Barrier To Supernus Pharmaceuticals, Inc.'s (NASDAQ:SUPN) Price

There wouldn't be many who think Supernus Pharmaceuticals, Inc.'s ( NASDAQ:SUPN ) price-to-sales (or "P/S") ratio of...
Seeking Alpha Mar 04

Supernus Pharmaceuticals: Moving Through An 'Inflection Year'

Summary Today, we take an updated look at Supernus Pharmaceuticals, Inc. after its posted better-than-expected Q4 results last week. The company will be going through an inflection year in 2024 as one core product faces declining sales while two new compounds see considerable sales growth. Supernus used to 2023 to pay off its convertible note obligations and has a debt-free balance sheet with more than $270 million in cash and marketable securities on it. What is ahead for this biopharma company in 2024.  An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
분석 기사 May 10

We Think Supernus Pharmaceuticals (NASDAQ:SUPN) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

CEO 보수 분석

Jack Khattar의 보수는 Supernus Pharmaceuticals의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$29m

Dec 31 2025US$16mUS$1m

-US$39m

Sep 30 2025n/an/a

-US$19m

Jun 30 2025n/an/a

US$64m

Mar 31 2025n/an/a

US$62m

Dec 31 2024US$13mUS$1m

US$74m

Sep 30 2024n/an/a

US$60m

Jun 30 2024n/an/a

US$5m

Mar 31 2024n/an/a

-US$16m

Dec 31 2023US$13mUS$963k

US$1m

Sep 30 2023n/an/a

US$26m

Jun 30 2023n/an/a

US$43m

Mar 31 2023n/an/a

US$52m

Dec 31 2022US$10mUS$914k

US$61m

Sep 30 2022n/an/a

US$38m

Jun 30 2022n/an/a

US$57m

Mar 31 2022n/an/a

US$73m

Dec 31 2021US$8mUS$870k

US$53m

Sep 30 2021n/an/a

US$82m

Jun 30 2021n/an/a

US$100m

Mar 31 2021n/an/a

US$111m

Dec 31 2020US$7mUS$836k

US$127m

Sep 30 2020n/an/a

US$129m

Jun 30 2020n/an/a

US$118m

Mar 31 2020n/an/a

US$116m

Dec 31 2019US$8mUS$812k

US$113m

보상 대 시장: Jack의 총 보수(USD15.50M)는 US 시장에서 비슷한 규모 기업의 평균(USD6.97M)보다 높습니다.

보상과 수익: Jack의 보상은 회사가 적자임에도 증가했습니다.


CEO

Jack Khattar (65 yo)

21.4yrs
재임 기간
US$15,501,557
보수

Mr. Jack A. Khattar, M.B.A., founded Supernus Pharmaceuticals, Inc. (Formerly, Shire Laboratories, Inc.) in 2005 and has served as Chief Executive Officer, President, Secretary and Director since 2005. He...


리더십 팀

이름직위재임 기간보수지분
Jack Khattar
Founder21.4yrsUS$15.50m3.79%
$ 98.4m
Timothy Dec
Senior VP & CFO4.8yrsUS$1.92m0.014%
$ 368.4k
Padmanabh Bhatt
Chief Scientific Officer & Senior VP of Intellectual Property14.3yrsUS$1.39m0.029%
$ 763.0k
Frank Mottola
Senior VP & Chief Technology Operations Officer6.4yrsUS$1.36m0.032%
$ 825.3k
Jonathan Rubin
Senior VP of Research & Development and Chief Medical Officer6.3yrsUS$1.45m0.023%
$ 597.2k
Kevin Anderson
Compliance Officer14.4yrs데이터 없음데이터 없음
Taylor Raiford
Senior Vice President of Sales11.4yrs데이터 없음데이터 없음
William Horich
Senior VP & Chief Commercial Officerless than a year데이터 없음0.16%
$ 4.2m
Bryan Roecklein
Senior VP & Chief Business Officerless than a year데이터 없음데이터 없음
Jeff Bozick
Senior Vice President of Supply Chain5.1yrs데이터 없음데이터 없음
6.4yrs
평균 재임 기간
65yo
평균 나이

경험이 풍부한 관리: SUPN의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.4 년).


이사회 구성원

이름직위재임 기간보수지분
Jack Khattar
Founder21.4yrsUS$15.50m3.79%
$ 98.4m
Charles Newhall
Independent Chairman of the Board21.4yrsUS$417.01k0.21%
$ 5.6m
Georges Gemayel
Independent Director11.3yrsUS$398.51k0.047%
$ 1.2m
Carrolee Barlow
Independent Director8yrsUS$376.01k0.047%
$ 1.2m
Frederick Hudson
Independent Director16.4yrsUS$385.01k0.10%
$ 2.7m
Bethany Sensenig
Independent Director2.8yrsUS$362.51k데이터 없음
13.8yrs
평균 재임 기간
65.5yo
평균 나이

경험이 풍부한 이사회: SUPN의 이사회는 노련하고 경험이 풍부합니다(평균 재임 13.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/02 19:08
종가2026/06/02 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Supernus Pharmaceuticals, Inc.는 17명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Emily BodnarBerenberg
Chi Meng FongBofA Global Research
Pavan PatelBofA Global Research