SUPN Earnings Prediction
The chart below shows how SUPN performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SUPN sees a +0.68% change in stock price 10 days leading up to the earnings, and a +2.44% change 10 days following the report. On the earnings day itself, the stock moves by +0.49%. This data can give you a slight idea of what to expect for the next quarter's release.
SUPN Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
175.69M
14.17%
4.37%
Gross Margin
78.90%
7.41%
1.92%
Operating Margin
22.67%
328.54%
109.52%
Net Margin
21.91%
311.08%
85.21%
EPS
0.69
337.93%
91.67%
No Data Available
SUPN Earnings Analysis
Supernus Pharmaceuticals, Inc. Corporation (SUPN.O) Earnings Conference Call
Positive
Revenue Increase Drivers: Total revenues increased 26% in the third quarter, driven by strong performance from key growth drivers Qelbrree and GOCOVRI.
Prescription and Sales Growth: Qelbrree's robust performance included 19% growth in prescriptions and 68% growth in net sales, reaching an all-time quarterly high of 194,000 prescriptions.
Net Sales Achievement: Net sales for Qelbrree reached $62 million, representing an approximate annualized run rate of $250 million.
Operating Earnings Increase: Operating earnings on a GAAP basis for the third quarter were $40.9 million, compared to $8.1 million for the same quarter last year, marking a $32.8 million increase.
Net Earnings Improvement: GAAP net earnings were $38.5 million for the third quarter of 2024, or $0.69 per diluted share, compared to a GAAP net loss of $16 million or $0.29 loss per diluted share in the same quarter last year.
Negative
Quarterly Revenue Comparison: Total revenue for the third quarter of 2024 was $175.7 million compared to $153.9 million in the same quarter last year, indicating a decline in growth rate.
Q3 Revenue Breakdown: Total revenue in the third quarter of 2024 was comprised of net product sales of $170.3 million and royalty and other revenues of $5.4 million, showing a decrease in product sales compared to previous quarters.
R&D and SG&A Expenses: Combined R&D and SG&A expenses for the third quarter of this year were $98.8 million as compared to $105.4 million for the same quarter last year, reflecting a reduction in spending but not necessarily an improvement in efficiency.
GAAP Operating Earnings Surge: Operating earnings on a GAAP basis for the third quarter 2024 were $40.9 million as compared to $8.1 million for the same quarter last year, indicating a significant increase but still below expectations.
Net Earnings Recovery: GAAP net earnings were $38.5 million for the third quarter of 2024 or $0.69 per diluted share, compared to GAAP net loss of $16 million or $0.29 loss per diluted share in the same quarter last year, highlighting a recovery but still reflecting volatility.
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SUPN Earning Call Sentiment
Supernus Pharmaceuticals, Inc. (SUPN) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
SUPN.O
0.47%Positive
The earnings call revealed strong financial performance, with significant increases in revenue and earnings, and a robust cash position. Guidance for revenue has been raised, indicating confidence in future growth. Although there were some uncertainties in the Q&A, particularly regarding the TRD study and competitive landscape, overall sentiment is positive. The market cap suggests a mid-cap stock, so the reaction is likely to be moderate. Given these factors, a positive stock price movement of 2% to 8% is expected over the next two weeks.
