Supernus Pharmaceuticals IncQ2 revenue rose 27.7% to US$211.3M, beating expectations and prompting raised full-year guidance.

Supernus Pharmaceuticals reported Q2 revenue of US$211.3 million, up 27.7% year on year, beating expectations and prompting the company to nudge full-year guidance higher on what management described as sustained product momentum. The upbeat quarter comes amid a more challenging stretch for the stock, which is down 15.1% year to date and about 13.5% lower over the past month, though its 3-year total shareholder return of roughly 49% still points to a solid longer-term outcome. Against the last close at $42.00, the most followed narrative pegs Supernus at a fair value of about $62.83, implying the shares are 33% undervalued. That view hinges on execution across its CNS portfolio and pipeline, with the story depending heavily on Qelbree and GOCOVRI, and rising pricing pressure or weaker pipeline progress could quickly challenge the underpriced narrative.
Supernus Pharmaceuticals IncQ2 revenue rose 27.7% to US$211.3M, beating expectations and prompting raised full-year guidance.