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Supernus Pharmaceuticals (SUPN) Is Up 6.0% After FDA Approval Of ONAPGO Parkinson’s Drug - Has The Bull Case Changed?

Simply Wall St · 1d ago
  • Recently, Supernus Pharmaceuticals received US FDA approval for ONAPGO, strengthening its central nervous system portfolio and adding a new Parkinson’s disease therapy to its commercial lineup.
  • This approval, alongside progress on late-stage candidates SPN-820 and SPN-443 and ongoing revenue and earnings growth, has sharpened investor focus on how effectively Supernus can convert its pipeline into long-term commercial franchises.
  • We’ll now examine how ONAPGO’s recent FDA approval may reshape Supernus Pharmaceuticals’ investment narrative and future central nervous system growth profile.

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Supernus Pharmaceuticals Investment Narrative Recap

To own Supernus Pharmaceuticals, you need to believe its central nervous system focus can turn ONAPGO, Qelbree, GOCOVRI and late-stage assets into durable franchises while controlling rising costs. ONAPGO’s FDA approval is a key short term catalyst, but does not remove near term pressure from pricing and growing operating losses, which remain the biggest watchpoints for the story.

The most relevant recent development here is the raised full year 2025 revenue guidance to US$685 million to US$705 million, which folds ONAPGO’s launch into a bigger growth picture. That update reinforced confidence in the commercial engine behind the new Parkinson’s therapy, but it also highlighted that higher SG&A and R&D are still expected to keep the company in an operating loss this year, even as investors focus on ONAPGO and the later stage pipeline for upside.

Yet investors should also be aware of how rising SG&A and R&D tied to ONAPGO and the pipeline could...

Read the full narrative on Supernus Pharmaceuticals (it's free!)

Supernus Pharmaceuticals' narrative projects $837.3 million revenue and $55.4 million earnings by 2028. This requires 7.8% yearly revenue growth but implies an earnings decrease of $6.5 million from $61.9 million today.

Uncover how Supernus Pharmaceuticals' forecasts yield a $60.50 fair value, a 23% upside to its current price.

Exploring Other Perspectives

SUPN 1-Year Stock Price Chart
SUPN 1-Year Stock Price Chart

Three fair value estimates from the Simply Wall St Community span roughly US$38 to US$252 per share, showing how far apart individual views can be. Against that wide range, the key question is whether ONAPGO and the broader CNS portfolio can grow fast enough to offset pricing pressure and rising operating losses over time.

Explore 3 other fair value estimates on Supernus Pharmaceuticals - why the stock might be worth 22% less than the current price!

Build Your Own Supernus Pharmaceuticals Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Supernus Pharmaceuticals research is our analysis highlighting 3 key rewards that could impact your investment decision.
  • Our free Supernus Pharmaceuticals research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Supernus Pharmaceuticals' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.