Supernus第三季度营收创纪录2.268亿美元增18%：净利2090万美元扭亏、与Indivior合并11月2日交割
总部位于马里兰州 Rockville 的中枢神经系统药物公司 Supernus Pharmaceuticals（纳斯达克：SUPN）10月29日公布2026年第三季度业绩：总营收创纪录达2.268亿美元，同比增长18%；当季净利2,090万美元、摊薄每股收益0.35美元，而去年同期为净亏4,510万美元、每股亏0.80美元。
公司四大成长产品当季合计收入1.922亿美元，同比增长29%。其中注意力缺陷多动障碍药物 Qelbree 净销售额9,080万美元，增长12%，处方量增长18%；帕金森病药物 GOCOVRI 净销售额4,260万美元，创历史新高；ONAPGO 净销售额1,710万美元，同比增长151%，并已获得美国食品药品监管局（FDA）授予的七年孤儿药独占期，公司另已提交为该药增加第二家供应商的补充新药申请。产后抑郁药物 ZURZUVAE 的合作收入为4,170万美元。
截至9月30日，公司现金、现金等价物与短期有价证券合计约3.595亿美元。公司同时上调全年指引：以独立公司口径计，2026年总营收预期由8.60亿至8.90亿美元上调至8.75亿至9.00亿美元。
并购方面，Supernus 与 Indivior Pharmaceuticals 的全股票对等合并已于10月15日获双方股东批准，预计11月2日交割；合并后的新公司名为 Supernus, Inc.，预计实现每年1.25亿美元成本协同，11月3日起在纳斯达克以代码 SUPN 交易。公司提示，合并按期完成的话，上述独立口径全年指引将不再适用。
总裁兼首席执行官 Jack Khattar 表示，今年以来强劲的经营执行带来总营收29%的累计增长，成长产品组合势头延续；下周完成与 Indivior 的合并后，将形成一家多元化的中枢神经系统生物制药龙头企业。
Supernus Posts Record Third-Quarter Revenue of $226.8 Million, Up 18%, as Indivior Merger Nears November 2 Close
Supernus Pharmaceuticals, Inc. (Nasdaq: SUPN), a Rockville, Maryland-based biopharmaceutical company focused on central nervous system diseases, on October 29 announced financial results for the third quarter of 2026. Total revenues reached a record $226.8 million, an 18 percent increase over the same period last year. Net earnings were $20.9 million, or $0.35 per diluted share, compared with a net loss of $45.1 million, or $0.80 per share, in the third quarter of 2025.
Combined revenues of the company's four growth products rose to $192.2 million in the quarter, up 29 percent. Net sales of the ADHD treatment Qelbree increased 12 percent to $90.8 million, with prescriptions up 18 percent. GOCOVRI net sales reached an all-time high of $42.6 million. ONAPGO net sales were $17.1 million, up 151 percent; the U.S. Food and Drug Administration (FDA) has recognized seven years of orphan-drug exclusivity for ONAPGO, and the company has submitted a supplemental New Drug Application for a second supplier. Collaboration revenue from ZURZUVAE was $41.7 million.
Cash, cash equivalents and current marketable securities were approximately $359.5 million as of September 30, 2026. The company raised its stand-alone full-year 2026 guidance, putting total revenues at $875 million to $900 million, up from $860 million to $890 million.
Supernus's all-stock merger with Indivior Pharmaceuticals, Inc. was approved by the shareholders of both companies on October 15, 2026, and is expected to close on November 2, 2026. The combined company, to be named Supernus, Inc., is expected to realize $125 million in annual cost synergies and will begin trading on Nasdaq under the ticker SUPN on November 3. The company noted that if the merger closes as expected, the stand-alone guidance will no longer apply.
"Our strong operating execution year-to-date delivered total revenue growth of 29%, which shows the continued momentum across our commercial portfolio, specifically our growth products," said Jack Khattar, President and Chief Executive Officer of Supernus. "We look forward to closing the merger with Indivior next week, which will create a diverse CNS biopharmaceutical leader."
来源：GSM·美国（原文链接）
图片来源：图：实验室研究人员进行样本处理（资料图，非 Supernus 公司画面）。美国疾控中心 CDC 摄，公共领域，经 Wikimedia Commons。 / A laboratory researcher handling samples (file photo, not a Supernus facility). Photo by the U.S. Centers for Disease Control and Prevention, public domain, via Wikimedia Commons.
