Supernus Pharmaceuticals price target raised to $40 by Piper Sandler

Published 29/08/2025, 12:46
Supernus Pharmaceuticals price target raised to $40 by Piper Sandler

Investing.com - Piper Sandler raised its price target on Supernus Pharmaceuticals (NASDAQ:SUPN) to $40.00 from $36.00 on Friday, while maintaining a Neutral rating on the stock. The company, currently trading at $45.37 with a market capitalization of $2.54 billion, has shown strong momentum, with shares trading near their 52-week high of $45.60.

The research firm cited the strong launch performance of Onapgo, Supernus’s infusion pump that provides continuous subcutaneous delivery of apomorphine for patients with advanced Parkinson’s disease, as a potential upside driver for the company. According to InvestingPro data, the company maintains impressive gross profit margins of 88.5% and holds more cash than debt on its balance sheet.

According to Piper Sandler’s analysis, Supernus reported approximately 750 patient enrollment forms submitted by more than 300 prescribers through the end of July for Onapgo, which launched in April. Over 200 patients are already on treatment with the product, which could have an annualized list price cost exceeding $100,000.

The firm noted that AbbVie’s (NYSE:ABBV) competing product Vyalev, which delivers a prodrug of levodopa/carbidopa, has also performed well with second-quarter 2025 U.S. sales of $22 million, representing a 267% increase from the first quarter.

Despite the positive Onapgo outlook, Piper Sandler maintained its Neutral stance due to longer-term loss of exclusivity concerns, noting that Gocovri, Qelbree, and potentially Zurzuvae will face patent expirations between 2030 and the mid-2030s, with these assets expected to account for approximately 79% of Supernus’s revenue by 2026. InvestingPro analysis indicates the stock is currently trading at elevated earnings and EBIT multiples, with 12 additional ProTips available to subscribers through the comprehensive Pro Research Report.

In other recent news, Supernus Pharmaceuticals reported its second-quarter 2025 earnings, showcasing a mixed financial performance. The company achieved revenues of $165 million, exceeding analyst forecasts of $154.3 million, marking a 7.26% increase. This revenue growth was largely attributed to the strong performance of its Qelbree and Gocovri products. However, the company’s earnings per share (EPS) came in at $0.40, falling short of the expected $0.48 by 16.67%. In light of these results, Stifel raised its price target for Supernus Pharmaceuticals from $38 to $43, while maintaining a Hold rating. The analysts at Stifel noted the company’s strong revenue performance as a key factor for the revised price target. These developments reflect the company’s ongoing efforts to expand its market presence and product traction.

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