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[8-K] SUPERNUS PHARMACEUTICALS, INC. Reports Material Event

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
8-K
Rhea-AI Filing Summary

Supernus Pharmaceuticals (SUPN) furnished an 8-K announcing Q3 2025 results and a supply update for ONAPGO. The company furnished a press release with financial results for the quarter ended September 30, 2025, and hosted a live webcast at 4:30 p.m. Eastern Time on November 4. The webcast will be archived on the company’s website for 60 days.

Supernus also disclosed a temporary supply constraint for ONAPGO driven by stronger than expected demand. To manage the imbalance, the company is prioritizing care for patients currently on therapy and pausing delivery to patients who have not yet started ONAPGO. Supernus is working to build inventory and aims to resume new patient initiations as soon as possible, with updates to follow.

Positive
  • None.
Negative
  • None.

Insights

Strong demand for ONAPGO meets supply constraints; new starts paused.

The company reports Q3 2025 results via a furnished press release and highlights that ONAPGO demand exceeded expectations. In response, Supernus is prioritizing current patients and pausing deliveries to patients not yet initiated, indicating a near-term capacity mismatch rather than a demand issue.

Operationally, this pause can limit near-term patient adds until inventory normalizes. The disclosure commits to timely updates and indicates efforts to rebuild supply, but timing to resume new starts is not specified in the excerpt.

Key items to watch include future disclosures on inventory rebuild and resumption of new initiations following the November 4, 2025 update.

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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
 
FORM 8-K
 
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
 
Date of Report (Date of earliest event reported): November 4, 2025
 
Supernus Pharmaceuticals, Inc.

(Exact name of registrant as specified in its charter)
Delaware
001-3551820-2590184
(State or other jurisdiction of incorporation or organization)
(Commission File Number)
(I.R.S. Employer Identification No.)
9715 Key West Ave
Rockville
MD
20850
(Address of Principal Executive Offices)
(Zip Code)

Registrant’s telephone number, including area code: (301) 838-2500
 
Not Applicable
(Former name or former address, if changed since last report.)

  Securities registered pursuant to Section 12(b) of the Exchange Act
Title of each classTrading SymbolName of each exchange on which registered
Common Stock, $0.001 par value per shareSUPNThe Nasdaq Stock Market LLC

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
 
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
 
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
 
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
 
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
 
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
 
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.




Item 2.02 Results of Operations and Financial Condition.

On November 4, 2025, Supernus Pharmaceuticals, Inc. (“Supernus” or the “Company”) issued a press release regarding its financial results for the third quarter September 30, 2025. A copy of this press release is furnished as Exhibit 99.1 hereto and is incorporated herein by reference.

As previously announced, Supernus is hosting a conference call at 4:30 p.m. Eastern Time on Tuesday, November 4, 2025, to present the business and financial results. A live webcast is available at www.supernus.com. The webcast will be archived on the Company’s website for 60 days following the live call.

Item 7.01 Regulation FD Disclosure.

On November 4, 2025, the Company announced that due to stronger than expected demand for ONAPGO, supplier constraints are impacting the Company’s ability to fully meet this demand. As a result of this supply imbalance, the Company is prioritizing care for patients currently on ONAPGO. This requires pausing delivery to patients who have not yet started ONAPGO. The Company is working to build adequate inventory and resume new patient initiations as soon as possible, and will provide timely updates as progress is made in resolving this supply constraint.

The information in Items 2.02 (including Exhibit 99.1) and Item 7.01 is being “furnished” and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, whether made before or after the date of this report, except as shall be expressly set forth by specific reference in such filing.

This Current Report on Form 8-K contains “forward-looking statements” that do not convey historical information, but relate to predicted or potential future events, such as statements of our plans, strategies and intentions. These statements can often be identified by the use of forward-looking terminology such as “believe,” “expect,” “intend,” “may,” “will,” “should,” or “anticipate” or similar terminology. All statements other than statements of historical facts included in this Current Report on Form 8-K are forward-looking statements. All forward-looking statements speak only as of the date of this Current Report on Form 8-K. Except for Supernus’ ongoing obligations to disclose material information under the federal securities laws, Supernus undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. In addition to the risks and uncertainties of ordinary business operations and conditions in the general economy and the markets in which Supernus competes, the forward-looking statements of Supernus contained in this Current Report on Form 8-K are also subject to various risks and uncertainties, including those set forth in Item 1A, “Risk Factors,” in Supernus’ Annual Report on Form 10-K for the fiscal year ended December 31, 2024 which the Company filed on February 25, 2025, and other risk factors set forth from time to time in the Company’s filings with the Securities and Exchange Commission made pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934, as amended.
Item 9.01 Financial Statements and Exhibits.
(d) Exhibits
ExhibitDescription
99.1
Press Release dated November 4, 2025 filed as an Exhibit pursuant to Item 2.02 hereof.
104The cover page from this Current Report on Form 8-K, formatted in Inline XBRL.
2


SIGNATURES
 
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. 

 SUPERNUS PHARMACEUTICALS, INC.
  
DATED: November 4, 2025By:/s/ Timothy C. Dec
  Timothy C. Dec
Senior Vice President and Chief Financial Officer
3

FAQ

What did Supernus (SUPN) announce in its latest 8-K?

The company furnished a press release with Q3 2025 results and disclosed a temporary ONAPGO supply constraint due to stronger than expected demand.

How is Supernus handling ONAPGO supply constraints?

Supernus is prioritizing existing ONAPGO patients and pausing delivery to patients who have not yet started, while working to build inventory.

When was the Supernus Q3 2025 webcast held?

The webcast was held at 4:30 p.m. Eastern Time on November 4, 2025 and will be archived for 60 days.

Does the 8-K include detailed financial results for Q3 2025?

Detailed results are in the furnished press release attached as Exhibit 99.1.

Is the information in Items 2.02 and 7.01 considered filed?

No. It is furnished, not filed, and is not subject to Section 18 liabilities nor incorporated by reference unless expressly stated.

Will Supernus provide updates on ONAPGO availability?

Yes. The company stated it will provide timely updates as it builds inventory and works to resume new patient initiations.
Supernus Pharma

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