Latest news with #SupernusPharmaceuticals
Yahoo
11-08-2025
- Business
- Yahoo
Here's Third Avenue Small-Cap Value Fund's Update on Supernus Pharmaceuticals (SUPN)
Third Avenue Management, an investment management company based in New York City, released its 'Third Avenue Small-Cap Value Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, the fund returned 6.53% compared to -4.74% for the MSCI USA Small-Cap Value Index (the 'Index') and 4.96% return for the Russell 2000 Value Index. For more information on the fund's top picks in 2025, please check its top five holdings. In its second-quarter 2025 investor letter, Third Avenue Small-Cap Value Fund highlighted stocks such as Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN). Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) is a biopharmaceutical company. The one-month return of Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) was 21.41%, and its shares gained 27.29% of their value over the last 52 weeks. On August 8, 2025, Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) stock closed at $41.23 per share, with a market capitalization of $2.312 billion. Third Avenue Small-Cap Value Fund stated the following regarding Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) in its second quarter 2025 investor letter: "Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) announced an opportunistic acquisition of Sage Therapeutics, which will be funded by Supernus' $460 million net cash balance. Sage is a company which makes the first and only F.D.A. approved treatment for postpartum depression and, itself, possesses net cash in excess of $420 million as of its most recent filing." A lab technician analyzing a sample in a laboratory, showing the rigorous research conducted by the biopharmaceutical company. Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 26 hedge fund portfolios held Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) at the end of the first quarter, which was 27 in the previous quarter. While we acknowledge the potential of Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) and shared the list of best pharma stocks to buy for long term growth. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
06-08-2025
- Business
- Yahoo
Why Are Supernus Pharmaceuticals (SUPN) Shares Soaring Today
What Happened? Shares of specialty pharmaceutical company Supernus Pharmaceuticals (NASDAQ:SUPN) jumped 14.4% in the afternoon session after the company posted strong second-quarter earnings that beat expectations and raised its full-year revenue forecast. The pharmaceutical company reported revenues of $165.5 million, which surpassed analysts' projections, while its earnings per share of $0.40 also beat consensus estimates. Investors reacted positively to the growth in key products, as net sales for Qelbree and GOCOVRI increased by 31% and 16% respectively, compared to the prior year. Bolstering investor confidence, Supernus lifted its full-year revenue guidance, pointing to a strong first-half performance. The company also completed the acquisition of Sage Therapeutics and launched a new device for Parkinson's disease, which further supported the positive sentiment. Is now the time to buy Supernus Pharmaceuticals? Access our full analysis report here, it's free. What Is The Market Telling Us Supernus Pharmaceuticals's shares are not very volatile and have only had 6 moves greater than 5% over the last year. Moves this big are rare for Supernus Pharmaceuticals and indicate this news significantly impacted the market's perception of the business. The previous big move we wrote about was 7 days ago when the stock gained 3.1% on the news that Cantor Fitzgerald upgraded the stock to Overweight from Neutral and raised its price target to $42 from $36. The upgrade followed positive developments in the company's planned acquisition of Sage Therapeutics. Supernus announced that the waiting period under the Hart-Scott-Rodino (HSR) Antitrust Improvements Act for the deal had expired. The expiration of this period, a requirement for major mergers and acquisitions in the U.S., removed a key regulatory hurdle, allowing the transaction to proceed. The tender offer for Sage shares was set to expire on July 30, 2025, after which Supernus planned to complete the merger. This acquisition was expected to enhance Supernus's product portfolio with Sage's innovative treatments, a move that likely bolstered analyst confidence. Supernus Pharmaceuticals is up 17.7% since the beginning of the year, and at $42.89 per share, has set a new 52-week high. Investors who bought $1,000 worth of Supernus Pharmaceuticals's shares 5 years ago would now be looking at an investment worth $1,850. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story.
Yahoo
06-08-2025
- Business
- Yahoo
Eli Lilly Earnings: What To Look For From LLY
Global pharmaceutical company Eli Lilly (NYSE:LLY) will be reporting earnings this Thursday before the bell. Here's what investors should know. Eli Lilly beat analysts' revenue expectations by 0.9% last quarter, reporting revenues of $12.73 billion, up 45.2% year on year. It was a slower quarter for the company, with a significant miss of analysts' full-year EPS guidance estimates and a miss of analysts' EPS estimates. Is Eli Lilly a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Eli Lilly's revenue to grow 30.6% year on year to $14.76 billion, slowing from the 36% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $5.59 per share. Heading into earnings, analysts covering the company have grown increasingly bearish with revenue estimates seeing 4 downward revisions over the last 30 days (we track 12 analysts). Eli Lilly has missed Wall Street's revenue estimates four times over the last two years. Looking at Eli Lilly's peers in the branded pharmaceuticals segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Supernus Pharmaceuticals's revenues decreased 1.7% year on year, beating analysts' expectations by 7.4%, and Bristol-Myers Squibb reported flat revenue, topping estimates by 7.8%. Bristol-Myers Squibb traded down 3.9% following the results. Read our full analysis of Supernus Pharmaceuticals's results here and Bristol-Myers Squibb's results here. Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the branded pharmaceuticals stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.1% on average over the last month. Eli Lilly is down 1.1% during the same time and is heading into earnings with an average analyst price target of $956.67 (compared to the current share price of $764.25). Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Fehler beim Abrufen der Daten Melden Sie sich an, um Ihr Portfolio aufzurufen. Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten
Yahoo
06-08-2025
- Business
- Yahoo
Amphastar Pharmaceuticals (AMPH) Reports Q2: Everything You Need To Know Ahead Of Earnings
Pharmaceutical company Amphastar Pharmaceuticals (NASDAQAMPH) will be reporting results this Thursday after market close. Here's what you need to know. Amphastar Pharmaceuticals missed analysts' revenue expectations by 2% last quarter, reporting revenues of $170.5 million, flat year on year. It was a softer quarter for the company, with a decent beat of analysts' EPS estimates. Is Amphastar Pharmaceuticals a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Amphastar Pharmaceuticals's revenue to decline 3.5% year on year to $176.1 million, a reversal from the 25.2% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.74 per share. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Amphastar Pharmaceuticals has missed Wall Street's revenue estimates four times over the last two years. Looking at Amphastar Pharmaceuticals's peers in the pharmaceuticals segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Amneal delivered year-on-year revenue growth of 3.2%, missing analysts' expectations by 2.5%, and Supernus Pharmaceuticals reported a revenue decline of 1.7%, topping estimates by 7.4%. Read our full analysis of Amneal's results here and Supernus Pharmaceuticals's results here. The euphoria surrounding Trump's November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the pharmaceuticals stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.1% on average over the last month. Amphastar Pharmaceuticals is down 7.1% during the same time and is heading into earnings with an average analyst price target of $32.20 (compared to the current share price of $21.24). When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we've found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
06-08-2025
- Business
- Yahoo
Viatris (VTRS) Reports Earnings Tomorrow: What To Expect
Medication company Viatris (NASDAQ:VTRS) will be reporting earnings this Thursday before market open. Here's what investors should know. Viatris missed analysts' revenue expectations by 0.7% last quarter, reporting revenues of $3.25 billion, down 11.2% year on year. It was a mixed quarter for the company, with a narrow beat of analysts' full-year EPS guidance estimates but full-year revenue guidance slightly missing analysts' expectations. Is Viatris a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Viatris's revenue to decline 9.5% year on year to $3.44 billion, a further deceleration from the 3.1% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.56 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Viatris has missed Wall Street's revenue estimates six times over the last two years. Looking at Viatris's peers in the pharmaceuticals segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Amneal delivered year-on-year revenue growth of 3.2%, missing analysts' expectations by 2.5%, and Supernus Pharmaceuticals reported a revenue decline of 1.7%, topping estimates by 7.4%. Read our full analysis of Amneal's results here and Supernus Pharmaceuticals's results here. The outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. While some of the pharmaceuticals stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.1% on average over the last month. Viatris is down 2.3% during the same time and is heading into earnings with an average analyst price target of $11.14 (compared to the current share price of $8.99). Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Sign in to access your portfolio
