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Supernus Pharmaceuticals, Inc. (SUPN) Presents at Bank of...
2026-05-13 · via All Articles on Seeking Alpha

Supernus Pharmaceuticals, Inc. (SUPN) Bank of America Global Healthcare Conference 2026 May 12, 2026 6:40 PM EDT

Company Participants

Jack Khattar - Founder, President, CEO, Secretary & Director

Presentation

Jack Khattar
Founder, President, CEO, Secretary & Director

Let me remind that we're going back to normal, so to speak, initiating new patients back to the right track in launching the product. And March was the first month, of course, full month since we made that change and reinitiation of patients. And we're very pleased with all the metrics in March from prescriptions, number of prescribers, the activity behind the brand across several measures. So in certain cases, actually even higher than before the supply constraints. So we're very pleased with that rebound.

And the key is, of course, to continue to work through the backlog that the supply constraint has created because interestingly, the demand continued to be strong despite the supply constraints. Physicians continue to submit patient forms. They realized they -- we were very transparent with everybody about the supply situation. And despite that, they continue to line up patients and put them on the wait list, so to speak, and submit their forms to get on ONAPGO at the right time. So we're very encouraged by that. We got about 500 new forms during the fourth quarter of last year in the thick of the supply constraint and another 400 forms even in Q1 of 2026. So we're very pleased with the demand. And clearly, now we're very focused on processing these as quickly as possible and getting them through the process to create new shipments and new patients on therapy.

Question-and-Answer Session

Unknown Analyst

Okay. Great. I recall there were, I think, roughly around 570 forms that were in queue. And you mentioned 400 forms that were newly submitted. Maybe can