Company: SUPN
Filing Date: 2025-11-06
Form Type: 10-Q
Source: 0001356576-25-000071
Chunk: 205

Company: SUPERNUS PHARMACEUTICALS, INC.
Filing Date: 2025-11-06
Form: 10-Q
Item: Part I, Item 8
Chunk 205
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8,410 — Other(1)7,025 7,296 22,138 22,053 Total net product sales168,542 170,302 468,525 471,301 Collaboration revenue (ZURZUVAE)(2)20,164 — 20,164 — Royalty, licensing and other revenues3,397 5,387 18,691 16,357 Total revenues$192,103 $175,689 $507,380 $487,658 ___________________________________________(1) Includes net product sales of MYOBLOC, XADAGO and Osmolex ER.(2) Includes the Company's proportionate share of net sales of ZURZUVAE. In the third quarter of 2025, the Company continued to have favorable actual returns experience for Qelbree. As such, the Company changed its estimated provision for product returns based on the most recent experience. Provision for product returns related to prior year sales for the nine months period ended September 30, 2025 is approximately 3% of net product sales and is primarily attributable to Qelbree. Provision for product returns related to prior year sales for the nine months period ended September 30, 2024 was approximately 2% of net product sales. We do not currently own or operate manufacturing facilities for the commercial production of any of our commercial products. We currently depend on third-party clinical manufacturing organizations (CMOs), who offer a comprehensive range of contract manufacturing and packaging services, in various countries for the supply of active product ingredients (API), finished goods for our commercial products. For most of our commercial products, we rely on single source suppliers to produce and package final dosage forms for our products and raw materials, including API.

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. ONAPGO is manufactured in Europe, supplied to us by our ONAPGO licensing partner, and packaged in the U.S. by a third-party CMO. We rely on single source suppliers to produce and package final dosage forms for ONAPGO. A change in supplier would require regulatory approval which could cause a delay in manufacturing and a possible loss of sales, which could affect future operating results adversely. 

5. Investments 

Marketable Securities

21

Unrestricted available-for-sale marketable securities held