TD Cowen analyst Stacy Ku maintained a Buy rating on Supernus Pharmaceuticals (SUPN – Research Report) yesterday and set a price target of $44.00.
Stacy Ku has given her Buy rating due to a combination of factors that highlight Supernus Pharmaceuticals’ promising growth prospects. The company’s Q4 revenue surpassed expectations, largely driven by the strong performance of Qelbree, which saw a significant increase in sales. This indicates robust demand and positions Qelbree as a central component of Supernus’s growth strategy.
Management’s guidance for 2025 suggests a healthy revenue outlook, with an anticipated top-line growth excluding certain product sales. The continued success of Qelbree, particularly in the adult ADHD market, is supported by positive clinician feedback and its unique mechanism of action. These factors, combined with the potential for Qelbree to capture a substantial share of the ADHD market, reinforce the confidence in Supernus’s future performance.
Based on the recent corporate insider activity of 64 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of SUPN in relation to earlier this year.