Supernus Pharmaceuticals, Inc. · NASDAQ:SUPN
Supernus Pharmaceuticals — Jefferies Healthcare Conference 2022
23 slides from Supernus Pharmaceuticals's conference presentation, Jun 9, 2022
Slide 1: Supernus Pharmaceuticals Jefferies Healthcare Conference June 2022
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. 1 Supernus Pharmaceuticals Jefferies Healthcare Conference June 2022
Slide 2: Safe Harbor Statement
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. Safe Harbor Statement This presentation and other matters discussed today or answers that may be given to questions asked include forward - looking statements within the meaning of the federal securities laws. These statements, among other t
Slide 3: Proven Execution in CNS & ADHD
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. Proven Execution in CNS & ADHD 30+ Years of CNS experience including Four Products in ADHD 3 2005 - Present Pipeline SPN - 830 SPN - 820 SPN - 817 SPN - 840 SPN - 443 SPN - 446 SPN - 448 SPN - 396 1997 - 2005 For several years, and prior to
Slide 4: Significant Experience & Capabilities in Drug Development
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. Significant Experience & Capabilities in Drug Development 4 Discovery Concept Validation Safety CMC Drug Candidate Discovery Platform Design and synthesis of new compounds based on structure, function and disease pathways In vitro, PK, precl
Slide 5: Robust CNS Pipeline to Drive Long-term Growth
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. Robust CNS Pipeline to Drive Long - term Growth 5 Program Indications Discovery Preclinical Phase 1 Phase 2 Phase 3 NDA Market ADHD - Adult SPN - 830 PD SPN - 840 PD SPN - 820 TRD* SPN - 817 Epilepsy SPN - 845 PD SPN - 443 ADHD SPN - 446 CNS
Slide 6: Novel Non-Stimulant ADHD Product
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. Launched in May 2021 for patients 6 to 17 years of age ‒ Sales force of approximately 195 sales representatives ‒ Clinical feedback from the market in line with Phase III clinical data demonstrating a well - differentiated profile Launched i
Slide 7: ADHD Adult Opportunity: Significant Market Segment
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. Source: IQVIA 2021 Prescriptions (millions) 7 ADHD Adult Opportunity: Significant Market Segment 67% 33% Adult Ped/Adolescent 7 2021 Total ADHD U.S Market - 80 Million Prescriptions 54 26 0 10 20 30 40 50 60 Adult Ped/Adolescent Adult Ped/Ad
Slide 8: Qelbree prescriber market research: reasons for use
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. 8 G G F Source: Internal market research among Qelbree prescribers – n=104. Q28. Thinking about the patients you have put on Qelbree, what medications were they on/what issues were they having that le d y ou to try Qelbree ? B G F C 19% 22%
Slide 9: ADHD Launch-Aligned Monthly Prescriptions
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. 9 0 5000 10000 15000 20000 25000 30000 35000 1 2 3 4 5 6 7 8 9 10 11 Month of Launch Qelbree June – April 2022 QUILLICHEW ER QUILLIVANT XR MYDAYIS ADZENYS XR-ODT JORNAY PM COTEMPLA XR-ODT DYANAVEL XR APTENSIO XR ADHANSIA XR EVEKEO ADZENYS ER
Slide 10: Monthly Prescriptions since Launch
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. 154 1,506 3,121 5,200 7,132 9,465 11,483 13,380 14,177 14,767 18,380 18,726 0 2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000 18,000 20,000 Source: IQVIA NPA Monthly Prescriptions since Launch 10
Slide 11: Major Presence in Parkinson's Disease (PD)
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. Major Presence in Parkinson’s Disease (PD) 1 Million U.S. PD Patients - Market Expected to Grow to $6.2B by 2026 (1) 11 Stage 1 Stage 1.5 Stage 2 Stage 2.5 Stage 3 Stage 4 Stage 5 Generic Levodopa Initial Symptoms Monotherapy L - dopa Adjunc
Slide 12: Significantly Decreased Dyskinesia and OFF Time, Increasing Good ON Time
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. Significantly Decreased Dyskinesia and OFF Time, Thereby Significantly Increasing Good ON Time 12 (1) Elmer LW, CNS Drugs. 2018 . (2) Data on file. Adamas Pharma LLC, Emeryville, CA. * Pooled results from 2 independent positive, pivotal, Pha
Slide 13: GOCOVRI: A Key Growth Driver
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. 13 2021 Net Sales : $87.6M, 23% growth vs. 2020 ‒ Supernus recorded $9.8M in 2021 net sales (acquisition closed on Nov 24, 2021) For the treatment of dyskinesia in patients with PD receiving levodopa - based therapy, with or without concomit
Slide 14: Significant Target Patient Population
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. Significant Target Patient Population 14 (1) Kim H - J, et al., Mov Disord , 2020. (2) Mizuno Y et al., Journal of Neural Transmission, 2018 (3) Estimated based on market research. GOCOVRI potential addressable U.S. patient population 400,00
Slide 15: SPN-830 Novel Apomorphine Subcutaneous Injection Device
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. 15 Non - invasive dopaminergic stimulation therapy for continuous treatment of ON - OFF episodes in PD Potentially first non - surgical continuous dopaminergic stimulation device Currently available options ‒ Gastro - intestinal surgically i
Slide 16: SPN-830 TOLEDO Phase III Study Results
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. 16 Primary Endpoint SPN - 830 demonstrated a 2.47 hours per day reduction in OFF time compared to placebo (0.58); p= 0.0025 TOLEDO Phase III Study Results Regina Katzenschlager et al, The Lancet Neurology. 2018;Vol 17(9):749 - 759 SPN - 830
Slide 17: SPN-820 Novel MOA for Treatment-Resistant Depression
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. First - in - class selective brain mTORC1 activator ‒ Directly activates mTORC1 enhancing synaptic activity and cellular metabolism in the brain Early efficacy signal on HAMD - 6 scale in TRD patients ‒ Rapid onset of action (signal at 2 hou
Slide 18: SPN-820 Multiple Ascending Dose Study
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. Healthy subjects, placebo - controlled pharmacokinetic study ‒ 5 Cohorts: 400 mg, 800 mg, 1600 mg, 2400 mg and 3000 mg Plasma & cerebrospinal fluid (CSF) drug concentration ‒ 400 mg – 2400 mg dose levels ‒ Single dose, at Day 1 ‒ Multiple do
Slide 19: SPN-820 CSF Concentration vs. Plasma Concentration
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. SPN - 820 CSF Concentration vs. Plasma Concentration 19 Dots represent the observed data, the solid line represent the model predicted curve, the shaded area represent the 95% confidence interval on the predicted curve, and the dotted lines
Slide 20: Biomarker Concentrations vs. SPN-820 CSF Concentrations
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. 20 Dots represent the observed data, the solid line represent the model predicted curve, the shaded area represent the 95% confidence interval on the predicted curve, and the dotted lines delimit the 95% prediction interval. Biomarker Concen
Slide 21: 1Q 2022 Financial Results
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. 1Q 2022 Financial Results 1 Total revenues of $152.5 million, up 16% over 1Q 2021 Net earnings and diluted earnings per share (GAAP) of $25.6 million and $0.43, respectively Operating income (GAAP) of $2.0 million; operating income (non - GA
Slide 22: Full Year 2022 Financial Guidance
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. 22 ($ millions) Total Revenues $640 - $680 Combined R&D and SG&A expenses $460 - $490 Operating Earnings - GAAP $20 - $40 Adjustments: Amortization of intangible assets $80 - $85 Share - based compensation $20 - $25 Contingent consideration
Slide 23: Positioned For Long-Term Growth
© 2022 Supernus Pharmaceuticals, Inc. All Rights Reserved. Diversified CNS Portfolio Qelbree ® , Oxtellar XR ® , Trokendi XR ® , APOKYN ® , GOCOVRI ® , XADAGO ® , MYOBLOC ® Innovative Pipeline in CNS Qelbree ® ADHD (Adult) SPN - 830 PD SPN - 820 TRD SPN - 840/845 PD SPN - 817 Epilepsy SPN - 443 ADHD
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