SUPN · CIK 1356576
What Supernus Pharmaceuticals, Inc. told the SEC could break it.
1 self-disclosed vulnerability, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far, we surface every cited disclosure we’ve extracted for SUPN. More may follow as additional filings are processed.
In its own words
What could break it.
Sole-source dependency
- Single-source CMOs for most commercial products and API — realized ONAPGO supply constraint that paused new-patient initiationmedium
Supernus does not own commercial-scale manufacturing and depends on third-party CMOs (including Patheon/Thermo Fisher, Packaging Coordinators, Aphena Pharma Solutions and Catalent) in North America, Europe and Asia, relying on single-source suppliers for most of its commercial products and API to produce and package final dosage forms. This concentration produced a realized disruption: on November 4, 2025 Supernus disclosed that, due to stronger-than-expected demand, single-source supplier constraints prevented it from fully meeting demand for ONAPGO (manufactured in Europe by its licensing partner and packaged in the U.S. by a single-source CMO), and it paused new-patient initiation until securing additional supply, resuming on February 24, 2026. A failure, quality issue or capacity constraint at a single-source CMO could again interrupt product supply and harm revenue.
“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.”
SEC filing →As of 2026
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings, including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its suppliers
Catalent Pharma Solutions
“We have agreements with CMOs headquartered in North America, including: Patheon Pharmaceuticals, Inc. (a subsidiary of Thermo Fisher Scientific Inc.), Packaging Coordinators, Inc., Aphena Pharma Solutions, and Catalent Pharma Solutions, Europe, and Asia for the manufacturing and packaging of some of our commercial products”
Cited →Thermo Fisher Scientific Inc. (Patheon)
“We have agreements with CMOs headquartered in North America, including: Patheon Pharmaceuticals, Inc. (a subsidiary of Thermo Fisher Scientific Inc.), Packaging Coordinators, Inc., Aphena Pharma Solutions, and Catalent Pharma Solutions, Europe, and Asia for the manufacturing and packaging of some of our commercial products”
Cited →Aphena Pharma Solutions
“We have agreements with CMOs headquartered in North America, including: Patheon Pharmaceuticals, Inc. (a subsidiary of Thermo Fisher Scientific Inc.), Packaging Coordinators, Inc., Aphena Pharma Solutions, and Catalent Pharma Solutions, Europe, and Asia for the manufacturing and packaging of some of our commercial products”
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