SPN-810 Failure

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Yep, this company really has it together. Well I’m definitely staying now. Getting the news that we’re banking on success of not 2, but 1 drug that has yet to be filed doesn’t ring any warning bells. This has long-term success and financial stability written all over it. Count me in!
 












I don’t understand how any of you are surprised by the 810 failure. 812 will probably get approval because it’s just an XR of a previously approved medication. The bad news is we have nothing else really. So best case scenario Supernus will be done in 6-8 years possibly sooner if someone wants to buy our delivery technology.
If you believed you’d be working here for the next 20 years you need to stop and look hard at what’s going on.
 












anonymous said:
I don’t understand how any of you are surprised by the 810 failure. 812 will probably get approval because it’s just an XR of a previously approved medication. The bad news is we have nothing else really. So best case scenario Supernus will be done in 6-8 years possibly sooner if someone wants to buy our delivery technology.
If you believed you’d be working here for the next 20 years you need to stop and look hard at what’s going on.
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I could not agree more honest take
 






























anonymous said:
I don’t understand how any of you are surprised by the 810 failure. 812 will probably get approval because it’s just an XR of a previously approved medication. The bad news is we have nothing else really. So best case scenario Supernus will be done in 6-8 years possibly sooner if someone wants to buy our delivery technology.
If you believed you’d be working here for the next 20 years you need to stop and look hard at what’s going on.
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To play devils advocate, long term successful companies have been built on much less. Things aren’t great as of late but you can’t say that we haven’t done pretty well for “just a XR company.”

If 812 goes as planned, and I understand that’s a bigger “if” now than it was before, but if it does then in a few years we are sitting on a pile of cash that makes $800M look like chump change. Then we can go acquire the means to other growth opportunities. That’s how this business works.

If you disagree, that’s you’re right and I don’t blame you. The way I see it, right now this is an investment where there are really only 2 options:

1. If you think Supernus goes to zero or our best days are behind us then you leave. If you leave though, you have to be OK with missing out on the future growth(career, equity, etc) if it goes the other way.

OR

2. If you think this is a short term setback in the long term plan of a healthy company then you stay. But, similar to option 1, if you stay you have to be OK with the risk that it goes south.

It’s that simple. No one can’t fault you for taking either route. Just don’t stick around and be a non-contributor.
 






anonymous said:
To play devils advocate, long term successful companies have been built on much less. Things aren’t great as of late but you can’t say that we haven’t done pretty well for “just a XR company.”

If 812 goes as planned, and I understand that’s a bigger “if” now than it was before, but if it does then in a few years we are sitting on a pile of cash that makes $800M look like chump change. Then we can go acquire the means to other growth opportunities. That’s how this business works.

If you disagree, that’s you’re right and I don’t blame you. The way I see it, right now this is an investment where there are really only 2 options:

1. If you think Supernus goes to zero or our best days are behind us then you leave. If you leave though, you have to be OK with missing out on the future growth(career, equity, etc) if it goes the other way.

OR

2. If you think this is a short term setback in the long term plan of a healthy company then you stay. But, similar to option 1, if you stay you have to be OK with the risk that it goes south.

It’s that simple. No one can’t fault you for taking either route. Just don’t stick around and be a non-contributor.
Click to expand...

I will be a contributor when you put something in front of me that is worth my attention.
 






anonymous said:
To play devils advocate, long term successful companies have been built on much less. Things aren’t great as of late but you can’t say that we haven’t done pretty well for “just a XR company.”

If 812 goes as planned, and I understand that’s a bigger “if” now than it was before, but if it does then in a few years we are sitting on a pile of cash that makes $800M look like chump change. Then we can go acquire the means to other growth opportunities. That’s how this business works.

If you disagree, that’s you’re right and I don’t blame you. The way I see it, right now this is an investment where there are really only 2 options:

1. If you think Supernus goes to zero or our best days are behind us then you leave. If you leave though, you have to be OK with missing out on the future growth(career, equity, etc) if it goes the other way.

OR

2. If you think this is a short term setback in the long term plan of a healthy company then you stay. But, similar to option 1, if you stay you have to be OK with the risk that it goes south.

It’s that simple. No one can’t fault you for taking either route. Just don’t stick around and be a non-contributor.
Click to expand...


I remember you singing a similar tune years ago. At that time you were saying lets pay our debt off and get some money in the bank. Here we sit debt free with a load of cash. We have the means to acquire other growth opportunities right now. If you think we need to have $2B in the bank before we can look to acquire something you are clearly looking to position us to be acquired. Get a new carrot this one is old and rotted.
 






anonymous said:
I remember you singing a similar tune years ago. At that time you were saying lets pay our debt off and get some money in the bank. Here we sit debt free with a load of cash. We have the means to acquire other growth opportunities right now. If you think we need to have $2B in the bank before we can look to acquire something you are clearly looking to position us to be acquired. Get a new carrot this one is old and rotted.
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Ok bus dev expert. What asset would you have had us acquire in the past 2 years? And the whole carrot argument honestly reads “I’m not motivated to do my job bc you haven’t motivated me enough.” That’s not flattering for you bro.
 






anonymous said:
Ok bus dev expert. What asset would you have had us acquire in the past 2 years? And the whole carrot argument honestly reads “I’m not motivated to do my job bc you haven’t motivated me enough.” That’s not flattering for you bro.
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In the last 24 hours we have seen the lead candidate in 810 (the bigger opportunity product) crumble and our stock drop by 30%. You've got a lot of nerve jumping on here trying to lecture the field on motivation. The field has done and does our job VERY well. Rockville needs to focus on doing their job. Nothing but bad news and disappointment as of late, from you Rockville.

Stop wasting time on here trying to control the narrative. The field doesn't trust a word out of your mouth and why should we! Get your shit together you are embarrassing us.
 






anonymous said:
In the last 24 hours we have seen the lead candidate in 810 (the bigger opportunity product) crumble and our stock drop by 30%. You've got a lot of nerve jumping on here trying to lecture the field on motivation. The field has done and does our job VERY well. Rockville needs to focus on doing their job. Nothing but bad news and disappointment as of late, from you Rockville.

Stop wasting time on here trying to control the narrative. The field doesn't trust a word out of your mouth and why should we! Get your shit together you are embarrassing us.
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Do you honestly think anyone from “Rockville” is posting on here? If so, that’s embarrassing for you. Btw every time you complain about “Rockville” you give yourself away so I’d be careful about assuming you are hiding behind anonymity.
 






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