ZROZ ETF: Deflationary Bust Required to Save Bonds

Tuesday, Aug 19, 2025 2:13 am ET1min read

Bethany Sensenig, a Director at Supernus Pharmaceuticals Inc, sold 5,369 shares of the company on August 14, 2025. Following this transaction, Sensenig no longer owns any shares of the company. Supernus Pharmaceuticals Inc is a pharmaceutical company focused on developing and commercializing products for central nervous system diseases. The company's shares were trading at $42.25, giving it a market cap of $2.41 billion. The price-earnings ratio stands at 37.38, higher than the industry median and the company's historical median. The GF Value is $34.29, indicating that the stock is modestly overvalued.

On August 14, 2025, Bethany Sensenig, a Director at Supernus Pharmaceuticals Inc (SUPN), sold 5,369 shares of the company, as reported in a SEC Filing. Following this transaction, Sensenig no longer owns any shares of the company. Supernus Pharmaceuticals Inc is a pharmaceutical company focused on developing and commercializing products for central nervous system diseases. The company's shares were trading at $42.25, giving it a market cap of $2.41 billion. The price-earnings ratio stands at 37.38, higher than the industry median and the company's historical median. The GF Value is $34.29, indicating that the stock is modestly overvalued.

Supernus Pharmaceuticals Inc develops and commercializes products for the treatment of central nervous system diseases. The company offers several products, including Qelbree for ADHD, GOCOVRI for Parkinson's Disease, and Oxtellar XR for epilepsy. The company's recent insider transaction history shows 0 insider buys and 15 insider sells over the past year, with this sale by Sensenig being part of the broader trend of insider selling within the company.

The United States Epilepsy Drugs Market, which Supernus Pharmaceuticals Inc is part of, is expected to reach $3.45 billion by 2033 from $2.36 billion in 2024, with a CAGR of 4.31% from 2025 to 2033. This growth is driven by the increasing prevalence of epilepsy, advancements in drug development, and a favorable regulatory environment.

However, the market also faces challenges such as high treatment costs and affordability issues. The rising costs of antiepileptic medications (AEDs) in the US are a significant barrier to access. Generics are often less expensive than name-brand drugs, but they may not always be readily available, and some newer AEDs do not have generic counterparts, keeping their prices high.

References:
[1] https://www.gurufocus.com/news/3068041/insider-sell-bethany-sensenig-sells-5369-shares-of-supernus-pharmaceuticals-inc-supn
[2] https://www.tradingview.com/news/tradingview:204b3eddc9cc8:0-supernus-pharmaceuticals-director-sells-shares/
[3] https://finance.yahoo.com/quote/SUPN/
[4] https://www.globenewswire.com/news-release/2025/08/12/3131495/0/en/United-States-Epilepsy-Drugs-Market-Trends-and-Company-Analysis-Report-2025-2033-Featuring-Eisai-UCB-H-Lundbeck-GW-Pharmaceuticals-Abbott-Alkem-Laboratories-Bausch-Health-GSK.html

ZROZ ETF: Deflationary Bust Required to Save Bonds

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