Pharmaceutical company Collegium Pharmaceutical (NASDAQ:COLL) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 31.4% year on year to $209.4 million. The company’s full-year revenue guidance of $780 million at the midpoint came in 3.8% above analysts’ estimates. Its non-GAAP profit of $2.25 per share was 21% above analysts’ consensus estimates. Is now the time to buy COLL? Find out in our full research report (it’s free for active Edge members). Collegium Pharmaceutical (COLL) Q3 CY202 ...

What Happened? Shares of pharmaceutical company Collegium Pharmaceutical (NASDAQ:COLL) jumped 11.6% in the morning session after the company reported strong third-quarter 2025 financial results, beating analyst expectations and raising its full-year guidance. The pharmaceutical company announced net revenue of $209.4 million, a 31.4% jump year on year that exceeded Wall Street forecasts. The strong performance was driven by its portfolio of pain management medications. Following these results, Collegium ...

Collegium Pharmaceutical (COLL) came out with quarterly earnings of $2.25 per share, beating the Zacks Consensus Estimate of $1.88 per share. This compares to earnings of $1.61 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +19.68%. A quarter ago, it was expected that this specialty pharmaceutical company would post earnings of $1.62 per share when it actually produced earnings of $1.68, delivering a surprise of +3.7%.Over th ...

Collegium Pharmaceutical (NasdaqGS:COLL) Q3 2025 Earnings Call November 06, 2025 08:00 AM ET Speaker1Welcome to the Collegium Pharmaceutical third quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during this conference, please press star zero on your telephone keypad. Please note that this conference call is being recorded. I will now turn the call o ...

Q3 2025 Earnings Report November 6, 2025 | Nasdaq: COLL Healthier people. Stronger communities. Forward-Looking Statements This presentation contains forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995. We may, in some cases, use terms such as "predicts," "forecasts," "believes," "potential," "proposed," "continue," "estimates," "anticipates," "expects," "plans," "intends," "may," "could," "might," "should" or other words that convey uncertainty of future ev ...

Financial Performance - Product revenues for Q3 2025 reached $209.4 million, a 31.5% increase from $159.3 million in Q3 2024[19] - Gross profit for the nine months ended September 30, 2025, was $334.9 million, compared to $279.1 million for the same period in 2024, reflecting a 19.9% increase[19] - Net income for Q3 2025 was $31.5 million, significantly up from $9.3 million in Q3 2024, representing a 237.5% increase[19] - The company reported a comprehensive income of $31.5 million for Q3 2025, compared to $9.9 million in Q3 2024, reflecting a 217.4% increase[22] - Net income for the three months ended September 30, 2025, was $31,507, compared to $9,335 for the same period in 2024, representing a year-over-year increase of 237%[70] - The effective tax rate for the three months ended September 30, 2025, was 27.5%, a decrease from 40.1% in the same period of 2024[173] Assets and Liabilities - Total current assets increased to $613.9 million as of September 30, 2025, compared to $482.3 million at the end of 2024, marking a 27.3% growth[16] - Total liabilities decreased to $1.33 billion as of September 30, 2025, down from $1.43 billion at the end of 2024, a reduction of 7.8%[16] - Cash and cash equivalents rose to $150.1 million as of September 30, 2025, compared to $70.6 million at the end of 2024, an increase of 112.5%[16] - Total assets measured at fair value as of September 30, 2025, amounted to $173,154 million, an increase from $130,344 million as of December 31, 2024[74] - The fair value of the Company's 2.875% convertible senior notes due in 2029 was $286,491 million with a net carrying value of $237,950 million as of September 30, 2025[78] Revenue Recognition and Accounting - The Company recognized revenue when a customer obtains control of promised goods, typically upon delivery, with payment received 30 to 90 days after[43] - The Company bases its estimates of variable consideration on historical data, including timing of rebates and returns, pricing adjustments, and quantity of products expected to be rebated or returned[45] - Provisions for product returns are based on product-level return rates and are estimated at the time of revenue recognition[47] - The Company provides an 18-month return window for customers, starting six months prior to expiration and ending twelve months after[48] - The Company disaggregates revenue from contracts with customers by product to reflect how economic factors affect revenue and cash flows[55] Acquisition and Intangible Assets - The Company closed its acquisition of Ironshore Therapeutics Inc. on September 3, 2024, acquiring the Jornay PM product, which has commercial approval in the U.S.[27] - The Ironshore Acquisition was completed on September 3, 2024, for a total consideration of approximately $306,104, which includes $276,888 in cash and $29,216 in deferred and contingent payments[62] - The fair value of acquired intangible assets from the Ironshore Acquisition was recorded at $635,000, amortized over a useful life of 7.7 years[65] - The total identifiable net assets acquired in the Ironshore Acquisition amounted to $294,036, with goodwill recorded at $12,068[64] Operating Expenses - Operating expenses for the nine months ended September 30, 2025, were $216.0 million, up from $147.3 million in the same period of 2024, a 46.7% increase[19] - Total commercial expenses for the three months ended September 30, 2025, were $36.93 million, up from $20.08 million in the same period of 2024, indicating an increase of 83.5%[177] - Selling, general and administrative expenses increased by $69.9 million to $217.2 million in the 2025 Period, primarily due to higher salaries and marketing expenses following the Ironshore Acquisition[210] - Salaries, wages, and benefits rose by $42.2 million, driven by additional headcount from the Ironshore Acquisition and executive transitions[210] - Sales and marketing expenses increased by $34.7 million to support the commercialization of Jornay PM post-Ironshore Acquisition[210] Stock and Shareholder Activities - The total shareholders' equity as of June 30, 2025, was $232.21 million, reflecting a net income of $31.51 million for the period[119] - The company repurchased shares under the Accelerated Share Repurchase agreement, resulting in a reduction of $25.01 million in treasury stock[119] - The company repurchased 2,704,830 shares at a weighted-average price of $31.43 per share, totaling $85,025 under the 2024-2025 Repurchase Program[127] - The 2025 Plan has 3,257,241 shares available for issuance as of September 30, 2025, with an aggregate of 1,600,000 shares authorized for issuance[121] - The company has not yet repurchased shares under the 2025-2026 Repurchase Program, leaving $150,000 available for share repurchases as of September 30, 2025[129] Legal Proceedings - The company is currently involved in multiple legal proceedings, including patent infringement lawsuits related to Xtampza ER and Nucynta, but is unable to estimate potential losses at this stage[146][150] - The company plans to vigorously defend against ongoing litigation, including the Merger Litigations related to the BDSI Acquisition, which allege violations of the Exchange Act[156][159] - The company has settled a patent infringement dispute with Aquestive Therapeutics for a one-time payment of $8,500, recognized as an expense in the consolidated statements of operations for the year ended December 31, 2023[155] - The company has received subpoenas related to opioid sales and marketing practices and is cooperating with investigations from several state Attorney General offices[151][152] Product Performance - Jornay PM generated $41,802 in revenue for the three months ended September 30, 2025, compared to $7,961 in the same period of 2024, reflecting a significant increase of 424%[56] - For the nine months ended September 30, 2025, product revenues were $575.1 million, a 27.9% increase from $449.5 million in the same period of 2024, driven by strong performance from Jornay PM and Nucynta Products[204] - Gross profit for the three months ended September 30, 2025, was $129.2 million, compared to $96.8 million in the same period of 2024, reflecting a gross margin improvement[189] - Jornay PM revenue increased by $33.8 million due to its acquisition from Ironshore Therapeutics in September 2024[191] - Nucynta Products revenue rose by $9.7 million, attributed to lower gross-to-net adjustments and higher gross prices, despite lower sales volume[192]

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Exhibit 99.1 Collegium Reports Third Quarter 2025 Financial Results; Raises 2025 Guidance – Generated Record Quarterly Net Revenue of $209.4 Million, Up 31% Year-over-Year – – Generated Record Quarterly Jornay PM® Net Revenue of $41.8 Million; Grew Prescriptions by 20% Year-over-Year – – Generated Record Quarterly Pain Portfolio Net Revenue of $167.6 Million, Up 11% Year-over-Year, with All Three Core Products Growing Year-over-Year – – Raised Full-Year 2025 Net Revenue Guidance to be in the Range of $775 t ...

– Generated Record Quarterly Net Revenue of $209.4 Million, Up 31% Year-over-Year – – Generated Record Quarterly Jornay PM® Net Revenue of $41.8 Million; Grew Prescriptions by 20% Year-over-Year – – Generated Record Quarterly Pain Portfolio Net Revenue of $167.6 Million, Up 11% Year-over-Year, with All Three Core Products Growing Year-over-Year – – Raised Full-Year 2025 Net Revenue Guidance to be in the Range of $775 to $785 Million and Adjusted EBITDA Guidance in the Range of $460 to $470 Million – – Ende ...

Core Insights - Paris Hilton collaborates with Collegium Pharmaceutical to share her ADHD journey and encourage others to seek treatment [3][5][6] - ADHD affects approximately 15.5 million adults and 6.5 million children in the U.S., with an estimated 70% of adults experiencing symptoms into adulthood [4] Company Overview - Collegium Pharmaceutical, Inc. is a diversified biopharmaceutical company focused on improving the lives of individuals with serious medical conditions, particularly in pain management and neuropsychiatry [16][17] - The company’s leading product, JORNAY PM, is a treatment for ADHD that is taken at night and lasts throughout the day [6][7] Product Information - JORNAY PM is indicated for the treatment of ADHD in patients aged 6 years and older, helping to increase attention and decrease impulsiveness and hyperactivity [7] - The medication contains methylphenidate and is classified as a federally controlled substance due to its potential for abuse [8][9] Treatment Journey - Paris Hilton was diagnosed with ADHD as a young adult and has since worked with her healthcare provider to find an effective treatment plan, ultimately choosing JORNAY PM [6][5] - The collaboration aims to raise awareness about ADHD and the importance of finding suitable treatment options [3][5]