Financial Performance - Preliminary unaudited total revenue for 2025 was $726.4 million, up from $701.0 million in 2024, representing a year-over-year increase of approximately 3.5%[1] - Full-year EXPAREL net product sales reached $575.1 million in 2025, compared to $549.0 million in 2024, reflecting a volume growth of 6%[4] - Fourth quarter EXPAREL net product sales were $155.8 million, an increase from $147.7 million in the same quarter of 2024, marking a volume growth of 7%[5] - Full-year ZILRETTA net product sales were $116.6 million in 2025, down from $118.1 million in 2024[12] - Full-year iovera° net product sales increased to $24.2 million in 2025, compared to $22.8 million in 2024[12] Share Repurchase and Cost Management - The company repurchased 2.0 million shares of common stock for $50.0 million during the fourth quarter, with $150.0 million remaining on its share repurchase authorization[7] - The company anticipates a reduction in force by July 2025, which is expected to yield cost savings[30] Strategic Initiatives - Pacira's strategic priorities, termed '5x30', focus on sustainable long-term growth and operational progress[2] - The company is focused on the commercialization of EXPAREL, ZILRETTA, and iovera°, with plans to expand their use to additional indications[32] - The success of EXPAREL, ZILRETTA, and iovera° is contingent on the timing and success of FDA supplemental New Drug Applications and EMA Marketing Authorization Applications[32] - The company is evaluating and developing additional product candidates utilizing proprietary multivesicular liposome (pMVL) drug delivery technology[32] Pipeline Development - The company is advancing its pipeline with PCRX-201, a gene therapy for knee osteoarthritis, currently in Phase 2 clinical development[26] - The company has identified numerous cytokines for potential locally administered genetic therapies using its high-capacity adenovirus vector platform[29] Gene Therapy Technology - The HCAd vector is significantly more efficient at delivering genes into cells compared to AAV vectors, allowing for effective treatment with smaller doses[31] - The HCAd platform can carry up to 30,000 base pairs of DNA, enabling gene therapy for multiple or larger genes[31] - Genetic medicines based on the HCAd platform can be administered locally and allow for potential redosing at therapeutically appropriate intervals[31] - The efficient delivery of genes means that thousands of doses can be produced in a single batch, leading to a commercially attractive cost of goods profile[31] Future Outlook and Risks - Pacira expects to report complete financial results for the fourth quarter and full-year 2025 in the first quarter of 2026[6] - Future growth potential and financial results are subject to various risks, including integration challenges from the acquisition of GQ Bio Therapeutics GmbH[30] - Actual results may differ materially from forward-looking statements due to known and unknown risks and uncertainties[33]

Core Insights - Pacira BioSciences reported record-high total revenue of $726.4 million for the year ended December 31, 2025, representing an increase from $701.0 million in 2024, driven by strong sales of EXPAREL and share repurchase activities [1][4][6] Revenue Highlights - Fourth quarter EXPAREL net product sales reached $155.8 million in 2025, up from $147.7 million in 2024, with a volume growth of 7 percent [8] - Full-year EXPAREL net product sales were $575.1 million in 2025, compared to $549.0 million in 2024, reflecting a 6 percent volume growth [8] - Fourth quarter ZILRETTA net product sales were $33.0 million in 2025, slightly down from $33.1 million in 2024 [8] - Fourth quarter iovera° net product sales increased to $7.0 million in 2025 from $6.5 million in 2024 [8] - Other revenue, including sales of bupivacaine liposome injectable suspension, was $1.1 million in the fourth quarter of 2025, compared to zero in the same period of 2024 [8] Share Repurchase Program - During the fourth quarter of 2025, the company repurchased 2.0 million shares of its common stock for $50.0 million, with $150.0 million remaining on its current share repurchase authorization [6] Strategic Outlook - The CEO emphasized the company's solid execution and progress in advancing its strategic priorities, positioning it for sustainable long-term success and significant revenue growth moving forward [2]

Core Insights - Pacira BioSciences, Inc. is committed to delivering innovative, non-opioid pain therapies to transform patients' lives [1][2] - The company will present at the 44th Annual J.P. Morgan Healthcare Conference on January 14, 2026, at 11:15 AM PST [1] Company Overview - Pacira has three commercial-stage non-opioid treatments: - EXPAREL, a long-acting local analgesic approved for various postsurgical pain management techniques [2] - ZILRETTA, an extended-release injectable for osteoarthritis knee pain management [2] - iovera®, a handheld device providing immediate, long-acting, drug-free pain control [2] - The company is advancing a pipeline of clinical-stage assets, including PCRX-201, a novel gene therapy in Phase 2 development for knee osteoarthritis [2]

Group 1 - DOMA Perpetual Capital Management owns approximately 6.83% of the outstanding shares of Pacira BioSciences (PCRX) and intends to nominate three independent director candidates at the Company's 2026 annual meeting of stockholders [1] - DOMA asserts that the Company's Board of Directors should pursue an immediate sale of the Company [1] - DOMA criticizes the current level of Executive Compensation and General Spending as exorbitant and unmerited, questioning the Board's fiduciary oversight [1]

Core Insights - Pacira Biosciences has joined the PROBE Consortium to enhance osteoarthritis research and patient care globally, leveraging data from over 70 million individuals [1][3] - The initiative aims to address significant unmet needs in osteoarthritis treatment, particularly due to a lack of innovation since the introduction of ZILRETTA [2][3] Company Overview - Pacira specializes in innovative, non-opioid pain therapies, with three commercial-stage products: EXPAREL, ZILRETTA, and iovera [4] - ZILRETTA is the first and only extended-release intra-articular therapy approved for osteoarthritis knee pain, providing pain relief for up to 16 weeks [5] PROBE Consortium Objectives - The PROBE initiative includes 38 partners from various sectors, aiming to transform osteoarthritis diagnosis and treatment through improved data analysis and trial designs [3][7] - Key strategies include creating a regulation-compliant database network, utilizing AI for disease progression predictions, and developing novel trial endpoints [7]

Industry Overview - The biotech industry has shown strong performance in 2025 despite a challenging macroeconomic environment, driven by new drug approvals and pipeline progress [1] - Mergers and acquisitions (M&A) surged in 2025, with large pharmaceutical and biotech companies expanding their portfolios through strategic collaborations and acquisitions [2] - The Zacks Biomedical and Genetics industry has outperformed both the Zacks Medical sector and the S&P 500, gaining 22.1% in the last six months compared to 12.5% and 16.5% respectively [18] Key Trends - Innovation and execution are critical, with a focus on high-profile drugs and innovative pipeline development, particularly with the rise of AI technology in drug discovery [6] - Successful commercialization is essential for drug uptake, often requiring collaborations with larger firms due to funding and expertise limitations of smaller biotechs [7] - Pipeline setbacks and potential tariffs pose challenges, as drug development is costly and time-consuming, with many drugs taking years to gain regulatory approval [13][14] Notable Companies - Amicus Therapeutics (FOLD) has performed well, with its lead drug Galafold showing strong demand and recent FDA approval for Pombiliti + Opfolda boosting its portfolio [24] - ANI Pharmaceuticals (ANIP) has seen significant growth in its rare disease franchise, with sales of its ACTH-based injection Cortrophin Gel surging 70% year-over-year [28] - Arcutis Biotherapeutics (ARQT) is focused on treating inflammatory skin diseases, with its lead product Zoryve performing well and expanding its label [32] - Tango Therapeutics is developing precision medicine for oncology, with promising data from its ongoing studies [36] - Pacira BioSciences (PCRX) maintains momentum with its lead drug Exparel and is looking to expand its label further [38]

Core Viewpoint - PharmaCorp RX Inc. has announced a non-binding letter of intent to acquire pharmacy files, patient records, and related operational data for $350,000, with the acquisition expected to close in the first quarter of 2026 [1][3]. Acquisition Details - The Proposed Acquisition involves the purchase of prescription files and patient records but does not include the target's corporate entity or other operating assets [2]. - The acquisition will be financed using cash on hand, and no finder's fees will be applicable [1]. Strategic Intent - The transaction is part of PharmaCorp's strategy to enhance operational efficiency and strengthen patient care in local communities [4]. - The company aims to integrate the acquired pharmacy files into its existing pharmacy to ensure continuity of care for local residents [4]. - PharmaCorp is focused on a national consolidation strategy through disciplined acquisitions that add long-term value for shareholders [4]. Company Background - PharmaCorp is a Canadian pharmacy acquisition platform that empowers pharmacists as equity partners and supports succession for retiring pharmacy owners [5]. - The company operates seven PharmaChoice Canada bannered pharmacies and plans to continue acquiring both bannered and independent pharmacies across Canada [5].

Pacira BioSciences (NasdaqGS:PCRX) FY Conference December 02, 2025 01:30 PM ET Company ParticipantsShawn Cross - CFOConference Call ParticipantsBiren Amin - Senior Research AnalystBiren AminYou're welcome, everyone, to the Piper Sandler Healthcare Conference. My name is Biren Amin. I'd like to welcome our next company. We have Pacira BioSciences and their Chief Financial Officer, Shawn. Welcome, Shawn, to our conference, and thanks for attending. Maybe, you know, start off, provide a brief overview. You kno ...

Core Insights - The study published in Pain Physician shows that iovera° cryoneurolysis significantly improves functional outcomes for chronic low back pain patients compared to radiofrequency ablation (RFA) [1][6] - Patients treated with iovera° experienced lower pain scores and improved functional disability over a 12-month period [8] Study Findings - The pilot study involved 30 patients with facet-mediated chronic low back pain, comparing iovera° to RFA [4] - At 180 days, pain scores for iovera° patients were 3.1 compared to 5.4 for RFA patients (p=0.01) [8] - At 360 days, pain scores for iovera° patients were 3.0 compared to 6.1 for RFA patients (p=0.01) [8] - Functional disability, measured by the Oswestry Disability Index (ODI), showed iovera° patients scoring 10.1 at 360 days versus 20.6 for RFA patients (p=0.002) [8] - Fewer iovera° patients required additional spine injections after 180 days, with 45.5% needing further treatment compared to 75% of RFA patients [8] - No treatment-related adverse events were reported in either group during the 12-month follow-up [8] Treatment Mechanism - The iovera° system utilizes cryoneurolysis, applying focused cold therapy to targeted nerves to interrupt pain signal transmission [2][8] - Pain relief is typically immediate and can last up to 90 days as the nerve regenerates [2][9] Industry Context - Chronic low back pain is a leading cause of disability in the U.S. and contributes significantly to opioid use [3] - The need for alternative, tissue-sparing approaches like cryoneurolysis is underscored by the potential tissue damage associated with RFA [3] - The FDA recently cleared a new SmartTip for iovera° to allow deeper nerve access for lumbar applications, supporting ongoing clinical evidence expansion [6]

Core Insights - PharmaCorp RX Inc. reported strong operational momentum and financial performance for Q3 2025, driven by increased revenues, improved margins, and better operating efficiencies [2][4] - The company completed acquisitions of three pharmacies, enhancing its national presence and supporting its coast-to-coast ambitions [2][6][7] - Same-store sales increased by 9.4% year-over-year, and total prescription volumes rose by 7.2% compared to Q3 2024, indicating sustained growth in patient engagement [9] Financial Highlights - The reported net loss for the quarter reflects investments in corporate infrastructure and one-time legal fees related to obtaining a credit facility [5][9] - The company raised approximately C$23.0 million through a bought deal public offering, selling 54,855,000 units at C$0.42 per unit [8] - Solid pharmacy-level contribution margins and a disciplined approach to EBITDA multiples across acquisitions support PharmaCorp's long-term growth model [9] Operational Update - Key investments were made in systems, personnel, and integration processes to facilitate scalable national growth [5] - The company operates seven PharmaChoice Canada bannered pharmacies and aims to acquire more pharmacies, rebranding them under the PharmaChoice Canada platform [12]