BLFC Sensory Room Image of future sensory Collegium Pharmaceutical Sensory Room for BLFC home matches Scoreboard for BLFC Scoreboard at BLFC Matches at White Stadium with Collegium Branding BOSTON, Feb. 23, 2026 (GLOBE NEWSWIRE) -- Boston Legacy FC today announced a multi-year partnership with Collegium Pharmaceutical, an emerging biopharmaceutical leader in the Boston area, naming the company an Official Partner of Boston Legacy FC. Through this collaboration, Boston Legacy FC and Collegium are w ...

Core Viewpoint - Collegium Pharmaceutical, Inc. is set to report its fourth quarter and full-year 2025 financial results on February 26, 2026, before market opening, followed by a live conference call at 8:00 a.m. ET [1]. Group 1: Financial Reporting - The financial results for Q4 and full-year 2025 will be released before the market opens on February 26, 2026 [1]. - A live conference call and webcast will be held at 8:00 a.m. ET following the financial results announcement [1]. Group 2: Conference Call Information - To access the conference call, participants can dial (877) 407-8037 for U.S. calls or (201) 689-8037 for international calls, referencing the "Collegium Pharmaceutical Q4 2025 Earnings Call" [2]. - An audio webcast will be available on the Company's website, with a replay accessible approximately two hours after the event [2]. Group 3: Company Overview - Collegium Pharmaceutical is focused on becoming a leading, diversified biopharmaceutical company, aiming to improve the lives of individuals with serious medical conditions [3]. - The Company has a strong portfolio in responsible pain management medications and a growing neuropsychiatry business, highlighted by Jornay PM®, a unique treatment for ADHD [3]. - Collegium's strategy includes expanding its commercial portfolio with Jornay PM as the primary growth driver and managing capital deployment in a disciplined manner [3].

Core Insights - The article discusses the positive momentum and potential upside for Collegium Pharmaceutical (COLL) following its acquisition of BDSI, highlighting the company's growth trajectory since late 2022 [1]. Company Overview - Collegium Pharmaceutical is positioned in the healthcare sector, focusing on innovative therapies and pharmaceuticals, particularly in the pain management space with products like Xtampza ER [1]. Investment Strategy - The analysis emphasizes the importance of identifying companies with breakthrough therapies and potential acquisition catalysts, which is a key focus for investors in the biotech and pharmaceutical industries [1].

Core Insights - Collegium Pharmaceutical, Inc. announced four poster presentations featuring real-world data on its ADHD product, Jornay PM, at the APSARD Annual Conference from January 15-18, 2026 [1][2] Group 1: Product Information - Jornay PM is a central nervous system stimulant indicated for the treatment of ADHD in individuals aged 6 years and older, utilizing a novel delayed-release extended-release delivery platform [1][11] - The poster presentations will cover various aspects of Jornay PM, including optimal dosing, risk-benefit evaluation compared to Concerta, changes in functioning, and effects on depression and anxiety severity in adults [3] Group 2: Company Strategy - Collegium is focused on enhancing clinical decision-making through sustained investment in real-world evidence generation, aiming to improve care for ADHD patients [2] - The company is building a diversified biopharmaceutical portfolio, with ADHD as a key growth driver, and is committed to disciplined capital deployment [12]

Core Insights - Collegium Pharmaceutical, Inc. has announced its financial guidance for 2026, projecting product revenues between $805 million and $825 million, with Jornay PM net revenue expected to be between $190 million and $200 million, and adjusted EBITDA anticipated in the range of $455 million to $475 million [1][4][5] Financial Performance - The company reported record growth in 2025, driven by strong performance in Jornay PM and sustained revenue growth across its pain management portfolio [2][5] - The financial guidance for 2025 was raised to a net revenue range of $775 million to $785 million and adjusted EBITDA between $460 million and $470 million, with results expected to be reported in February 2026 [5] Business Development - Collegium has successfully closed a $980 million syndicated credit facility, which will be used to repay a previous term loan and provide capital for future business development opportunities [5] - The company has entered into agreements with Hikma Pharmaceuticals for the authorized generic versions of Nucynta and Nucynta ER, with expected launches in 2026 [5] Strategic Focus - Collegium aims to balance capital deployment by paying down debt, repurchasing shares, and exploring opportunities to expand and diversify its portfolio [2][5] - The company is committed to improving the lives of patients with serious medical conditions through its diversified biopharmaceutical portfolio [5][6]

Core Viewpoint - Collegium Pharmaceutical, Inc. has successfully closed its inaugural syndicated credit facility of $980 million, which will enhance its financial flexibility and support future business development opportunities [1][2]. Group 1: Credit Facility Details - The credit facility consists of a $580 million initial Term Loan, a $300 million Delayed Draw Term Loan, and a $100 million revolving credit facility, maturing in 2030 [1]. - The initial Term Loan was utilized to repay approximately $581 million of the previous $646 million term loan [1]. - The interest rate for the loans under the Credit Facility is based on the Secured Overnight Financing Rate (SOFR) plus a spread of 2.75% to 3.75%, with the closing rate set at SOFR plus 2.75% [2]. Group 2: Financial Outlook and Strategy - The new credit facility is expected to result in significant annualized interest savings, improving the company's debt terms [2]. - The additional capital will provide the company with the flexibility to pursue long-term value through the expansion and diversification of its product portfolio [2]. - Collegium is focused on growing its commercial portfolio, particularly through its leading product Jornay PM, which is aimed at ADHD treatment [3].

Core Insights - Dyne Therapeutics has appointed Vikram Karnani to its Board of Directors, bringing extensive experience in rare diseases and biopharmaceuticals [1][2] - The company is focused on advancing towards commercialization of its therapeutics for genetically driven neuromuscular diseases [1][4] Company Overview - Dyne Therapeutics is dedicated to delivering functional improvement for individuals with genetically driven neuromuscular diseases, developing therapeutics targeting muscle and the central nervous system [4] - The company is advancing clinical programs for myotonic dystrophy type 1 (DM1) and Duchenne muscular dystrophy (DMD), along with preclinical programs for facioscapulohumeral muscular dystrophy (FSHD) and Pompe disease [4] Leadership Insights - Vikram Karnani's background includes serving as CEO of Collegium Pharmaceutical and leading significant growth at Horizon Therapeutics, transforming it from $500 million to over $3 billion in revenue [2][3] - His expertise in launching products and driving growth is expected to enhance Dyne's strategy as it prepares for its first potential product launch in Q1 2027 [2][4]

Core Insights - Three stocks with strong value characteristics and a buy rank are highlighted for investors: Kimball Electronics, Collegium Pharmaceutical, and James River Group Holdings [1][2][3] Group 1: Kimball Electronics, Inc. (KE) - Kimball Electronics provides electronics manufacturing and contract manufacturing services for automotive, medical, and industrial markets [1] - The company has a Zacks Rank of 1 and a price-to-earnings ratio (P/E) of 21.53, compared to 24.96 for the S&P 500 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 8.8% over the last 60 days [1] Group 2: Collegium Pharmaceutical, Inc. (COLL) - Collegium Pharmaceutical is a specialty pharmaceutical company [2] - It also carries a Zacks Rank of 1 and has a P/E ratio of 6.45, significantly lower than the S&P 500's 24.96 [2] - The Zacks Consensus Estimate for its current year earnings has risen by 6.6% over the last 60 days [2] Group 3: James River Group Holdings, Ltd. (JRVR) - James River Group is a specialty insurance company [3] - The company holds a Zacks Rank of 1 and has a P/E ratio of 6.30, compared to 8.90 for the industry [3] - The Zacks Consensus Estimate for its current year earnings has increased by 10.5% over the last 60 days [3]

Core Viewpoint - Collegium Pharmaceutical (COLL) has demonstrated strong stock performance, with a 33.5% increase over the past month and a 67% gain since the beginning of the year, significantly outperforming the Zacks Medical sector and the Zacks Medical - Drugs industry [1][2]. Financial Performance - The company has consistently exceeded earnings expectations, reporting an EPS of $2.25 against a consensus estimate of $1.88 in its last earnings report [2]. - For the current fiscal year, Collegium is projected to achieve earnings of $7.55 per share on revenues of $783.93 million, reflecting a 17.05% increase in EPS and a 24.15% increase in revenues [3]. - The following fiscal year is expected to see a slight decline in EPS to $7.4 per share, with revenues increasing to $807.27 million, indicating a year-over-year change of -2.03% in EPS and 2.98% in revenues [3]. Valuation Metrics - Collegium Pharmaceutical's stock trades at a valuation of 6.3X current fiscal year EPS estimates, significantly lower than the peer industry average of 19.3X [7]. - On a trailing cash flow basis, the stock trades at 3.9X compared to the peer group's average of 15.9X, positioning the company favorably for value investors [7]. Zacks Rank and Style Scores - The company holds a Zacks Rank of 1 (Strong Buy), supported by rising earnings estimates [8]. - Collegium has a Value Score of A, a Growth Score of D, and a Momentum Score of C, resulting in a combined VGM Score of B [6][9]. Industry Comparison - The Medical - Drugs industry is performing well, ranking in the top 28% of all industries, providing a favorable environment for both Collegium Pharmaceutical and its peer, Catalyst Pharmaceuticals, Inc. (CPRX) [12]. - Catalyst Pharmaceuticals has a Zacks Rank of 2 (Buy) and has also shown strong earnings performance, beating consensus estimates by 33.33% [10][11].

Summary of Collegium Pharmaceutical FY Conference Call Company Overview - **Company**: Collegium Pharmaceutical (NasdaqGS:COLL) - **Key Products**: Jornay PM, Belbuca, Nucynta, Xtampza - **Industry**: Pharmaceutical, specifically focusing on ADHD and pain management medications Key Points Jornay PM Performance - **Growth Driver**: Jornay PM is identified as the primary growth driver for Collegium, with a unique profile as the only ADHD medication taken at night [4][5] - **Prescription Growth**: In Q3, prescriptions for Jornay PM grew by 20% year-over-year, with new writers increasing by 22% [4] - **Sales Guidance**: Full-year net sales guidance for Jornay PM was raised to $145 million-$150 million, reflecting a 46% growth year-over-year [5] - **Market Context**: The overall ADHD market consists of approximately 100 million prescriptions, growing at 6%-8% annually [12] Commercial Infrastructure - **Sales Force Expansion**: The sales team was expanded from 125 to 180 representatives to effectively target over 21,000 physicians, focusing on both psychiatrists and pediatricians [14][20] - **Target Demographics**: Currently, 80% of Jornay PM prescriptions are for pediatric and adolescent patients, with plans to shift towards a 70/30 split with adults over time [29][33] Market Access and Competition - **Payer Access**: Access to Jornay PM is favorable, with a split of two-thirds commercial and one-third Medicaid. Patients typically need to try generics before accessing the branded product [42] - **Gross-to-Net Ratio**: The gross-to-net ratio for Jornay PM is expected to be in the mid-60s, improved from previous expectations [49][53] Legacy Pain Business - **Belbuca Exclusivity**: The first potential generic competitor for Belbuca is expected in January 2027, with no current generic entrants meeting all necessary criteria [68][66] - **Nucynta and Xtampza**: Nucynta has a stable revenue base, while Xtampza has a significant barrier to entry for generics, with a current gross-to-net ratio in the mid-50% range [125][128] Strategic Priorities - **Capital Deployment**: Collegium focuses on three strategic priorities: accelerating Jornay growth, maximizing the pain franchise, and disciplined capital deployment [129][131] - **Business Development**: The company is actively seeking additional business development opportunities, particularly in ADHD and rare diseases, with a focus on assets that can generate over $300 million in peak sales [140][142] Future Outlook - **Investment Strategy**: Collegium aims to invest in commercial or near-commercial assets that align with its existing sales force, while also considering the addition of a specialty sales force for rare disease products [148][154] - **Development Stage Assets**: Currently, Collegium does not plan to take on development stage assets until achieving greater commercial scale [155] Additional Insights - **Market Dynamics**: The ADHD market is characterized by a high volume of prescriptions and a competitive landscape, with Collegium's differentiated product positioning providing a unique advantage [3][12] - **Patient Demographics**: The company is seeing a mix of switchers from other medications and some treatment-naive patients, indicating a growing acceptance of Jornay PM among prescribers [60]