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Collegium Pharmaceutical, Inc. (COLL): A Bull Case Theory
Yahoo Finance· 2025-10-08 15:25
We came across a bullish thesis on Collegium Pharmaceutical, Inc. on The Catholic Capitalist’s Substack by Logan Shearer. In this article, we will summarize the bulls’ thesis on COLL. Collegium Pharmaceutical, Inc.'s share was trading at $35.16 as of September 24th. COLL’s trailing and forward P/E were 32.92 and 4.87 respectively according to Yahoo Finance. Taysha Gene Therapies Inc. (TSHA) is ‘Market Perform’ on Rett Syndrome Therapy: JMP Securities Collegium Pharmaceuticals (COLL) represents a compelli ...
X @The Economist
The Economist· 2025-09-10 17:20
Even if the bans on nitazenes are successful, they will not prevent new opioids from springing up and replacing them further down the line. That is a worrying prospect https://t.co/FSNS0YFryV ...
X @Bloomberg
Bloomberg· 2025-07-17 10:10
Healthcare Policy & Legislation - US lawmakers introduce bipartisan legislation to help veterans access alternatives to opioids [1] - The legislation is part of a broader push to promote safer painkillers [1] - The initiative aims to reduce overdose deaths [1]
Makary Reveals What’s Broken Inside the FDA
Bloomberg Television· 2025-07-11 23:06
Opioid Crisis & Regulatory Reform - FDA 承认在阿片类药物监管方面存在失败，并对由此造成的阿片类药物滥用危机表示担忧 [1] - FDA 计划审查 OxyContin 等药物的标签，确保其准确性并与科学依据相符 [2] - FDA 致力于移除咨询委员会中所有可能的行业成员，以维护科学流程的公正性 [3] - FDA 将加强对已批准药物的上市后监测，利用大数据识别潜在的安全信号 [3][4] - FDA 将取消阻止安全流行病学研究的权限，确保安全团队能够自由工作，避免利益冲突 [5] Drug Approval & Transparency - FDA 正在进行全国范围的意见征集，听取 CEO 们对改进 FDA 的想法 [13] - FDA 致力于提高透明度，公开决策信函，使药品开发商能够了解药品未被批准的原因 [14][17] - FDA 正在利用 AI 技术来组织和分析大量的申请文件，以实现现代化 [18] - FDA 推出了一项试点计划，对于符合美国国家优先事项的药物，提供优先审查凭证，将决策时间缩短至 1-2 个月 [20] - FDA 员工数量自 2007 年以来翻了一番，存在大量冗余，需要进行整合 [21] Investment & Deregulation - FDA 采取放松监管的态度，旨在加快审批流程，同时不降低安全标准 [23] - FDA 将与行业保持沟通，确定哪些产品符合国家优先事项，例如满足未满足的公共卫生需求、实现国内生产以及提高药品的可负担性 [24] - FDA 计划对承诺在 OECD 国家和美国之间实现药品价格均等化的公司发放国家优先审查凭证，以激励市场中的良好行为 [25]
