For the quarter ended December 2025, Collegium Pharmaceutical (COLL) reported revenue of $205.45 million, up 12.9% over the same period last year. EPS came in at $2.04, compared to $1.77 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $208.65 million, representing a surprise of -1.53%. The company delivered an EPS surprise of -6.99%, with the consensus EPS estimate being $2.19.While investors scrutinize revenue and earnings changes year-over-year and how they compare ...

Chief Commercial Officer Scott Dreyer said Jornay delivered record prescription volume in both the fourth quarter and full year 2025. In the fourth quarter, more than 200,000 prescriptions were written, up 16% year-over-year, and more than 760,000 prescriptions were written in 2025, up 20%. Dreyer added that average weekly prescriptions increased to approximately 16,600 in December from about 13,800 in July, and he said momentum continued into January at approximately 16,800 weekly prescriptions despite typ ...

Collegium Pharmaceutical (NasdaqGS:COLL) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsBrandon Folkes - Managing DirectorColleen Tupper - CFOIan Karp - Head of Investor RelationsJeevan Larson - Equity Research AssociateScott Dreyer - Chief Commercial OfficerVikram Karnani - President and CEOConference Call ParticipantsDavid Amsellem - Managing Director and Senior Research AnalystOperatorGreetings! Welcome to the Collegium Pharmaceutical fourth quarter and full year 2025 earnings co ...

Collegium Pharmaceutical (NasdaqGS:COLL) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsBrandon Folkes - Managing DirectorColleen Tupper - CFOIan Karp - Head of Investor RelationsJeevan Larson - Equity Research AssociateScott Dreyer - Chief Commercial OfficerVikram Karnani - President and CEOConference Call ParticipantsDavid Amsellem - Managing Director and Senior Research AnalystOperatorGreetings! Welcome to the Collegium Pharmaceutical fourth quarter and full year 2025 earnings co ...

Collegium Pharmaceutical (NasdaqGS:COLL) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Speaker5Greetings! Welcome to the Collegium Pharmaceutical fourth quarter and full year 2025 earnings conference call. At this time, all participants are in listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during this conference call, please press star zero on your telephone keypad. Please note, this conference call is being recorded. I ...

Q4 and FY2025 Earnings Report February 26, 2026 | Nasdaq: COLL In this presentation, we discuss the following financial measures that are not calculated in accordance with GAAP, to supplement our consolidated financial statements presented on a GAAP basis. Adjusted EBITDA Adjusted EBITDA is a non-GAAP financial measure that represents GAAP net income or loss adjusted to exclude interest expense, interest income, the benefit from or provision for income taxes, depreciation, amortization, stock-based compensa ...

Core Insights - Collegium Pharmaceutical, Inc. (NASDAQ:COLL) is recognized as one of the seven cheap pharmaceutical stocks to consider for investment according to hedge funds [1] - The company has received a price target increase from Truist Securities, reflecting confidence in its pain management portfolio and ongoing product momentum [2] Financial Outlook - Collegium expects net product revenue for the year 2026 to be between $805 million and $825 million, with Jornay PM projected to contribute at least $190 million to $200 million [3] - The adjusted EBITDA is anticipated to range from $455 million to $475 million, indicating strong profitability and effective cost management [3] Business Focus - Collegium is focused on developing and commercializing innovative pain management therapies, including abuse-deterrent opioid formulations, aimed at improving patient safety and treatment outcomes [4]

Industry Overview - The U.S. pharmaceutical industry is projected to grow from $634.32 billion in 2024 to $883.97 billion by 2030, driven by strong momentum in customized medicine, which is expected to increase from $169.56 billion in 2024 to $307.04 billion by 2033, reflecting a compound annual growth rate (CAGR) of 6.82% from 2025 to 2033 [1][2] - Key drivers include improvements in next-generation sequencing, rising demand for tailored treatments, and favorable legal frameworks for drug development and diagnostics, although high development costs and a lack of clinical standards pose challenges [2] Policy Changes - Significant policy changes during President Donald Trump's second term include a 100% tariff on imported name-brand medications starting in 2025 and a "Build It Here" mandate to promote domestic production [3] - The implementation of Most-Favored-Nation pricing orders and the introduction of TrumpRx.gov aim to align American drug prices with those of other developed nations, emphasizing cost minimization and pharmaceutical self-reliance through expedited approval processes for generics and biosimilars [3] Market Risks and Opportunities - The Boston Consulting Group warns of a $350 billion global patent cliff as major medications like Keytruda and Eliquis lose exclusivity, although growth is anticipated through biologics, gene treatments, and AI-driven R&D [4] - Analysts predict increased mergers and acquisitions, stable credit conditions supported by substantial cash reserves, and ongoing innovation in the sector [4] M&A Activity and Future Outlook - Robust early-year M&A activity has been noted, with expectations for improved performance in 2026 for pharmaceutical and biotech companies, particularly in cardiometabolic, obesity, cardiovascular, and cancer sectors, as major patent cliffs approach in 2028 and 2029 [5] Stock Selection Methodology - The selection of pharmaceutical stocks is based on a forward PE ratio of 20 or less, with the top 7 stocks ranked by the number of hedge fund holders as of Q3 2025 [7] - Research indicates that imitating the top stock picks of leading hedge funds can lead to market outperformance, with a reported return of 427.7% since May 2014, surpassing benchmarks by 264 percentage points [8] Company Highlights - **Phibro Animal Health Corporation (NASDAQ:PAHC)**: - Number of Hedge Fund Holders: 23 - Forward PE Ratio: 17.28 - Recent fiscal second-quarter results showed a 21% increase in net sales to $373.9 million and a net income rise to $27.5 million, with adjusted EBITDA up 41% to $68.1 million and adjusted diluted EPS up 58% to $0.87 [10][12] - Full-year net sales estimates have been updated to $1.45 billion to $1.50 billion, with adjusted EBITDA projected at $245 million to $255 million [13] - **Collegium Pharmaceutical, Inc. (NASDAQ:COLL)**: - Number of Hedge Fund Holders: 27 - Forward PE Ratio: 6.13 - The company expects net product revenue for 2026 to range from $805 million to $825 million, with Jornay PM anticipated to generate net sales of at least $190 million to $200 million [15][17] - Adjusted EBITDA is projected to be between $455 million and $475 million, indicating strong profitability and effective cost control [17]

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]