Pacira(US:PCRX)2026-01-14 20:17Summary of Pacira BioSciences FY Conference Call (January 14, 2026) Company Overview - Company: Pacira BioSciences (NasdaqGS:PCRX) - Mission: Deliver innovative, non-opioid pain management therapies to transform lives [2][3] - Sales: Reported unaudited sales of $726 million for the previous year [2] - Employees: Over 800 engaged employees [2] - Patients Served: More than 18 million patients helped to date [2] Product Portfolio - Key Products: - Exparel: Flagship product for nerve block - Zilretta: Long-acting corticosteroid for osteoarthritis pain - Iovera: Medical device using cryoneurolysis for pain management [3] Strategic Developments - 5x30 Strategy: Aims to help over 3 million patients by 2030, achieve double-digit top-line growth, expand profitability by five points, add five new programs to the pipeline, and establish five partnerships [6][7] - Partnerships: - Johnson & Johnson MedTech: Triples reach for Zilretta [9] - LG Chem: Gains commercial rights for Exparel in Asia-Pacific, with potential for Zilretta sales [10] - Intellectual Property: Strong IP estate with 21 patents, providing robust defense against future Paragraph IV filers [5][12] Financial Performance - Stock Performance: 40% increase in stock price from January to December [5] - Profitability: Expected margins of 80%-82% for the current year [7] - Share Buyback: $150 million worth of stock repurchased, reducing outstanding shares to 41 million [11] Pipeline and Data Catalysts - Upcoming Data Catalysts: - PCRX201: Local gene therapy with promising phase one results [8][22] - Iovera Spasticity: Interim readout expected in the first half of the year [21] - Zilretta for OA of the Shoulder: Registrational study readout anticipated [21] Market Access and Growth Strategy - NOPAIN Legislation: Aimed at reducing opioid prescriptions; 102 million lives covered by the end of the year [19] - Market Access: Over 90% of business contracted, with ongoing efforts to educate stakeholders [20][44] - Volume Growth: Notable growth in the second half of the year, with 9% and 7% volume growth in Q3 and Q4 respectively [36] Challenges and Future Outlook - Behavior Change: Ongoing efforts to drive behavior change among healthcare professionals regarding non-opioid pain management [31] - Market Education: Continued focus on educating physicians and patients about the benefits of non-opioid options [41][43] - Long-term Potential: Exploration of additional indications for PCRX201, including potential for repeat dosing and expansion to other joints [33][35] Conclusion - Overall Sentiment: The company is optimistic about its growth trajectory, driven by a strong product pipeline, strategic partnerships, and a commitment to transforming pain management [28][30]