Overview
Collegium Q3 revenue grows 31% yr/yr, beating analyst expectations
Adjusted EPS for Q3 beats consensus, reflecting strong operational performance
Company raises full-year 2025 revenue and adjusted EBITDA guidance
Outlook
Company raises full-year 2025 net revenue guidance to $775-$785 mln
Collegium increases full-year 2025 adjusted EBITDA guidance to $460-$470 mln
Company expects 2025 Jornay PM revenue between $145 mln and $150 mln
Result Drivers
JORNAY PM GROWTH - 20% increase in prescriptions driven by back-to-school season, per CEO Vikram Karnani
PAIN PORTFOLIO EXPANSION - Pain portfolio net revenue grew 11% yr/yr with all core products increasing
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$209.40 mln
$189.12 mln (5 Analysts)
Q3 Adjusted EPS
Beat
$2.25
$2.04 (5 Analysts)
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the pharmaceuticals peer group is "buy"
Wall Street's median 12-month price target for Collegium Pharmaceutical Inc is $45.00, about 20.3% above its November 5 closing price of $35.85
The stock recently traded at 4 times the next 12-month earnings vs. a P/E of 4 three months ago
Press Release: ID:nGNXtpMWn
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)