Overview
Collegium Q2 product net revenue rises 29% yr/yr, beating analyst expectations, per LSEG data
Adjusted EPS for Q2 beats consensus, reflecting operational efficiency
Co announces $150 mln share repurchase program, indicating confidence in future growth
Outlook
Collegium raises full-year 2025 revenue guidance to $745-$760 mln
Company expects full-year 2025 adjusted EBITDA of $440-$455 mln
Result Drivers
JORNAY PM GROWTH - Jornay PM prescriptions grew 23% year-over-year, contributing to record net revenue of $32.6 mln
PAIN PORTFOLIO - Pain portfolio revenue rose 7% year-over-year, with all core products showing growth
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$188 mln
$180.90 mln (4 Analysts)
Q2 Adjusted EPS
Beat
$1.68
$1.62 (3 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 $46.00, about 35.3% above its August 6 closing price of $29.75
The stock recently traded at 4 times the next 12-month earnings vs. a P/E of 4 three months ago
Press Release: ID:nGNXbY2g5B
(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.)