Collegium Pharmaceutical Q1 revenue rises 9%, beats estimates

Collegium Pharmaceutical

07/05/2026 12:45

Overview

U.S. biopharma firm's Q1 revenue rose 9% yr/yr, beating analyst expectations

Adjusted EPS for Q1 rose to $1.76 from $1.49 a year earlier

Company reaffirmed full-year 2026 guidance and is on track to acquire AZSTARYS

Outlook

Company reaffirms 2026 product revenues guidance of $805-$825 mln

Company sees 2026 JORNAY PM revenue at $190-$200 mln

Company expects 2026 adjusted EBITDA of $455-$475 mln

Result Drivers

JORNAY PM GROWTH - Q1 JORNAY PM net revenue rose 36% yr/yr, driven by increased prescriptions, new prescribers, and market share gains, supported by expanded ADHD salesforce and marketing initiatives

PAIN PORTFOLIO - Pain portfolio net revenues rose 4% yr/yr, with performance attributed to differentiated products and actions to enhance profitability

Company press release: ID:nGNX6m5mNL

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$193.50 mln
$185.98 mln (5 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

Wall Street's median 12-month price target for Collegium Pharmaceutical Inc is $56.00, about 53.4% above its May 6 closing price of $36.51

The stock recently traded at 5 times the next 12-month earnings vs. a P/E of 6 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)