BLFC Sensory Room Image of future sensory Collegium Pharmaceutical Sensory Room for BLFC home matches Scoreboard for BLFC Scoreboard at BLFC Matches at White Stadium with Collegium Branding BOSTON, Feb. 23, 2026 (GLOBE NEWSWIRE) -- Boston Legacy FC today announced a multi-year partnership with Collegium Pharmaceutical, an emerging biopharmaceutical leader in the Boston area, naming the company an Official Partner of Boston Legacy FC. Through this collaboration, Boston Legacy FC and Collegium are w ...

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 Viewpoint - Collegium Pharmaceutical, Inc. is set to report its fourth quarter and full-year 2025 financial results on February 26, 2026, before market opening, followed by a live conference call at 8:00 a.m. ET [1]. Group 1: Financial Reporting - The financial results for Q4 and full-year 2025 will be released before the market opens on February 26, 2026 [1]. - A live conference call and webcast will be held at 8:00 a.m. ET following the financial results announcement [1]. Group 2: Conference Call Information - To access the conference call, participants can dial (877) 407-8037 for U.S. calls or (201) 689-8037 for international calls, referencing the "Collegium Pharmaceutical Q4 2025 Earnings Call" [2]. - An audio webcast will be available on the Company's website, with a replay accessible approximately two hours after the event [2]. Group 3: Company Overview - Collegium Pharmaceutical is focused on becoming a leading, diversified biopharmaceutical company, aiming to improve the lives of individuals with serious medical conditions [3]. - The Company has a strong portfolio in responsible pain management medications and a growing neuropsychiatry business, highlighted by Jornay PM®, a unique treatment for ADHD [3]. - Collegium's strategy includes expanding its commercial portfolio with Jornay PM as the primary growth driver and managing capital deployment in a disciplined manner [3].

Core Insights - The article discusses the positive momentum and potential upside for Collegium Pharmaceutical (COLL) following its acquisition of BDSI, highlighting the company's growth trajectory since late 2022 [1]. Company Overview - Collegium Pharmaceutical is positioned in the healthcare sector, focusing on innovative therapies and pharmaceuticals, particularly in the pain management space with products like Xtampza ER [1]. Investment Strategy - The analysis emphasizes the importance of identifying companies with breakthrough therapies and potential acquisition catalysts, which is a key focus for investors in the biotech and pharmaceutical industries [1].

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 Viewpoint - Collegium Pharmaceutical's Executive Vice President and Chief Commercial Officer, Scott Dreyer, exercised options and sold 17,600 shares, reflecting a significant transaction value of approximately $847,800, while the company continues to show strong financial performance and stock growth [2][6][10]. Transaction Summary - On December 8, 2025, Scott Dreyer sold 17,600 shares for a total value of ~$847,800, which was 14.5% of his direct holdings at that time, reducing his ownership to 103,613 shares [2][3][6]. - The transaction was executed at a weighted average purchase price of $48.17, with the post-transaction value of his remaining shares estimated at ~$5.04 million based on the closing stock price of $48.66 on the same day [3][6]. Company Overview - Collegium Pharmaceutical has a market capitalization of $1.49 billion, employs 357 people, and reported a revenue of $757.07 million and a net income of $58.4 million for the trailing twelve months [5]. - The company specializes in innovative solutions for pain management and has a notable product for treating attention deficit hyperactivity disorder (ADHD) [5][8]. Stock Performance - In 2025, COLL shares surged nearly 60%, reaching an all-time high of $50.79 on December 29, indicating strong market performance [6][10]. - The company anticipates continued success in 2026, driven by its portfolio of ADHD and pain pharmaceuticals [10]. Insider Trading Context - The sale of shares by Dreyer was conducted under a Rule 10b5-1 trading plan, indicating that the timing of the transaction was prearranged rather than discretionary [7][9]. - The volume of shares sold in this transaction was above Dreyer's recent median selling pattern of 15,387 shares per trade [7].

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]

Company Overview - Corcept Therapeutics (CORT) shares increased by 9.8% to close at $38.2, following a significant volume of trading, despite a previous 58.9% loss over the past four weeks [1] - The stock experienced a decline after the FDA issued a complete response letter regarding its new drug application for relacorilant, aimed at treating hypercortisolism (Cushing's syndrome) [1] Earnings Expectations - Analysts project Corcept to report quarterly earnings of $0.27 per share, reflecting a year-over-year increase of 3.9% [2] - Revenue expectations stand at $254.39 million, which indicates a 39.9% increase compared to the same quarter last year [2] Stock Performance Insights - The consensus EPS estimate for Corcept has remained unchanged over the last 30 days, suggesting that stock price movements may not sustain without trends in earnings estimate revisions [4] - The stock currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook [5] Industry Comparison - Corcept is part of the Zacks Medical - Drugs industry, where another company, Collegium Pharmaceutical (COLL), saw a 1.7% decrease in its stock price, closing at $45.53, with a -2.4% return over the past month [5] - Collegium's consensus EPS estimate for its upcoming report is $2.21, representing a 24.9% increase from the previous year, and it holds a Zacks Rank of 1 (Strong Buy) [6]

Core Viewpoint - Collegium Pharmaceutical, Inc. has successfully closed its inaugural syndicated credit facility of $980 million, which will enhance its financial flexibility and support future business development opportunities [1][2]. Group 1: Credit Facility Details - The credit facility consists of a $580 million initial Term Loan, a $300 million Delayed Draw Term Loan, and a $100 million revolving credit facility, maturing in 2030 [1]. - The initial Term Loan was utilized to repay approximately $581 million of the previous $646 million term loan [1]. - The interest rate for the loans under the Credit Facility is based on the Secured Overnight Financing Rate (SOFR) plus a spread of 2.75% to 3.75%, with the closing rate set at SOFR plus 2.75% [2]. Group 2: Financial Outlook and Strategy - The new credit facility is expected to result in significant annualized interest savings, improving the company's debt terms [2]. - The additional capital will provide the company with the flexibility to pursue long-term value through the expansion and diversification of its product portfolio [2]. - Collegium is focused on growing its commercial portfolio, particularly through its leading product Jornay PM, which is aimed at ADHD treatment [3].