Group 1 - Collegium Pharmaceutical, Inc. will participate in a fireside chat at the 24th Annual Needham Healthcare Conference from April 7-10, 2025 [1] - The fireside chat is scheduled for April 8, 2025, at 9:30 a.m. ET and will be available via live webcast [1] - A replay of the webcast will be accessible on the company's website for 90 days post-presentation [1] Group 2 - Collegium is focused on becoming a leading, diversified biopharmaceutical company aimed at improving the lives of individuals with serious medical conditions [2] - The company has a strong portfolio in responsible pain management medications and has recently acquired Jornay PM®, a treatment for ADHD, marking its entry into neuropsychiatry [2] - Collegium's growth strategy includes expanding its commercial portfolio with Jornay PM as the primary growth driver and managing capital deployment in a disciplined manner [2]

STOUGHTON, Mass., March 27, 2025 (GLOBE NEWSWIRE) -- Collegium Pharmaceutical, Inc. (Nasdaq: COLL) today announced it will present four posters highlighting real-world patient data from its differentiated pain portfolio at PainConnect 2025, the American Academy of Pain Medicine (AAPM)’s Annual Meeting, being held in Austin, TX, from April 3-6, 2025. Among these, the poster titled “Route of Administration and Other Clinical Outcomes Among Exposures to Buprenorphine Pain Medications and Schedule II Opioids” h ...

Core Points - Collegium Pharmaceutical, Inc. announced significant changes to its Board of Directors and executive leadership team as part of a new growth phase [1][2][3] Board of Directors Changes - Michael Heffernan, Founder and Chairman, and Gwen A. Melincoff, Board Member, will retire at the Annual General Meeting (AGM) on May 15, 2025 [2] - Gino Santini, the Board's Lead Independent Director, will be appointed as the new Chairman [2] - Dr. Carlos Paya has been nominated to the Board for shareholder approval at the AGM [2] Executive Leadership Appointments - David Dieter has been appointed as Executive Vice President, General Counsel [1][4] - Jane Gonnerman has been appointed as Executive Vice President, Strategy and Corporate Development [1][4] - Dean J. Patras has been appointed as Chief People Officer [1][4] Leadership Experience - Dr. Carlos Paya brings over 30 years of experience in the biopharmaceutical industry, previously serving as CEO of Immune Design Corp. and holding senior roles at Elan Pharmaceuticals and Eli Lilly [4][5] - David Dieter previously served as Vice President, Legal at Horizon Therapeutics, managing corporate and commercial legal matters [6] - Jane Gonnerman was Senior Vice President at Amgen, responsible for the rare disease portfolio and played a key role in the $28 billion sale of Horizon to Amgen [7] - Dean J. Patras held leadership roles at Amgen and Horizon, focusing on human resources integration following acquisitions [8] Company Strategy - Collegium aims to enhance its growth by focusing on its pain management portfolio and the recently acquired Jornay PM, a treatment for ADHD [4][9] - The company is committed to improving the lives of individuals with serious medical conditions through its diversified biopharmaceutical offerings [9]

Core Insights - Collegium Pharmaceutical, Inc. is presenting real-world data on its ADHD treatment Jornay PM at the NAPNAP conference, highlighting its commitment to improving patient outcomes [1][2] Company Overview - Collegium Pharmaceutical is focused on developing differentiated medicines for serious medical conditions, with Jornay PM as a key product in its portfolio [2][15] - The company aims to grow its commercial portfolio and establish a presence in neuropsychiatry through the acquisition of Jornay PM [15] Product Information - Jornay PM is a central nervous system stimulant indicated for the treatment of ADHD in patients aged six years and older [5][14] - The product is designed to help increase attention and decrease impulsiveness and hyperactivity in individuals with ADHD [14] Conference Details - The NAPNAP 46 National Conference on Pediatric Health Care is being held in Chicago from March 10-13, 2025, where Collegium will showcase two poster presentations [1][3] - The posters will cover real-world persistence and adherence, as well as utilization data for delayed-release/extended-release methylphenidate from a large US claims database [3]

Company Overview - Collegium Pharmaceutical, Inc. (NASDAQ: COLL) is a specialty pharmaceutical company with a strong history in drug commercialization and growth [1] - The company's primary focus is on non-abusive painkillers, and it has recently expanded its portfolio to include an ADHD medication [1] Leadership and Expertise - Sunshine Kapital's Stefan, with a BA in Finance from Halmstad University and Lincolnshire & Humberside University, has twenty years of institutional experience in Research and Portfolio Management [1] - Stefan specializes in distressed situations and value opportunities and is the CIO/Founder of Sunshine Kapital, a registered investment adviser based in Miami [1]

STOUGHTON, Mass., March 04, 2025 (GLOBE NEWSWIRE) -- Collegium Pharmaceutical, Inc. (Nasdaq: COLL) today announced that management will participate in investor meetings at the following investor conferences: Leerink Partners 2025 Global Healthcare ConferenceTuesday, March 11, 2025 Jefferies Biotech on the Beach SummitWednesday, March 12, 2025 Barclays 27th Annual Global Healthcare ConferenceThursday, March 13, 2025 About Collegium Pharmaceutical, Inc.Collegium is building a leading, diversified biopharmaceu ...

Financial Data and Key Metrics Changes - In Q4 2024, net product revenues reached a record $181.9 million, up 22% year-over-year [42] - For the full year 2024, net product revenues were a record $631.4 million, up 11% year-over-year [42] - Adjusted EBITDA grew by 9% year-over-year, reaching a record $401.2 million for 2024 [47] - GAAP net income for Q4 was $12.5 million, down from $31.9 million in Q4 2023, while full year net income was $69.2 million, up from $48.2 million in 2023 [46] Business Line Data and Key Metrics Changes - Jornay PM generated net revenue of $29.3 million in Q4 2024, with full year pro forma net revenue of $100.7 million [42][49] - Belbuca achieved net revenue of $55.2 million in Q4 2024, up 12% year-over-year, and $211.3 million for the full year, up 16% year-over-year [43] - Xtampza ER net revenue was $51.5 million in Q4, up 6% year-over-year, and $191.3 million for the full year, up 8% year-over-year [44] - Nucynta franchise net revenue was $41.8 million in Q4, down 11% year-over-year, and $176.5 million for the full year, down 7% year-over-year [45] Market Data and Key Metrics Changes - The ADHD market has been growing at an average rate of 6% from 2019 to 2024, with stimulant medications comprising almost 90% of the market [21] - Jornay has achieved 80% coverage across its business, with 65% of its business being commercial and 35% Medicaid [25] Company Strategy and Development Direction - The company aims to drive significant growth in Jornay, maximize its pain portfolio, and strategically deploy capital to create shareholder value [16][19] - The focus is on expanding and diversifying the portfolio through business development, particularly in ADHD and neuropsychiatry [62] - The company plans to invest in increasing awareness of Jornay among healthcare professionals and patients, with a sales force expansion from 125 to 180 representatives [29][30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's strong financial position, with net leverage expected to be less than one time by the end of 2025 [53] - The company anticipates a modest decline in revenue in Q1 2025 due to typical dynamics, but expects over 10% adjusted EBITDA growth for the year [50][51] - Management highlighted the importance of disciplined capital deployment and the potential for significant growth in Jornay and the pain portfolio [19][52] Other Important Information - The company repurchased $60 million in shares during 2024, with $90 million remaining in its share repurchase program [52] - The company appointed Nancy Lurker to its Board of Directors, bringing expertise in commercial growth and strategic acquisitions [14] Q&A Session Summary Question: Path for Collegium over the next three to five years and business development opportunities - Management indicated a focus on both organic and inorganic growth, particularly in ADHD and neuropsychiatry, while maintaining a strong financial position [61][62] Question: Synergies realized from the integration of Ironshore - Management noted typical synergies achieved, but emphasized the strategic opportunity to invest in Jornay for growth [66] Question: Impact of the NO PAIN Act on the pain treatment category - Management stated that the NO PAIN Act had no impact on their portfolio, as it primarily focuses on inpatient settings [67] Question: Sales force expansion and coverage of ADHD prescribers - The expanded sales force will cover 60% of the long-acting ADHD market, targeting approximately 23,000 healthcare professionals [79] Question: Long-term planning for generic entry of Belbuca and Nucynta - Management expressed confidence that no party currently has the necessary combination of ingredients and approvals to launch competitive generics against their pain products [81][82]

Collegium Pharmaceutical, Inc. (NASDAQ:COLL) Q4 2024 Earnings Conference Call February 27, 2025 4:30 PM ET Company Participants Danielle Jesse - Director, Investor Relations Vikram Karnani - President & Chief Executive Officer Scott Dreyer - Chief Commercial Officer Colleen Tupper - Chief Financial Officer Conference Call Participants Les Sulewski - Truist Securities David Amsellem - Piper Sandler Operator Greetings and welcome to the Collegium Pharmaceuticals Fourth Quarter and Full Year 2024 Earnings Conf ...

Group 1 - Collegium Pharmaceutical reported $181.95 million in revenue for Q4 2024, a year-over-year increase of 21.5% [1] - The EPS for the same period was $1.77, compared to $1.58 a year ago, representing a surprise of +14.94% over the consensus estimate of $1.54 [1] - The reported revenue exceeded the Zacks Consensus Estimate of $180.4 million by +0.86% [1] Group 2 - Total product revenues for Belbuca were $55.21 million, exceeding the average estimate of $53.96 million, with a year-over-year change of +12% [4] - Xtampza ER generated $51.45 million in revenue, surpassing the estimated $49.96 million, reflecting a +9.7% change year-over-year [4] - Symproic's revenue was $4.25 million, below the average estimate of $3.92 million, showing a year-over-year decline of -16.4% [4] - Nucynta reported $41.75 million in revenue, which was lower than the estimated $43.52 million, indicating a -13.8% year-over-year change [4] - Jornay PM achieved $29.28 million in revenue, slightly above the average estimate of $28.86 million [4] Group 3 - Collegium Pharmaceutical's shares have returned -12.6% over the past month, compared to the Zacks S&P 500 composite's -2.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Viewpoint - Collegium Pharmaceutical reported quarterly earnings of $1.77 per share, exceeding the Zacks Consensus Estimate of $1.54 per share, and showing an increase from $1.58 per share a year ago, representing an earnings surprise of 14.94% [1][2] Financial Performance - The company posted revenues of $181.95 million for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 0.86%, and up from $149.75 million year-over-year [2] - Over the last four quarters, Collegium has exceeded consensus EPS estimates two times and topped consensus revenue estimates twice [2] Stock Performance and Outlook - Collegium Pharmaceutical shares have declined approximately 1.1% since the beginning of the year, while the S&P 500 has gained 1.3% [3] - The company's current consensus EPS estimate for the upcoming quarter is $1.46 on revenues of $176.91 million, and for the current fiscal year, it is $6.53 on revenues of $740.16 million [7] Industry Context - The Medical - Drugs industry, to which Collegium belongs, is currently ranked in the top 50% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Another company in the same industry, Durect, is expected to report a quarterly loss of $0.02 per share, with revenues projected to be $6.91 million, reflecting a significant year-over-year increase [9]