Pacira BioSciences (NasdaqGS:PCRX) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsBrendan Teehan - CCODouglas Tsao - Managing Director of Equity ResearchFrank Lee - CEOHardik Parikh - Equity Research of U.S. Pharma & BiotechJonathan Slonin - CMOLes Sulewski - VP of Spec Pharma / Biotech Equity ResearchShawn Cross - CFOSusan Mesco - Head of Investor RelationsConference Call ParticipantsNone - AnalystNone - AnalystOperatorGood day, and thank you for standing by. Welcome to the Q4 2025 ...

Pacira BioSciences (NasdaqGS:PCRX) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsBrendan Teehan - CCODouglas Tsao - Managing Director of Equity ResearchFrank Lee - CEOHardik Parikh - Equity Research of U.S. Pharma & BiotechJonathan Slonin - CMOLes Sulewski - VP of Spec Pharma / Biotech Equity ResearchShawn Cross - CFOSusan Mesco - Head of Investor RelationsConference Call ParticipantsNone - AnalystNone - AnalystOperatorGood day, and thank you for standing by. Welcome to the Q4 2025 ...

Pacira BioSciences (NasdaqGS:PCRX) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Speaker1Good day, and thank you for standing by. Welcome to the Q4 2025 Pacira BioSciences Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during this session, you will need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To with ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended: December 31, 2025 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35060 PACIRA BIOSCIENCES, INC. (Exact Name of Registrant as Specified in its Charter) (State or Other Jurisdictio ...

— Record-high EXPAREL sales driven by volume growth of 7 percent, marking strongest fourth quarter performance in three years — — Conference call today at 4:30 p.m. ET — BRISBANE, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Pacira BioSciences, Inc. (Nasdaq: PCRX), the industry leader in its commitment to deliver innovative, non-opioid pain therapies to transform the lives of patients, today reported financial results for the fourth quarter and full-year of 2025. “2025 was a year of disciplined execution for P ...

Core Viewpoint - Pacira BioSciences, Inc. is set to report its fourth quarter and full year financial results for 2025 on February 26, 2026, after U.S. market close, followed by a live conference call and webcast [1] Company Overview - Pacira specializes in innovative, non-opioid pain therapies aimed at transforming patient lives [3] - The company has three commercial-stage non-opioid treatments: - EXPAREL®: a long-acting local analgesic approved for various postsurgical pain management techniques [3] - ZILRETTA®: an extended-release injectable for managing osteoarthritis knee pain [3] - iovera®: a handheld device providing immediate, long-acting, drug-free pain control through cold temperature application [3] - Pacira is advancing a pipeline of clinical-stage assets for musculoskeletal pain, with its leading candidate, PCRX-201, in Phase 2 clinical development for knee osteoarthritis [3]

Core Insights - Pacira BioSciences, Inc. is focused on delivering innovative, non-opioid pain therapies and has highlighted new survey findings from the Voices for Non-Opioid Choices coalition regarding the impact of the Non-Opioids Prevent Addiction (NOPAIN) Act [1][2] Group 1: NOPAIN Act Impact - The NOPAIN Act, effective January 1, 2025, aims to prevent opioid addiction by increasing access to non-opioid pain management options for Medicare beneficiaries undergoing surgery [3] - A national survey of nearly 750 healthcare facilities showed that 85% of facility representatives were aware of the NOPAIN Act, and 52% had taken steps to increase the use of qualifying non-opioid options [7] - Over 80% of respondents reported a decrease in opioid prescribing immediately after surgery (83%) and at discharge (88%) due to the legislation [7] Group 2: Company Position and Products - Pacira's CEO emphasized that the NOPAIN Act is a significant step forward for expanding access to non-opioid pain management options, particularly for Medicare patients [3] - Pacira offers three commercial-stage non-opioid treatments: EXPAREL®, ZILRETTA®, and iovera®, with a pipeline of clinical-stage assets including PCRX-201, a gene therapy for osteoarthritis of the knee [5] - The company is committed to transforming patient lives through innovative pain therapies and is actively tracking the impact of the NOPAIN Act on opioid reliance [3][5]

Core Insights - Pacira BioSciences (PCRX) is perceived negatively within the specialty pharma sector, with indications of a potential liquidity crisis as the stock price continues to decline [1] Group 1: Company Analysis - The company is viewed as having a valuation that is significantly misaligned with its underlying economic fundamentals, suggesting potential investment opportunities [1] - The focus on cash flow durability and balance sheet strength indicates that the company may have stabilizing or improving fundamentals despite market sentiment [1] - The investment strategy emphasizes identifying companies that have already faced market punishment, which may lead to substantial stock price changes with modest shifts in expectations [1] Group 2: Investment Strategy - The investment approach is centered on finding mispriced opportunities driven by market fear, prevailing narratives, or misunderstandings [1] - There is a particular interest in cyclical industries, energy, industrials, and under-followed mid-cap companies, where market expectations often diverge from reality [1] - The analysis aims to share insights and foster discussion on investment ideas, encouraging challenges to the investment thesis [1]

Core Insights - The fourth-quarter 2025 reporting cycle for the Medical sector is commencing, with major firms expected to release earnings results in the coming weeks, primarily in the pharma/biotech and medical device segments [1] - Johnson & Johnson's strong performance has set a positive tone, while Roche faced challenges due to unfavorable foreign-exchange impacts, particularly from a weak U.S. dollar [1] - Sanofi reported mixed results, beating earnings estimates but slightly missing sales expectations [1] Earnings Trends - As of January 28, 11.7% of Medical sector companies, representing 26% of the sector's market capitalization, have reported quarterly earnings, with 42.9% beating both earnings and revenue estimates [2] - Year-over-year earnings decreased by 15.5%, while revenues increased by 10.3% [2] - Overall, fourth-quarter earnings for the Medical sector are expected to decrease by 2.4%, while sales are projected to rise by 8.7% compared to the previous year [3] Company Highlights - **Zoetis (ZTS)**: Expected to report earnings on February 12, with a consensus estimate of $1.40 per share and revenues of $2.37 billion. The company has an Earnings ESP of +0.84% and a Zacks Rank of 3. Recent performance has been driven by strong demand for companion animal products, although sales of certain monoclonal antibody products may have declined [7][8] - **Pacira BioSciences (PCRX)**: Anticipated to report earnings soon, with a consensus estimate of 85 cents per share and revenues of $196.99 million. The company has an Earnings ESP of +7.38% and a Zacks Rank of 2. Revenue growth is expected from its pain-management product, Exparel, and other products [9][10] - **Apellis Pharmaceuticals (APLS)**: Expected to report earnings soon, with a consensus estimate of a loss of 41 cents per share and revenues of $194.37 million. The company has an Earnings ESP of +4.52% and a Zacks Rank of 3. Revenue growth is likely driven by its geographic atrophy drug, Syfovre [11][12] - **Acadia Pharmaceuticals (ACAD)**: Set to report earnings soon, with a consensus estimate of 12 cents per share and revenues of $292.64 million. The company has an Earnings ESP of +14.92% and a Zacks Rank of 3. Revenue growth is expected from its lead drug, Nuplazid, and its second product, Daybue [13][14] - **Denali Therapeutics (DNLI)**: Expected to report a loss of 75 cents per share and revenues of $18.47 million. The company has an Earnings ESP of +6.11% and a Zacks Rank of 3. Revenue expectations are based on collaboration revenues, with updates on pipeline programs anticipated [15][16]

Core Insights - Pacira BioSciences, Inc. has appointed Dr. Samit Hirawat to its Board of Directors, expanding the board to 10 members [1][2] Company Overview - Pacira is focused on delivering innovative, non-opioid pain therapies aimed at transforming patient lives [4] - The company has three commercial-stage non-opioid treatments: EXPAREL, ZILRETTA, and iovera® [4] - EXPAREL is a long-acting local analgesic approved for various postsurgical pain management applications [4] - ZILRETTA is an extended-release injectable for managing osteoarthritis knee pain [4] - iovera® is a handheld device providing immediate, long-acting, drug-free pain control [4] - Pacira is advancing a pipeline of clinical-stage assets, including PCRX-201, a gene therapy in Phase 2 development for knee osteoarthritis [4] Leadership and Expertise - Dr. Hirawat brings over 25 years of clinical development and industry expertise, previously serving as Chief Medical Officer at Bristol Myers Squibb [2][3] - His experience includes overseeing global drug development and advancing transformative therapies across various therapeutic areas [2] - Dr. Hirawat has a strong academic background with over 150 peer-reviewed publications [3]