Collegium Pharmaceutical Inc. (COLL)
NASDAQ:COLL
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Earnings Data
Report Date
Jul 30, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.72Last Year’s EPS
1.68Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed multiple clear commercial and financial positives: robust JORNAY prescription and revenue momentum, a durable pain portfolio, strong cash generation, and a strategic, accretive acquisition (AZSTARYS) that extends portfolio longevity and is expected to add revenue and synergies. Noted headwinds include higher operating expenses from deliberate commercial investments, generic/authorized generic dynamics for Nucynta, seasonal script pressure, and a temporary increase in leverage to fund the acquisition. Overall the company presented growth initiatives with supporting data and a plan to manage risks, and management reaffirmed guidance while outlining accretion and synergies from AZSTARYS.Company Guidance
Strong Top-Line Growth
Total net product revenues of $193.5M in Q1 2026, up 9% year-over-year; total pain portfolio net revenues $154.6M, up 4% year-over-year.
JORNAY PM: Rapid Prescription and Revenue Momentum
JORNAY prescriptions >206,000 in Q1, up 14% year-over-year; net revenue $38.9M, up 36% year-over-year (note prior-year comparator included ~$4M destocking); prescribers ~30,000, up 17% year-over-year; market share of long-acting branded methylphenidate 26%, up 5.8 percentage points year-over-year; company guidance for JORNAY revenue $190M–$200M for 2026, ~31% growth at midpoint.
Durable Pain Portfolio Performance
Belbuca net revenue $52.6M, up 2% year-over-year; Xtampza ER net revenue $50.8M, up 7% year-over-year; Nucynta franchise net revenue $47.0M, flat year-over-year (includes $2.7M profit-share from authorized generic).
Profitability and Cash Generation
Non-GAAP adjusted EBITDA $103.9M in the quarter, up 9% year-over-year; GAAP net income $14.5M (up ~500% year-over-year); operating cash flow $57.1M in Q1; cash, cash equivalents and marketable securities $421.8M, up $35.1M from year-end 2025.
Strategic Acquisition of AZSTARYS
Proposed acquisition of AZSTARYS for $650M cash (plus up to $135M contingent milestones); HSR waiting period expired and still on track to close in Q2 2026; company expects AZSTARYS to be immediately accretive to adjusted EBITDA and to generate >$50M pro forma net revenues in H2 2026; expects >$50M in cost synergies within 12 months and patent protection extending revenues through December 2037.
Commercial Execution & Market Research
HCP unaided recall of JORNAY improved to 67% from 52% year-over-year; 70% of surveyed HCPs indicate strong intent to increase JORNAY prescribing (highest among branded ADHD medicines); AZSTARYS also rated highly with ~54% HCP intent to increase prescribing; patient/caregiver requests strongly influence HCP prescribing (>70% of requests honored).
Capital Allocation Flexibility
Plan to fund AZSTARYS with $350M cash on hand and $300M delayed draw term loan; estimate post-close net debt to adjusted EBITDA ~2x with commitment to rapid deleveraging; $150M remaining authorized share repurchase capacity (Board-authorized through Dec 31, 2026) after returning $222M to shareholders since 2021.
Reaffirmed 2026 Guidance
Reaffirmed 2026 guidance (excluding AZSTARYS) of total product revenues $805M–$825M (~4% year-over-year) and adjusted EBITDA $455M–$475M (up ~1% year-over-year).
Brand and Community Initiatives
Launched 'Embrace Your Sparkle' campaign with Paris Hilton and partnerships (e.g., Boston Legacy FC, CHADD) to raise ADHD awareness and broaden patient/caregiver engagement.
COLL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
COLL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $36.51 | $39.33 | +7.72% |
Feb 26, 2026 | $45.75 | $44.22 | -3.34% |
Nov 06, 2025 | $35.85 | $40.66 | +13.42% |
Aug 07, 2025 | $29.75 | $32.94 | +10.72% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Collegium Pharmaceutical Inc. (COLL) report earnings?
Collegium Pharmaceutical Inc. (COLL) is schdueled to report earning on Jul 30, 2026, TBA (Confirmed).
What is Collegium Pharmaceutical Inc. (COLL) earnings time?
Collegium Pharmaceutical Inc. (COLL) earnings time is at Jul 30, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is COLL EPS forecast?
COLL EPS forecast for the fiscal quarter 2026 (Q2) is 1.72.