Inferra AI / Company / COLL

Collegium Pharmaceutical, Inc.

COLL · Health Care

Last earnings Aug 6, 2026

Key results

Record Quarterly Net revenuequarter

$188.0 Million

Generated Record Quarterly Net Revenue of $188.0 Million, Up 29% Year-over-Year Generated Record

SEC original ↗Collegium Pharmaceutical, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Growthquarter

Up 29%

Generated Record Quarterly Net Revenue of $188.0 Million, Up 29% Year-over-Year Generated Record

SEC original ↗Collegium Pharmaceutical, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Jornay PM Net revenuequarter

$32.6 Million

Quarterly Jornay PM Net Revenue of $32.6 Million and Grew Prescriptions by 23%

SEC original ↗Collegium Pharmaceutical, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Year-over-Year Generated Net revenuequarter

$155.4 Million

Year-over-Year Generated Net Revenue of $155.4 Million from the Pain Portfolio, Up 7% Year-over-Year with

SEC original ↗Collegium Pharmaceutical, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Revenuequarter

$32.6 million

Generated $32.6 million in Jornay PM net revenue in the 2025 Quarter.

SEC original ↗Collegium Pharmaceutical, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Pain Portfolio Highlights Grew net revenues from pain portfolio to a record $155.4 million in the 2025 Quarter, up 7% year-over-year.

SEC original ↗Collegium Pharmaceutical, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Generated Belbuca net revenue of $52.6 million in the 2025 Quarter, up 1% year-over-year.

SEC original ↗Collegium Pharmaceutical, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Generated Xtampza ER net revenue of $52.6 million, up 18% year-over-year.

SEC original ↗Collegium Pharmaceutical, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Generated Nucynta Franchise net revenue of $46.4 million, up 4% year-over-year.

SEC original ↗Collegium Pharmaceutical, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

AI analysis

Q2 2025 · reported Aug 7, 2025

Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held

Revenue · Q2 2025
$32.6M
EX-99 · Aug 7, 2025
Record Quarterly Net revenue · Q2 2025
$188.0M
EX-99 · Aug 7, 2025
Jornay PM Net revenue · Q2 2025
$32.6M
EX-99 · Aug 7, 2025
Year-over-Year Generated Net revenue · Q2 2025
$155.4M
EX-99 · Aug 7, 2025

The quarter in charts

Segment mix

Business-unit revenue, as stated

066.7133200$188.0MRecord Quarterly Net$155.4MYear-over-Year Generated Net$32.6MJornay PM Net

Segment revenue figures as stated in the event record.

Headline figures

MetricQ2 2025Prior qtrYear ago
Record Quarterly Net revenue$188.0 Million——
GrowthUp 29%——
Jornay PM Net revenue$32.6 Million——
Year-over-Year Generated Net revenue$155.4 Million——
Revenue$32.6 million——

EX-99 · Aug 7, 2025

Guidance · company-stated

Direction: Raised

Revenue — Raised

“Following encouraging performance in the first half of the year, we anticipate a strong back-to-school season and second half of the year for Jornay PM and have raised our full-year revenue guidance accordingly.”

Revenue — Raised

“We delivered another impressive quarter characterized by record quarterly revenue, robust adjusted EBITDA, and significant cash flow generation, leading us to increase our 2025 financial guidance, said Colleen Tupper, Chief Financial Officer.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

We will continue to evaluate external opportunities to expand our portfolio through business development and generate shareholder value through our capital deployment strategies, as demonstrated by the recent completion of a $25 million accelerated share repurchase program and the announcement of a new $150 million share repurchase program authorized through the end of 2026.

Corporate Updates In July, the Board of Directors authorized a new share repurchase program to repurchase up to $150 million of common stock through December 31, 2026.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Collegium Pharmaceutical, Inc. Q2 2025 — Generated Record Quarterly Net Revenue of $188.0 Million, Up 29% Year-over-Year Generated Record

Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Revenue — Raised (“raised”)
“Following encouraging performance in the first half of the year, we anticipate a strong back-to-school season and second half of the year for Jornay PM and have raised our full-year revenue guidance accordingly.”

Revenue — Raised (“increase”)
“We delivered another impressive quarter characterized by record quarterly revenue, robust adjusted EBITDA, and significant cash flow generation, leading us to increase our 2025 financial guidance, said Colleen Tupper, Chief Financial Officer.”

Classified from the release's primary full-year outlook statement.

Capital allocation

We will continue to evaluate external opportunities to expand our portfolio through business development and generate shareholder value through our capital deployment strategies, as demonstrated by the recent completion of a $25 million accelerated share repurchase program and the announcement of a new $150 million share repurchase program authorized through the end of 2026.

SEC original ↗Collegium Pharmaceutical, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Corporate Updates In July, the Board of Directors authorized a new share repurchase program to repurchase up to $150 million of common stock through December 31, 2026.

SEC original ↗Collegium Pharmaceutical, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

In July, completed an accelerated share repurchase program returning $25 million of value to shareholders through the repurchase of 0.8 million shares at an average share price of $30.41.

SEC original ↗Collegium Pharmaceutical, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Net debt/adjusted EBITDA is calculated based on financial data provided by Collegium in its press release on Form 8-K and Quarterly Report on Form 10-Q filed with the SEC on August 7, 2025.

SEC original ↗Collegium Pharmaceutical, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 7, 2025

Estimated 2025 net debt/adjusted EBITDA is calculated based on Collegium’s forecast of net debt at year-end 2025, compared to the mid-point of the 2025 guidance ranges provided by Collegium in its press release filed with the SEC on August 7, 2025.

SEC original ↗Collegium Pharmaceutical, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 7, 2025

This financial data assumes no additional debt is incurred.

SEC original ↗Collegium Pharmaceutical, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 7, 2025

Strategy & priorities

We continued to generate strong momentum in the second quarter, driven by sustained execution across our three strategic priorities, including record revenue from Jornay PM, maximizing our pain portfolio, and strategically deploying capital to enhance shareholder value, said Vikram Karnani, President and Chief Executive Officer.

SEC original ↗Collegium Pharmaceutical, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Looking ahead, we are focused on driving additional top- and bottom-line growth as we continue to serve patients living with serious medical conditions.

SEC original ↗Collegium Pharmaceutical, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

We will continue to evaluate external opportunities to expand our portfolio through business development and generate shareholder value through our capital deployment strategies, as demonstrated by the recent completion of a $25 million accelerated share repurchase program and the announcement of a new $150 million share repurchase program authorized through the end of 2026.

SEC original ↗Collegium Pharmaceutical, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Collegium s strategy includes growing its commercial portfolio, with Jornay PM as the lead growth driver, and deploying capital in a disciplined manner.

SEC original ↗Collegium Pharmaceutical, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Strong track record of using cash generated to fuel highly successful business development opportunities Committed to increasing shareholder value by growing revenues, adjusted EBITDA and strategically deploying capital 2025 expected sales $753M 2024 sales $631M +19% FIVE MARKETED PRODUCTS1 5 Recent Business Highlights – Q2 20251 1.

SEC original ↗Collegium Pharmaceutical, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 7, 2025

Risks & headwinds

The amount and/or frequency of these restructuring expenses are not part of our underlying business; we exclude litigation settlements from adjusted EBITDA, as well as any applicable income items or credit adjustments due to subsequent changes in estimates.

SEC original ↗Collegium Pharmaceutical, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

The Company has not provided a reconciliation of its full-year 2025 guidance for adjusted EBITDA or adjusted operating expenses to the most directly comparable forward-looking GAAP measures, in reliance on the unreasonable efforts exception provided under Item 10(e)(1)(i)(B) of Regulation S-K, because the Company is unable to predict, without unreasonable efforts, the timing and amount of items that would be included in such a reconciliation, including, but not limited to, stock-based compensation expense, acquisition related expense and litigation settlements.

SEC original ↗Collegium Pharmaceutical, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

We may, in some cases, use terms such as "predicts," "forecasts," "believes," "potential," "proposed," "continue," "estimates," "anticipates," "expects," "plans," "intends," "may," "could," "might," "should" or other words that convey uncertainty of future events or outcomes to identify these forward-looking statements.

SEC original ↗Collegium Pharmaceutical, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

We may, in some cases, use terms such as "predicts," "forecasts," "believes," "potential," "proposed," "continue," "estimates," "anticipates," "expects," "plans," "intends," "may," "could," "might," "should" or other words that convey uncertainty of future events or outcomes to identify these forward-looking statements.

SEC original ↗Collegium Pharmaceutical, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 7, 2025

The amount and/or frequency of these restructuring expenses are not part of our underlying business; • we exclude litigation settlements from adjusted EBITDA, as well as any applicable income items or credit adjustments due to subsequent changes in estimates.

SEC original ↗Collegium Pharmaceutical, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 7, 2025

Legal Proceedings 53 Item 1A.

SEC original ↗Collegium Pharmaceutical, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Documents

Earnings deck slides

0 decks with slide view

Collegium Pharmaceutical, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Collegium Pharmaceutical, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Collegium Pharmaceutical, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Collegium Pharmaceutical, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Collegium Pharmaceutical, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Collegium Pharmaceutical, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Collegium Pharmaceutical, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Collegium Pharmaceutical, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Filings

33 documents

Earnings releases

12 documents

Presentations

8 documents

Transcripts

0 documents

No transcripts for Collegium Pharmaceutical, Inc. are held in this edition of the library.

See also the earnings calendar for every tracked company’s next earnings date.