other material
confidence high
sentiment positive
materiality 0.75
Collegium Pharma guides FY2026 revenue $805-825M; Jornay PM $190-200M; adj. EBITDA $455-475M
COLLEGIUM PHARMACEUTICAL, INC
- Product revenue guidance $805-825M; Jornay PM net revenue $190-200M.
- Adjusted EBITDA guidance $455-475M, flat versus raised 2025 midpoint.
- Closed $980M syndicated credit facility; repaid $581M Pharmakon term loan, expects annualized interest savings.
- Signed supply/quality agreements with Hikma for authorized generics of Nucynta/Nucynta ER; AG Nucynta ER launch expected Q1 2026.