{"schema_version":"secwatch.filing_event.v1","accession":"0001558370-23-017980","form_type":"8-K","ticker":"COLL","cik":"0001267565","company_name":"COLLEGIUM PHARMACEUTICAL, INC","filed_at":"2023-11-07T23:59:59+00:00","discovered_at":"2026-05-14T18:03:28.487109+00:00","generated_at":"2026-06-08T13:43:38.029688+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Collegium Q3 revenue $136.7M (+8% YoY), adj. EBITDA record $89.4M, guidance tightened","bullets":["GAAP net income $20.6M vs $0.5M; diluted EPS $0.53; adjusted EPS $1.34.","Belbuca net revenue $45.4M (+17% YoY); Xtampza ER $39.8M; Nucynta franchise $47.5M.","Updated FY23 guidance: revenue $565-570M, adj. EBITDA $360-365M, op. expenses $125-130M.","Nucynta exclusivity extended to July 2026; board authorized $25M ASR program.","Cash and securities $304.6M, up from $173.7M at Dec 31, 2022."],"urls":{"canonical":"https://secwatch.observer/filing/0001558370-23-017980","json":"https://secwatch.observer/filing/0001558370-23-017980.json","markdown":"https://secwatch.observer/filing/0001558370-23-017980.md","text":"https://secwatch.observer/filing/0001558370-23-017980.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1267565/000155837023017980/0001558370-23-017980-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1267565/000155837023017980/coll-20231107x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T13:43:38.029688+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"76a72acbca10b0eb4ec14ab5ce20cecaca6deb2c","claim":"COLLEGIUM PHARMACEUTICAL, INC reported the quarter ended September 30, 2023 results: revenue $136.7 million, net income $20.6 million, EPS $0.61 GAAP earnings per share (basic) and $0.53 GAAP earnings per share (diluted). Guidance reaffirmed.","evidence_excerpt":"not filed, under Item 2.02 of this Current Report on Form 8-K. ​ --- EX-99.1 (EX-99.1) --- ​ Collegium Reports Third Quarter 2023 Financial Results ​ – Q3’23 Net Revenue of $136.7 Million, Up 8% Year-over-Year – ​ – Q3’23 GAAP Net Income of $20.6 Million vs. Q3’22 GAAP Net Income of $0.5 Million – ​ – Record Q3’23 Adjusted EBITDA of $89.4 Million, Up 19%","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1267565/000155837023017980/0001558370-23-017980-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended September 30, 2023"},{"label":"Revenue","value":"$136.7 million"},{"label":"Net income","value":"$20.6 million"},{"label":"EPS","value":"$0.61 GAAP earnings per share (basic) and $0.53 GAAP earnings per share (diluted)"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}