earnings
confidence high
sentiment positive
materiality 0.80
Collegium reports record Q4 revenue $181.9M, GAAP EPS $0.36; EVP Shirley Kuhlmann departing March 7
COLLEGIUM PHARMACEUTICAL, INC
2024-FY EPS reported
$1.86
revenue$631,449,000
- Q4 product revenue $181.9M (+22% YoY); GAAP net income $12.5M ($0.36 diluted EPS); adjusted EBITDA $107.7M.
- FY2024 product revenue $631.4M (+11% YoY); GAAP net income $69.2M ($1.86 diluted EPS); adjusted EBITDA $401.2M.
- Jornay PM pro forma FY2024 net rev $100.7M; expects >$135M in 2025. Belbuca Q4 net rev $55.2M (+12% YoY); Xtampza ER $51.5M (+6% YoY).
- Reaffirmed FY2025 guidance: product revenue $735-750M, adj EBITDA $435-450M. Repurchased $60M in shares in 2024; cash $162.8M.
- EVP, Chief Admin Officer, General Counsel & Secretary Shirley Kuhlmann stepping down effective March 7, 2025; treated as termination without cause.