earnings
confidence high
sentiment positive
materiality 0.75
Collegium Q2 revenue $188M (+29% YoY); raises 2025 guidance; authorizes $150M buyback
COLLEGIUM PHARMACEUTICAL, INC
2025-Q2 EPS
reported $0.44
vs consensus $1.65
▼ miss
(-73.3%)
- Record quarterly product revenue $188.0M, up 29% YoY; GAAP EPS $0.34 diluted; adjusted EPS $1.68.
- Jornay PM net revenue $32.6M, prescriptions up 23% YoY; full-year Jornay PM guidance raised to $140-145M.
- Pain portfolio revenue $155.4M (+7% YoY) with Belbuca $52.6M, Xtampza $52.6M, Nucynta $46.4M.
- Raised FY2025 revenue guidance to $745-760M and adjusted EBITDA to $440-455M; cash $222.2M.
- Board authorized $150M share repurchase through Dec 2026; completed $25M ASR in July.