secwatch.observer — SEC 8-K summary
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Issuer:     COLLEGIUM PHARMACEUTICAL, INC (COLL)
CIK:        0001267565
Form:       8-K
Filed at:   2026-05-07T23:59:59+00:00
Accession:  0001628280-26-031694
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Collegium Q1 revenue up 9% to $193.5M; JORNAY PM +36%; FY guidance reaffirmed; AZSTARYS deal on track
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- Product net revenue of $193.5M (+9% YoY); GAAP diluted EPS $0.40; adjusted EPS $1.76.
- JORNAY PM net revenue $38.9M (+36% YoY); prescriptions rose 14% to >206,000.
- Pain portfolio net revenue $154.6M (+4% YoY); Belbuca $52.6M, Xtampza ER $50.8M.
- Reaffirmed FY 2026 guidance: product revenue $805-825M, adjusted EBITDA $455-475M.
- Acquisition of AZSTARYS for $650M cash on track to close Q2 2026; $135M milestone potential.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1267565/000162828026031694/0001628280-26-031694-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1267565/000162828026031694/coll-20260507.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-031694

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