Collegium Pharmaceutical (354) Stock Price & Analysis
354 Stock Chart & Stats
- Day’s Range
- EUR 21.00 - EUR 21.00
- 52-Week Range
- EUR 18.50 - EUR 42.00
- Previous Close
- EUR 21.20
- Volume
- 0
- Average Volume (3M)
- 0
- Market Cap
- EUR 691.46M
- Enterprise Value
- EUR 2.24B
- Total Cash (Recent Filing)
- EUR 129.47M
- Total Debt (Recent Filing)
- EUR 857.79M
- Price to Earnings (P/E)
- 15.6
- Beta
- 0.75
- Next Earnings
- Nov 05, 2026 (Est.)
- EPS Estimate
- 1.66
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
ADHD Portfolio Growth
Rapid Jornay PM growth and expanding branded market share indicate durable commercial traction in ADHD treatment. Rising prescriptions, prescriber reach, and share support a growing franchise that can diversify Collegium beyond its pressured opioid portfolio over the next several quarters.
Azstarys Expansion
The Azstarys acquisition adds a complementary ADHD product with early revenue contribution, raised guidance, and stated intellectual-property protection through 2037. Collegium has also expanded its sales force, supporting a potentially durable platform for further prescription and revenue growth.
Cash Generation
Strong operating and free cash flow provide internal funding for debt reduction, commercial investment, and selective acquisitions. The close relationship between free cash flow and net income also indicates that recent profitability is materially supported by cash generation rather than relying primarily on accounting adjustments.
Bears Say
Elevated Leverage
Debt remains large relative to equity, leaving Collegium more sensitive to earnings volatility and refinancing conditions. Although leverage improved from prior years, the balance sheet still limits financial flexibility after the Azstarys acquisition and could constrain future capital allocation if performance weakens.
Pain Portfolio Pressure
Declines across NUCYNTA and Xtampza ER expose Collegium to sustained pressure in its legacy pain franchise. Authorized-generic pricing reduces net realizations, while lower Xtampza revenue can weaken the portfolio’s contribution and place greater dependence on successful ADHD execution.
Belbuca Loss-of-Exclusivity Risk
A potential Belbuca generic launch in January 2027 creates a durable near-term risk to one of the pain portfolio’s stronger products. Generic entry could reduce pricing and volume, pressuring revenue and cash generation while increasing the importance of ADHD products as replacement growth drivers.
Collegium Pharmaceutical News
354 FAQ
What was Collegium Pharmaceutical’s price range in the past 12 months?
What is Collegium Pharmaceutical’s market cap?
When is Collegium Pharmaceutical’s upcoming earnings report date?
How were Collegium Pharmaceutical’s earnings last quarter?
Is Collegium Pharmaceutical overvalued?
Does Collegium Pharmaceutical pay dividends?
What is Collegium Pharmaceutical’s EPS estimate?
How many shares outstanding does Collegium Pharmaceutical have?
What happened to Collegium Pharmaceutical’s price movement after its last earnings report?
Which hedge fund is a major shareholder of Collegium Pharmaceutical?
What is the TipRanks Smart Score and how is it calculated?
Collegium Pharmaceutical Stock Smart Score
Company Description
Collegium Pharmaceutical
Collegium Pharmaceutical, Inc. (COLL) is a specialized pharmaceutical firm dedicated to the development and marketing of medications for pain management. Its diverse product lineup features significant therapies aimed at addressing various pain conditions. A prominent offering is Xtampza ER, an extended-release, oral formulation of oxycodone, specifically engineered with properties to deter abuse. This particular drug is prescribed for patients experiencing severe, persistent pain that necessitates daily, continuous, long-term opioid therapy. The company's portfolio also encompasses Nucynta ER and Nucynta IR, which are extended-release and immediate-release versions of tapentadol, respectively. Founded in 2002, the enterprise initially operated under the name Collegium Pharmaceuticals, Inc., before officially adopting its current identity as Collegium Pharmaceutical, Inc. in October 2003. The company's corporate headquarters are situated in Stoughton, Massachusetts.
- Sector
- Healthcare
- Industry
- Drug Manufacturers - Specialty & Generic
- CEO
- Vikram Karnani
- Employees
- 423
- Website
- www.collegiumpharma.com
- Address
- 100 Technology Center Drive, Stoughton, MA, 02072, US
Collegium Pharmaceutical (354) Earnings & Revenues
354 Company Deck
354 Earnings Call
Earnings Call SentimentPositive
The call highlighted strong, accelerating growth in the ADHD franchise—Jornay PM momentum, the strategic Azstarys acquisition with early revenue and raised guidance, Belbuca growth and incremental formulary wins, and an 8% increase in adjusted EBITDA. Offsetting these positives were meaningful declines in the NUCYNTA franchise driven by authorized generic pricing, a decline in Xtampza ER, a GAAP net loss driven by acquisition-related costs, substantial cash deployed to acquire Azstarys and a modest leverage increase, and potential LOE risk for Belbuca. Overall, management presented a constructive outlook focused on ADHD-led growth and disciplined capital deployment while acknowledging near-term pain portfolio pressures and one-time acquisition impacts.
View all DE:354 earnings summaries354 Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 11 | 2 | 9 |
| Technical Analysis | 4 | 2 | 4 |
| Moving Averages | 7 | 0 | 5 |