COLL Earnings Prediction
The chart below shows how COLL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, COLL sees a +0.78% change in stock price 10 days leading up to the earnings, and a +4.81% change 10 days following the report. On the earnings day itself, the stock moves by +0.61%. This data can give you a slight idea of what to expect for the next quarter's release.
COLL Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
181.95M
21.51%
14.22%
Gross Margin
54.02%
-14.51%
-11.09%
Operating Margin
21.79%
-47.11%
-36.56%
Net Margin
6.89%
-67.70%
17.58%
EPS
0.35
-42.62%
52.17%
No Data Available
COLL Earnings Analysis
Collegium Pharmaceutical Inc Corporation (COLL.O) Earnings Conference Call
Positive
Pain Portfolio Revenue Growth: Collegium Pharmaceuticals generated significant growth in its pain portfolio through strong operational execution, achieving a revenue growth of 11% in 2024.
Neuropsychiatry Market Expansion: The acquisition of Ironshore Therapeutics and its lead medicine Jornay PM has established a new presence in neuropsychiatry, with Jornay prescriptions growing 29% year-over-year in Q4 2024.
Pro Forma Revenue Growth: Jornay's net revenue on a pro forma basis was $100.7 million in 2024, with expectations to exceed $135 million in 2025, representing over 34% growth.
Pain Portfolio Revenue Growth: The pain portfolio generated 5% revenue growth in 2024, led by record revenues for both BELBUCA and Xtampza ER, with BELBUCA achieving a record revenue of $55.2 million in Q4 2024, up 12% year-over-year.
Record EBITDA Growth: Collegium achieved its financial guidance for the year, with adjusted EBITDA growing 9% year-over-year, reaching a record $401.2 million for 2024.
Nucynta Exclusivity Extension: The Nucynta franchise's exclusivity has been extended, reinforcing its position as a robust revenue contributor, with projected exclusivity for Nucynta ER extended to July 2027.
Share Repurchase Commitment: Collegium repurchased $60 million worth of shares in 2024, demonstrating a commitment to returning value to shareholders.
Strong Financial Position: The company has a strong financial position with $162.8 million in cash and cash equivalents as of December 31, 2024, and plans to strategically deploy capital to create shareholder value.
Negative
Nucynta Revenue Decline: Nucynta franchise net revenue decreased by 11% year-over-year in Q4 2024 and 7% for the full year, indicating a decline in performance.
Operating Expenses Surge: GAAP operating expenses surged by 83% year-over-year in Q4 2024, and 30% for the full year, raising concerns about cost management.
Net Income Decline: Despite achieving revenue growth, GAAP net income for Q4 2024 dropped to $12.5 million from $31.9 million in Q4 2023, reflecting a significant decline in profitability.
Revenue Decline Anticipation: The company anticipates a modest quarter-over-quarter decline in revenue in Q1 2025 due to typical dynamics such as deductible resets and increased out-of-pocket costs for patients.
Increased Operating Expenses Ahead: Adjusted operating expenses are expected to increase in 2025, reflecting targeted investments that may strain short-term profitability despite long-term growth potential.
COLL FAQs
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COLL Earning Call Sentiment
Collegium Pharmaceutical, Inc. (NASDAQ:COLL) Q4 2024 Earnings Call Transcript
COLL.O
-2.99%Positive
The earnings call presents a mixed picture: strong revenue growth and a robust share repurchase program are positives, but increased operational costs, economic pressures, and lackluster synergy realization pose challenges. The Q&A session highlights uncertainties about future synergies and market dynamics. Despite a solid financial performance, the lack of clear guidance on key issues tempers optimism. Considering the company's small-cap status, the stock price is likely to remain stable, with potential fluctuations balanced by both positive and negative factors.
