$COLL

Corcept (CORT) reported Q2 revenues of $256.1M, up 31.7% YoY, beating estimates. Zoetis (ZTS) reported flat revenues of $2.47B, missing expectations. Bristol-Myers Squibb (BMY) reported $12.97B in revenues, up 5.7% YoY, beating estimates. Eli Lilly (LLY) reported $22.97B in revenues, up 47.7% YoY, beating estimates. Market focus has shifted from AI to geopolitics and back to fundamentals.

Collegium Pharmaceutical settled with Grünenthal for $17M, ending their U.S. license agreement for Nucynta products and resolving pending patent litigation. The deal terminates the 2015 license and 2020 consent agreement, with Collegium gaining certain patents and eliminating future royalties.

COLLEGIUM PHARMACEUTICAL, INC (COLL) filed an SEC Form 8-K — Termination of a Material Definitive Agreement. Item 1.02 Termination of a Material Definitive Agreement. As previously disclosed, Collegium Pharmaceutical, Inc. (the “Company”) is party to a License Agreement (U.S.), dated as of January 13, 2015, with Grünenthal GmbH (“Grünenthal”) (as amended, the “Grünenthal License”) which

Collegium Pharmaceutical (COLL) reported $199.9M revenue, up 6.3% YoY, missing expectations. Its stock fell 38.3%. Eli Lilly (LLY) reported $22.97B revenue, up 47.7%, beating expectations. Its stock rose 5.9%. Supernus Pharmaceuticals (SUPN) reported $211.3M revenue, up 27.7%, exceeding expectations. Its stock fell 4%.

Corcept (CORT) beat estimates and raised guidance, with its stock up 23.2%. Zoetis (ZTS) reported flat revenue, missing expectations, and its stock fell 4.2%. Collegium Pharmaceutical (COLL) saw a 6.3% revenue increase but missed guidance, with its stock down 36.7%. Pfizer (PFE) reported a 2.6% revenue increase, beating expectations, and its stock rose 14.8%.

Collegium Pharmaceutical (COLL) reported Q2 2026 results on an earnings call. Total net product revenue was $199.9M (+6% YoY). Jornay PM revenue rose to $46.1M (+41%) with 30,000+ prescribers. Azstarys revenue was $12.9M post-May acquisition. 2026 guidance: product revenue $825M-$855M; adjusted EBITDA $445M-$470M; adjusted EPS $1.92. Risks cited include authorized-generic pricing impacts.

Collegium Pharmaceutical shares rose about 3% in pre-open trading after the company announced a $50 million Accelerated Share Repurchase with Jefferies LLC. Collegium will pay $50 million upfront and receive about 1.56 million shares initially, under a $150 million buyback program authorized in July 2025. The firm reported Q2 net revenues near $199.9 million and reaffirmed 2026 guidance of $805–$825 million.

Collegium Pharmaceutical (NASDAQ:COLL) shares rose about 4% premarket after it announced a $50 million accelerated share repurchase with Jefferies LLC. The ASR is part of a $150 million buyback authorized in July 2025, leaving $100 million after completion. Collegium will pay $50 million and initially receive 1,556,420 shares based on a $25.70 Aug. 12, 2026 close; final settlement expected by Q4 2026.

Collegium Pharmaceutical shares fell about 13% in pre-open trading after it reported Q2 2026 results and cut full-year revenue guidance. Net revenues were $199.9M, up 6.3% but below analysts’ ~$201.2M-$201.4M. Adjusted EPS was $1.92 and adjusted EBITDA $113.8M. The pain portfolio faced generic competition, while JORNAY PM rose 41% to $46.1M and AZSTARYS added $12.9M.

Collegium Pharmaceutical (NASDAQ:COLL) reported Q2 CY2026 revenue of $199.9 million, up 6.3% year on year but below analyst estimates. Full-year revenue guidance of $840 million midpoint was 3.4% under consensus. Non-GAAP EPS was $1.92, up from $1.68 and 8.8% above estimates. The stock fell 6.6% to $33.37.