$COLL

COLLEGIUM PHARMACEUTICAL, INC

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No SEC Form 4 filings for $COLL in the last 30 days.

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Unpacking Q2 Earnings: Merck (NYSE:MRK) In The Context Of Other Branded Pharmaceuticals Stocks

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) Q2 2026 Earnings Call Transcript

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.

Why is Collegium Pharmaceutical stock climbing today?

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.

COLL sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 1 news story mentioning COLL (COLLEGIUM PHARMACEUTICAL, INC). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.

Recent COLL coverage spans earnings, corporate actions and financial news.

What's driving COLL

  • Recap of already‑public earnings; limited trading relevance.

    finance.yahoo.com · Sep 29, 2026

  • Guidance update shifts the balance between ADHD growth (Jornay PM, Azstarys) and pain franchise headwinds (Nucynta authorized generic pricing), affecting near-term valuation and risk premium.

    fool.com · Aug 13, 2026

  • The ASR tranche is a near-term capital return catalyst that can support the stock into the open, while reaffirmed 2026 guidance reduces downside risk.

    investing.com · Aug 13, 2026

  • The ASR provides a near-term reduction in share count and signals confidence in the ADHD and pain franchises, likely supporting sentiment.

    investing.com · Aug 13, 2026

  • Guidance cut and pain-portfolio pressure are the dominant drivers, likely keeping downside pressure until investors see stabilization in revenue durability.

    investing.com · Aug 6, 2026

AlphAI scores every news story that mentions COLL with an AI model for sentiment and relevance, and aggregates insider trades from COLLEGIUM PHARMACEUTICAL, INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $COLL

Score
$COLLMedAI 8/10

Collegium Pharmaceutical (COLL) Q2 2026 Earnings Call Transcript

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.

$COLLMed

Why is Collegium Pharmaceutical stock climbing today?

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.

$COLLMed

Collegium Pharmaceutical stock jumps on $50M share buyback

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.

$COLLHighAI 9/10

Why is Collegium Pharmaceutical stock tumbling today?

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.

$COLLHigh

Collegium Reports Second Quarter 2026 Financial Results and Highlights Recent Company Progress

COLLEGIUM PHARMACEUTICAL, INC (COLL) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Collegium Reports Second Quarter 2026 Financial Results and Highlights Recent Company Progress – Completed Acquisition of AZSTARYS ® , Strengthening ADHD Portfolio and Extending Long-Term Revenue Outlook – – Generated Quarterly Net Revenues of $199.9 Million, Up 6% Y

$COLLHighAI 9/10

Why Collegium Pharmaceutical Inc. (COLL) Stock Is Gaining Attention for Its ADHD Portfolio

Collegium Pharmaceutical (NASDAQ:COLL) reported Q1 2026 results on May 7, with revenue up 9% YoY to $193.5 million, beating the Street’s $187.4 million estimate. Adjusted EPS rose to $1.76 from $1.49 and topped expectations of $1.63. The company cited strong ADHD franchise growth, including Jornay PM sales up 36% YoY, and expects Jornay PM revenue of $190–$200 million in 2026. Collegium also plans to expand its ADHD portfolio via Azstarys acquisition, expecting it to add over $50 million to H2 2

$COLLLow

Collegium Pharmaceutical (COLL) director Donovan Glancy files initial Form 3

Collegium Pharmaceutical (COLL) director Donovan Michael Glancy has filed an initial Form 3, indicating his start as a reporting person for the company. This filing discloses his initial ownership of Collegium Pharmaceutical securities but does not report any transactions or derivative positions. A Form 3 is a mandatory SEC filing for new insiders, establishing a baseline for their holdings.

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