NASDAQ$COLL
Collegium Pharmaceutical Inc · Q4 2024 earnings
Q4 2024 earnings · · After market close · Investor relations
Briefing
Collegium Pharmaceutical, Inc. reported record fourth quarter and full-year 2024 financial results, driven by strong performance in its pain portfolio and the addition of Jornay PM.
Collegium Pharmaceutical, Inc. achieved record financial results in Q4 2024, with net revenue of $181.9 million and adjusted EBITDA of $107.7 million. The company also reported GAAP net income of $12.5 million and repurchased $60.0 million in shares during 2024.
- Generated record quarterly net revenue of $181.9 million, a 22% increase year-over-year.
- Achieved quarterly GAAP net income of $12.5 million and adjusted EBITDA of $107.7 million.
- Jornay PM prescriptions grew 11% quarter-over-quarter, with net revenue of $29.3 million.
- Ended 2024 with $162.8 million in cash, cash equivalents, and marketable securities, after repurchasing $60.0 million in shares.
Headline financials
Revenue & EPS history
Collegium · Revenue · Quarterly
$182M
Revenue by segment
Collegium · $133M total across 3 segments · Q3 2023
- Nucynta Franchise$47.5M—35.8%
- Belbuca$45.4M—34.2%
- Xtampza ER$39.8M—30.0%
Forward guidance
Collegium Pharmaceutical, Inc. reaffirms its full-year 2025 guidance for Product Revenues, Net, Adjusted Operating Expenses, and Adjusted EBITDA.
Tailwinds
- Projected Product Revenues, Net between $735.0 million to $750.0 million for FY 2025.
- Projected Adjusted EBITDA between $435.0 million to $450.0 million for FY 2025.
- Expected Jornay PM net revenue to be in excess of $135 million in 2025.
- Commitment to creating long-term value for shareholders by executing on commercial priorities and strategically deploying capital.
- Focus on growing Jornay PM and maximizing the pain portfolio.
Headwinds
- The company is unable to provide a reconciliation of its full-year 2025 guidance for adjusted EBITDA or adjusted operating expenses to GAAP measures due to unreasonable efforts exception.
- Uncertainty regarding the timing and amount of items like stock-based compensation expense, acquisition related expense, and litigation settlements.
- These items are outside the Company's control and cannot be reasonably predicted.
- Probable significance of these items could have a material impact on GAAP net income and operating expenses for the guidance period.
- A reconciliation would imply a degree of precision and certainty that does not exist and could be confusing to investors.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2024
+2.6%
Avg return
Earnings day
+4.9%
Avg return
5 days after
+2.2%
Avg return
30 days after
61%
28 / 46 earnings
Positive
+31.2%
Q3 2019
Best reaction
-17.6%
Q2 2021
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +7.7% | -2.2% | -8.9% | |
| Q4 2025 | -3.5% | -12.6% | -29.1% | |
| Q3 2025 | +4.4% | +16.5% | +17.8% | |
| Q1 2025 | +5.9% | +6.6% | +10.7% | |
| Q4 2024 | +2.2% | +0.2% | +4.5% | |
| Q3 2024 | -6.8% | -9.0% | -13.1% | |
| Q2 2024 | +2.5% | +5.9% | +7.3% | |
| Q1 2024 | -17.2% | -12.5% | -12.8% | |
| Q4 2023 | +14.5% | +15.8% | +25.1% | |
| Q3 2023 | +4.6% | +10.8% | +23.0% | |
| Q2 2023 | +6.8% | +9.5% | +7.9% | |
| Q1 2023 | +3.6% | +6.4% | -2.2% | |
| Q4 2022 | +1.7% | +0.5% | -10.0% | |
| Q3 2022 | +6.9% | +11.9% | +30.6% | |
| Q2 2022 | +11.4% | +7.2% | -1.0% | |
| Q1 2022 | +1.7% | +10.0% | +15.9% | |
| Q4 2021 | -14.0% | -17.7% | -14.1% | |
| Q3 2021 | -5.3% | +1.0% | -12.5% | |
| Q2 2021 | -17.6% | -23.7% | -19.2% | |
| Q1 2021 | +3.6% | -0.3% | -1.8% | |
| Q4 2020 | -9.6% | -14.1% | -8.8% | |
| Q3 2020 | +2.2% | +4.3% | +1.9% | |
| Q2 2020 | +6.6% | +13.4% | +16.4% | |
| Q1 2020 | +9.4% | +16.2% | +0.3% | |
| Q4 2019 | +5.2% | -1.5% | -27.4% | |
| Q3 2019 | +31.2% | +38.5% | +53.5% | |
| Q2 2019 | +4.0% | +9.6% | +0.9% | |
| Q1 2019 | +5.6% | -2.9% | -18.0% | |
| Q4 2018 | +18.5% | +22.4% | +2.0% | |
| Q3 2018 | -0.4% | +10.8% | +23.1% | |
| Q2 2018 | -5.7% | -2.0% | -15.7% | |
| Q1 2018 | +11.6% | +8.6% | +9.7% | |
| Q4 2017 | +17.9% | +6.3% | -11.9% | |
| Q3 2017 | +25.8% | +44.7% | +75.2% | |
| Q2 2017 | -4.2% | -0.1% | -2.4% | |
| Q1 2017 | +12.5% | +11.5% | +28.0% | |
| Q4 2016 | +7.9% | +7.4% | -34.6% | |
| Q3 2016 | +7.9% | +1.8% | -0.1% | |
| Q2 2016 | -13.1% | -9.7% | -23.8% | |
| Q1 2016 | -3.0% | — | — | |
| Q4 2015 | -5.6% | — | — | |
| Q3 2015 | -10.4% | — | — | |
| Q2 2015 | -4.3% | — | — | |
| Q1 2015 | -0.8% | — | — | |
| Q1 2014 | -0.8% | — | — | |
| Q4 2014 | -0.8% | — | — | |
| Q3 2014 | — | — | — | |
| Q2 2014 | — | — | — |
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