Collegium Pharmaceutical, Inc. (COLL)

In the past six months, Collegium Pharmaceutical reported strong first-quarter 2026 results, exceeding market revenue expectations, which led to the stock soaring. Collegium announced plans to acquire the ADHD medicine AZSTARYS, which is expected to be immediately accretive to adjusted EBITDA. The company reported its fourth quarter and full-year 2025 financial results and raised its full-year 2025 net product revenue guidance earlier. Collegium Pharmaceutical insiders have sold more of their company's stock than they have bought, with sales totaling $2,507,572.00.

Collegium Pharmaceutical's products experience demand seasonality. For Jornay PM, there is typical seasonality leading to higher gross-to-net in the first half of the year. The company's pain prescriptions are also impacted by typical first-quarter dynamics, where patient deductibles reset and out-of-pocket costs increase.

Collegium Pharmaceutical, Inc. (COLL) is a diversified specialty pharmaceutical company focused on improving the lives of individuals with serious medical conditions, operating within the Healthcare sector, specifically in the Pharmaceuticals and Drug Manufacturers - Specialty & Generic industries. The company's business centers on responsible pain management and neuropsychiatry, utilizing its DETERx platform technology for abuse-deterrent formulations. Its major products include Xtampza ER, an abuse-deterrent, extended-release oral formulation of oxycodone for severe and persistent pain; Nucynta ER and Nucynta IR, extended-release and immediate-release oral formulations of tapentadol for acute, severe, and persistent pain; Belbuca, a buccal film containing buprenorphine for severe and persistent pain; Symproic, an oral formulation of naldemedine for the treatment of opioid-induced constipation (OIC) in adult patients with chronic non-cancer pain; and Jornay PM, a central nervous system stimulant prescription medicine containing methylphenidate HCl for the treatment of attention deficit hyperactivity disorder (ADHD).

Collegium Pharmaceutical, Inc. primarily commercializes its products in the United States. The company's headquarters are located in Stoughton, Massachusetts.

Collegium Pharmaceutical has maintained a positive brand reputation in the past year, particularly within its specialized areas. Market research indicated that healthcare providers give Jornay PM a high favorability rating and rank it as the #1 branded ADHD medicine in terms of product differentiation. Collegium was also ranked #1 in reputation among pharmaceutical companies specializing in ADHD. Belbuca was ranked as the #1 branded ER opioid in terms of differentiation and favorability. There were no specific events found in the past year that negatively affected Collegium Pharmaceutical, Inc.'s reputation.

Institutional ownership dominates Collegium Pharmaceutical's ownership structure, with major institutional owners including BlackRock, Inc., The Vanguard Group Inc., and State Street Corporation, among others. Notable individual and insider owners include David Hirsch, Yasunori Kaneko, and Patrick J. Heron. Early equity was also concentrated among founders and healthcare venture capital backers like Longitude Capital, Skyline Ventures, and Frazier Healthcare Partners.